Plotkin Financial Advisors, LLC: 13F holdings
CIK 18263942026Q2
| Positions | 110 |
|---|
| Reported value | $241.0m |
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| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 110 (+10 vs prior quarter) |
|---|
| Reported value | $241.0m (+21.0%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD TOTAL STOCK MARKET ETF | 61,708 | $22.8m | 9.5% |
| SMH VANECK SEMICONDUCTOR ETF | 33,547 | $22.0m | 9.1% |
| QQQ INVESCO QQQ TRUST SERIES I | 23,461 | $17.3m | 7.2% |
| RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 193,183 | $15.7m | 6.5% |
| CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF | 120,316 | $10.8m | 4.5% |
| VIG VANGUARD DIVIDEND APPRECIATION ETF | 43,511 | $10.3m | 4.3% |
| AAPL APPLE INC COM | 29,022 | $8.4m | 3.5% |
| FAD FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | 41,711 | $8.3m | 3.5% |
| JPST JPMORGAN ULTRA-SHORT INCOME ETF | 164,890 | $8.3m | 3.5% |
| SPY STATE STREET SPDR S&P 500 ETF | 10,876 | $8.1m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1826394")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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