§ 13F · FUND PROFILE
Plotkin Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $181M (13F)Positions · 93Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 62K | $20M | 10.0% | +2% |
| 2 | SMH | VANECK SEMICONDUCTOR ETF | 36K | $14M | 7.0% | ±0% |
| 3 | QQQ | INVESCO QQQ TRUST SERIES I | 23K | $13M | 6.7% | +1% |
| 4 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 191K | $13M | 6.5% | +1% |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 43K | $9M | 4.6% | ±0% |
| 6 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 152K | $8M | 3.9% | +17% |
| 7 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 120K | $8M | 3.8% | +1% |
| 8 | AAPL | APPLE INC COM | 29K | $7M | 3.7% | +2% |
| 9 | FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | 45K | $7M | 3.6% | −1% |
| 10 | SPY | STATE STREET SPDR S&P 500 ETF | 11K | $7M | 3.5% | +7% |
§ 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 $181 million in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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