Plotkin Financial Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Chevy Chase, MD
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$239,161
Net value change ($000)
-1,827 (-0.8%)
New positions
11
Sold out positions
5
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
LRGF 5,502 NEW
DGRO 2,813 NEW
AAPL 1,821 21.7%
CIBR 1,570 14.5%
PANW 698 38.6%
NVDA 670 17.0%
XOM 664 37.0%
MSFT 590 55.9%
VXF 451 146.0%
JEPQ 405 NEW
Top Reduces (Value $000, Stocks/ETFs)
GSLC -5,770 -91.8%
SMH -4,443 -20.2%
FTCS -2,602 -46.1%
MTUM -1,119 -18.0%
FAD -1,076 -12.9%
QQQ -653 -3.8%
JPST -568 -6.8%
SOXL -513 -71.2%
QTEC -403 -12.5%
TECL -298 -24.9%
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