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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, AAPL, MSFT, PLTR, and represent 23.02% of Ibex Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: MINT (+$26M), XOM (+$15M), WWD (+$9.4M), HST (+$7.9M), APH (+$7.8M), CAT (+$7.0M), SLG (+$6.7M), AMCR (+$6.7M), IVZ (+$6.2M), LIN (+$5.3M).
Started 91 new stock positions in WWD, APH, VOE, IETC, VFH, XME, VTR, XLB, PGR, WELL.
Reduced shares in these 10 stocks: , VICI (-$7.5M), GILD (-$7.4M), UBER (-$7.2M), AVGO (-$6.8M), VIRT (-$6.6M), MA (-$6.6M), DLR (-$6.5M), SMG (-$6.4M), GE (-$5.9M).
Sold out of its positions in HRB, DLR, INTC, IGV, SMG, XLF, TMO, UBER, UNM, VICI. VIRT.
Ibex Wealth Advisors was a net buyer of stock by $80M.
Ibex Wealth Advisors has $1.1B in assets under management (AUM), dropping by 5.17%.
Central Index Key (CIK): 0001686242

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Portfolio Holdings for Ibex Wealth Advisors

Ibex Wealth Advisors holds 203 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Common Stock (NVDA)	11.0	$119M		680k	174.40	View chart
Broadcom Common Stock (AVGO)	4.2	$45M	-13%	146k	309.51	View chart
Apple Common Stock (AAPL)	2.8	$30M	+3%	118k	253.79	View chart
Microsoft Corp Common Stock (MSFT)	2.5	$27M	-10%	72k	370.17	View chart
Palantir Technologies Common Stock (PLTR)	2.5	$27M	-3%	183k	146.28	View chart
Williams Cos Common Stock (WMB)	2.4	$26M	+2%	356k	72.78	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	2.4	$26M	NEW	255k	100.57	View chart
Vertiv Holdings Common Stock (VRT)	2.3	$25M		100k	250.58	View chart
Jackson Financial Common Stock (JXN)	2.0	$21M		200k	105.72	View chart
F/m U S MF Closed and MF Open (TBIL)	1.8	$20M	+19%	391k	49.86	View chart
Alphabet Common Stock (GOOGL)	1.8	$19M	+4%	66k	287.56	View chart
Kinder Morgan Common Stock (KMI)	1.8	$19M	+3%	561k	33.53	View chart
Applovin Corp Common Stock (APP)	1.7	$18M		46k	398.00	View chart
Abbvie Common Stock (ABBV)	1.7	$18M	+39%	83k	217.49	View chart
Micron Technology Common Stock (MU)	1.6	$17M		51k	337.84	View chart
Amazon Common Stock (AMZN)	1.6	$17M	+4%	82k	208.27	View chart
At&t Common Stock (T)	1.6	$17M	+5%	584k	28.99	View chart
Oneok Common Stock (OKE)	1.6	$17M	+3%	187k	90.39	View chart
Verizon Communications Common Stock (VZ)	1.5	$16M	+7%	326k	50.20	View chart
Amgen Common Stock (AMGN)	1.4	$15M	+51%	44k	351.85	View chart
Exxon Mobil Common Stock (XOM)	1.4	$15M	NEW	89k	169.66	View chart
Shell Common Stock (SHEL)	1.4	$15M	+4%	161k	93.00	View chart
Annaly Capital Common Stock (NLY)	1.3	$14M	+7%	670k	21.15	View chart
Taiwan Semiconductor Common Stock (TSM)	1.2	$12M	+10%	37k	337.95	View chart
Merck & Company Common Stock (MRK)	1.1	$12M	+6%	101k	120.29	View chart
Chevron Corp Common Stock (CVX)	1.1	$12M	+7%	57k	206.90	View chart
Visa Common Stock (V)	1.0	$11M	+2%	36k	302.24	View chart
Interactive Brokers Common Stock (IBKR)	1.0	$11M	+3%	160k	67.07	View chart
Pfizer Common Stock (PFE)	1.0	$11M	+10%	377k	28.08	View chart
Cme Group Common Stock (CME)	1.0	$10M	+6%	35k	295.35	View chart
Meta Platforms Common Stock (META)	0.9	$10M	+3%	18k	572.11	View chart
Palo Alto Common Stock (PANW)	0.9	$9.5M	-13%	59k	160.32	View chart
