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Ibex Wealth Advisors

Latest statistics and disclosures from Ibex Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AVGO, MSFT, PLTR, AAPL, and represent 28.33% of Ibex Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: PFE (+$8.5M), GILD (+$6.7M), NLY (+$6.7M), WFC (+$6.0M), NEM (+$5.6M), IBM (+$5.5M), MSFT (+$5.5M), JPM (+$5.2M), EMBJ, CMCSA.
Started 9 new stock positions in INTC, CMCSA, PFE, NEM, TMO, EMBJ, IVZ, GM, NBCR.
Reduced shares in these 10 stocks: OWL (-$9.2M), PLTR (-$8.4M), ARE (-$6.5M), , BXSL (-$6.1M), MCO (-$5.8M), BKNG (-$5.6M), BA, PGR, CG.
Sold out of its positions in AFL, ARE, LNT, AMP, APH, AMAT, BRK.B, BXSL, BLK, OWL.
Ibex Wealth Advisors was a net seller of stock by $-34M.
Ibex Wealth Advisors has $1.0B in assets under management (AUM), dropping by -2.19%.
Central Index Key (CIK): 0001686242

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Portfolio Holdings for Ibex Wealth Advisors

Ibex Wealth Advisors holds 123 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Common Stock (NVDA)	12.5	$127M		683k	186.50	View chart
Broadcom Common Stock (AVGO)	5.7	$58M		168k	346.10	View chart
Microsoft Corp Common Stock (MSFT)	3.8	$39M	+16%	81k	483.62	View chart
Palantir Technologies Common Stock (PLTR)	3.3	$34M	-19%	189k	177.75	View chart
Apple Common Stock (AAPL)	3.0	$31M		113k	271.86	View chart
Applovin Corp Common Stock (APP)	3.0	$30M		45k	673.82	View chart
Jackson Financial Common Stock (JXN)	2.0	$21M		196k	106.65	View chart
Williams Cos Common Stock (WMB)	2.0	$21M		347k	60.11	View chart
Alphabet Common Stock (GOOGL)	1.9	$20M	+8%	63k	313.00	View chart
Amazon Common Stock (AMZN)	1.8	$18M	-18%	79k	230.82	View chart
U S Treasury MF Closed and MF Open (TBIL)	1.6	$16M	+11%	327k	49.88	View chart
Vertiv Holdings Common Stock (VRT)	1.5	$16M		98k	162.01	View chart
Kinder Morgan Common Stock (KMI)	1.5	$15M	+33%	541k	27.49	View chart
Capital One Common Stock (COF)	1.4	$15M	+8%	61k	242.36	View chart
Micron Technology Common Stock (MU)	1.4	$14M	+5%	51k	285.41	View chart
Annaly Capital Common Stock (NLY)	1.4	$14M	+91%	624k	22.36	View chart
At&t Common Stock (T)	1.3	$14M	-8%	552k	24.84	View chart
Abbvie Common Stock (ABBV)	1.3	$14M		59k	228.49	View chart
Oneok Common Stock (OKE)	1.3	$13M		181k	73.50	View chart
Palo Alto Common Stock (PANW)	1.2	$13M	+2%	69k	184.20	View chart
Intl Business Common Stock (IBM)	1.2	$13M	+77%	42k	296.21	View chart
Verizon Communications Common Stock (VZ)	1.2	$12M		304k	40.73	View chart
Visa Common Stock (V)	1.2	$12M	+2%	35k	350.70	View chart
Shell Common Stock (SHEL)	1.1	$11M		154k	73.48	View chart
Meta Platforms Common Stock (META)	1.1	$11M	-20%	17k	660.07	View chart
Taiwan Semiconductor Common Stock (TSM)	1.0	$10M	+7%	33k	303.89	View chart
Merck & Company Common Stock (MRK)	1.0	$10M		95k	105.26	View chart
Interactive Brokers Common Stock (IBKR)	1.0	$9.9M	+5%	155k	64.31	View chart
Unum Group Common Stock (UNM)	0.9	$9.7M		125k	77.50	View chart
Amgen Common Stock (AMGN)	0.9	$9.5M		29k	327.31	View chart
Arista Networks Common Stock (ANET)	0.9	$9.2M	+5%	71k	131.03	View chart
Truist Financial Common Stock (TFC)	0.9	$9.0M		182k	49.21	View chart
Cme Group Common Stock (CME)	0.9	$8.9M	-2%	33k	273.08	View chart
Pfizer Common Stock (PFE)	0.8	$8.5M	NEW	341k	24.90	View chart
Caretrust Reit Common Stock (CTRE)	0.8	$8.4M		234k	36.16	View chart
Gilead Sciences Common Stock (GILD)	0.8	$8.4M	+390%	69k	122.74	View chart
Ge Aerospace Common Stock (GE)	0.8	$8.2M	+2%	27k	308.03	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.8	$8.1M		13k	614.30	View chart
Mastercard Common Stock (MA)	0.8	$8.1M	-34%	14k	570.86	View chart
Chevron Corp Common Stock (CVX)	0.8	$8.0M	+2%	52k	152.41	View chart
Jpmorgan Chase Common Stock (JPM)	0.8	$8.0M	+184%	25k	322.22	View chart
SPDR S&P MF Closed and MF Open (SPY)	0.8	$7.8M	+9%	12k	681.92	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.8	$7.8M		83k	94.16	View chart
Eli Lilly Common Stock (LLY)	0.8	$7.7M	+7%	7.2k	1074.72	View chart
Unitedhealth Group Common Stock (UNH)	0.8	$7.7M	+3%	23k	330.11	View chart
Howmet Aerospace Common Stock (HWM)	0.7	$7.6M	+7%	37k	205.02	View chart
Vici Properties Common Stock (VICI)	0.7	$7.5M	+46%	266k	28.12	View chart
American Express Common Stock (AXP)	0.7	$7.4M	+3%	20k	369.95	View chart
Blackstone Common Stock (BX)	0.7	$7.4M		48k	154.14	View chart
Uber Technologies Common Stock (UBER)	0.7	$7.2M	+5%	88k	81.71	View chart
Agree Realty Common Stock (ADC)	0.7	$7.1M		99k	72.03	View chart
National Fuel Common Stock (NFG)	0.7	$7.0M		88k	80.06	View chart
Kimco Realty Common Stock (KIM)	0.7	$6.9M	+50%	343k	20.27	View chart
Lamar Advertising Common Stock (LAMR)	0.7	$6.8M		53k	126.58	View chart
Goldman Sachs Common Stock (GS)	0.7	$6.7M	+3%	7.7k	878.95	View chart
Bank New York Common Stock (BK)	0.7	$6.7M	+5%	58k	116.09	View chart
