Portfolio (Quarterly) Guide ↗

Legend Financial Advisors, Inc.

· CIK 0001781948

13F Portfolio $176M AUM 40 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 11 Added 16 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FISV	FISERV INC	Technology	6,844	$382K	0.25%	SOLD

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%