Ibex Wealth Advisors

13F filer · CIK 0001686242

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$1.28BU.S. long equity reported on 13F

Positions14814 new · 8 closed

Net flow last quarter+$61.7MBuys minus sells

Top 10 positions weight35.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026148 positions
NVDANvidia Corp	$137M	10.74%	0.00%	+0.8%	Q4 2016
MUMicron Technology Inc	$73.5M	5.76%	0.01%	+24.3%	Q2 2019
AVGOBroadcom Inc.	$54.4M	4.26%	0.00%	-1.5%	Q4 2016
AAPLApple Inc.	$34.1M	2.67%	0.00%	+0.1%	Q4 2016
VRTVertiv Holdings Co	$33.5M	2.63%	0.03%	+0.6%	Q2 2024
MSFTMicrosoft Corp	$27.3M	2.14%	0.00%	+1.0%	Q4 2016
WMBWilliams Companies, Inc.	$26.6M	2.08%	0.03%	+0.3%	Q3 2018
DELLDell Technologies Inc.	$24.3M	1.90%	0.01%	+1817.4%	Q2 2019
GOOGLAlphabet Inc.	$23.9M	1.87%	0.00%	+1.2%	Q4 2016
APPAppLovin Corp	$23.6M	1.85%	0.01%	+0.3%	Q2 2024
PLTRPalantir Technologies Inc.	$21.4M	1.68%	0.01%	+0.5%	Q3 2021
JXNJackson Financial Inc.	$20.6M	1.62%	0.30%	+0.8%	Q1 2023
AMZNAmazon Com Inc	$19.7M	1.55%	0.00%	+0.6%	Q4 2016
LRCXLam Research Corp	$18.3M	1.43%	0.00%	+5.8%	Q4 2016
KMIKinder Morgan, Inc.	$18.2M	1.42%	0.03%	+1.3%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$18M	1.41%	0.00%	+2.9%	Q4 2016
UNHUnitedhealth Group Inc	$16.4M	1.28%	0.00%	+52.4%	Q4 2016
OKEOneok Inc	$16.4M	1.28%	0.03%	+0.5%	Q4 2016
ABBVAbbVie Inc.	$16M	1.25%	0.00%	-23.5%	Q4 2016
NLYAnnaly Capital Management Inc	$15.5M	1.21%	0.09%	+3.1%	Q2 2019
LLYELI LILLY & Co	$14.6M	1.15%	0.00%	+50.9%	Q1 2019
IBKRInteractive Brokers Group, Inc.	$14.2M	1.12%	0.06%	+2.4%	Q4 2021
