Institutional Fund
Plotkin Financial Advisors, LLC
Chevy Chase, MDCIK 18263946 filings on record
Portfolio Value
$199.11M
Q1 2026
Holdings
100
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-2.9%
from $204.97M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.0%
- Vaneck ETF Trust7.0%
- Invesco Qqq Tr6.7%
- First Tr Exchange Traded Fd6.5%
- Vanguard Specialized Funds4.6%
- J P Morgan Exchange Traded F3.9%
- Other61.2%
Portfolio Holdings
100 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 62.0K | $19.90M | 10.0% | +1.3K | Added |
| 2 | Vaneck ETF Trust | 36.4K | $13.97M | 7.0% | −102 | Reduced |
| 3 | Invesco Qqq Tr | 23.2K | $13.40M | 6.7% | +211 | Added |
| 4 | First Tr Exchange Traded Fd | 190.6K | $13.02M | 6.5% | +2.6K | Added |
| 5 | Vanguard Specialized Funds | 43.0K | $9.25M | 4.6% | +146 | Added |
| 6 | J P Morgan Exchange Traded F | 151.8K | $7.68M | 3.9% | +22.2K | Added |
| 7 | First Tr Exchange Traded Fd | 119.9K | $7.52M | 3.8% | +1.5K | Added |
| 8 | Apple Inc | 29.0K | $7.35M | 3.7% | +586 | Added |
| 9 | First Tr Exchange-Traded Alp | 44.7K | $7.10M | 3.6% | −240 | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 10.8K | $7.04M | 3.5% | +744 | Added |
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