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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, MU, AVGO, AAPL, VRT, and represent 26.06% of Ibex Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DELL (+$23M), MU (+$14M), INTC (+$13M), AMAT (+$12M), GLW (+$7.9M), C (+$6.8M), SPG (+$6.2M), GS (+$6.0M), SBUX (+$5.8M), UNH (+$5.6M).
Started 19 new stock positions in TSEM, DRI, VTRS, CMI, VICR, GWW, DD, KNCT, SOXL, AIT. STEP, CFG, FDXF, INTC, BALT, GLW, SBUX, SPG, ILF.
Reduced shares in these 10 stocks: MINT (-$25M), PANW (-$20M), GEV (-$10M), IBM (-$7.4M), COF (-$7.2M), RTX (-$6.1M), SCHW (-$5.6M), JPM (-$5.4M), PM (-$5.1M), ABBV.
Sold out of its positions in AXP, DE, Dupont De Nemours, JETS, EPRT, FTEC, COPX, BAR, HIG, LMT. PM, SCHW, XLB.
Ibex Wealth Advisors was a net buyer of stock by $44M.
Ibex Wealth Advisors has $1.3B in assets under management (AUM), dropping by 18.82%.
Central Index Key (CIK): 0001686242

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Portfolio Holdings for Ibex Wealth Advisors

Ibex Wealth Advisors holds 209 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Common Stock (NVDA)	10.7	$137M		685k	200.09	View chart
Micron Technology Common Stock (MU)	5.8	$74M	+24%	64k	1154.29	View chart
Broadcom Common Stock (AVGO)	4.3	$54M		144k	377.75	View chart
Apple Common Stock (AAPL)	2.7	$34M		118k	289.36	View chart
Vertiv Holdings Common Stock (VRT)	2.6	$34M		100k	334.82	View chart
Microsoft Corp Common Stock (MSFT)	2.1	$27M		73k	373.02	View chart
Williams Cos Common Stock (WMB)	2.1	$27M		357k	74.34	View chart
Dell Technologies Common Stock (DELL)	1.9	$24M	+1817%	56k	431.46	View chart
Alphabet Common Stock (GOOGL)	1.9	$24M		67k	357.37	View chart
Applovin Corp Common Stock (APP)	1.9	$24M		46k	515.23	View chart
Palantir Technologies Common Stock (PLTR)	1.7	$21M		183k	116.67	View chart
Jackson Financial Common Stock (JXN)	1.6	$21M		201k	102.39	View chart
Amazon Common Stock (AMZN)	1.5	$20M		83k	238.34	View chart
F/m U S MF Closed and MF Open (TBIL)	1.5	$20M		390k	49.86	View chart
Lam Research Common Stock (LRCX)	1.4	$18M	+5%	42k	433.33	View chart
Kinder Morgan Common Stock (KMI)	1.4	$18M		568k	31.97	View chart
Taiwan Semiconductor Common Stock (TSM)	1.4	$18M	+2%	38k	477.57	View chart
Unitedhealth Group Common Stock (UNH)	1.3	$16M	+52%	39k	415.63	View chart
Oneok Common Stock (OKE)	1.3	$16M		188k	86.94	View chart
Abbvie Common Stock (ABBV)	1.3	$16M	-23%	63k	251.64	View chart
Annaly Capital Common Stock (NLY)	1.2	$16M	+3%	691k	22.36	View chart
Eli Lilly Common Stock (LLY)	1.1	$15M	+50%	12k	1199.40	View chart
Interactive Brokers Common Stock (IBKR)	1.1	$14M	+2%	164k	87.04	View chart
Verizon Communications Common Stock (VZ)	1.1	$14M	+2%	334k	42.34	View chart
Applied Materials Common Stock (AMAT)	1.1	$14M	+560%	19k	722.99	View chart
Merck & Company Common Stock (MRK)	1.0	$13M	+2%	104k	128.50	View chart
Arista Networks Common Stock (ANET)	1.0	$13M	+2%	76k	169.88	View chart
Intel Corp Common Stock (INTC)	1.0	$13M	NEW	91k	139.63	View chart
Shell Common Stock (SHEL)	1.0	$13M		164k	77.54	View chart
Visa Common Stock (V)	1.0	$12M		36k	343.08	View chart
At&t Common Stock (T)	1.0	$12M		596k	20.70	View chart
Stonex Group Common Stock (SNEX)	1.0	$12M	+3%	104k	118.50	View chart
