Ibex Wealth Advisors Top Holdings and 13F Report (2026)

About Ibex Wealth Advisors

Investment Activity

Ibex Wealth Advisors has $1.28 billion in total holdings as of June 30, 2026.
Ibex Wealth Advisors owns shares of 209 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 12.75% of the portfolio was purchased this quarter.
About 9.30% of the portfolio was sold this quarter.
This quarter, Ibex Wealth Advisors has purchased 203 new stocks and bought additional shares in 111 stocks.
Ibex Wealth Advisors sold shares of 66 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

NVIDIA: $137,065,379
Micron Technology: $73,533,872
Broadcom: $54,424,604
Apple: $34,060,518
Vertiv: $33,519,720

Largest New Holdings this Quarter

458140100 - Intel: $12,745,714 Holding
219350105 - Corning: $7,875,253 Holding
828806109 - Simon Property Group: $6,156,075 Holding
855244109 - Starbucks: $5,784,792 Holding
85914M107 - StepStone Group: $5,037,003 Holding

Largest Purchases this Quarter

Dell Technologies: 53,358 shares (about $23.02M)
Micron Technology: 12,457 shares (about $14.38M)
Intel: 91,282 shares (about $12.75M)
Applied Materials: 16,091 shares (about $11.63M)
Corning: 30,831 shares (about $7.88M)

