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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Plotkin Financial Advisors, LLC

Quarter ended Q4 2025 · Filed February 19, 2026 · Accession 0001826394-26-000001

Total Value
$205.0M
Positions
102
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (101)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STOCK MARKET ETF92290876960,755$20.4M9.94%
2INVESCO QQQ TRUST SERIES IIVZ23,011$14.1M6.90%
3VANECK SEMICONDUCTOR ETF92189F67636,550$13.2M6.42%
4FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506188,050$13.1M6.37%
5VANGUARD DIVIDEND APPRECIATION ETF92190884442,868$9.4M4.60%
6FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846118,359$8.5M4.13%
7APPLE INC COMAAPL28,371$7.7M3.76%
8FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND33733F10144,906$7.3M3.55%
9STATE STREET SPDR S&P 500 ETFSPY10,084$6.9M3.35%
10JPMORGAN ULTRA-SHORT INCOME ETF46641Q837129,543$6.6M3.20%
11TR ACTIVEBETA US LARGE CAP EQUITY ETFNVGLF48,048$6.4M3.10%
12FIRST TRUST CAPITAL STRENGTH ETF33733E10465,801$6.1M2.97%
13ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39618,960$4.7M2.32%
14FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30216,059$4.3M2.11%
15FT VEST US EQUITY BUFFER ETF - JANUARY33740F62374,803$3.9M1.89%
16NVIDIA CORPORATION COMNVDA20,211$3.8M1.84%
17FIRST TRUST CLOUD COMPUTING ETF33734X19227,730$3.6M1.76%
18PROSHARES ULTRA S&P 50074347R10758,686$3.4M1.66%
19VANECK MORNINGSTAR WIDE MOAT ETF92189F64327,377$2.8M1.38%
20AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF03210840962,620$2.8M1.36%
21FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND3373451029,972$2.3M1.12%
22SCHWAB U.S. LARGE-CAP ETF80852420179,467$2.1M1.04%
23FIRST TRUST FINANCIALS ALPHADEX FUND33734X13533,651$2.0M0.99%
24AMAZON COM INC COMAMZN8,132$1.9M0.92%
25FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X17611,118$1.9M0.91%
26FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER33740F84732,807$1.8M0.88%
27ORACLE CORP COMORCL-PD9,016$1.8M0.86%
28ALPHABET INC CAP STK CL AGOOG5,475$1.7M0.84%
29PIMCO CORPORATE & INCOME OPPOR COMPTY127,102$1.6M0.80%
30EXXON MOBIL CORP COMXOM13,103$1.6M0.77%
31PROCTER & GAMBLE CO COM74271810910,021$1.4M0.70%
32INTERNATIONAL BUSINESS MACHS COMINTR4,552$1.3M0.66%
33JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33223,027$1.3M0.64%
34FIRST TRUST SENIOR LOAN FUND33738D30925,640$1.2M0.57%
35VANGUARD S&P 500 ETF9229083631,807$1.1M0.55%
36FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF33738D87941,738$1.1M0.53%
37MERCK & CO INC COMMRK10,102$1.1M0.52%
38MICROSOFT CORP COMMSFT2,125$1.0M0.50%
39ELI LILLY & CO COMLLY954$1.0M0.50%
40META PLATFORMS INC CL AMETA1,480$976,9330.48%
41FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF3373441056,756$960,2240.47%
42FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY33740U73722,527$935,5460.46%
43PALO ALTO NETWORKS INC COMPANW4,880$898,8960.44%
44FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF33739P85544,601$864,8130.42%
45ALPHABET INC CAP STK CL CGOOG2,640$828,7080.40%
46PROSHARES ULTRA DOW3074347R30514,502$824,5830.40%
47CONSTELLATION ENERGY CORP COMCEG2,063$728,7960.36%