VZVerizon Communications Inc	$14.1M	1.11%	0.01%	+2.3%	Q4 2016
AMATApplied Materials Inc	$13.7M	1.07%	0.00%	+560.5%	Q4 2016
MRKMerck & Co., Inc.	$13.3M	1.04%	0.00%	+2.6%	Q4 2016
ANETArista Networks, Inc.	$13M	1.02%	0.01%	+2.9%	Q2 2024
INTCIntel Corp	$12.7M	1.00%	0.00%	Not reported	Q4 2016
SHELShell plc	$12.7M	1.00%	0.00%	+2.0%	Q2 2022
VVisa Inc.	$12.4M	0.97%	0.00%	+0.4%	Q4 2016
TAt&T Inc.	$12.3M	0.97%	0.01%	+2.0%	Q4 2016
SNEXStoneX Group Inc.	$12.3M	0.96%	0.09%	+3.2%	Q3 2025
XOMExxonMobil Holdings Corp	$12.2M	0.96%	0.00%	+0.9%	Q4 2016
WWDWoodward, Inc.	$11.6M	0.91%	0.05%	+3.4%	Q1 2026
AMGNAmgen Inc	$11.5M	0.90%	0.01%	-27.6%	Q4 2016
APHAmphenol Corp	$11.3M	0.89%	0.01%	+4.3%	Q2 2019
HWMHowmet Aerospace Inc.	$10.9M	0.85%	0.01%	+3.3%	Q3 2025
KIMKimco Realty Corp	$10.7M	0.84%	0.06%	+4.8%	Q3 2018
CATCaterpillar Inc	$10.6M	0.83%	0.00%	+0.5%	Q4 2016
CTRECareTrust REIT, Inc.	$10.5M	0.82%	0.11%	+3.6%	Q2 2025
METAMeta Platforms, Inc.	$10.2M	0.80%	Not reported	+2.8%	Q4 2016
HSTHost Hotels & Resorts, Inc.	$10M	0.79%	0.06%	+3.2%	Q1 2026
TFCTruist Financial Corp	$9.9M	0.78%	0.02%	+2.6%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$9.89M	0.77%	Not reported	+1.0%	Q2 2019
SLGSL Green Realty Corp	$9.85M	0.77%	0.27%	+4.3%	Q1 2026
LAMRLamar Advertising Co	$9.69M	0.76%	Not reported	+5.3%	Q2 2019
CVXChevron Corp	$9.55M	0.75%	0.00%	+1.8%	Q4 2016
BNYBank of New York Mellon Corp	$9.39M	0.74%	0.01%	+10.1%	Q2 2025
PFEPfizer Inc	$9.38M	0.74%	0.01%	+3.4%	Q4 2016
ADCAgree Realty Corp	$8.55M	0.67%	0.09%	+3.8%	Q3 2020
GSGoldman Sachs Group Inc	$8.35M	0.65%	0.00%	+251.5%	Q3 2021