Largest Sales this Quarter

PIMCO Enhanced Short Maturity Exchange-Traded Fund: 249,618 shares (about $25.16M)
Palo Alto Networks: 58,069 shares (about $19.80M)
GE VERNOVA: 8,703 shares (about $10.23M)
International Business Machines: 26,190 shares (about $7.37M)
Capital One Financial: 35,751 shares (about $7.17M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$137,065,379	$1,021,059 â–²	0.8%	685,019	10.7%	Computer and Technology
MU Micron Technology	$73,533,872	$14,378,957 â–²	24.3%	63,705	5.8%	Computer and Technology
AVGO Broadcom	$54,424,604	$821,982 â–¼	-1.5%	144,076	4.3%	Computer and Technology
AAPL Apple	$34,060,518	$23,149 â–²	0.1%	117,710	2.7%	Computer and Technology
VRT Vertiv	$33,519,720	$201,561 â–²	0.6%	100,113	2.6%	Computer and Technology
MSFT Microsoft	$27,291,878	$270,438 â–²	1.0%	73,165	2.1%	Computer and Technology
WMB Williams Companies	$26,566,466	$79,915 â–²	0.3%	357,365	2.1%	Energy
DELL Dell Technologies	$24,288,429	$23,021,672 â–²	1,817.4%	56,294	1.9%	Computer and Technology
GOOGL Alphabet	$23,913,409	$284,466 â–²	1.2%	66,915	1.9%	Computer and Technology
APPLOVIN CORP	$23,632,049	$69,041 â–²	0.3%	45,867	1.9%	Common Stock
PALANTIR TECHNOLOGIES	$21,395,643	$98,236 â–²	0.5%	183,386	1.7%	Common Stock
JXN Jackson Financial	$20,620,412	$170,786 â–²	0.8%	201,391	1.6%	Finance
AMZN Amazon.com	$19,728,834	$107,491 â–²	0.5%	82,776	1.5%	Retail/Wholesale
TBIL US Treasury 3 Month Bill ETF	$19,455,874	$30,714 â–¼	-0.2%	390,210	1.5%	ETF
LAM RESEARCH	$18,275,650	$1,004,890 â–²	5.8%	42,175	1.4%	Common Stock
KMI Kinder Morgan	$18,170,997	$228,234 â–²	1.3%	568,377	1.4%	Energy
TSM Taiwan Semiconductor Manufacturing	$18,041,256	$503,361 â–²	2.9%	37,777	1.4%	Computer and Technology
UNH UnitedHealth Group	$16,395,895	$5,635,569 â–²	52.4%	39,448	1.3%	Medical
OKE ONEOK	$16,352,695	$88,244 â–²	0.5%	188,092	1.3%	Energy
ABBV AbbVie	$15,959,885	$4,910,714 â–¼	-23.5%	63,424	1.3%	Medical
NLY Annaly Capital Management	$15,452,759	$470,857 â–²	3.1%	691,089	1.2%	Finance
LLY Eli Lilly and Company	$14,642,296	$4,935,538 â–²	50.8%	12,208	1.1%	Medical
IBKR Interactive Brokers Group	$14,237,526	$333,536 â–²	2.4%	163,575	1.1%	Finance
VZ Verizon Communications	$14,138,384	$321,911 â–²	2.3%	333,925	1.1%	Computer and Technology
AMAT Applied Materials	$13,709,307	$11,633,607 â–²	560.5%	18,962	1.1%	Computer and Technology
MRK Merck & Co., Inc.	$13,331,965	$334,485 â–²	2.6%	103,751	1.0%	Medical
ARISTA NETWORKS	$12,959,813	$361,165 â–²	2.9%	76,288	1.0%	Common Stock
INTC Intel	$12,745,714	$12,745,714 â–²	New Holding	91,282	1.0%	Computer and Technology
SHEL Shell	$12,731,476	$246,190 â–²	2.0%	164,192	1.0%	Energy
V Visa	$12,401,098	$47,689 â–²	0.4%	36,146	1.0%	Business Services
T AT&T	$12,332,207	$236,519 â–²	2.0%	595,758	1.0%	Computer and Technology
SNEX StoneX Group	$12,261,593	$377,305 â–²	3.2%	103,473	1.0%	Finance
XOM ExxonMobil	$12,220,400	$111,700 â–²	0.9%	89,383	1.0%	Energy
WWD Woodward	$11,569,751	$379,490 â–²	3.4%	27,195	0.9%	Aerospace
AMGN Amgen	$11,462,852	$4,374,026 â–¼	-27.6%	31,655	0.9%	Medical
APH Amphenol	$11,295,402	$466,895 â–²	4.3%	64,062	0.9%	Computer and Technology
HWM Howmet Aerospace	$10,909,671	$349,245 â–²	3.3%	40,578	0.9%	Aerospace
KIM Kimco Realty	$10,719,308	$488,114 â–²	4.8%	422,853	0.8%	Finance
CAT Caterpillar	$10,611,594	$51,115 â–²	0.5%	9,965	0.8%	Industrials
CARETRUST REIT	$10,510,829	$367,105 â–²	3.6%	260,491	0.8%	Common Stock
META Meta Platforms	$10,234,341	$274,320 â–²	2.8%	18,169	0.8%	Computer and Technology
HST Host Hotels & Resorts	$10,042,708	$306,950 â–²	3.2%	423,564	0.8%	Finance
TFC Truist Financial	$9,898,610	$250,843 â–²	2.6%	198,688	0.8%	Finance
QQQ Invesco QQQ	$9,889,166	$98,678 â–²	1.0%	13,429	0.8%	Finance
SLG SL Green Realty	$9,851,190	$409,241 â–²	4.3%	190,288	0.8%	Finance
LAMR Lamar Advertising	$9,694,031	$483,228 â–²	5.2%	62,149	0.8%	Finance
CVX Chevron	$9,547,448	$172,225 â–²	1.8%	57,598	0.7%	Energy
BANK NEW YORK	$9,389,722	$857,108 â–²	10.0%	64,931	0.7%	Common Stock
PFE Pfizer	$9,380,526	$309,091 â–²	3.4%	389,557	0.7%	Medical
ADC Agree Realty	$8,552,729	$315,761 â–²	3.8%	112,922	0.7%	Finance
GS The Goldman Sachs Group	$8,349,665	$5,974,015 â–²	251.5%	8,256	0.7%	Finance
AEP American Electric Power	$8,085,965	$203,025 â–²	2.6%	59,104	0.6%	Utilities
