Plotkin Financial Advisors, LLC
All 13F Filings
- Location
- Chevy Chase, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 240,988
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 110 | 240,988 | 13F-HR | Plotkin Financial Advisors, LLC |
| Q1 2026 | 5/11/2026 | 100 | 199,108 | 13F-HR | Plotkin Financial Advisors, LLC |
| Q4 2025 | 2/19/2026 | 101 | 204,969 | 13F-HR | Plotkin Financial Advisors, LLC |
| Q3 2025 | 11/14/2025 | 104 | 202,286 | 13F-HR | Plotkin Financial Advisors, LLC |
| Q2 2025 | 8/11/2025 | 93 | 181,261 | 13F-HR | Plotkin Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 42.52 K | 17.6% | 5.595 K | 0 | 5.595 K |
| ETFs | 198.5 K | 82.4% | 36.29 K | 0 | 36.29 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
240,988
Holdings
110
QoQ value change ($000)
41,880
(21.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.