Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 104
- +11 vs. Q2 2025
- Portfolio value
- $202.3M
- +$21.0M (+11.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VanEck Semiconductor ETF92189F676 | ETF | 36,159 | $11.8M | 5.8% | +727+2.1% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 184,294 | $12.4M | 6.1% | +10,153+5.8% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,819 | $13.1M | 6.5% | +813+3.9% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 58,345 | $19.1M | 9.5% | +1,428+2.5% | Added | – |