Woodward Common Stock (WWD)	0.9	$9.4M	NEW	26k	357.92	View chart
Caretrust Reit Common Stock (CTRE)	0.9	$9.2M	+7%	251k	36.65	View chart
Ge Vernova Common Stock (GEV)	0.9	$9.2M	+122%	11k	872.90	View chart
Arista Networks Common Stock (ANET)	0.8	$9.1M	+5%	74k	122.78	View chart
Kimco Realty Common Stock (KIM)	0.8	$9.1M	+17%	404k	22.47	View chart
Howmet Aerospace Common Stock (HWM)	0.8	$9.1M	+6%	39k	230.46	View chart
Truist Financial Common Stock (TFC)	0.8	$8.9M	+6%	194k	45.97	View chart
National Fuel Common Stock (NFG)	0.8	$8.9M	+7%	94k	93.96	View chart
Lam Research Common Stock (LRCX)	0.8	$8.5M	+135%	40k	213.66	View chart
Agree Realty Common Stock (ADC)	0.8	$8.2M	+9%	109k	75.38	View chart
Stonex Group Common Stock (SNEX)	0.8	$8.1M	+63%	100k	80.65	View chart
Host Hotels Common Stock (HST)	0.7	$7.9M	NEW	411k	19.16	View chart
Amphenol Corp Common Stock (APH)	0.7	$7.8M	NEW	61k	126.35	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.7	$7.7M		13k	577.18	View chart
American Electric Common Stock (AEP)	0.7	$7.6M	+5%	58k	131.08	View chart
Lamar Advertising Common Stock (LAMR)	0.7	$7.5M	+10%	59k	126.66	View chart
Eli Lilly Common Stock (LLY)	0.7	$7.4M	+12%	8.1k	919.79	View chart
Jpmorgan Chase Common Stock (JPM)	0.7	$7.4M	+2%	25k	294.16	View chart
State Street MF Closed and MF Open (SPY)	0.7	$7.1M	-4%	11k	650.35	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.7	$7.0M	-8%	76k	92.74	View chart
Caterpillar Common Stock (CAT)	0.7	$7.0M	NEW	9.9k	708.49	View chart
Unitedhealth Group Common Stock (UNH)	0.7	$7.0M	+10%	26k	270.59	View chart
Bank New York Common Stock (BK)	0.7	$7.0M	+2%	59k	118.63	View chart
Capital One Common Stock (COF)	0.6	$6.9M	-37%	38k	182.43	View chart
Rtx Corp Common Stock (RTX)	0.6	$6.8M	+12%	35k	192.90	View chart
Sl Green Common Stock (SLG)	0.6	$6.7M	NEW	182k	36.94	View chart
Amcor Common Stock (AMCR)	0.6	$6.7M	NEW	169k	39.75	View chart
Newmont Corp Common Stock (NEM)	0.6	$6.6M	+8%	61k	108.25	View chart
Invesco Common Stock (IVZ)	0.6	$6.6M	+1532%	272k	24.29	View chart
Intl Business Common Stock (IBM)	0.6	$6.5M	-36%	27k	242.39	View chart
Walmart Common Stock (WMT)	0.6	$6.4M	+2%	52k	124.28	View chart
Blackstone Common Stock (BX)	0.6	$6.0M	+8%	52k	114.99	View chart
Schwab Charles Common Stock (SCHW)	0.5	$5.6M	+11%	59k	93.98	View chart
Linde Common Stock (LIN)	0.5	$5.3M	NEW	11k	495.76	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.5	$5.1M	+2%	53k	97.13	View chart
Philip Morris Common Stock (PM)	0.5	$5.1M	NEW	31k	165.34	View chart
Cisco Systems Common Stock (CSCO)	0.5	$5.0M	NEW	65k	77.59	View chart
Embraer S A Common Stock (EMBJ)	0.5	$4.9M	+11%	83k	59.34	View chart
Comcast Corp Common Stock (CMCSA)	0.4	$4.8M	+10%	168k	28.71	View chart
State Street MF Closed and MF Open (XLK)	0.3	$3.7M		28k	132.90	View chart
Progressive Corp Common Stock (PGR)	0.3	$3.4M	NEW	17k	198.24	View chart
State Street MF Closed and MF Open (XLE)	0.3	$2.8M		47k	61.26	View chart
Tesla Common Stock (TSLA)	0.2	$2.4M	-28%	6.6k	371.75	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.2	$2.4M	-3%	7.3k	328.67	View chart
Nuveen P MF Closed and MF Open (JPC)	0.2	$2.2M		292k	7.54	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.2	$2.2M		3.6k	597.43	View chart
Gilead Sciences Common Stock (GILD)	0.2	$2.1M	-77%	15k	139.37	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.2	$2.0M	-3%	11k	181.42	View chart
Goldman Sachs Common Stock (GS)	0.2	$2.0M	-69%	2.3k	846.07	View chart
Ishares P MF Closed and MF Open (PFF)	0.2	$2.0M	+6%	66k	30.32	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.2	$1.7M	-9%	5.4k	318.08	View chart
Nuveen Amt MF Closed and MF Open (NEA)	0.2	$1.7M	-2%	152k	11.23	View chart
Ge Aerospace Common Stock (GE)	0.2	$1.7M	-77%	5.9k	283.76	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.1	$1.6M	-5%	17k	95.44	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$1.6M	-11%	11k	148.11	View chart
Principal Spectrum MF Closed and MF Open (PREF)	0.1	$1.5M		82k	18.82	View chart
Graniteshares Gold MF Closed and MF Open (BAR)	0.1	$1.5M	-4%	33k	46.13	View chart
Nuveen Quality MF Closed and MF Open (NAD)	0.1	$1.5M	-3%	128k	11.50	View chart
Ishares Gold Common Stock (IAU)	0.1	$1.5M	-9%	17k	88.16	View chart
Nuveen Municipal MF Closed and MF Open (NUV)	0.1	$1.5M	-4%	162k	8.99	View chart
Vanguard Short MF Closed and MF Open (VCSH)	0.1	$1.4M	-53%	18k	79.27	View chart
Invesco P MF Closed and MF Open (PGX)	0.1	$1.3M		121k	10.88	View chart
Ishares Msci MF Closed and MF Open (EFAV)	0.1	$1.3M		14k	91.37	View chart
Morgan Stanley Common Stock (MS)	0.1	$1.3M	-77%	7.9k	164.58	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.1	$1.3M	NEW	3.0k	436.72	View chart
State Street MF Closed and MF Open (XLI)	0.1	$1.2M	NEW	7.5k	161.72	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$1.2M		13k	90.53	View chart
American Express Common Stock (AXP)	0.1	$1.1M	-81%	3.7k	302.50	View chart
Welltower Common Stock (WELL)	0.1	$1.1M	NEW	5.6k	197.71	View chart
Blackrock Credit MF Closed and MF Open (BTZ)	0.1	$1.1M		109k	10.10	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.1	$1.1M	NEW	5.0k	218.73	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.1	$1.1M		24k	45.62	View chart
State Street MF Closed and MF Open (CWB)	0.1	$1.1M	NEW	12k	91.52	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.1	$1.1M	NEW	5.7k	184.31	View chart
Ishares Dow MF Closed and MF Open (IYY)	0.1	$1.0M	NEW	6.6k	158.44	View chart
Aflac Common Stock (AFL)	0.1	$1.0M	NEW	9.5k	109.71	View chart
Costco Wholesale Common Stock (COST)	0.1	$982k	NEW	986.00	996.13	View chart
Applied Materials Common Stock (AMAT)	0.1	$981k	NEW	2.9k	341.73	View chart
Ishares National MF Closed and MF Open (MUB)	0.1	$968k	NEW	9.1k	106.15	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$957k	NEW	6.7k	142.44	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.1	$932k		22k	42.56	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.1	$924k	NEW	2.9k	320.76	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$922k		11k	86.69	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$921k	NEW	3.8k	244.46	View chart
Kla Corp Common Stock (KLAC)	0.1	$919k	NEW	624.00	1473.08	View chart
General Motors Common Stock (GM)	0.1	$919k	+5%	12k	74.50	View chart
State Street MF Closed and MF Open (XBI)	0.1	$884k	NEW	6.9k	127.73	View chart
Blackrock Core MF Closed and MF Open (BHK)	0.1	$856k		94k	9.16	View chart