Exxon Mobil Common Stock (XOM)	1.0	$12M		89k	136.72	View chart
Woodward Common Stock (WWD)	0.9	$12M	+3%	27k	425.44	View chart
Amgen Common Stock (AMGN)	0.9	$12M	-27%	32k	362.12	View chart
Amphenol Corp Common Stock (APH)	0.9	$11M	+4%	64k	176.32	View chart
Howmet Aerospace Common Stock (HWM)	0.9	$11M	+3%	41k	268.86	View chart
Kimco Realty Common Stock (KIM)	0.8	$11M	+4%	423k	25.35	View chart
Caterpillar Common Stock (CAT)	0.8	$11M		10k	1064.89	View chart
Caretrust Reit Common Stock (CTRE)	0.8	$11M	+3%	261k	40.35	View chart
Meta Platforms Common Stock (META)	0.8	$10M	+2%	18k	563.29	View chart
Host Hotels Common Stock (HST)	0.8	$10M	+3%	424k	23.71	View chart
Truist Financial Common Stock (TFC)	0.8	$9.9M	+2%	199k	49.82	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.8	$9.9M		13k	736.40	View chart
Sl Green Common Stock (SLG)	0.8	$9.9M	+4%	190k	51.77	View chart
Lamar Advertising Common Stock (LAMR)	0.8	$9.7M	+5%	62k	155.98	View chart
Chevron Corp Common Stock (CVX)	0.7	$9.5M		58k	165.76	View chart
Bank New York Common Stock (BNY)	0.7	$9.4M	+10%	65k	144.61	View chart
Pfizer Common Stock (PFE)	0.7	$9.4M	+3%	390k	24.08	View chart
Agree Realty Common Stock (ADC)	0.7	$8.6M	+3%	113k	75.74	View chart
Goldman Sachs Common Stock (GS)	0.7	$8.3M	+251%	8.3k	1011.35	View chart
American Electric Common Stock (AEP)	0.6	$8.1M	+2%	59k	136.81	View chart
Cisco Systems Common Stock (CSCO)	0.6	$8.0M	+5%	68k	117.46	View chart
Cme Group Common Stock (CME)	0.6	$7.9M	+2%	36k	220.83	View chart
Corning Common Stock (GLW)	0.6	$7.9M	NEW	31k	255.43	View chart
Citigroup Common Stock (C)	0.6	$7.8M	+655%	56k	139.96	View chart
Amcor Common Stock (AMCR)	0.6	$7.6M	+3%	175k	43.35	View chart
National Fuel Common Stock (NFG)	0.6	$7.5M	+3%	97k	77.21	View chart
Ge Aerospace Common Stock (GE)	0.6	$7.4M	+235%	20k	373.73	View chart
Invesco Common Stock (IVZ)	0.6	$7.4M	+2%	280k	26.39	View chart
Morgan Stanley Common Stock (MS)	0.6	$7.3M	+337%	35k	209.04	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.6	$7.3M		75k	96.46	View chart
State Street MF Closed and MF Open (SPY)	0.5	$7.0M	-14%	9.4k	746.73	View chart
Blackstone Common Stock (BX)	0.5	$6.4M	+3%	54k	117.67	View chart
Simon Property Common Stock (SPG)	0.5	$6.2M	NEW	28k	223.65	View chart
Advanced Micro Common Stock (AMD)	0.5	$6.1M	+730%	10k	580.91	View chart
Newmont Corp Common Stock (NEM)	0.5	$6.0M	+4%	64k	93.40	View chart
Starbucks Corp Common Stock (SBUX)	0.5	$5.8M	NEW	57k	102.19	View chart
Embraer S A Common Stock (EMBJ)	0.4	$5.7M	+7%	89k	63.80	View chart
Linde Common Stock (LIN)	0.4	$5.7M	+3%	11k	518.92	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.4	$5.6M		54k	103.88	View chart
State Street MF Closed and MF Open (XLK)	0.4	$5.2M	-3%	27k	190.52	View chart
Stepstone Group Common Stock (STEP)	0.4	$5.0M	NEW	122k	41.36	View chart
Fedex Corp Common Stock (FDX)	0.4	$5.0M	+1755%	16k	313.14	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.4	$4.7M		7.3k	640.77	View chart
Comcast Corp Common Stock (CMCSA)	0.3	$4.3M	+5%	177k	24.55	View chart
Progressive Corp Common Stock (PGR)	0.3	$4.1M	+7%	19k	218.45	View chart
State Street MF Closed and MF Open (XLE)	0.2	$3.1M	+23%	58k	53.11	View chart
State Street MF Closed and MF Open (XLI)	0.2	$3.0M	+119%	16k	185.23	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.2	$3.0M	+1069%	35k	86.14	View chart
Jpmorgan Chase Common Stock (JPM)	0.2	$2.9M	-64%	8.9k	327.34	View chart
Tesla Common Stock (TSLA)	0.2	$2.7M	-2%	6.4k	420.60	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.2	$2.4M		3.6k	686.81	View chart
Nuveen P MF Closed and MF Open (JPC)	0.2	$2.3M		289k	7.88	View chart
Ge Vernova Common Stock (GEV)	0.2	$2.1M	-82%	1.8k	1174.98	View chart
State Street MF Closed and MF Open (CWB)	0.2	$2.1M	+65%	19k	107.82	View chart
Ishares P MF Closed and MF Open (PFF)	0.2	$2.0M		66k	30.49	View chart
Gilead Sciences Common Stock (GILD)	0.2	$2.0M	+2%	16k	126.34	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.1	$1.9M	-4%	5.2k	365.85	View chart
Kla Corp Common Stock (KLAC)	0.1	$1.9M	+897%	6.2k	301.69	View chart
Nuveen Amt MF Closed and MF Open (NEA)	0.1	$1.7M	-2%	148k	11.74	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$1.6M	-43%	6.2k	252.23	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$1.6M	-6%	9.9k	158.03	View chart
Principal Spectrum MF Closed and MF Open (PREF)	0.1	$1.6M		82k	19.06	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.1	$1.5M	-2%	16k	94.57	View chart
Nuveen Municipal MF Closed and MF Open (NUV)	0.1	$1.5M		160k	9.22	View chart
Ishares Interest MF Closed and MF Open (HYGH)	0.1	$1.4M	+78%	17k	86.61	View chart
Nuveen Quality MF Closed and MF Open (NAD)	0.1	$1.4M	-7%	118k	12.12	View chart
Walmart Common Stock (WMT)	0.1	$1.4M	-76%	12k	113.26	View chart
Ishares Latin MF Closed and MF Open (ILF)	0.1	$1.3M	NEW	40k	33.75	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$1.3M		13k	96.58	View chart
Invesco P MF Closed and MF Open (PGX)	0.1	$1.3M	-2%	118k	10.84	View chart
Welltower Common Stock (WELL)	0.1	$1.2M		5.5k	226.97	View chart
Ishares Msci MF Closed and MF Open (EFAV)	0.1	$1.2M		14k	87.71	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.1	$1.2M		5.1k	242.42	View chart
Vanguard Short MF Closed and MF Open (VCSH)	0.1	$1.2M	-11%	16k	79.03	View chart
Ishares Dow MF Closed and MF Open (IYY)	0.1	$1.2M		6.7k	182.28	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$1.2M	+4%	7.0k	164.26	View chart
Ishares Gold Common Stock (IAU)	0.1	$1.1M	-9%	15k	75.51	View chart
State Street MF Closed and MF Open (XBI)	0.1	$1.1M	+3%	7.2k	158.24	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.1	$1.1M	-2%	5.6k	197.60	View chart
Aflac Common Stock (AFL)	0.1	$1.1M		9.3k	117.25	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.1	$1.1M		24k	45.49	View chart
Blackrock Credit MF Closed and MF Open (BTZ)	0.1	$1.1M	-2%	106k	10.22	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.1	$1.1M		2.9k	370.05	View chart
Cno Financial Common Stock (CNO)	0.1	$1.0M		21k	50.98	View chart
Alphabet Common Stock (GOOG)	0.1	$998k	+25%	2.8k	353.32	View chart
Ishares National MF Closed and MF Open (MUB)	0.1	$978k		9.1k	107.62	View chart
Costco Wholesale Common Stock (COST)	0.1	$977k	+5%	1.0k	935.03	View chart
General Motors Common Stock (GM)	0.1	$967k		13k	77.08	View chart
Fedex Freight Common Stock (FDXF)	0.1	$966k	NEW	6.4k	151.00	View chart
Travelers Cos Common Stock (TRV)	0.1	$959k		2.9k	330.13	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$943k		3.7k	253.98	View chart
