Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Plotkin Financial Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Plotkin Financial Advisors, LLC (CIK 1826394) reported $241.0M across 110 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($22.8M, 9.48%), SMH ($22.0M, 9.13%), QQQ ($17.3M, 7.17%), RDVY ($15.7M, 6.50%), CIBR ($10.8M, 4.49%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD TOTAL STOCK MARKET ETF$22.8M9.48%61,708Trimmed
2SMHVANECK SEMICONDUCTOR ETF$22.0M9.13%33,547Trimmed
3QQQINVESCO QQQ TRUST SERIES I$17.3M7.17%23,461Added
4RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF$15.7M6.50%193,183Added
5CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF$10.8M4.49%120,316Added
6VIGVANGUARD DIVIDEND APPRECIATION ETF$10.3M4.27%43,511Added
7AAPLAPPLE INC COM$8.4M3.48%29,022Added
8JPSTJPMORGAN ULTRA-SHORT INCOME ETF$8.3M3.46%164,890Added
9FADFIRST TRUST MULTI CAP GROWTH ALPHADEX FUND$8.3M3.46%41,711Trimmed
10SPYSTATE STREET SPDR S&P 500 ETF$8.1M3.37%10,876Added
11GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF$6.3M2.61%44,303Trimmed
12MTUMISHARES MSCI USA MOMENTUM FACTOR ETF$6.2M2.57%18,100Trimmed
13FTCSFIRST TRUST CAPITAL STRENGTH ETF$5.6M2.34%60,038Trimmed
14FJANFT VEST US EQUITY BUFFER ETF - JANUARY$4.4M1.81%79,135Added
15FDNFIRST TRUST DOW JONES INTERNET INDEX FUND$4.1M1.68%15,320Trimmed
16NVDANVIDIA CORPORATION COM$3.9M1.63%19,647Added
17SKYYFIRST TRUST CLOUD COMPUTING ETF$3.6M1.48%26,431Trimmed
18QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND$3.2M1.34%9,621Trimmed
19DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF$3.2M1.32%69,488Added
20SSOPROSHARES ULTRA S&P 500$3.1M1.30%46,524Trimmed
21MOATVANECK MORNINGSTAR WIDE MOAT ETF$2.7M1.14%26,444Trimmed
22SCHXSCHWAB U.S. LARGE-CAP ETF$2.4M1.00%81,645Added
23FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND$2.4M1.00%11,118Hold
24GOOGLALPHABET INC CAP STK CL A$2.0M0.85%5,728Added
25AMZNAMAZON COM INC COM$2.0M0.82%8,340Added

Source: SEC Form 13F filings · as of 2026-06-30