Travelers Cos Common Stock (TRV)	0.1	$855k	NEW	2.9k	291.64	View chart
Cno Financial Common Stock (CNO)	0.1	$852k		21k	41.06	View chart
Invesco Municipal MF Closed and MF Open (VKQ)	0.1	$849k		89k	9.52	View chart
Public Service Common Stock (PEG)	0.1	$843k		10k	80.95	View chart
Citigroup Common Stock (C)	0.1	$842k	NEW	7.4k	113.40	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$835k	NEW	2.7k	310.78	View chart
Ishares Interest MF Closed and MF Open (HYGH)	0.1	$799k	-65%	9.3k	85.61	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$783k	NEW	4.1k	191.81	View chart
Fidelity Enhanced MF Closed and MF Open (FENI)	0.1	$774k	NEW	21k	37.20	View chart
Ishares Consumer MF Closed and MF Open (IYC)	0.1	$730k	NEW	7.5k	96.92	View chart
Invesco Building MF Closed and MF Open (PKB)	0.1	$727k	NEW	7.4k	97.57	View chart
Hartford Insurance Common Stock (HIG)	0.1	$723k	NEW	5.3k	135.22	View chart
State Street MF Closed and MF Open (XLB)	0.1	$710k	NEW	14k	49.97	View chart
Lockheed Martin Common Stock (LMT)	0.1	$694k	NEW	1.1k	604.39	View chart
Ishares U S MF Closed and MF Open (IETC)	0.1	$663k	NEW	7.5k	88.38	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	0.1	$660k	NEW	8.4k	78.77	View chart
Alphabet Common Stock (GOOG)	0.1	$645k	-88%	2.2k	286.88	View chart
State Street Common Stock (STT)	0.1	$642k	NEW	5.1k	126.56	View chart
Vaneck Jr MF Closed and MF Open (GDXJ)	0.1	$636k	NEW	5.3k	120.04	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$629k	-9%	37k	17.15	View chart
Global X MF Closed and MF Open (COPX)	0.1	$628k	NEW	8.2k	76.35	View chart
Invesco S&p MF Closed and MF Open (RPG)	0.1	$599k	NEW	13k	46.74	View chart
State Street MF Closed and MF Open (XME)	0.1	$594k	NEW	5.5k	108.02	View chart
M&t Bank Common Stock (MTB)	0.1	$594k	NEW	2.9k	206.72	View chart
Scholastic Corp Common Stock (SCHL)	0.1	$592k		15k	39.06	View chart
Snap On Common Stock (SNA)	0.1	$590k	NEW	1.6k	363.28	View chart
Wells Fargo Common Stock (WFC)	0.1	$550k	-89%	6.9k	79.61	View chart
Fifth Third Common Stock (FITB)	0.1	$549k	-25%	12k	46.46	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.0	$522k	NEW	2.4k	215.09	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.0	$520k	NEW	4.3k	120.81	View chart
Nisource Common Stock (NI)	0.0	$516k		11k	46.66	View chart
U S Treasury MF Closed and MF Open (XBIL)	0.0	$505k	NEW	10k	50.03	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.0	$501k	NEW	6.1k	82.75	View chart
Waste Management Common Stock (WM)	0.0	$498k	NEW	2.2k	229.80	View chart
Mastercard Common Stock (MA)	0.0	$496k	-92%	993.00	499.51	View chart
Deere & Co Common Stock (DE)	0.0	$493k	NEW	875.00	563.31	View chart
Ishares S&p MF Closed and MF Open (IJK)	0.0	$493k	NEW	4.9k	100.62	View chart
Cboe Global Common Stock (CBOE)	0.0	$490k	NEW	1.7k	281.13	View chart
Dell Technologies Common Stock (DELL)	0.0	$482k	NEW	2.9k	164.11	View chart
Neuberger Core MF Closed and MF Open (NBCR)	0.0	$448k	-27%	15k	29.67	View chart
Invesco Dividend MF Closed and MF Open (PFM)	0.0	$433k	NEW	8.5k	51.09	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.0	$429k	NEW	7.6k	56.79	View chart
Ventas Common Stock (VTR)	0.0	$423k	NEW	5.2k	81.78	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.0	$391k	NEW	816.00	479.20	View chart
