Plotkin Financial Advisors, LLC 13F Holdings · Q2 2026
Plotkin Financial Advisors, LLC reported 110 securities worth $240.99M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (9.48%), SMH (9.13%), QQQ (7.17%). Among its top 25 positions this quarter: 13 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $22.8M | 9.48% | 61,708 | Trimmed |
| 2 | SMH | VANECK SEMICONDUCTOR ETF | $22.0M | 9.13% | 33,547 | Trimmed |
| 3 | QQQ | INVESCO QQQ TRUST SERIES I | $17.3M | 7.17% | 23,461 | Added |
| 4 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $15.7M | 6.50% | 193,183 | Added |
| 5 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $10.8M | 4.49% | 120,316 | Added |
| 6 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $10.3M | 4.27% | 43,511 | Added |
| 7 | AAPL | APPLE INC COM | $8.4M | 3.48% | 29,022 | Added |
| 8 | FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | $8.3M | 3.46% | 41,711 | Trimmed |
| 9 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $8.3M | 3.46% | 164,890 | Added |
| 10 | SPY | STATE STREET SPDR S&P 500 ETF | $8.1M | 3.37% | 10,876 | Added |
| 11 | GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $6.3M | 2.61% | 44,303 | Trimmed |
| 12 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $6.2M | 2.57% | 18,100 | Trimmed |
| 13 | FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $5.6M | 2.34% | 60,038 | Trimmed |
| 14 | FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $4.4M | 1.81% | 79,135 | Added |
| 15 | FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $4.1M | 1.68% | 15,320 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION COM | $3.9M | 1.63% | 19,647 | Added |
| 17 | SKYY | FIRST TRUST CLOUD COMPUTING ETF | $3.6M | 1.48% | 26,431 | Trimmed |
| 18 | QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $3.2M | 1.34% | 9,621 | Trimmed |
| 19 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $3.2M | 1.32% | 69,488 | Added |
| 20 | SSO | PROSHARES ULTRA S&P 500 | $3.1M | 1.30% | 46,524 | Trimmed |
| 21 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $2.7M | 1.14% | 26,444 | Trimmed |
| 22 | FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $2.4M | 1.00% | 11,118 | Hold |
| 23 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.4M | 1.00% | 81,645 | Added |
| 24 | GOOGL | ALPHABET INC CAP STK CL A | $2.0M | 0.85% | 5,728 | Added |
| 25 | AMZN | AMAZON COM INC COM | $2.0M | 0.82% | 8,340 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR