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Home > Institutional Investor > Legend Financial Advisors, Inc. > Profile

Instuitional Investor - Legend Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Legend Financial Advisors, Inc.
Portfolio Value $155,121,619
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 175,659 $15,486,078 9.98%
2.
Invesco Qqq Tr
 25,061 $14,464,705 9.32%
3.
Ishares Trust
 IEF 43,273 $14,222,211 9.17%
4.
Schwab Strategic Trust
 FNDF 382,602 $10,655,472 6.87%
5.
Vanguard Admiral Fds Inc
 99,795 $10,153,156 6.55%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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