Kovack Advisors, Inc.
•CIK: 1728321•Filing: Q4 2025
**Kovack Advisors, Inc.** manages $2.1B across a diversified portfolio of 1,004 positions. The strategy exhibits significant concentration in technology and market indices, highlighted by top holdings including NVDA at $108.6M and AAPL at $77.1M. Further allocations are notable in AMZN ($62.9M), IVV ($61.0M), and MSFT ($48.8M). This structure suggests a conviction-driven, large-cap growth mandate with systematic exposure to major market benchmarks.
Total AUM
$2.1B
QoQ Performance
+99.0%
Positions
638
Top 10 Concentration
33.6%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA5.1%
AAPL3.6%
AMZN3.0%
IVV2.9%
MSFT2.3%
SPY2.2%
SPMO1.6%
SLV1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.8%
Technology23.0%
ETF8.4%
Consumer7.8%
Financial3.1%
Healthcare2.7%
Industrial1.3%
Communication0.7%
🚪 Exited Positionssold since Q3 2025
+432 more exited positions
Changes from Q3 2025
NEW26 new positions
↑166 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023