Plotkin Financial Advisors, LLC — 13F holdings
Plotkin Financial Advisors, LLC reported 110 holdings worth $241M in its 13F filing for Q2 2026, filed August 14, 2026.
Largest positions
- VTI VANGUARD INDEX FDS — $22.8M (9.5%)
- SMH VANECK ETF TRUST — $22.0M (9.1%)
- QQQ Invesco Qqq Tr — $17.3M (7.2%)
- RDVY FIRST TR EXCHANGE TRADED FD — $15.7M (6.5%)
- CIBR FIRST TR EXCHANGE TRADED FD — $10.8M (4.5%)
- VIG VANGUARD SPECIALIZED FUNDS — $10.3M (4.3%)
- AAPL APPLE INC — $8.40M (3.5%)
- FAD FIRST TR EXCHANGE-TRADED ALP — $8.34M (3.5%)
- JPST J P MORGAN EXCHANGE TRADED F — $8.34M (3.5%)
- SPY SPDR S&P 500 ETF TR — $8.12M (3.4%)