13F Filings History of Plotkin Financial Advisors, LLC
- Latest 13F filing
- Q2 2026 - 14 Aug 2026
- Latest reported 13F value
- $240,988,312
- Largest 13F holdings
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VTI SMH QQQ RDVY CIBR VIG AAPL FAD JPST SPY GSLC MTUM
+8 more
FTCS FJAN FDN NVDA SKYY QTEC DIVO SSO - Form 13F summary
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- Plotkin Financial Advisors, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Plotkin Financial Advisors, LLC reported 110 equity holdings with a total reported market value of $240,988,312 for Q2 2026. Top reported holdings included VTI, SMH, QQQ, RDVY, and CIBR.
- Manager signature
- Kristi Murphy - CCO
- Manager location
- Chevy Chase, MD
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$240,988,312
Quarter delta
+$41,880,224
Accepted
14 Aug 2026, 11:30
Rows shown
1-25 of 27
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 110 | $240,988,312 | +$8,189,486 | -$7,727,946 | +$461,540 | VTI, SMH, QQQ, RDVY, CIBR | 13F-HR | 14 Aug 2026, 11:30 |
| Q1 2026 | 100 | $199,108,088 | +$4,957,578 | -$2,268,000 | +$2,689,578 | VTI, SMH, QQQ, RDVY, VIG | 13F-HR | 11 May 2026, 10:37 |
| Q4 2025 | 101 | $204,968,623 | +$11,966,880 | -$10,228,944 | +$1,737,936 | VTI, QQQ, SMH, RDVY, VIG | 13F-HR | 18 Feb 2026, 17:32 |
| Q3 2025 | 104 | $202,286,103 | +$8,281,796 | -$1,239,619 | +$7,042,177 | VTI, QQQ, RDVY, SMH, MOAT | 13F-HR | 14 Nov 2025, 17:11 |
| Q2 2025 | 93 | $181,261,373 | +$5,490,607 | -$4,583,794 | +$906,813 | VTI, QQQ, RDVY, MOAT, SMH | 13F-HR | 08 Aug 2025, 18:04 |
| Q1 2025 | 92 | $162,652,263 | +$6,875,303 | -$4,416,612 | +$2,458,691 | VTI, MOAT, RDVY, QQQ, VIG | 13F-HR | 15 May 2025, 13:38 |
| Q4 2024 | 91 | $168,478,952 | +$3,547,573 | -$3,430,791 | +$116,782 | VTI, MOAT, RDVY, QQQ, SMH | 13F-HR | 05 Mar 2025, 19:21 |
| Q3 2024 | 90 | $167,092,436 | +$7,042,670 | -$3,733,285 | +$3,309,385 | VTI, MOAT, RDVY, QQQ, SMH | 13F-HR | 14 Nov 2024, 17:21 |
| Q2 2024 | 86 | $155,514,726 | +$5,671,270 | -$3,263,053 | +$2,408,217 | VTI, RDVY, MOAT, SMH, QQQ | 13F-HR | 14 Nov 2024, 21:20 |
| Q1 2024 | 90 | $150,836,239 | +$30,045,588 | -$23,720,464 | +$6,325,124 | VTI, RDVY, MOAT, SMH, QQQ | 13F-HR | 14 Nov 2024, 21:16 |
| Q4 2023 | 83 | $131,496,010 | +$4,735,088 | -$3,359,303 | +$1,375,785 | SSO, RDVY, MOAT, VIG, CIBR | 13F-HR | 14 Nov 2024, 21:12 |
| Q3 2023 | 76 | $113,611,416 | +$3,141,853 | -$4,234,322 | -$1,092,469 | SSO, RDVY, VIG, MOAT, FTCS | 13F-HR | 14 Nov 2024, 21:07 |
| Q2 2023 | 80 | $120,236,412 | +$9,535,639 | -$4,369,675 | +$5,165,964 | SSO, RDVY, VIG, AAPL, FTCS | 13F-HR | 14 Nov 2024, 21:03 |
| Q1 2023 | 73 | $107,488,208 | +$3,854,662 | -$3,059,823 | +$794,839 | SSO, RDVY, FTCS, VIG, CIBR | 13F-HR | 14 Nov 2024, 20:58 |
| Q4 2022 | 68 | $98,456,310 | +$3,642,767 | -$10,553,356 | -$6,910,589 | RDVY, SSO, FTCS, VIG, CIBR | 13F-HR | 14 Nov 2024, 20:43 |
| Q3 2022 | 67 | $98,813,330 | +$3,351,625 | -$2,596,726 | +$754,899 | RDVY, SKYY, SSO, FTCS, CIBR | 13F-HR | 14 Nov 2024, 20:36 |
| Q2 2022 | 68 | $105,154,283 | +$3,732,220 | -$10,139,672 | -$6,407,452 | SSO, SKYY, RDVY, FTCS, CIBR | 13F-HR | 14 Nov 2024, 20:29 |
| Q1 2022 | 82 | $143,175,034 | +$27,269,381 | -$18,472,945 | +$8,796,436 | SSO, SKYY, RDVY, CIBR, FTCS | 13F-HR | 14 Nov 2024, 20:20 |
| Q4 2021 | 85 | $158,299,563 | +$10,726,353 | -$34,607,425 | -$23,881,072 | SKYY, SSO, FTCS, FAD, CIBR | 13F-HR | 14 Nov 2024, 20:02 |
| Q3 2021 | 92 | $168,190,984 | +$12,635,443 | -$22,202,348 | -$9,566,905 | SKYY, SSO, QQQ, CIBR, FTCS | 13F-HR | 14 Nov 2024, 19:53 |
| Q2 2021 | 102 | $180,758,102 | +$42,924,204 | -$37,283,683 | +$5,640,521 | SKYY, QQQ, FDN, FAD, FTCS | 13F-HR | 14 Nov 2024, 19:42 |
| Q1 2021 | 83 | $163,482,497 | +$36,866,513 | -$27,383,996 | +$9,482,517 | SKYY, ARKK, FDN, QQQ, IGV | 13F-HR | 14 Nov 2024, 19:11 |
| Q4 2020 | 69 | $151,374,904 | +$58,038,534 | -$9,430,391 | +$48,608,143 | SKYY, FDN, IGV, QQQ, ARKK | 13F-HR | 14 Nov 2024, 19:02 |
| Q3 2020 | 63 | $90,888,599 | +$12,787,655 | -$45,258,490 | -$32,470,835 | SKYY, FDN, QQQ, IGV, AAPL | 13F-HR | 14 Nov 2024, 18:56 |
| Q2 2020 | 61 | $117,771,825 | +$19,148,800 | -$6,662,044 | +$12,486,756 | SKYY, FDN, FAD, QQQ, SSO | 13F-HR | 14 Nov 2024, 18:48 |