Plotkin Financial Advisors, LLC

Name: Plotkin Financial Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001826394 · CHEVY CHASE, MD · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Plotkin Financial Advisors, LLC reported 110 positions worth $241.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VTI (9.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$241.0M

2026 Q2

Positions

110

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

54.8%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 110 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VTI	VANGUARD TOTAL STOCK MARKET ETF	SH	$22.8M	9.48%	61,708	—	—
▸ 2	SMH	VANECK SEMICONDUCTOR ETF	SH	$22.0M	9.13%	33,547	—	—
▸ 3	QQQ	INVESCO QQQ TRUST SERIES I	SH	$17.3M	7.17%	23,461	—	—
▸ 4	RDVY	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	SH	$15.7M	6.50%	193,183	—	—
▸ 5	CIBR	FIRST TRUST NASDAQ CYBERSECURITY ETF	SH	$10.8M	4.49%	120,316	—	—
▸ 6	VIG	VANGUARD DIVIDEND APPRECIATION ETF	SH	$10.3M	4.27%	43,511	—	—
▸ 7	AAPL	APPLE INC COM	SH	$8.4M	3.48%	29,022	—	—
▸ 8	FAD	FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND	SH	$8.3M	3.46%	41,711	—	—
▸ 9	JPST	JPMORGAN ULTRA-SHORT INCOME ETF	SH	$8.3M	3.46%	164,890	—	—
▸ 10	SPY	STATE STREET SPDR S&P 500 ETF	SH	$8.1M	3.37%	10,876	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Plotkin Financial Advisors, LLC hold as of Q2 2026?

Plotkin Financial Advisors, LLC reported 110 positions worth $241.0M in its Q2 2026 13F filing. Largest positions: VTI (9.5%), SMH (9.1%), QQQ (7.2%), RDVY (6.5%) and CIBR (4.5%).

What did Plotkin Financial Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Plotkin Financial Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.