Plotkin Financial Advisors
Plotkin Financial Advisors reported 110 stocks worth $241M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VTI (9.5%), SMH (9.1%) and QQQ (7.2%). Compared with Q1 2026, the fund opened new positions in XOM, SOXL and FTSM, added to QQQ, RDVY and CIBR, trimmed VTI, SMH and FAD and sold out of XOM and NOC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $22.8M | 9.5% | 62K | −328 (−1%) | 8 of 8 | |
| 2 |  SMH Vaneck ETF Trust | $22M | 9.1% | 34K | −2,901 (−8%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $17.3M | 7.2% | 23K | +239 (+1%) | 8 of 8 | |
| 4 |  RDVY First TR Exchange Traded FD | $15.7M | 6.5% | 193K | +2,546 (+1%) | 8 of 8 | |
| 5 |  CIBR First TR Exchange Traded FD | $10.8M | 4.5% | 120K | +412 (+0%) | 8 of 8 | |
| 6 |  VIG Vanguard Dividend Appreciation ETF | $10.3M | 4.3% | 44K | +497 (+1%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $8.4M | 3.5% | 29K | +65 (+0%) | 8 of 8 | |
| 8 |  FAD First TR Exchange-Traded Alp Com SH | $8.3M | 3.5% | 42K | −2,955 (−7%) | 8 of 8 | |
| 9 |  JPST J P Morgan Exchange Traded F | $8.3M | 3.5% | 165K | +13K (+9%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $8.1M | 3.4% | 11K | +48 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Plotkin Financial Advisors 13F FAQ
What does Plotkin Financial Advisors own?
Plotkin Financial Advisors reported 110 stocks worth $241M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VTI (9.5%), SMH (9.1%) and QQQ (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Plotkin Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 37 added to, 27 trimmed and 2 sold out. New positions include XOM, SOXL and FTSM. It sold all of XOM and NOC.
When will Plotkin Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Plotkin Financial Advisors's portfolio worth?
The Q2 2026 filing reports $241M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.