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Ruth Thortvedt

Legend Financial Advisors, Inc.

Assets Managed
$176.008M
Holdings
40
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
13.47%(2Q avg: 3.7%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legend Financial Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Legend Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 176.008M in assets, with a quarterly growth rate of 13.47% and a 2-quarter average growth rate of 3.7%. The portfolio is managed by Ruth Thortvedt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SOXX
Ishares Semiconductor Etf
Recent Activity
Decreased -29.17%
11.16%
$19.639M
30,649 shares@ $640.77 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.9%
10.19%
$17.92M
24,334 shares@ $736.4 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 0.76%
7.6%
$13.364M
176,990 shares@ $75.51 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 317.12%
6.76%
$11.881M
147,466 shares@ $80.57 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -0.62%
6.72%
$11.825M
380,221 shares@ $31.1 avg price
VIOV
Vanguard S&p Small-cap 600 V
Recent Activity
Decreased -1.07%
6.59%
$11.584M
98,727 shares@ $117.34 avg price
LCR
Leuthold Core Etf
Recent Activity
Increased 1.34%
5.77%
$10.149M
255,221 shares@ $39.77 avg price
DJP
Ipath Bloomberg Commodity In
Recent Activity
Decreased -3.32%
4.79%
$8.427M
192,783 shares@ $43.72 avg price
IAK
Ishares U.s. Insurance Etf
Recent Activity
Increased 5.19%
4.67%
$8.207M
58,386 shares@ $140.57 avg price
IDMO
Invesco S&p International De
Recent Activity
Decreased -0.92%
4.25%
$7.476M
124,008 shares@ $60.3 avg price

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