Legend Financial Advisors, Inc.

RIA/Wealth

Legend Financial Advisors, Inc. is a RIA/Wealth based in Pittsburgh, PA led by James Jude Holtzman, reporting $335.4M in AUM as of Q3 2025 with 70% ETF concentration and 68% concentrated in top 10 holdings.

CEOJames Jude Holtzman

Portfolio Value: $163.1M
Positions: 39
Top Holding: IAU at 9.73%
Last Reported: Q3 2025

Address5700 Corporate Drive, Suite 350, Pittsburgh, PA, 15237, United States

Top Holdings

Largest long holdings in Legend Financial Advisors, Inc.'s portfolio (68.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 IAU iShares Gold Trust IAU	Unknown Unknown	$15.9M	9.73%	-$74.2K Sold	— 218.0K shares	Q3 2022 Held for 3y 2m
2 Invesco QQQ Trust QQQ	ETF ETF	$14.8M	9.07%	-$507.3K Sold	— 24.6K shares	Q4 2018 Held for 6y 11m
3 iShares Semiconductor SOXX	ETF ETF	$14.1M	8.65%	-$1.1M Sold	— 52.0K shares	Q4 2018 Held for 6y 11m
4 Global X Copper Miners COPX	ETF ETF	$11.9M	7.27%	-$524.4K Sold	— 198.2K shares	Q1 2021 Held for 4y 8m
5 SPDR S&P Metals & Mining XME	ETF ETF	$10.1M	6.17%	-$1.4M Sold	— 108.0K shares	Q2 2021 Held for 4y 5m
6 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$10.1M	6.16%	-$4.3K Sold	— 382.4K shares	Q2 2022 Held for 3y 5m
7 Leuthold Core ETF LCR	ETF ETF	$9.7M	5.94%	+$117.0K Bought	— 255.2K shares	Q3 2022 Held for 3y 2m
8 Vanguard S&P Small-Cap 600 Value VIOV	ETF ETF	$9.2M	5.64%	+$22.9K Bought	— 96.6K shares	Q1 2021 Held for 4y 8m
9 Vanguard Mid-Cap Fund VO	ETF ETF	$8.6M	5.29%	+$31.7K Bought	— 29.4K shares	Q3 2022 Held for 3y 2m
10 Invesco S&P 500 Equal Weight Consumer Discretionary RSPD	ETF ETF	$7.4M	4.52%	-$43.3K Sold	— 127.8K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Legend Financial Advisors, Inc.'s latest filing

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Market Value

$163.1M

Prior: $150.5M

Q/Q Change

+8.38%

+$12.6M

Net Flows % of MV

-3.41%

Turnover Ratio

2.55%

New Purchases

1 stocks

$261.6K

Added To

22 stocks

+$1.1M

Sold Out Of

131 stocks

$3.2M

Reduced Holdings

11 stocks

-$3.8M

Increased Positions

Position	Shares Δ	Change
1 Tyler Technologies TYL	New	0 → 500.0 +$261.6K
2 Berkshire Hathaway BRK.B	+7.2%	2.9K → 3.2K +$106.6K
3 Energy Select Sector SPDR Fund XLE	+6.86%	19.5K → 20.8K +$119.2K
4 First Solar FSLR	+4.02%	4.8K → 4.9K +$42.1K
5 NMI Holdings Inc. NMIH	+3.87%	18.0K → 18.7K +$26.7K

Decreased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Equal Weight ETF RSP	Sold	926.0 → 0 −$168.2K
2 XLY Consumer Discretionary Select Sector SPDR Fund XLY	Sold	716.0 → 0 −$155.6K
3 PNC Financial Services PNC	Sold	695.0 → 0 −$129.6K
4 S&T Bancorp STBA	Sold	3.4K → 0 −$127.6K
5 Visa V	Sold	301.0 → 0 −$106.9K