Virtu Financial Common Stock (VIRT)	0.7	$6.6M		199k	33.32	View chart
Digital Realty Common Stock (DLR)	0.6	$6.5M		42k	154.71	View chart
Scotts Miracle-gro Common Stock (SMG)	0.6	$6.4M	+2%	109k	58.35	View chart
Wells Fargo Common Stock (WFC)	0.6	$6.4M	+1728%	68k	93.20	View chart
American Electric Common Stock (AEP)	0.6	$6.3M	+4%	55k	115.31	View chart
Alphabet Common Stock (GOOG)	0.6	$6.3M		20k	313.81	View chart
Morgan Stanley Common Stock (MS)	0.6	$6.2M	+5%	35k	177.53	View chart
Stonex Group Common Stock (SNEX)	0.6	$5.8M	+18%	61k	95.13	View chart
Rtx Corp Common Stock (RTX)	0.6	$5.7M	+2%	31k	183.40	View chart
Newmont Corp Common Stock (NEM)	0.6	$5.6M	NEW	57k	99.85	View chart
Walmart Common Stock (WMT)	0.6	$5.6M	+8%	50k	111.41	View chart
Schwab Charles Common Stock (SCHW)	0.5	$5.3M	+2%	53k	99.91	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.5	$5.0M		52k	96.03	View chart
Embraer S A Common Stock (EMBJ)	0.5	$4.8M	NEW	74k	64.37	View chart
Block H&r Common Stock (HRB)	0.4	$4.6M		105k	43.58	View chart
Comcast Corp Common Stock (CMCSA)	0.4	$4.6M	NEW	152k	29.89	View chart
Intel Corp Common Stock (INTC)	0.4	$4.3M	NEW	118k	36.90	View chart
Tesla Common Stock (TSLA)	0.4	$4.1M	+18%	9.2k	449.72	View chart
State Street MF Closed and MF Open (XLK)	0.4	$4.1M	+98%	29k	143.97	View chart
Thermo Fisher Common Stock (TMO)	0.4	$3.9M	NEW	6.7k	579.45	View chart
Ge Vernova Common Stock (GEV)	0.3	$3.1M		4.7k	653.54	View chart
Vanguard Short MF Closed and MF Open (VCSH)	0.3	$3.0M		38k	79.73	View chart
Lam Research Common Stock (LRCX)	0.3	$2.9M		17k	171.18	View chart
Nuveen P MF Closed and MF Open (JPC)	0.2	$2.4M	-7%	293k	8.11	View chart
Ishares Interest MF Closed and MF Open (HYGH)	0.2	$2.3M	+9%	27k	86.20	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.2	$2.3M	-4%	7.6k	301.14	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.2	$2.3M	+57%	11k	199.69	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.2	$2.3M	+43%	3.6k	627.17	View chart
State Street MF Closed and MF Open (XLE)	0.2	$2.1M	+95%	46k	44.71	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.2	$2.0M	+183%	6.0k	343.00	View chart
Ishares P MF Closed and MF Open (PFF)	0.2	$1.9M	-8%	62k	30.96	View chart
Nuveen Amt MF Closed and MF Open (NEA)	0.2	$1.8M		156k	11.63	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$1.7M	-6%	12k	143.52	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.2	$1.7M		17k	96.16	View chart
Nuveen Quality MF Closed and MF Open (NAD)	0.2	$1.6M	-3%	132k	12.02	View chart
Principal Spectrum MF Closed and MF Open (PREF)	0.2	$1.6M	-12%	82k	19.07	View chart
Nuveen Municipal MF Closed and MF Open (NUV)	0.2	$1.5M		170k	9.06	View chart
Ishares Gold Common Stock (IAU)	0.1	$1.5M	+3%	18k	81.17	View chart
Graniteshares Gold MF Closed and MF Open (BAR)	0.1	$1.5M		35k	42.49	View chart
Invesco P MF Closed and MF Open (PGX)	0.1	$1.4M	-7%	120k	11.24	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.1	$1.3M	-3%	13k	105.69	View chart
Ishares Msci MF Closed and MF Open (EFAV)	0.1	$1.2M	+6%	14k	86.25	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$1.2M	+16%	13k	89.46	View chart
Blackrock Credit MF Closed and MF Open (BTZ)	0.1	$1.2M	-7%	108k	10.83	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.1	$1.1M	-4%	24k	46.04	View chart
General Motors Common Stock (GM)	0.1	$952k	NEW	12k	81.32	View chart
State Street MF Closed and MF Open (XLF)	0.1	$944k		17k	54.77	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$936k		11k	87.16	View chart
Blackrock Core MF Closed and MF Open (BHK)	0.1	$891k	-10%	93k	9.59	View chart
Cno Financial Common Stock (CNO)	0.1	$891k	-2%	21k	42.47	View chart
Invesco Municipal MF Closed and MF Open (VKQ)	0.1	$875k	-5%	91k	9.65	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.1	$862k	+10%	22k	39.45	View chart
Public Service Common Stock (PEG)	0.1	$835k		10k	80.30	View chart
Fifth Third Common Stock (FITB)	0.1	$738k		16k	46.81	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$713k	-3%	40k	17.67	View chart
Neuberger Core MF Closed and MF Open (NBCR)	0.1	$653k	NEW	21k	31.51	View chart
Nisource Common Stock (NI)	0.0	$462k	-4%	11k	41.76	View chart
Scholastic Corp Common Stock (SCHL)	0.0	$454k	-4%	15k	29.63	View chart
Invesco Common Stock (IVZ)	0.0	$437k	NEW	17k	26.27	View chart
Nuveen Municipal MF Closed and MF Open (NZF)	0.0	$378k		30k	12.58	View chart
Blackrock Txbl MF Closed and MF Open (BBN)	0.0	$365k	-18%	22k	16.32	View chart
Nuveen Municipal MF Closed and MF Open (NMZ)	0.0	$344k		34k	10.19	View chart
Nuveen Amt MF Closed and MF Open (NVG)	0.0	$283k		22k	12.66	View chart
America Movil Common Stock (AMX)	0.0	$252k		12k	20.67	View chart
Nuveen New York MF Closed and MF Open (NAN)	0.0	$168k		15k	11.26	View chart
Bcb Bancorp Common Stock (BCBP)	0.0	$121k		15k	8.07	View chart
Nuveen New York MF Closed and MF Open (NRK)	0.0	$115k		11k	10.09	View chart

