Long-term investor

Legend Financial Advisors, Inc. @legendfinancialadvisorsi

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001781948).

Record

  • Tracked since 2025-06-30 (431 days), 44 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.3% · 6 months +15.1% · 1 year +29.3% · all +29.3%
  • Max drawdown 0.0% · Sharpe 2.27 · win rate 3% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287523 · 11.2% · long · since 2025-06-30
  • QQQ · 10.2% · long · since 2025-06-30
  • 464285204 · 7.6% · long · since 2025-06-30
  • 922908629 · 6.8% · long · since 2025-06-30
  • 808524771 · 6.7% · long · since 2025-06-30
  • 921932778 · 6.6% · long · since 2025-06-30
  • 56167R606 · 5.8% · long · since 2025-06-30
  • ATMP · 4.8% · long · since 2025-06-30
  • 464288786 · 4.7% · long · since 2025-06-30
  • 46138E222 · 4.2% · long · since 2025-06-30
  • 78464A755 · 3.8% · long · since 2025-06-30
  • 37954Y830 · 3.6% · long · since 2025-06-30

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