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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 4 of 54  ·  1,070 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLF SELECT SECTOR SPDR TR 120,299.0 $6.5M 0.31% -8K -6.1% $54.31 +7.4%
62 SMH VANECK ETF TRUST 10,267.0 $6.5M 0.31% +389.0 +3.9% $634.99 -12.5%
63 SILJ AMPLIFY ETF TR 250,504.0 $6.5M 0.31% +241K +2430.3% $25.91 +26.6%
64 SCHD SCHWAB STRATEGIC TR 200,385.0 $6.4M 0.31% +35K +21.4% $31.77 +10.5%
65 HEQT SIMPLIFY EXCHANGE TRADED FUN 189,631.0 $6.4M 0.31% -42K -18.1% $33.54 +2.2%
66 FVD FIRST TR EXCHANGE-TRADED FD 130,609.0 $6.3M 0.30% $48.45 +5.2%
67 ORCL ORACLE CORP Technology 43,257.0 $6.3M 0.30% +5K +14.0% $145.00 -0.2%
68 IJR ISHARES TR 42,230.0 $6.3M 0.30% +8K +25.1% $148.19 -1.0%
69 VGT VANGUARD WORLD FD 50,821.0 $6.0M 0.29% +45K +717.9% $117.43 +0.1%
70 UIS UNISYS CORP Technology 1,577,986.0 $5.8M 0.28% +180K +12.9% $3.69 -27.1%
71 IEMG ISHARES INC 70,881.0 $5.8M 0.28% +46K +183.7% $81.15 +0.9%
72 ABBV ABBVIE INC Healthcare 22,380.0 $5.6M 0.27% -7K -24.9% $251.28 +5.8%
73 COWZ PACER FDS TR 90,239.0 $5.6M 0.27% -9K -8.7% $62.25 +15.8%
74 BAI BLACKROCK ETF TRUST 111,497.0 $5.6M 0.27% +99K +806.0% $49.91 -12.2%
75 CSCO CISCO SYS INC Technology 47,273.0 $5.5M 0.27% -4K -8.5% $117.30 -5.3%
76 IWY ISHARES TR 18,877.0 $5.5M 0.26% -19K -50.1% $290.64 -2.0%
77 SLV ISHARES SILVER TR Financial Services 102,275.0 $5.5M 0.26% -7K -6.1% $53.55 +16.4%
78 VRT VERTIV HOLDINGS CO Industrials 16,572.0 $5.3M 0.26% +1K +8.5% $321.95 -20.6%
79 SNDK SANDISK CORP Technology 2,480.0 $5.3M 0.26% +432.0 +21.1% $2135.53 -30.7%
80 AGG ISHARES TR 53,053.0 $5.2M 0.25% -2K -3.4% $98.53 -0.5%
Page 4 of 54  ·  1,070 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%