Past Filings by Ibex Wealth Advisors

SEC 13F filings are viewable for Ibex Wealth Advisors going back to 2016

Ibex Wealth Advisors 2025 Q4 filed Feb. 17, 2026
Ibex Wealth Advisors 2025 Q3 filed Nov. 12, 2025
Ibex Wealth Advisors 2025 Q2 filed Aug. 7, 2025
Ibex Wealth Advisors 2025 Q1 filed April 15, 2025
Ibex Wealth Advisors 2024 Q4 filed Jan. 23, 2025
Ibex Wealth Advisors 2024 Q3 filed Nov. 4, 2024
Ibex Wealth Advisors 2024 Q2 filed Aug. 6, 2024
Ibex Wealth Advisors 2024 Q1 filed April 18, 2024
Ibex Wealth Advisors 2023 Q4 filed Jan. 29, 2024
Ibex Wealth Advisors 2023 Q3 filed Nov. 7, 2023
Ibex Wealth Advisors 2023 Q1 filed May 15, 2023
Ibex Wealth Advisors 2022 Q4 filed Feb. 6, 2023
Ibex Wealth Advisors 2022 Q3 filed Oct. 31, 2022
Ibex Wealth Advisors 2022 Q2 filed Aug. 16, 2022
Ibex Wealth Advisors 2022 Q1 filed May 16, 2022
Ibex Wealth Advisors 2021 Q4 filed Feb. 22, 2022

View all past filings

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