Portfolio (Quarterly)
Guide ↗
Legend Financial Advisors, Inc.
· CIK 0001781948| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | Financial Services | 176,990.0 | $13.4M | 7.59% | +1K | +0.8% | $75.51 | +11.0% |
| 2 | VO | VANGUARD INDEX FDS | — | 147,466.0 | $11.9M | 6.75% | +112K | +317.1% | $80.57 | +2.4% |
| 3 | — | MANAGED PORTFOLIO SER | — | 255,221.0 | $10.1M | 5.77% | +3K | +1.3% | $39.76 | — |
| 4 | IAK | ISHARES TR | — | 58,386.0 | $8.2M | 4.66% | +3K | +5.2% | $140.56 | +3.2% |
| 5 | ARB | ALTSHARES TRUST | — | 189,058.0 | $5.6M | 3.18% | +2K | +0.9% | $29.63 | +0.4% |
| 6 | AAPL | APPLE INC | Technology | 10,701.0 | $3.1M | 1.76% | +343.0 | +3.3% | $289.36 | +10.5% |
| 7 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,217.0 | $1.6M | 0.92% | +58.0 | +1.8% | $500.39 | — |
| 8 | FSLR | FIRST SOLAR INC | Energy | 5,419.0 | $1.3M | 0.73% | +576.0 | +11.9% | $235.96 | -13.3% |
| 9 | FRDM | EA SERIES TRUST | — | 15,817.0 | $1.2M | 0.66% | +253.0 | +1.6% | $72.90 | -5.9% |
| 10 | TBBK | BANCORP INC DEL | Financial Services | 17,841.0 | $1.1M | 0.64% | +4K | +32.6% | $62.64 | +4.9% |
| 11 | NMIH | NMI HLDGS INC | Financial Services | 23,740.0 | $975K | 0.55% | +5K | +26.8% | $41.09 | +9.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
66.8%
Technology
18.0%
Consumer Cyclical
7.1%
Basic Materials
2.6%
Industrials
2.3%
Energy
2.0%
Utilities
0.8%
Healthcare
0.4%