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Plotkin Financial Advisors, LLC
Plotkin Financial Advisors, LLC is an independent investment advisory and financial planning firm registered with the SEC. Founded in 2003 by Shimshon Plotkin, the firm is headquartered in Chevy Chase, Maryland, and oversees approximately $221.8 million in assets. It serves high net worth individuals in the Washington, DC metropolitan area and beyond, with a primary focus on personalized financial planning, asset management, and fiduciary advice. The firm employs around 4-5 professionals, including Certified Financial Planners, supporting clients through an open, communicative relationship-driven approach.
Investment Strategy
Plotkin Financial Advisors provides tailored investment management and financial planning strategies for high net worth individuals. The firm employs a fee-based model, avoiding commissions and acting under a fiduciary standard. Investment solutions are customized according to each client’s risk profile, long-term goals, and asset allocation needs, emphasizing diversification, transparency, and open communication. Advisors must possess or work towards CFP® credentials, ensuring a high level of competency and ethical standards. Plotkin’s philosophy centers on building trust and maintaining integrity through deeply personalized service.
Latest 13F Filing Activity
Plotkin Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 93 equity positions with a total 13F market value of $181M. The fund increased holdings in Vaneck Semiconductor Etf, Invesco QQQ Trust Series I, Vanguard Total Stock Market Etf among other positions. Plotkin Financial Advisors, LLC reduced exposure to Proshares Ultra S&P 500, Apple Inc. Com, Tesla Inc. Com among others.
Top Holdings
Equity Positions (93)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 9.54% | $17.3M | 56,917 | $245.55 | $303.93 | +$1.8M |
Q QQQ | INVESCO QQQ TRUST SERIES I | 6.39% | $11.6M | 21,006 | $336.04 | $551.64 | +$2.2M |
R RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 6.03% | $10.9M | 174,141 | $49.54 | $62.74 | +$689.4K |
M MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 5.98% | $10.8M | 115,496 | $80.09 | $93.79 | +$487.1K |
S SMH | VANECK SEMICONDUCTOR ETF | 5.45% | $9.9M | 35,432 | $113.12 | $278.88 | +$2.4M |
Industry Allocation
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