§ 13F · FUND PROFILE
Plotkin Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $181.3T (13F)Positions · 93Turnover · — · Q4Filed · Feb 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$205.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 61K | $20.4T | 9.9% | NEW |
| 2 | QQQ | INVESCO QQQ TRUST SERIES I | 23K | $14.1T | 6.9% | NEW |
| 3 | SMH | VANECK SEMICONDUCTOR ETF | 37K | $13.2T | 6.4% | NEW |
| 4 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 188K | $13.1T | 6.4% | NEW |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 43K | $9.4T | 4.6% | NEW |
| 6 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 118K | $8.5T | 4.1% | NEW |
| 7 | AAPL | APPLE INC COM | 28K | $7.7T | 3.8% | NEW |
| 8 | FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | 45K | $7.3T | 3.5% | NEW |
| 9 | SPY | STATE STREET SPDR S&P 500 ETF | 10K | $6.9T | 3.4% | NEW |
| 10 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 130K | $6.6T | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLOTKIN SIGNAL
AC read
Plotkin Financial Advisors, LLC is a Other fund managing $181261.4 trillion in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed