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☆Legend Financial Advisors, Inc.

CIK 0001781948 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.541
AUM ($M)
176
Positions
40
Turnover
0.08
Top-10 wt
68%
Herfindahl
0.058
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 41 positions · portfolio value $176M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SOXX funds › ISHARES TR TRIM — 11.2% +2.0% 19.6 30,649 -12,624 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 10.2% +0.9% 17.9 24,334 -727 5 —
☆IAU funds › ISHARES GOLD TR ADD — 7.6% -2.4% 13.4 176,990 +1,331 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 6.8% +0.2% 11.9 147,466 +112,112 5 —
☆FNDX funds › SCHWAB STRATEGIC TR TRIM — 6.7% -0.2% 11.8 380,221 -2,381 5 —
☆CUSIP:921932778 funds › VANGUARD ADMIRAL FDS INC TRIM — 6.6% +0.0% 11.6 98,727 -1,068 5 —
☆LCR funds › MANAGED PORTFOLIO SER ADD — 5.8% -0.3% 10.1 255,221 +3,359 5 —
☆DJP funds › BARCLAYS BANK PLC TRIM — 4.8% -1.4% 8.4 192,783 -6,633 5 —
☆IAK funds › ISHARES TR ADD — 4.7% +0.1% 8.2 58,386 +2,879 5 —
☆IDMO funds › INVESCO EXCH TRADED FD TR II TRIM — 4.2% -0.2% 7.5 124,008 -1,158 5 —
☆XME funds › SPDR SERIES TRUST TRIM — 3.8% -0.8% 6.7 62,547 -3,376 5 —
☆COPX funds › GLOBAL X FDS TRIM — 3.6% -0.7% 6.3 81,970 -5,955 5 —
☆ARB funds › ALTSHARES TRUST ADD — 3.2% -0.4% 5.6 189,058 +1,709 5 —
☆SPSM funds › SPDR SERIES TRUST ADD — 2.2% +0.1% 3.8 66,434 +70 5 —
☆INTC funds › INTEL CORP TRIM — 2.2% +1.4% 3.8 27,240 -626 5 —
☆AAPL funds › APPLE INC ADD — 1.8% +0.1% 3.1 10,701 +343 5 —
☆CRDO funds › CREDO TECHNOLOGY GROUP HOLDI TRIM — 1.5% +0.9% 2.6 9,477 -230 2 —
☆MOD funds › MODINE MFG CO TRIM — 1.1% -0.1% 2.0 7,577 -1,608 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 1.1% -0.6% 2.0 37,749 -6,367 5 —
☆GOOG funds › ALPHABET INC NEW — 1.1% +1.1% 2.0 5,608 +5,608 1 —
☆AMZN funds › AMAZON COM INC ADD — 1.1% +0.0% 1.9 7,964 +13 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.9% -0.1% 1.6 3,217 +58 5 —
☆FSLR funds › FIRST SOLAR INC ADD — 0.7% +0.1% 1.3 5,419 +576 5 —
☆RELY funds › REMITLY GLOBAL INC NEW — 0.7% +0.7% 1.3 56,074 +56,074 1 —
☆CPA funds › COPA HOLDINGS SA ADD — 0.7% +0.1% 1.2 8,011 +14 5 —
☆FRDM funds › EA SERIES TRUST ADD — 0.7% +0.1% 1.2 15,817 +253 2 —
☆TBBK funds › BANCORP INC DEL ADD — 0.6% +0.2% 1.1 17,841 +4,382 5 —
☆EVR funds › EVERCORE INC TRIM — 0.6% +0.0% 1.1 3,210 -9 5 —
☆DLO funds › DLOCAL LTD TRIM — 0.6% -0.1% 1.1 83,373 -282 2 —
☆NMIH funds › NMI HLDGS INC ADD — 0.6% +0.1% 1.0 23,740 +5,014 5 —
☆PAAS funds › PAN AMERN SILVER CORP TRIM — 0.5% -0.5% 0.9 19,931 -8,479 5 —
☆B funds › BARRICK MNG CORP ADD — 0.5% -0.1% 0.8 22,327 +38 5 —
☆ALV funds › AUTOLIV INC TRIM — 0.4% -0.0% 0.8 6,474 -19 5 —
☆V funds › VISA INC HOLD — 0.4% +0.0% 0.6 1,859 +0 3 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.0% 0.5 14,789 -468 5 —
☆PPL funds › PPL CORP HOLD — 0.2% -0.0% 0.3 8,471 +0 2 —
☆DCI funds › DONALDSON INC HOLD — 0.2% -0.0% 0.3 3,092 +0 3 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.1% -0.0% 0.3 794 -69 5 —
☆LLY funds › ELI LILLY & CO NEW — 0.1% +0.1% 0.2 193 +193 1 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.1% -0.1% 0.2 2,556 -593 5 —
☆FISV funds › FISERV INC EXIT — 0.0% -0.2% 0.0 0 -6,844 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 176 40 0.08 68% 0.058 0.541 — in
2026Q1 155 38 0.10 70% 0.059 0.500 — in
2025Q4 165 37 0.03 68% 0.057 0.604 — in
2025Q3 163 39 0.04 68% 0.057 0.577 — in
2025Q2 151 171 0.13 67% 0.055 0.400 — entered
2025Q1 136 37 0.00 68% 0.058 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status