Portfolio (Quarterly) Guide ↗

Legend Financial Advisors, Inc.

· CIK 0001781948

13F Portfolio $155M AUM 38 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 11 Added 13 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RSPD	INVESCO EXCHANGE TRADED FD T	—	130,086	$7.4M	4.49%	SOLD
2	CRBG	COREBRIDGE FINL INC	Financial Services	25,404	$766K	0.46%	SOLD
3	LLY	ELI LILLY & CO	Healthcare	275	$296K	0.18%	SOLD

Sector Allocation

Financial Services 73.1%

Technology 10.7%

Consumer Cyclical 7.4%

Basic Materials 4.2%

Industrials 2.0%

Energy 1.6%

Utilities 1.1%