Invesco Municipal MF Closed and MF Open (VKQ)	0.1	$905k		90k	10.04	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$899k		4.1k	219.41	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.1	$898k		22k	41.43	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$884k	-3%	10k	86.42	View chart
State Street Common Stock (STT)	0.1	$861k		5.1k	169.60	View chart
Public Service Common Stock (PEG)	0.1	$848k		10k	81.16	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	0.1	$846k	+2%	8.6k	98.30	View chart
Invesco S&p MF Closed and MF Open (RPG)	0.1	$838k	+2%	13k	63.85	View chart
Blackrock Core MF Closed and MF Open (BHK)	0.1	$835k	-2%	91k	9.17	View chart
Invesco Building MF Closed and MF Open (PKB)	0.1	$814k	-2%	7.3k	112.06	View chart
Ishares U S MF Closed and MF Open (IETC)	0.1	$792k		7.4k	107.35	View chart
Ishares Consumer MF Closed and MF Open (IYC)	0.1	$735k	-3%	7.3k	101.10	View chart
Fidelity Enhanced MF Closed and MF Open (FENI)	0.1	$728k	-12%	18k	40.13	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$722k		2.7k	270.27	View chart
Scholastic Corp Common Stock (SCHL)	0.1	$696k		15k	46.00	View chart
M&t Bank Common Stock (MTB)	0.1	$683k		2.9k	238.01	View chart
Fifth Third Common Stock (FITB)	0.1	$667k		12k	56.37	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$644k	-4%	35k	18.43	View chart
State Street MF Closed and MF Open (XME)	0.0	$614k	+4%	5.7k	106.94	View chart
State Street MF Closed and MF Open (XLU)	0.0	$604k	+148%	13k	45.34	View chart
Innovator Equity MF Closed and MF Open (SFLR)	0.0	$585k	+59%	15k	38.58	View chart
Wells Fargo Common Stock (WFC)	0.0	$573k		6.9k	82.64	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.0	$566k		4.3k	131.60	View chart
Ishares S&p MF Closed and MF Open (IJK)	0.0	$564k	-2%	4.8k	117.51	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.0	$551k	-97%	5.5k	100.81	View chart
Oracle Corp Common Stock (ORCL)	0.0	$546k	+96%	3.7k	146.55	View chart
Rtx Corp Common Stock (RTX)	0.0	$540k	-91%	2.8k	189.70	View chart
Darden Restaurants Common Stock (DRI)	0.0	$530k	NEW	2.6k	206.05	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$527k	+718%	4.4k	119.52	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.0	$526k		7.7k	68.41	View chart
Nisource Common Stock (NI)	0.0	$524k		11k	47.55	View chart
Vaneck Jr MF Closed and MF Open (GDXJ)	0.0	$521k		5.3k	98.25	View chart
Mastercard Common Stock (MA)	0.0	$500k	-2%	973.00	513.85	View chart
U S Treasury MF Closed and MF Open (XBIL)	0.0	$497k		9.9k	50.00	View chart
Neuberger Core MF Closed and MF Open (NBCR)	0.0	$494k	-2%	15k	33.43	View chart
Waste Management Common Stock (WM)	0.0	$486k		2.2k	222.92	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.0	$481k	-3%	5.8k	82.65	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.0	$478k	-16%	2.0k	236.66	View chart
On Semiconductor Common Stock (ON)	0.0	$473k		5.0k	94.54	View chart
Vanguard Esg MF Closed and MF Open (ESGV)	0.0	$461k		3.5k	132.24	View chart
Ventas Common Stock (VTR)	0.0	$447k	-2%	5.0k	88.80	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.0	$446k	+304%	3.6k	124.18	View chart
Capital One Common Stock (COF)	0.0	$432k	-94%	2.2k	200.62	View chart
Cboe Global Common Stock (CBOE)	0.0	$424k		1.7k	242.70	View chart