48JOHNSON & JOHNSON COMJNJ3,012$623,3330.30%
49DIREXION DAILY TECHNOLOGY BULL 3X SHARES25459W1025,180$608,5980.30%
50FT VEST U.S. EQUITY BUFFER ETF - JUNE33740F72210,509$599,6430.29%
51ISHARES MORNINGSTAR GROWTH ETF4642871195,715$594,5880.29%
52INVESCO S&P 500 QUALITY ETFIVZ7,769$583,0630.28%
53BLACKSTONE INC COMBX3,779$582,4950.28%
54COCA COLA CO COMKO7,960$556,4830.27%
55VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8706,601$552,8330.27%
56S&P GLOBAL INC COMSPGI1,057$552,3770.27%
57ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875155,170$546,4170.27%
58INVESCO S&P 500 HIGH BETA ETFIVZ4,650$543,9100.27%
59HOME DEPOT INC COMHD1,491$513,2480.25%
60JPMORGAN CHASE & CO COMVYLD1,549$499,1180.24%
61BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A979$492,0940.24%
62FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF33738R7209,374$486,1960.24%
63COUPANG INC CL ACPNG20,000$471,8000.23%
64FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10610,146$467,5270.23%
65VISA INC COM CL AV1,330$466,5110.23%
66NEXTERA ENERGY INC COMNEE-PW5,425$435,5190.21%
67VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4095,240$417,7850.20%
68ARISTA NETWORKS INC COM SHSANET2,983$390,8620.19%
69ISHARES RUSSELL 2000 ETF4642876551,527$375,8860.18%
70ISHARES U.S. AEROSPACE & DEFENSE ETF4642887601,699$364,7580.18%
713M CO COMMMM2,278$364,7070.18%
72MOODYS CORP COMMCO702$358,6160.17%
73ISHARES FLOATING RATE BOND ETF46429B6556,855$348,6450.17%
74FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL33740U8028,300$326,5710.16%
75PACER US CASH COWS 100 ETF69374H8815,294$318,5390.16%
76MCDONALDS CORP COMMCD992$303,1840.15%
77EMERSON ELEC CO COMEMR2,266$300,7430.15%
78AMERICAN EXPRESS CO COMAXP759$280,7920.14%
79FT VEST US EQUITY BUFFER ETF - MARCH33740F5995,862$278,2390.14%
80ADVANCED MICRO DEVICES INC COMAMD1,297$277,7650.14%
81PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4672,639$274,6400.13%
82EXELON CORP COMEXC6,191$269,8650.13%
83JANUS HENDERSON AAA CLO ETF47103U8455,165$261,2450.13%
84ISHARES S&P MID-CAP 400 GROWTH ETF4642876062,644$256,1500.12%
85PHILLIPS EDISON & CO INC COMMON STOCKPECO7,173$255,1430.12%
86WALMART INC COMWMT2,270$252,9000.12%
87PROSHARES ULTRA SEMICONDUCTORS74347R6694,740$248,8970.12%
88VANGUARD MID-CAP ETF922908629857$248,7180.12%
89FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND33737M3002,583$248,2740.12%
90ISHARES CORE S&P 500 ETF464287200359$245,8930.12%
91NORFOLK SOUTHN CORP COM655844108829$239,3480.12%
92BANK AMERICA CORP COM0605051044,250$233,7500.11%
93PLYMOUTH INDL REIT INC COM72964010210,305$225,4730.11%
94STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y6054,065$222,6400.11%
95VERIZON COMMUNICATIONS INC COMVZ5,315$216,4790.11%
96WEC ENERGY GROUP INC COMWEC2,042$215,3490.11%
97NORTHROP GRUMMAN CORP COMNOC371$211,5470.10%
98FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND3369171094,617$204,7170.10%
99INVESCO S&P 500 EQUAL WEIGHT ETFIVZ1,063$203,6280.10%
100STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y7041,300$201,6560.10%
101ISHARES CORE 60/40 BALANCED ALLOCATION ETF4642898673,097$201,3350.10%