Plotkin Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Chevy Chase, MD
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
110
Total value ($000)
$240,988
Net value change ($000)
+41,880 (21.0%)
New positions
12
Sold out positions
2
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SMH 8,029 57.5%
QQQ 3,873 28.9%
CIBR 3,294 43.8%
VTI 2,932 14.7%
RDVY 2,642 20.3%
EXXONMOBIL HOLDINGS CORP COM SHS 1,795 NEW
MTUM 1,665 36.7%
FAD 1,243 17.5%
QTEC 1,133 54.3%
SPY 1,080 15.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,223 -100.0%
FTCS -380 -6.3%
NOC -253 -100.0%
CEG -64 -11.1%
PTY -49 -3.1%
JEPI -47 -3.4%
VZ -42 -15.7%
MCD -40 -13.0%
WMT -31 -11.3%
FXO -30 -1.7%
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