Q1 2026Reported Apr 30, 2026141 positions
NVDANvidia Corp	$119M	11.04%	0.00%	-0.4%	Q4 2016
AVGOBroadcom Inc.	$45.3M	4.21%	0.00%	-13.1%	Q4 2016
AAPLApple Inc.	$29.9M	2.78%	0.00%	+3.7%	Q4 2016
MSFTMicrosoft Corp	$26.8M	2.50%	0.00%	-10.8%	Q4 2016
PLTRPalantir Technologies Inc.	$26.7M	2.49%	0.01%	-3.6%	Q3 2021
WMBWilliams Companies, Inc.	$25.9M	2.41%	0.03%	+2.8%	Q3 2018
VRTVertiv Holdings Co	$24.9M	2.32%	0.03%	+1.9%	Q2 2024
JXNJackson Financial Inc.	$21.1M	1.97%	0.28%	+1.8%	Q1 2023
GOOGLAlphabet Inc.	$19M	1.77%	0.00%	+4.3%	Q4 2016
KMIKinder Morgan, Inc.	$18.8M	1.75%	0.03%	+3.8%	Q4 2016
APPAppLovin Corp	$18.2M	1.69%	0.01%	+1.7%	Q2 2024
ABBVAbbVie Inc.	$18M	1.68%	0.00%	+39.8%	Q4 2016
MUMicron Technology Inc	$17.3M	1.61%	0.00%	+1.3%	Q2 2019
AMZNAmazon Com Inc	$17.1M	1.60%	0.00%	+4.6%	Q4 2016
TAt&T Inc.	$16.9M	1.58%	0.01%	+5.8%	Q4 2016
OKEOneok Inc	$16.9M	1.57%	0.03%	+3.5%	Q4 2016
VZVerizon Communications Inc	$16.4M	1.53%	0.01%	+7.5%	Q4 2016
AMGNAmgen Inc	$15.4M	1.43%	0.01%	+51.3%	Q4 2016
XOMExxonMobil Holdings Corp	$15M	1.40%	0.00%	Not reported	Q4 2016
SHELShell plc	$15M	1.39%	0.00%	+4.9%	Q2 2022
NLYAnnaly Capital Management Inc	$14.2M	1.32%	0.09%	+7.4%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.4M	1.16%	0.00%	+10.9%	Q4 2016
MRKMerck & Co., Inc.	$12.2M	1.13%	0.00%	+6.6%	Q4 2016
CVXChevron Corp	$11.7M	1.09%	0.00%	+7.9%	Q4 2016
VVisa Inc.	$10.9M	1.01%	0.00%	+2.4%	Q4 2016
IBKRInteractive Brokers Group, Inc.	$10.7M	1.00%	0.06%	+3.4%	Q4 2021
PFEPfizer Inc	$10.6M	0.98%	0.01%	+10.4%	Q4 2016
CMECme Group Inc.	$10.3M	0.96%	0.01%	+6.9%	Q1 2018
METAMeta Platforms, Inc.	$10.1M	0.94%	Not reported	+3.7%	Q4 2016
PANWPalo Alto Networks Inc	$9.49M	0.88%	0.01%	-13.9%	Q4 2016
WWDWoodward, Inc.	$9.41M	0.88%	0.04%	New	Q1 2026
CTRECareTrust REIT, Inc.	$9.21M	0.86%	0.11%	+7.6%	Q2 2025
GEVGE Vernova Inc.	$9.18M	0.85%	0.00%	+122.4%	Q2 2024
ANETArista Networks, Inc.	$9.11M	0.85%	0.01%	+5.1%	Q2 2024
KIMKimco Realty Corp	$9.07M	0.84%	0.06%	+17.8%	Q3 2018
HWMHowmet Aerospace Inc.	$9.05M	0.84%	0.01%	+6.0%	Q3 2025
TFCTruist Financial Corp	$8.9M	0.83%	0.02%	+6.2%	Q2 2021
NFGNational Fuel Gas Co	$8.86M	0.82%	0.10%	+7.7%	Q4 2024
LRCXLam Research Corp	$8.52M	0.79%	0.00%	+135.1%	Q4 2016
ADCAgree Realty Corp	$8.2M	0.76%	0.09%	+9.7%	Q3 2020
SNEXStoneX Group Inc.	$8.09M	0.75%	0.13%	+8.9%	Q3 2025
HSTHost Hotels & Resorts, Inc.	$7.87M	0.73%	0.06%	New	Q1 2026
APHAmphenol Corp	$7.76M	0.72%	0.01%	Not reported	Q2 2019
QQQInvesco QQQ Trust, Series 1	$7.67M	0.71%	Not reported	+0.6%	Q2 2019
AEPAmerican Electric Power Co Inc	$7.55M	0.70%	0.01%	+5.6%	Q4 2016
LAMRLamar Advertising Co	$7.48M	0.70%	Not reported	+10.7%	Q2 2019
LLYELI LILLY & Co	$7.44M	0.69%	0.00%	+12.9%	Q1 2019
JPMJPMorgan Chase & Co	$7.42M	0.69%	0.00%	+2.1%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$7.15M	0.67%	Not reported	-4.4%	Q4 2016
CATCaterpillar Inc	$7.03M	0.65%	0.00%	Not reported	Q4 2016

