Titelia

Holdings of Legend Financial Advisors, Inc.

32 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 75.4 % of the equity sleeve

Sector breakdown

  • Funds 10.1 %
  • Technology 2.7 %
  • Financials 1.9 %
  • Consumer discretionary 1.2 %
  • Utilities 0.4 %
  • Unattributed 83.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US32140.4M $100.00 %

Positions

RankCompanySharesValueWeight
1Ishares Gold Trust 175,65915.5M $
2Invesco QQQ Trust Series 1 25,06114.5M $
3iShares Trust 43,27314.2M $
4Schwab Fundamental U.S. Large Company ETF 382,60210.7M $
5Vanguard S&P Small-Cap 600 Value ETF 99,79510.2M $
6Vanguard Mid-Cap ETF 35,35410.2M $
7iPath Bloomberg Commodity Index Total Return ETN 199,4169.6M $
8iShares U.S. Insuran 55,5077.1M $
9SPDR SERIES TRUST 65,9237.1M $
10Invesco S&P International Deve 125,1666.9M $
11Global X Funds 87,9256.7M $
12ALTSHARES TRUST 187,3495.5M $
13SPDR Series Trust 66,3643.2M $
14Select Sector Spdr Trust 44,1162.7M $
15Apple Inc 10,3582.6M $
16Modine Manufacturing Co 9,1852M $
17Amazon.com Inc 7,9511.7M $
18Berkshire Hathaway Inc 3,1591.5M $
19Intel Corp 27,8661.2M $
20Evercore Inc 3,219960.9K $
21First Solar Inc 4,843955.3K $
22Freedom 100 Emerging Markets E 15,564850.6K $
23Bancorp Inc/The 13,459723.2K $
24NMI Holdings Inc 18,726702.4K $
25Autoliv Inc 6,493682.8K $
26Visa Inc 1,859561.9K $
27Schwab Strategic Trust 15,257444.4K $
28Fiserv Inc 6,844381.9K $
29PPL Corp 8,471323.6K $
30NextEra Energy Inc 3,149292.5K $
31Donaldson Co Inc 3,092262.4K $
32JPMorgan Chase & Co 863253.9K $