Legend Financial Advisors, Inc.
Annual return '25
+30.0%
SPY '25
+17.7%
Alpha
+12.3ptsvs SPY
Invested
$155.1M
Holdings
39
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IAU
ISHARES GOLD TR
Q1 2026: Sold 2.4% (169.3k → 165.2k shares)
10.0%
02
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
9.3%
03
$SOXX
ISHARES TR
Held since at least Q1 2024
9.2%
04
$FNDX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
6.9%
05
$VIOV
VANGUARD ADMIRAL FDS INC
Held since at least Q1 2024
6.5%
06
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
6.5%
07
$DJP
BARCLAYS BANK PLC
Held since at least Q1 2024
6.2%
08
$LCR
MANAGED PORTFOLIO SERIES
Held since at least Q1 2024
6.1%
09
$IAK
ISHARES TR
Held since at least Q1 2024
4.6%
10
$XME
SPDR SERIES TRUST
Held since at least Q1 2024
4.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:28 UTC.