Hanover Insurance Common Stock (THG)	0.0	$419k		2.0k	214.11	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$407k		1.7k	242.41	View chart
Innovator Laddered MF Closed and MF Open (BUFB)	0.0	$398k		10k	39.31	View chart
Nuveen Municipal MF Closed and MF Open (NMZ)	0.0	$397k	+11%	38k	10.57	View chart
Palo Alto Common Stock (PANW)	0.0	$393k	-98%	1.2k	341.02	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.0	$393k		5.5k	71.25	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.0	$383k	-6%	765.00	500.39	View chart
Fidelity Msci MF Closed and MF Open (FIDU)	0.0	$369k		3.7k	99.61	View chart
Blackrock Txbl MF Closed and MF Open (BBN)	0.0	$364k		23k	16.17	View chart
Invesco Dividend MF Closed and MF Open (PFM)	0.0	$357k	-24%	6.4k	55.45	View chart
New Jersey Common Stock (NJR)	0.0	$352k		6.3k	56.04	View chart
Vicor Corp Common Stock (VICR)	0.0	$351k	NEW	925.00	379.78	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.0	$351k		1.1k	306.26	View chart
Constellation Energy Common Stock (CEG)	0.0	$329k		1.3k	248.31	View chart
America Movil Common Stock (AMX)	0.0	$317k		12k	25.99	View chart
Viatris Common Stock (VTRS)	0.0	$311k	NEW	20k	15.88	View chart
Comfort Systems Usa Common Stock (FIX)	0.0	$309k		156.00	1982.77	View chart
Nuveen Municipal MF Closed and MF Open (NZF)	0.0	$304k	-20%	24k	12.68	View chart
Dupont De Common Stock (DD)	0.0	$287k	NEW	2.1k	135.64	View chart
State Street MF Closed and MF Open (DIA)	0.0	$286k	-25%	547.00	522.01	View chart
Cummins Common Stock (CMI)	0.0	$283k	NEW	397.00	713.04	View chart
Ishares Russ MF Closed and MF Open (IWS)	0.0	$280k		1.7k	164.59	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$277k		697.00	397.68	View chart
Iron Mountain Common Stock (IRM)	0.0	$275k		2.2k	126.31	View chart
Nuveen Amt MF Closed and MF Open (NVG)	0.0	$262k	-2%	21k	12.80	View chart
Nextera Energy Common Stock (NEE)	0.0	$256k		2.9k	87.77	View chart
Innovator Defined MF Closed and MF Open (BALT)	0.0	$255k	NEW	7.4k	34.27	View chart
Applied Industrial Tech Common Stock (AIT)	0.0	$245k	NEW	725.00	338.02	View chart
Snap On Common Stock (SNA)	0.0	$238k	-63%	591.00	402.40	View chart
Trane Technologies Common Stock (TT)	0.0	$237k	-2%	483.00	490.81	View chart
Grainger W W Common Stock (GWW)	0.0	$231k	NEW	170.00	1359.25	View chart
Intl Business Common Stock (IBM)	0.0	$230k	-96%	818.00	281.28	View chart
Itt Common Stock (ITT)	0.0	$228k		1.2k	197.82	View chart
Invesco Next MF Closed and MF Open (KNCT)	0.0	$227k	NEW	1.1k	211.00	View chart
Direxion Daily MF Closed and MF Open (SOXL)	0.0	$227k	NEW	850.00	266.71	View chart
Conocophillips Common Stock (COP)	0.0	$220k	+2%	2.1k	103.94	View chart
Motorola Solutions Common Stock (MSI)	0.0	$216k	-28%	520.00	415.01	View chart
Tower Semiconductor Common Stock (TSEM)	0.0	$215k	NEW	823.00	260.64	View chart
Citizens Financial Common Stock (CFG)	0.0	$210k	NEW	3.0k	70.07	View chart
Nuveen New York MF Closed and MF Open (NAN)	0.0	$175k		15k	11.73	View chart
Bcb Bancorp Common Stock (BCBP)	0.0	$161k		15k	10.72	View chart
Nuveen New York MF Closed and MF Open (NRK)	0.0	$122k		11k	10.72	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 Q2 filed July 27, 2026
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

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