Legend Financial Advisors, Inc.

CIK 0001781948 · Q1 2026

13F Equity AUM

$155.1M

-6.1% QoQ

Positions

+1 QoQ

AUM Rank

#8,410

Top 68%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #4,093 · Top 50%

vs S&P -6.8%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 41.9%Top 10: 69.9%Top 20: 92.0%

IAU*10.0%

NDQ9.3%

SOXX9.2%

FNDX6.9%

VIOV6.5%

VO6.5%

DJP6.2%

LCR6.0%

IAK4.6%

XME4.6%

Others (28)30.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services79.8%

Financials10.0%

Technology4.0%

Consumer Cyclical2.8%

Other3.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 38Median: 0.99%Avg: 2.63%

0–0.5%

10(3.0%)

0.5–1%

9(6.0%)

1–3%

6(8.9%)

3–5%

5(21.5%)

5%+

8(60.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 37Unique: 1vs 20 funds

0.5%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.7%

JPMORGAN CHASE & CO

0.7%

BANK OF AMERICA CORP /DE/

0.7%

FMR LLC

BlackRock, Inc.

0.7%

STATE STREET CORP

0.6%

GEODE CAPITAL MANAGEMENT, LLC

0.6%

VANGUARD CAPITAL MANAGEMENT LLC

0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased16Decreased13Exited3

New Positions

DLO0.7%

+84K

CRDO0.6%

+10K

FRDM0.6%

+16K

PPL0.2%

+8K

Increased

SPSM2.1%

+13K(+25%)

ARB3.5%

+8K(+4%)

IDMO4.4%

+6K(+5%)

VO6.5%

+6K(+20%)

LCR6.0%

+4K(+2%)

VIOV6.5%

+2K(+2%)

IAK4.6%

+947(+2%)

NDQ9.3%

+323(+1%)

FNDX6.9%

+206(+0%)

XLE1.7%

+142(+0%)

Decreased

COPX4.3%

-75,699(-46%)

XME4.6%

-26,395(-29%)

IAU*10.0%

-18,897(-10%)

B0.6%

-14,706(-40%)

SCHG0.3%

-8,140(-35%)

DJP6.2%

-6,288(-3%)

SOXX9.2%

-5,286(-11%)

AAPL1.7%

-614(-6%)

INTC0.8%

-451(-2%)

MOD1.3%

-417(-4%)

Exited

RSPD

-130,086

CRBG

-25,404

LLY

-275

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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