0001781948-26-000002.txt : 20260424 0001781948-26-000002.hdr.sgml : 20260424 20260424114855 ACCESSION NUMBER: 0001781948-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 EFFECTIVENESS DATE: 20260424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legend Financial Advisors, Inc. CENTRAL INDEX KEY: 0001781948 ORGANIZATION NAME: EIN: 251713502 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19565 FILM NUMBER: 26891556 BUSINESS ADDRESS: STREET 1: 5700 CORPORATE DRIVE SUITE 350 CITY: PITTSBURGH STATE: PA ZIP: 15237-5829 BUSINESS PHONE: (412)635-9210 MAIL ADDRESS: STREET 1: 5700 CORPORATE DRIVE SUITE 350 CITY: PITTSBURGH STATE: PA ZIP: 15237-5829 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001781948 XXXXXXXX 03-31-2026 03-31-2026 Legend Financial Advisors, Inc.

5700 CORPORATE DRIVE SUITE 350 PITTSBURGH PA 15237-5829

13F HOLDINGS REPORT 028-19565 N Cody Branson 7202633776 Cody Branson Denver CO 04-24-2026 0 38 155121619 false INFORMATION TABLE 2 13FQ12026Legend.xml JPMORGAN CHASE & CO COM 46625H100 253860 863 SH SOLE 0 0 863 DONALDSON INC COM 257651109 262418 3092 SH SOLE 0 0 3092 NEXTERA ENERGY INC COM 65339F101 292479 3149 SH SOLE 0 0 3149 PPL CORP COM 69351T106 323592 8471 SH SOLE 0 0 8471 FISERV INC COM 337738108 381895 6844 SH SOLE 0 0 6844 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 444428 15257 SH SOLE 0 0 15257 VISA INC COM CL A 92826C839 561864 1859 SH SOLE 0 0 1859 AUTOLIV INC COM 052800109 682804 6493 SH SOLE 0 0 6493 NMI HLDGS INC COM 629209305 702412 18726 SH SOLE 0 0 18726 BANCORP INC DEL COM 05969A105 723152 13459 SH SOLE 0 0 13459 EA SERIES TRUST FREEDOM 100 EM 02072L607 850573 15564 SH SOLE 0 0 15564 COPA HOLDINGS SA CL A P31076105 908539 7997 SH SOLE 0 0 7997 BARRICK MNG CORP COM SHS 06849F108 909168 22289 SH SOLE 0 0 22289 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 911196 9707 SH SOLE 0 0 9707 FIRST SOLAR INC COM 336433107 955330 4843 SH SOLE 0 0 4843 EVERCORE INC CLASS A 29977A105 960904 3219 SH SOLE 0 0 3219 DLOCAL LTD CLASS A COM G29018101 1085005 83655 SH SOLE 0 0 83655 INTEL CORP COM 458140100 1229727 27866 SH SOLE 0 0 27866 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1513793 3159 SH SOLE 0 0 3159 PAN AMERN SILVER CORP COM 697900108 1552038 28410 SH SOLE 0 0 28410 AMAZON COM INC COM 023135106 1655955 7951 SH SOLE 0 0 7951 MODINE MFG CO COM 607828100 1990481 9185 SH SOLE 0 0 9185 APPLE INC COM 037833100 2628770 10358 SH SOLE 0 0 10358 SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 2702568 44116 SH SOLE 0 0 44116 SPDR SERIES TRUST STATE STREET SPD 78468R853 3206694 66364 SH SOLE 0 0 66364 ALTSHARES TRUST MERGER ARBITRAGE 02210T108 5493082 187349 SH SOLE 0 0 187349 GLOBAL X FDS GLOBAL X COPPER 37954Y830 6713106 87925 SH SOLE 0 0 87925 INVESCO EXCH TRADED FD TR II S&P INTL MOMNT 46138E222 6864130 125166 SH SOLE 0 0 125166 SPDR SERIES TRUST STATE STREET SPD 78464A755 7120308 65923 SH SOLE 0 0 65923 ISHARES TR U.S. INSRNCE ETF 464288786 7120958 55507 SH SOLE 0 0 55507 MANAGED PORTFOLIO SERIES LEUTHOLD CORE ET 56167R606 9386049 251862 SH SOLE 0 0 251862 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 9599899 199416 SH SOLE 0 0 199416 VANGUARD INDEX FDS MID CAP ETF 922908629 10152820 35354 SH SOLE 0 0 35354 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 10153156 99795 SH SOLE 0 0 99795 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 10655472 382602 SH SOLE 0 0 382602 ISHARES TR ISHARES SEMICDTR 464287523 14222211 43273 SH SOLE 0 0 43273 INVESCO QQQ TR UNIT SER 1 46090E103 14464705 25061 SH SOLE 0 0 25061 ISHARES GOLD TR ISHARES NEW 464285204 15486078 175659 SH SOLE 0 0 175659