§ 13F · FUND PROFILE
Plotkin Financial Advisors, LLC.
AUM · $241M (13F)Positions · 110Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 62K | $23M | 9.5% | −1% |
| 2 | SMH | VANECK SEMICONDUCTOR ETF | 34K | $22M | 9.1% | −8% |
| 3 | QQQ | INVESCO QQQ TRUST SERIES I | 23K | $17M | 7.2% | +1% |
| 4 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 193K | $16M | 6.5% | +1% |
| 5 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 120K | $11M | 4.5% | ±0% |
| 6 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 44K | $10M | 4.3% | +1% |
| 7 | AAPL | APPLE INC COM | 29K | $8M | 3.5% | ±0% |
| 8 | FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | 42K | $8M | 3.5% | −7% |
| 9 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 165K | $8M | 3.5% | +9% |
| 10 | SPY | STATE STREET SPDR S&P 500 ETF | 11K | $8M | 3.4% | ±0% |
§ 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 $241 million in assets. The fund runs a portfolio of 110 positions.
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