Q4 2025Reported Feb 17, 202699 positions
NVDANvidia Corp	$127M	12.47%	0.00%	-0.7%	Q4 2016
AVGOBroadcom Inc.	$58.2M	5.70%	0.00%	-1.8%	Q4 2016
MSFTMicrosoft Corp	$39.3M	3.85%	0.00%	+16.2%	Q4 2016
PLTRPalantir Technologies Inc.	$33.7M	3.30%	0.01%	-19.9%	Q3 2021
AAPLApple Inc.	$30.8M	3.02%	0.00%	+0.6%	Q4 2016
APPAppLovin Corp	$30.3M	2.97%	0.01%	-1.6%	Q2 2024
JXNJackson Financial Inc.	$20.9M	2.05%	0.29%	0.0%	Q1 2023
WMBWilliams Companies, Inc.	$20.8M	2.04%	0.03%	-0.7%	Q3 2018
GOOGLAlphabet Inc.	$19.8M	1.94%	0.00%	+8.5%	Q4 2016
AMZNAmazon Com Inc	$18.2M	1.78%	0.00%	-19.0%	Q4 2016
VRTVertiv Holdings Co	$15.8M	1.55%	0.03%	+1.8%	Q2 2024
KMIKinder Morgan, Inc.	$14.9M	1.46%	0.02%	+33.6%	Q4 2016
COFCapital One Financial Corp	$14.7M	1.44%	0.01%	+8.6%	Q1 2021
MUMicron Technology Inc	$14.4M	1.41%	0.00%	+5.2%	Q2 2019
NLYAnnaly Capital Management Inc	$13.9M	1.37%	0.09%	+91.8%	Q2 2019
TAt&T Inc.	$13.7M	1.34%	0.01%	-8.4%	Q4 2016
ABBVAbbVie Inc.	$13.6M	1.33%	0.00%	+0.8%	Q4 2016
OKEOneok Inc	$13.3M	1.30%	0.03%	-0.9%	Q4 2016
PANWPalo Alto Networks Inc	$12.7M	1.24%	0.01%	+2.8%	Q4 2016
IBMInternational Business Machines Corp	$12.5M	1.23%	0.00%	+77.9%	Q4 2016
VZVerizon Communications Inc	$12.4M	1.21%	0.01%	-0.5%	Q4 2016
VVisa Inc.	$12.3M	1.21%	0.00%	+2.2%	Q4 2016
SHELShell plc	$11.3M	1.10%	0.00%	+0.6%	Q2 2022
METAMeta Platforms, Inc.	$11.3M	1.10%	Not reported	-20.0%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.1M	0.99%	0.00%	+7.4%	Q4 2016
MRKMerck & Co., Inc.	$9.99M	0.98%	0.00%	+1.8%	Q4 2016
IBKRInteractive Brokers Group, Inc.	$9.94M	0.97%	0.06%	+5.6%	Q4 2021
UNMUnum Group	$9.66M	0.95%	0.07%	-0.8%	Q4 2016
AMGNAmgen Inc	$9.46M	0.93%	0.01%	+0.3%	Q4 2016
ANETArista Networks, Inc.	$9.25M	0.91%	0.01%	+5.1%	Q2 2024
TFCTruist Financial Corp	$8.98M	0.88%	0.01%	+0.2%	Q2 2021
CMECme Group Inc.	$8.87M	0.87%	0.01%	-2.0%	Q1 2018
PFEPfizer Inc	$8.49M	0.83%	0.01%	Not reported	Q4 2016
CTRECareTrust REIT, Inc.	$8.45M	0.83%	0.10%	+1.5%	Q2 2025
GILDGilead Sciences, Inc.	$8.41M	0.82%	0.01%	+390.1%	Q4 2016
GEGeneral Electric Co	$8.22M	0.80%	0.00%	+2.9%	Q3 2021
QQQInvesco QQQ Trust, Series 1	$8.12M	0.80%	Not reported	+0.8%	Q2 2019
MAMastercard Inc	$8.05M	0.79%	0.00%	-34.5%	Q4 2016
CVXChevron Corp	$7.99M	0.78%	0.00%	+2.9%	Q4 2016
JPMJPMorgan Chase & Co	$7.97M	0.78%	0.00%	+184.5%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$7.84M	0.77%	Not reported	+9.8%	Q4 2016
LLYELI LILLY & Co	$7.7M	0.75%	0.00%	+7.2%	Q1 2019
UNHUnitedhealth Group Inc	$7.7M	0.75%	0.00%	+3.0%	Q4 2016
HWMHowmet Aerospace Inc.	$7.6M	0.74%	0.01%	+7.8%	Q3 2025
VICIVici Properties Inc.	$7.48M	0.73%	0.02%	+46.1%	Q1 2021
AXPAmerican Express Co	$7.41M	0.73%	0.00%	+4.0%	Q4 2016
BXBlackstone Inc.	$7.37M	0.72%	0.01%	+1.4%	Q3 2021
UBERUber Technologies, Inc	$7.16M	0.70%	0.00%	+5.6%	Q2 2020
ADCAgree Realty Corp	$7.14M	0.70%	0.08%	-0.3%	Q3 2020
NFGNational Fuel Gas Co	$7.01M	0.69%	0.09%	+1.2%	Q4 2024

