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Portfolio (Quarterly) Guide ↗

Kovack Advisors, Inc.

· CIK 0001728321
13F Portfolio $2.1B AUM 1,070 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 153 New 389 Added 399 Reduced 94 Exited
Page 1 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 62,066.0 $46.3M 2.23% +2K +2.9% $745.99 +2.3%
2 QQQ INVESCO QQQ TR Financial Services 58,427.0 $42.6M 2.05% +9K +17.2% $729.60 -3.2%
3 VOO VANGUARD INDEX FDS 56,901.0 $39.0M 1.88% +623.0 +1.1% $685.97 +2.3%
4 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 1,270,887.0 $24.0M 1.15% +928K +271.1% $18.88 +20.3%
5 SPMO INVESCO EXCH TRADED FD TR II 125,282.0 $19.7M 0.95% +42K +51.1% $157.30 -7.1%
6 IDMO INVESCO EXCH TRADED FD TR II 237,623.0 $14.2M 0.68% +5K +2.2% $59.88 +4.6%
7 XLK SELECT SECTOR SPDR TR 73,153.0 $13.7M 0.66% +847.0 +1.2% $187.12 -3.8%
8 VIG VANGUARD SPECIALIZED FUNDS 56,876.0 $13.5M 0.65% +5K +10.6% $236.56 +3.4%
9 QQQM INVESCO EXCH TRADED FD TR II 43,409.0 $13.0M 0.62% +5K +14.0% $298.80 -2.7%
10 VTV VANGUARD INDEX FDS 58,639.0 $12.8M 0.61% +571.0 +1.0% $217.57 +4.2%
11 INTC INTEL CORP Technology 88,380.0 $11.7M 0.56% +17K +23.8% $132.42 -34.1%
12 SCHF SCHWAB STRATEGIC TR 405,350.0 $11.2M 0.54% +21K +5.6% $27.68 +2.3%
13 VUG VANGUARD INDEX FDS 126,623.0 $10.9M 0.52% +106K +520.2% $86.16 +0.9%
14 WMT WALMART INC Consumer Defensive 83,774.0 $9.3M 0.45% +2K +2.1% $111.02 -4.1%
15 JAAA JANUS DETROIT STR TR 179,498.0 $9.1M 0.44% +67K +59.3% $50.50 +0.4%
16 FDVV FIDELITY COVINGTON TRUST 147,703.0 $9.0M 0.43% +4K +2.9% $60.68 +4.1%
17 DIA STATE STR SPDR DOW JONES IND Financial Services 16,483.0 $8.6M 0.41% +655.0 +4.1% $522.42 +2.1%
18 CAT CATERPILLAR INC Industrials 8,311.0 $8.5M 0.41% +634.0 +8.3% $1026.02 -21.0%
19 NEBIUS GROUP N.V. 29,949.0 $8.2M 0.39% +935.0 +3.2% $272.43
20 VEA VANGUARD TAX-MANAGED FDS 114,179.0 $8.1M 0.39% +6K +5.3% $70.66 +3.4%
Page 1 of 20  ·  389 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Financial Services 22.4%
Consumer Cyclical 8.6%
Industrials 5.9%
Healthcare 5.7%
Communication Services 4.6%
Energy 3.6%
Consumer Defensive 3.2%
Basic Materials 2.2%
Utilities 1.9%