Kovack Advisors, Inc.
Annual return '25
+18.3%
SPY '25
+17.7%
Alpha
+0.6ptsvs SPY
Invested
$1.9B
Holdings
1,010
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 98.7% (582.1k → 7.6k shares)
4.4%
02
$AAPL
APPLE INC
Q1 2026: Sold 94.8% (283.4k → 14.7k shares)
3.2%
03
$IVV
ISHARES TR
Q1 2026: Sold 92.7% (89.1k → 6.5k shares)
3.0%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 97.0% (272.4k → 8.2k shares)
2.5%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 98.5% (69.4k → 1.0k shares)
2.1%
06
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 98.2% (43.1k → 779 shares)
1.8%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 86.5% (100.8k → 13.6k shares)
1.7%
08
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 99.2% (55.0k → 417 shares)
1.5%
09
$TSLA
TESLA INC
Q1 2026: Sold 99.4% (66.6k → 393 shares)
1.3%
10
$VGSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Sold 99.5% (46.2k → 255 shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.