Plotkin Financial Advisors, LLC ETF holdings
Chevy Chase, MD
Reported $198.5M in 66 ETFs in its Form 13F for June 30, 2026.
ETF value
$198.5M
ETFs held
66
Change from prior quarter
+22.4%
With price moves
ETFs as a share of its 13F
82.4%
of $241.0M
Top 10 of 66 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $22.8M | 61,708 | −328 shares |
| SMH | VanEck Semiconductor ETF | $22.0M | 33,547 | −2,901 shares |
| QQQ | Invesco QQQ Trust | $17.3M | 23,461 | +239 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $15.7M | 193,183 | +2,546 shares |
| CIBR | First Trust NASDAQ Cybersecurity ETF | $10.8M | 120,316 | +412 shares |
| VIG | Vanguard Dividend Appreciation ETF | $10.3M | 43,511 | +497 shares |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | $8.3M | 41,711 | −2,955 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $8.3M | 164,890 | +13,124 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $8.1M | 10,876 | +48 shares |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $6.3M | 44,303 | −1,003 shares |
56 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001826394. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Plotkin Financial Advisors, LLC own?
Plotkin Financial Advisors, LLC reported 66 ETF positions worth $198.5M in its Form 13F for June 30, 2026. The largest was VTI, at $22.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.