Vanguard Esg MF Closed and MF Open (ESGV)	0.0	$390k	NEW	3.5k	112.28	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.0	$379k	NEW	888.00	426.25	View chart
Constellation Energy Common Stock (CEG)	0.0	$377k	NEW	1.4k	279.31	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$375k	NEW	538.00	697.28	View chart
Nuveen Municipal MF Closed and MF Open (NZF)	0.0	$366k		30k	12.18	View chart
Blackrock Txbl MF Closed and MF Open (BBN)	0.0	$364k		23k	16.17	View chart
Innovator Laddered MF Closed and MF Open (BUFB)	0.0	$361k	NEW	10k	35.91	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$358k	NEW	1.7k	213.62	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.0	$353k	NEW	5.5k	64.09	View chart
Nuveen Municipal MF Closed and MF Open (NMZ)	0.0	$350k		34k	10.38	View chart
New Jersey Common Stock (NJR)	0.0	$345k	NEW	6.3k	54.92	View chart
Fidelity Msci MF Closed and MF Open (FTEC)	0.0	$345k	NEW	1.7k	208.01	View chart
State Street MF Closed and MF Open (DIA)	0.0	$342k	NEW	738.00	463.48	View chart
Hanover Insurance Common Stock (THG)	0.0	$338k	NEW	1.9k	173.36	View chart
Innovator Equity MF Closed and MF Open (SFLR)	0.0	$336k	NEW	9.5k	35.41	View chart
U S Global MF Closed and MF Open (JETS)	0.0	$323k	NEW	13k	24.63	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$321k	NEW	697.00	460.99	View chart
Fidelity Msci MF Closed and MF Open (FIDU)	0.0	$320k	NEW	3.7k	86.52	View chart
Motorola Solutions Common Stock (MSI)	0.0	$316k	NEW	727.00	434.13	View chart
America Movil Common Stock (AMX)	0.0	$311k		12k	25.48	View chart
On Semiconductor Common Stock (ON)	0.0	$310k	NEW	5.0k	61.92	View chart
Fedex Corp Common Stock (FDX)	0.0	$308k	NEW	864.00	356.12	View chart
Essential Properties Common Stock (EPRT)	0.0	$298k	NEW	9.8k	30.36	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.0	$294k	NEW	1.1k	257.28	View chart
Dupont De Common Stock (DD)	0.0	$290k	NEW	6.3k	45.80	View chart
Oracle Corp Common Stock (ORCL)	0.0	$279k	NEW	1.9k	147.09	View chart
Conocophillips Common Stock (COP)	0.0	$274k	NEW	2.1k	132.02	View chart
Nextera Energy Common Stock (NEE)	0.0	$269k	NEW	2.9k	92.89	View chart
Nuveen Amt MF Closed and MF Open (NVG)	0.0	$258k	-6%	21k	12.33	View chart
Advanced Micro Common Stock (AMD)	0.0	$256k	NEW	1.3k	203.43	View chart
Ishares Russ MF Closed and MF Open (IWS)	0.0	$247k	NEW	1.7k	145.71	View chart
State Street MF Closed and MF Open (XLU)	0.0	$246k	NEW	5.4k	45.89	View chart
Iron Mountain Common Stock (IRM)	0.0	$223k	NEW	2.2k	102.14	View chart
Itt Common Stock (ITT)	0.0	$217k	NEW	1.1k	190.60	View chart
Comfort Systems Usa Common Stock (FIX)	0.0	$212k	NEW	154.00	1379.20	View chart
Trane Technologies Common Stock (TT)	0.0	$205k	NEW	493.00	416.62	View chart
Nuveen New York MF Closed and MF Open (NAN)	0.0	$166k		15k	11.15	View chart
Bcb Bancorp Common Stock (BCBP)	0.0	$135k		15k	8.98	View chart
Nuveen New York MF Closed and MF Open (NRK)	0.0	$116k		11k	10.21	View chart

Past Filings by Ibex Wealth Advisors

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

Ibex Wealth Advisors 2026 Q1 filed April 30, 2026
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

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