Plotkin Financial Advisors, LLC

CIK 0001826394 · Q2 2026

13F Equity AUM

$241.0M

+21.0% QoQ

Positions

110

-100 QoQ

AUM Rank

#7,365

Top 59%

Skill Alpha (FF)

-2.9%/yr^ns

No Clear Edge

Rank #6,168 · Top 75%

vs S&P -1.6%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 36.8%Top 10: 54.8%Top 20: 72.9%

VTI9.5%

SMH9.1%

NDQ7.2%

RDVY6.5%

CIBR4.5%

VIG4.3%

AAPL3.5%

FAD3.5%

JPST3.5%

SPY3.4%

Others (100)45.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 110Median: 0.27%Avg: 0.91%

0–0.5%

73(14.7%)

0.5–1%

15(10.3%)

1–3%

12(20.2%)

3–5%

6(22.5%)

5%+

4(32.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 110vs 20 funds

0%Low

110

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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