CSCO Cisco Systems	$8,022,696	$423,088 â–²	5.6%	68,302	0.6%	Computer and Technology
CME CME Group	$7,885,583	$213,762 â–²	2.8%	35,709	0.6%	Finance
GLW Corning	$7,875,253	$7,875,253 â–²	New Holding	30,831	0.6%	Computer and Technology
C Citigroup	$7,848,504	$6,809,445 â–²	655.3%	56,077	0.6%	Financial Services
AMCOR PLC	$7,573,256	$231,576 â–²	3.2%	174,700	0.6%	Common Stock
NFG National Fuel Gas	$7,500,247	$221,438 â–²	3.0%	97,141	0.6%	Energy
GE GE Aerospace	$7,386,020	$5,181,389 â–²	235.0%	19,763	0.6%	Aerospace
IVZ Invesco	$7,380,088	$213,073 â–²	3.0%	279,655	0.6%	Finance
MS Morgan Stanley	$7,263,348	$5,602,515 â–²	337.3%	34,746	0.6%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$7,255,936	$61,542 â–¼	-0.8%	75,222	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$7,004,315	$1,202,233 â–¼	-14.6%	9,380	0.5%	Finance
BX Blackstone	$6,360,436	$240,754 â–²	3.9%	54,053	0.5%	Finance
SPG Simon Property Group	$6,156,075	$6,156,075 â–²	New Holding	27,525	0.5%	Finance
AMD Advanced Micro Devices	$6,058,313	$5,328,690 â–²	730.3%	10,429	0.5%	Computer and Technology
NEM Newmont	$5,984,473	$266,188 â–²	4.7%	64,074	0.5%	Basic Materials
SBUX Starbucks	$5,784,792	$5,784,792 â–²	New Holding	56,608	0.5%	Retail/Wholesale
EMBRAER S A	$5,702,625	$394,602 â–²	7.4%	89,383	0.4%	Common Stock
LINDE PLC	$5,700,384	$188,888 â–²	3.4%	10,985	0.4%	Common Stock
EFA iShares MSCI EAFE ETF	$5,572,437	$71,469 â–²	1.3%	53,643	0.4%	Finance
XLK Technology Select Sector SPDR Fund	$5,153,604	$194,332 â–¼	-3.6%	27,050	0.4%	ETF
STEP StepStone Group	$5,037,003	$5,037,003 â–²	New Holding	121,785	0.4%	Finance
FDX FedEx	$5,018,957	$4,748,407 â–²	1,755.1%	16,028	0.4%	Transportation
SOXX iShares Semiconductor ETF	$4,682,721	$20,505 â–¼	-0.4%	7,308	0.4%	ETF
CMCSA Comcast	$4,342,000	$209,658 â–²	5.1%	176,863	0.3%	Consumer Discretionary
PGR Progressive	$4,060,812	$271,536 â–²	7.2%	18,589	0.3%	Finance
XLE Energy Select Sector SPDR Fund	$3,059,613	$590,902 â–²	23.9%	57,609	0.2%	ETF
XLI Industrial Select Sector SPDR Fund	$3,037,209	$1,656,137 â–²	119.9%	16,397	0.2%	ETF
VUG Vanguard Growth ETF	$2,989,382	$2,733,720 â–²	1,069.3%	34,704	0.2%	ETF
JPM JPMorgan Chase & Co.	$2,896,941	$5,362,778 â–¼	-64.9%	8,850	0.2%	Finance
TSLA Tesla	$2,687,639	$71,923 â–¼	-2.6%	6,390	0.2%	Auto/Tires/Trucks
VOO Vanguard S&P 500 ETF	$2,445,733	$28,846 â–¼	-1.2%	3,561	0.2%	ETF
JPC Nuveen Preferred & Income Opportunities Fund	$2,277,251	$24,073 â–¼	-1.0%	288,992	0.2%	Financial Services
GE VERNOVA	$2,126,719	$10,225,876 â–¼	-82.8%	1,810	0.2%	Common Stock
CWB SPDR Bloomberg Convertible Securities ETF	$2,079,701	$819,417 â–²	65.0%	19,289	0.2%	ETF
PFF iShares Preferred and Income Securities ETF	$2,004,826	$7,500 â–²	0.4%	65,754	0.2%	ETF
GILD Gilead Sciences	$1,984,976	$49,021 â–²	2.5%	15,711	0.2%	Medical
OEF iShares S&P 100 ETF	$1,891,821	$93,658 â–¼	-4.7%	5,171	0.1%	ETF
KLAC KLA	$1,878,310	$1,690,057 â–²	897.8%	6,226	0.1%	Computer and Technology
NEA Nuveen AMT-Free Quality Municipal Income Fund	$1,734,939	$43,638 â–¼	-2.5%	147,780	0.1%	Financial Services
IYW iShares U.S. Technology ETF	$1,572,402	$1,210,956 â–¼	-43.5%	6,234	0.1%	Manufacturing
VYM Vanguard High Dividend Yield ETF	$1,572,201	$106,668 â–¼	-6.4%	9,949	0.1%	Financial Services
PREF Principal Spectrum Preferred Securities Active ETF	$1,570,058	$2,630 â–²	0.2%	82,375	0.1%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$1,516,527	$44,259 â–¼	-2.8%	16,036	0.1%	ETF
NUV Nuveen Municipal Value Fund	$1,479,328	$16,080 â–¼	-1.1%	160,447	0.1%	Finance
HYGH iShares Interest Rate Hedged High Yield Bond ETF	$1,447,080	$638,576 â–²	79.0%	16,708	0.1%	ETF
NAD Nuveen Quality Municipal Income Fund	$1,435,449	$112,061 â–¼	-7.2%	118,437	0.1%	Financial Services
WALMART INC	$1,360,991	$4,508,021 â–¼	-76.8%	12,017	0.1%	Common Stock
ILF iShares Latin America 40 ETF	$1,349,163	$1,349,163 â–²	New Holding	39,975	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Ibex Wealth Advisors Top Holdings and 13F Report (2026)

About Ibex Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Ibex Wealth Advisors Top Holdings and 13F Report (2026)

About Ibex Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIbex Wealth Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools