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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
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 7,964.0 $1.9M 1.08% $238.34 +11.8%
22 BERKSHIRE HATHAWAY INC DEL 3,217.0 $1.6M 0.92% +58.0 +1.8% $500.39
23 FSLR FIRST SOLAR INC Energy 5,419.0 $1.3M 0.73% +576.0 +11.9% $235.96 -13.3%
24 RELY REMITLY GLOBAL INC Technology 56,074.0 $1.3M 0.71% NEW $22.41 +18.5%
25 CPA COPA HOLDINGS SA Industrials 8,011.0 $1.2M 0.71% $155.57 -16.8%
26 FRDM EA SERIES TRUST 15,817.0 $1.2M 0.66% +253.0 +1.6% $72.90 -5.9%
27 TBBK BANCORP INC DEL Financial Services 17,841.0 $1.1M 0.64% +4K +32.6% $62.64 +4.9%
28 EVR EVERCORE INC Financial Services 3,210.0 $1.1M 0.62% $341.44 -15.0%
29 DLO DLOCAL LTD Technology 83,373.0 $1.1M 0.62% $12.99 +15.7%
30 NMIH NMI HLDGS INC Financial Services 23,740.0 $975K 0.55% +5K +26.8% $41.09 +9.1%
31 PAAS PAN AMERN SILVER CORP Basic Materials 19,931.0 $893K 0.51% -8K -29.9% $44.79 +18.0%
32 B BARRICK MNG CORP Basic Materials 22,327.0 $820K 0.47% $36.73 +24.3%
33 ALV AUTOLIV INC Consumer Cyclical 6,474.0 $752K 0.43% $116.17 +5.1%
34 V VISA INC Financial Services 1,859.0 $638K 0.36% $343.09 +11.2%
35 SCHG SCHWAB STRATEGIC TR 14,789.0 $500K 0.28% -468.0 -3.1% $33.84 +5.7%
36 PPL PPL CORP Utilities 8,471.0 $308K 0.17% $36.35 -5.9%
37 DCI DONALDSON INC Industrials 3,092.0 $278K 0.16% $89.77 +2.4%
38 JPM JPMORGAN CHASE & CO Financial Services 794.0 $260K 0.15% -69.0 -8.0% $327.33 +9.3%
39 LLY ELI LILLY & CO Healthcare 193.0 $231K 0.13% NEW $1199.43 -2.2%
40 NEE NEXTERA ENERGY INC Utilities 2,556.0 $224K 0.13% -593.0 -18.8% $87.77 -6.8%
Page 2 of 2  ·  40 positions

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%