account_balance

Investment manager · 13F filer · SEC CIK 1826394

Plotkin Financial Advisors, LLC

Reported value$239Mas of Sep 30, 2026
Positions116 11 new, 5 sold out
Top 10 weight54.0%VTI alone is 10%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Morningstar Total Stock Market ETF 9.6% Held
SMH Vaneck Semiconductor ETF 7.3% Held
QQQ Invesco QQQ Trust Series I 7.0% Added +3%
RDVY First Trust Rising Dividend Achievers ETF 6.4% Held
CIBR First Trust Nasdaq Cybersecurity ETF 5.2% Held
VIG Vanguard Dividend Appreciation ETF 4.3% Trimmed −4%
AAPL Apple Inc. 4.3% Added +2%SPY SPDR S&P 500 ETF Trust 3.6% Added +3%
JPST JPMorgan Ultra-Short Income ETF 3.2% Trimmed −7%
FAD First Trust Multi Cap Growth Alphadex Fund 3.0% Held
LRGF iShares U.S. Equity Factor ETF 2.3% New
MTUM iShares MSCI USA Momentum Factor ETF 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • LRGF $5.5M
  • DGRO $2.81M
  • JEPQ $405K
  • National Healthcare Pptys Inc Common Stock $307K
arrow_upwardAdded
arrow_downwardTrimmed
  • GSLC −92%
  • FTCS −51%
  • JNJ −12%
  • META −12%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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