StockDriftsStockDriftsTop 50 Plotkin Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 9.48% | 61.7K | $22.8M | -0.53%(-328) | $243.67(+57.33%) | 2026-06-30 | |
| SMH | VANECK SEMICONDUCTOR ETF | 9.13% | 33.5K | $22.0M | -7.96%(-2.90K) | $114.14(+414.99%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 7.17% | 23.5K | $17.3M | +1.03%(+239) | $351.61(+108.33%) | 2026-06-30 | |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 6.5% | 193.2K | $15.7M | +1.34%(+2.55K) | $51.75(+61.55%) | 2026-06-30 | |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 4.49% | 120.3K | $10.8M | +0.34%(+412) | $40.52(+142.17%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 4.27% | 43.5K | $10.3M | +1.16%(+497) | $135.70(+80.59%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.48% | 29.0K | $8.4M | +0.22%(+65) | $87.01(+250.95%) | 2026-06-30 | |
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | 3.46% | 41.7K | $8.3M | -6.62%(-2.96K) | $78.85(+145.01%) | 2026-06-30 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 3.46% | 164.9K | $8.3M | +8.65%(+13.12K) | $50.55(-0.08%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 3.37% | 10.9K | $8.1M | +0.44%(+48) | $501.53(+54.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.82% | +85.29% | +10.19% | +62.44% |
| Top 20 Holdings Unweighted | +20.49% | +74.92% | +9.63% | +58.39% |
Plotkin Financial Advisors LLC reports $240.99M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are VTI (9.5%), SMH (9.1%) and QQQ (7.2%). The top 20 holdings account for 72.89% of reported assets. Its disclosed equity book has returned +85.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Plotkin Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1826394). View Plotkin Financial Advisors LLC’s 13F filings on SEC