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CECILIA MERCADO

Kovack Advisors, Inc.

Assets Managed
$1.875B
Holdings
1011
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-12.88%(2Q avg: 44.88%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kovack Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1011 positions.

Assets under management

The assets under management (AUM) of Kovack Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.875B in assets, with a quarterly growth rate of -12.88% and a 2-quarter average growth rate of 44.88%. The portfolio is managed by CECILIA MERCADO, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -19.96%
4.4%
$82.38M
466,712 shares@ $176.52 avg price
AAPL
Apple Inc
Recent Activity
Decreased -17.69%
3.18%
$59.436M
233,285 shares@ $254.78 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.72%
2.98%
$55.718M
84,882 shares@ $656.42 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -18.59%
2.48%
$46.403M
221,772 shares@ $209.24 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -16.07%
2.11%
$39.451M
60,317 shares@ $654.06 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 30.57%
1.81%
$33.812M
56,278 shares@ $600.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -30.52%
1.67%
$31.138M
83,957 shares@ $370.89 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -9.34%
1.55%
$28.974M
49,860 shares@ $581.12 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -24.86%
1.31%
$24.434M
65,044 shares@ $375.66 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 774.87%
1.26%
$23.605M
404,601 shares@ $58.35 avg price

1-10 of 1011