Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 19, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 101
- −3 vs. Q3 2025
- Portfolio value
- $205.0M
- +$2.68M (+1.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 60,755 | $20.4M | 9.9% | +2,410+4.1% | Added | – |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 7,801 | $228.5K | 0.1% | – |
| ABTAbbott Laboratories | Stock | 1,512 | $202.5K | 0.1% | History |
| KIOKKR Income Opportunities Fund | COM | 12,938 | $163.0K | 0.1% | History |