Q3 2025Reported Nov 12, 2025148 positions
NVDANvidia Corp	$128M	12.28%	0.00%	+0.6%	Q4 2016
AVGOBroadcom Inc.	$56.5M	5.42%	0.00%	+1.2%	Q4 2016
PLTRPalantir Technologies Inc.	$43.1M	4.13%	0.01%	+0.2%	Q3 2021
MSFTMicrosoft Corp	$36.2M	3.47%	0.00%	+0.7%	Q4 2016
APPAppLovin Corp	$32.8M	3.14%	0.01%	+1.5%	Q2 2024
AAPLApple Inc.	$28.7M	2.75%	0.00%	+1.5%	Q4 2016
WMBWilliams Companies, Inc.	$22.1M	2.12%	0.03%	+0.7%	Q3 2018
AMZNAmazon Com Inc	$21.3M	2.04%	0.00%	+28.9%	Q4 2016
JXNJackson Financial Inc.	$19.9M	1.90%	0.29%	+0.2%	Q1 2023
TAt&T Inc.	$17M	1.63%	0.01%	+1.7%	Q4 2016
METAMeta Platforms, Inc.	$15.7M	1.50%	Not reported	+13.1%	Q4 2016
VRTVertiv Holdings Co	$14.5M	1.39%	0.03%	+2.1%	Q2 2024
GOOGLAlphabet Inc.	$14.2M	1.36%	0.00%	+0.8%	Q4 2016
ABBVAbbVie Inc.	$13.6M	1.31%	0.00%	+0.8%	Q4 2016
PANWPalo Alto Networks Inc	$13.6M	1.31%	0.01%	+1.7%	Q4 2016
VZVerizon Communications Inc	$13.4M	1.28%	0.01%	-1.8%	Q4 2016
OKEOneok Inc	$13.3M	1.27%	0.03%	+0.8%	Q4 2016
MAMastercard Inc	$12.3M	1.17%	0.00%	-1.5%	Q4 2016
COFCapital One Financial Corp	$11.8M	1.13%	0.01%	+8.0%	Q1 2021
VVisa Inc.	$11.7M	1.13%	0.00%	+2.6%	Q4 2016
KMIKinder Morgan, Inc.	$11.5M	1.10%	0.02%	+1.1%	Q4 2016
SHELShell plc	$10.9M	1.05%	0.00%	+0.8%	Q2 2022
IBKRInteractive Brokers Group, Inc.	$10.1M	0.96%	0.06%	+3.3%	Q4 2021
ANETArista Networks, Inc.	$9.79M	0.94%	0.01%	+3.5%	Q2 2024
UNMUnum Group	$9.77M	0.94%	0.07%	-8.0%	Q4 2016
OWLBlue Owl Capital Inc.	$9.18M	0.88%	7.88%	+1.1%	Q3 2023
CMECme Group Inc.	$8.96M	0.86%	0.01%	-6.7%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.61M	0.83%	0.00%	+5.2%	Q4 2016
TFCTruist Financial Corp	$8.33M	0.80%	0.01%	+0.9%	Q2 2021
UBERUber Technologies, Inc	$8.13M	0.78%	0.00%	+5.2%	Q2 2020
AMGNAmgen Inc	$8.13M	0.78%	0.01%	+0.9%	Q4 2016
BXBlackstone Inc.	$8.06M	0.77%	0.01%	+1.7%	Q3 2021
MUMicron Technology Inc	$8.05M	0.77%	0.00%	Not reported	Q2 2019
NFGNational Fuel Gas Co	$7.99M	0.77%	0.10%	+1.3%	Q4 2024
CTRECareTrust REIT, Inc.	$7.98M	0.76%	0.10%	+1.6%	Q2 2025
CVXChevron Corp	$7.91M	0.76%	0.00%	+1.1%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$7.87M	0.75%	Not reported	+0.6%	Q2 2019
MRKMerck & Co., Inc.	$7.83M	0.75%	0.00%	+1.7%	Q4 2016
UNHUnitedhealth Group Inc	$7.82M	0.75%	0.00%	Not reported	Q4 2016
GEGeneral Electric Co	$7.8M	0.75%	0.00%	+5.0%	Q3 2021
DLRDigital Realty Trust, Inc.	$7.24M	0.69%	0.01%	+1.4%	Q4 2018
ADCAgree Realty Corp	$7.06M	0.68%	0.09%	+0.3%	Q3 2020
VIRTVirtu Financial, Inc.	$6.97M	0.67%	Not reported	+1.5%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$6.97M	0.67%	Not reported	-8.0%	Q4 2016
HWMHowmet Aerospace Inc.	$6.74M	0.65%	0.01%	New	Q3 2025
IBMInternational Business Machines Corp	$6.72M	0.64%	0.00%	-62.8%	Q4 2016
NLYAnnaly Capital Management Inc	$6.57M	0.63%	0.05%	+1.8%	Q2 2019
AREAlexandria Real Estate Equities, Inc.	$6.5M	0.62%	0.05%	New	Q3 2025
LAMRLamar Advertising Co	$6.41M	0.61%	Not reported	+1.4%	Q2 2019
AXPAmerican Express Co	$6.4M	0.61%	0.00%	+6.7%	Q4 2016

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