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CIK: 0001728321
Total reported value
$2.1B
$2.1B
1004 檔
17.7%
As reported in its official Q4 2025 Form 13F filing, Kovack Advisors, Inc.'s tracked investment portfolio stood at $2.1B with 1004 total positions.
In Q4 2025, Kovack Advisors, Inc. displayed an active expansion posture, initiating 60 new positions and adding to 136 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1004 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.05% | -0.01% | +78.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.58% | -0.05% | +81.82% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | -0.11% | +124.86% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.84% | +0.01% | +134.28% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.22% | +134.27% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | +0.13% | +76.36% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.81% | -0.44% | +246.32% | |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.59% | +0.45% | +20.42% | |
| 9 | SLV | Ishares Silver Trust | ETF-Commodities | 1.58% | -0.14% | +938.93% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.57% | +0.50% | +31.89% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | -0.12% | +317.32% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.08% | +50.29% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | — | +100.84% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.08% | +23.67% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.90% | +0.01% | +16.38% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.05% | +94.98% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.78% | -0.21% | +128.37% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.07% | +29.78% | |
| 19 | IDMO | Invesco S&p International De | ETF-Other | 0.71% | -0.02% | -2.48% | |
| 20 | MSTR 8 PERPBond | Strategy Inc | Bond | 0.67% | -0.77% | EXIT | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.02% | +50.53% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.61% | -0.06% | +347.62% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.01% | +48.04% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.54% | +0.02% | +969.53% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | — | +55.79% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.14% | +229.11% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.52% | +0.05% | +140.70% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.22% | +140.70% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.02% | +133.72% | |
| 30 | VST | Vistra CORP | Stock-Utilities | 0.50% | — | +4.10% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | +0.11% | +14.40% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-Other | 0.49% | +0.03% | +33.21% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.01% | +39.74% | |
| 34 | IBOC | International Bancshares Crp | Stock-Other | 0.46% | — | +10.62% | |
| 35 | CGDV | Cap Group Dividend Value | ETF-Other | 0.46% | -0.01% | +234.16% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -0.11% | +50.85% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.46% | +0.13% | +1472.06% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | +0.03% | — | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.43% | +0.01% | +2568.41% | |
| 40 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.43% | -0.13% | +2266.36% | |
| 41 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.42% | +0.05% | +13.61% | |
| 42 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 0.42% | — | -1.38% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.11% | +34.01% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.10% | +119.34% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.09% | +29.95% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.41% | +0.07% | +1269.73% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.41% | +0.04% | +55.95% | |
| 48 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.40% | +0.01% | +0.17% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.18% | +105.74% | |
| 50 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.40% | +0.01% | +6.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SLV | Ishares Silver Trust | +1.4% | +938.93% | Add |
| 2 | TSLA | Tesla Inc | +0.8% | +246.32% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +317.32% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +134.28% | Add |
| 5 | ITOT | Ishares Core S&p Total U.s. | +0.4% | +969.53% | Add |
| 6 | AMZN | Amazon.com Inc | +0.4% | +124.86% | Add |
| 7 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +1472.06% | Add |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.4% | +2568.41% | Add |
| 9 | PULS | Pgim Ultra Short Bond ETF | +0.4% | +2266.36% | Add |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.3% | +347.62% | Add |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | +0.3% | +2951.67% | Add |
| 12 | IAU | Ishares Gold Trust | +0.3% | +1024.08% | Add |
| 13 | PPA | Invesco Aerospace & Defense | +0.3% | +964.83% | Add |
| 14 | SHOP | Shopify Inc - Class A | +0.2% | +311.44% | Add |
| 15 | MSTR | Strategy Inc | +0.2% | +4779.82% | Add |
| 16 | MSFT | Microsoft CORP | +0.2% | +134.27% | Add |
| 17 | CGDV | Cap Group Dividend Value | +0.2% | +234.16% | Add |
| 18 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +445.53% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.2% | +94.98% | Add |
| 20 | INTC | Intel CORP | +0.2% | +238.53% | Add |
| 21 | LRCX | Lam Research CORP | +0.2% | +352.61% | Add |
| 22 | IWM | Ishares Russell 2000 ETF | +0.2% | +586.31% | Add |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +1027.66% | Add |
| 24 | PYPL | Paypal Holdings Inc | +0.2% | +997.63% | Add |
| 25 | VO | Vanguard Mid-cap ETF | +0.1% | +669.57% | Add |
| 26 | SMH | Vaneck Semiconductor ETF | +0.1% | +483.22% | Add |
| 27 | GLD | Spdr Gold Shares | +0.1% | +140.70% | Add |
| 28 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +1097.55% | Add |
| 29 | CEG | Constellation Energy | +0.1% | +911.95% | Add |
| 30 | GILD | Gilead Sciences Inc | +0.1% | +572.87% | Add |
| 31 | SNOW | Snowflake Inc | +0.1% | +1241.41% | Add |
| 32 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +140.70% | Add |
| 33 | LLY | Eli Lilly & Co | +0.1% | +90.29% | Add |
| 34 | MU | Micron Technology Inc | +0.1% | +132.68% | Add |
| 35 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +439.76% | Add |
| 36 | QXO | Qxo Inc | +0.1% | +1156.43% | Add |
| 37 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +175.56% | Add |
| 38 | COST | Costco Wholesale CORP | +0.1% | +183.90% | Add |
| 39 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +265.46% | Add |
| 40 | HOOD | Robinhood Markets Inc - A | +0.1% | +527.76% | Add |
| 41 | AMAT | Applied Materials Inc | +0.1% | +266.87% | Add |
| 42 | PLTR | Palantir Technologies Inc-a | +0.1% | +128.37% | Add |
| 43 | ABBV | Abbvie Inc | +0.1% | +157.73% | Add |
| 44 | WMT | Walmart Inc | +0.1% | +119.34% | Add |
| 45 | UBER | Uber Technologies Inc | +0.1% | +389.37% | Add |
| 46 | IJR | Ishares Core S&p Small-cap E | +0.1% | +297.45% | Add |
| 47 | ADI | Analog Devices Inc | +0.1% | +399.04% | Add |
| 48 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +599.19% | Add |
| 49 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +430.82% | Add |
| 50 | AVGO | Broadcom Inc | +0.1% | +100.84% | Add |
According to official SEC Form 13F filings, Kovack Advisors, Inc. reported a total U.S. public equity portfolio value of $2.1B across 1004 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, AMZN) accounted for 17.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
MSTR 8 PERP
市值: $14.3M
Top Position Liquidated / Trimmed
HYGH
前期市值: $8.1M
During Q4 2025, Kovack Advisors, Inc.'s top holdings by market value included NVDA (5.0%)、AAPL (3.6%)、AMZN (2.9%). The largest single position, NVDA, represented 5.0% of total portfolio value.
In Q4 2025, Kovack Advisors, Inc. made 200 total portfolio adjustments, initiating 60 new buys, adding to 136 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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