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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 5 of 54  ·  1,070 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DRAM ROUNDHILL ETF TRUST 78,236.0 $5.2M 0.25% NEW $65.91 -14.7%
82 JNJ JOHNSON & JOHNSON Healthcare 20,128.0 $5.1M 0.25% -2K -8.7% $253.99 +7.5%
83 SOXX ISHARES TR 8,291.0 $5.1M 0.24% +709.0 +9.3% $614.21 -16.3%
84 FTSL FIRST TR EXCHANGE-TRADED FD 111,551.0 $5.0M 0.24% +8K +7.3% $44.77 +0.0%
85 GE GE AEROSPACE Industrials 13,304.0 $5.0M 0.24% +102.0 +0.8% $374.38 -6.6%
86 PANW PALO ALTO NETWORKS INC Technology 14,236.0 $5.0M 0.24% -1K -8.8% $348.37 -2.4%
87 FTCB FIRST TR EXCHANGE-TRADED FD 236,866.0 $4.9M 0.24% +24K +11.3% $20.82 -1.0%
88 FIRST TR EXCH TRADED FD III 66,635.0 $4.9M 0.24% -10K -13.4% $73.80
89 NOBL PROSHARES TR 86,314.0 $4.9M 0.23% +42K +93.0% $56.61 +3.6%
90 XMMO INVESCO EXCHANGE TRADED FD T 29,056.0 $4.8M 0.23% +923.0 +3.3% $166.70 -6.7%
91 VO VANGUARD INDEX FDS 59,670.0 $4.8M 0.23% +46K +337.6% $80.54 +2.8%
92 SHOP SHOPIFY INC Technology 41,570.0 $4.8M 0.23% -11K -20.6% $115.50 +33.2%
93 RSP INVESCO EXCHANGE TRADED FD T 22,335.0 $4.8M 0.23% +5K +29.5% $213.16 +4.0%
94 DTCR GLOBAL X FDS 159,448.0 $4.7M 0.23% NEW $29.50 -3.2%
95 WDC WESTERN DIGITAL CORP Technology 7,599.0 $4.6M 0.22% -4K -36.9% $611.60 -26.3%
96 GLW CORNING INC Technology 18,857.0 $4.6M 0.22% +2K +10.4% $244.73 -39.9%
97 SPACE EXPLORATION TECHN CORP 27,784.0 $4.6M 0.22% NEW $165.92
98 XLE SELECT SECTOR SPDR TR 86,373.0 $4.6M 0.22% -24K -21.9% $52.85 +17.4%
99 IPKW INVESCO EXCH TRADED FD TR II 80,123.0 $4.5M 0.22% NEW $56.46 +8.2%
100 UNH UNITEDHEALTH GROUP INC Healthcare 10,456.0 $4.4M 0.21% +2K +31.1% $420.27 -5.6%
Page 5 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%