Plotkin Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Chevy Chase, MD
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$199,108
Net value change ($000)
-5,861 (-2.9%)
New positions
4
Sold out positions
5
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/19/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPST 1,127 17.2%
SMH 811 6.2%
XOM 646 41.0%
LMBS 458 NEW
DFCF 236 NEW
SOXX 205 NEW
DIVO 204 7.3%
JNJ 167 26.8%
SPY 166 2.4%
MRK 156 14.7%
Top Reduces (Value $000, Stocks/ETFs)
CIBR -941 -11.1%
QQQ -732 -5.2%
GSLC -691 -10.9%
SKYY -618 -17.1%
FDN -565 -13.1%
SSO -515 -15.2%
VTI -467 -2.3%
ORCL -428 -24.4%
NVDA -364 -9.7%
AAPL -364 -4.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type