Ibex Wealth Advisors Top Holdings and 13F Report (2026) About Ibex Wealth AdvisorsInvestment ActivityIbex Wealth Advisors has $1.29 billion in total holdings as of September 30, 2026.Ibex Wealth Advisors owns shares of 215 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 11.28% of the portfolio was purchased this quarter.About 9.89% of the portfolio was sold this quarter.This quarter, Ibex Wealth Advisors has purchased 209 new stocks and bought additional shares in 97 stocks.Ibex Wealth Advisors sold shares of 72 stocks and completely divested from 27 stocks this quarter.Largest Holdings NVIDIA $156,432,716Micron Technology $62,269,588Broadcom $50,342,891PALANTIR TECHNOLOGIES $39,932,941Apple $39,136,443 Largest New Holdings this Quarter 30609A109 - ONEOK INC $16,307,723 Holding30233Q108 - EXXONMOBIL HOLDINGS $14,639,257 HoldingG5T40M104 - MAREX GROUP $8,616,328 Holding15101Q207 - CELESTICA INC $4,917,973 Holding191216100 - Coca-Cola $4,793,264 Holding Largest Purchases this Quarter ONEOK INC 191,248 shares (about $16.31M)EXXONMOBIL HOLDINGS 89,949 shares (about $14.64M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 104,823 shares (about $10.54M)Merck & Co., Inc. 61,957 shares (about $9.00M)MAREX GROUP 123,514 shares (about $8.62M) Largest Sales this Quarter Intel 74,417 shares (about $8.95M)Applied Materials 14,092 shares (about $7.21M)Micron Technology 5,242 shares (about $5.58M)The Goldman Sachs Group 5,680 shares (about $5.11M)UnitedHealth Group 12,006 shares (about $4.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIbex Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$156,432,716$11,876 ▼0.0%684,96712.1%TechnologyMUMicron Technology$62,269,588$5,583,312 ▼-8.2%58,4634.8%TechnologyAVGOBroadcom$50,342,891$254,963 ▼-0.5%143,3503.9%TechnologyPALANTIR TECHNOLOGIES$39,932,941$5,630,581 ▲16.4%213,4883.1%Common StockAAPLApple$39,136,443$63,274 ▼-0.2%117,5203.0%TechnologyMSFTMicrosoft$37,354,481$171,821 ▼-0.5%72,8302.9%TechnologyDELLDell Technologies$30,756,373$472,860 ▲1.6%57,1732.4%TechnologyJXNJackson Financial$26,058,025$14,096 ▲0.1%201,5002.0%FinanceVRTVertiv$24,522,048$363,894 ▲1.5%101,6211.9%IndustrialsMRKMerck & Co., Inc.$24,079,030$9,002,972 ▲59.7%165,7081.9%HealthcareWMBWilliams Companies$23,884,015$406,052 ▼-1.7%351,3911.8%EnergyGOOGLAlphabet$23,623,390$599,385 ▲2.6%68,6571.8%Communication ServicesAMZNAmazon.com$20,662,021$38,369 ▲0.2%82,9301.6%Consumer DiscretionaryARISTA NETWORKS$20,373,056$4,841,576 ▲31.2%100,0691.6%Common StockTBILUS Treasury 3 Month Bill ETF$19,755,531$303,537 ▲1.6%396,2991.5%ETFTSMTaiwan Semiconductor Manufacturing$17,750,400$516,865 ▲3.0%38,9101.4%TechnologyKMIKinder Morgan$17,398,664$262,094 ▲1.5%577,0701.3%EnergyABBVAbbVie$16,674,765$83,709 ▲0.5%63,7441.3%HealthcareONEOK INC$16,307,723$16,307,723 ▲New Holding191,2481.3%Common StockSHELShell$15,901,451$295,035 ▲1.9%167,2961.2%EnergyVZVerizon Communications$15,506,853$189,718 ▲1.2%338,0611.2%Communication ServicesTAT&T$14,846,227$309,734 ▲2.1%608,4521.1%Communication ServicesEXXONMOBIL HOLDINGS$14,639,257$14,639,257 ▲New Holding89,9491.1%Common StockIBKRInteractive Brokers Group$14,246,557$274,026 ▲2.0%166,7831.1%FinanceLAM RESEARCH$14,179,304$324,243 ▲2.3%43,1621.1%Common StockAMGNAmgen$13,907,810$564,827 ▲4.2%32,9951.1%HealthcareNLYAnnaly Capital Management$13,385,430$330,745 ▲2.5%708,5981.0%FinanceAPPLOVIN CORP$13,383,582$62,442 ▲0.5%46,0821.0%Common StockVVisa$13,178,088$189,727 ▲1.5%36,6741.0%FinanceMETAMeta Platforms$12,444,598$730,969 ▼-5.5%17,1611.0%Communication ServicesCVXChevron$12,276,426$514,402 ▲4.4%60,1170.9%EnergyAPHAmphenol$11,362,810$5,962,377 ▲110.4%134,7900.9%TechnologyPFEPfizer$11,276,433$166,272 ▲1.5%395,3870.9%HealthcareMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$11,089,464$10,539,958 ▲1,918.1%110,2880.9%ETFSNEXStoneX Group$10,335,831$3,647,321 ▲54.5%159,8980.8%FinanceUNHUnitedHealth Group$10,073,421$4,407,168 ▼-30.4%27,4420.8%HealthcareHSTHost Hotels & Resorts$9,899,267$415,670 ▲4.4%442,1290.8%Real EstateCARETRUST REIT$9,824,169$295,420 ▲3.1%268,5670.8%Common StockHWMHowmet Aerospace$9,820,868$643,024 ▲7.0%43,4210.8%IndustrialsLLYEli Lilly and Company$9,757,022$4,367,693 ▼-30.9%8,4330.8%HealthcareBANK NEW YORK$9,718,933$328,019 ▲3.5%67,1990.8%Common StockKIMKimco Realty$9,708,999$317,447 ▲3.4%437,1460.8%Real EstateSLGSL Green Realty$9,662,062$353,201 ▲3.8%197,5080.7%Real EstateQQQInvesco QQQ$9,565,812$368,400 ▼-3.7%12,9310.7%ETFCMECME Group$9,430,708$75,712 ▲0.8%35,9980.7%FinanceTFCTruist Financial$9,400,269$201,034 ▲2.2%203,0300.7%FinanceLAMRLamar Advertising$9,285,459$329,148 ▲3.7%64,4330.7%Real EstateIVZInvesco$8,650,700$216,307 ▲2.6%286,8270.7%FinanceMAREX GROUP$8,616,328$8,616,328 ▲New Holding123,5140.7%Common StockNEMNewmont$8,025,465$635,177 ▲8.6%69,5810.6%MaterialsADCAgree Realty$7,803,950$259,624 ▲3.4%116,8080.6%Real EstateNFGNational Fuel Gas$7,647,040$277,950 ▲3.8%100,8050.6%UtilitiesAMCOR PLC$7,519,864$206,914 ▲2.8%179,6430.6%Common StockCCitigroup$7,487,050$226,202 ▲3.1%57,8240.6%FinanceJPMJPMorgan Chase & Co.$7,421,061$4,493,262 ▲153.5%22,4320.6%FinanceCSCOCisco Systems$7,301,578$49,725 ▼-0.7%67,8400.6%TechnologyAEPAmerican Electric Power$7,268,208$256,143 ▲3.7%61,2630.6%UtilitiesUSMViShares MSCI USA Min Vol Factor ETF$7,181,615$148,011 ▼-2.0%73,7030.6%ETFSPYSPDR S&P 500 ETF Trust$7,126,026$27,455 ▼-0.4%9,3440.6%ETFMSMorgan Stanley$6,926,302$391,210 ▲6.0%36,8260.5%FinanceAMDAdvanced Micro Devices$6,879,245$499,196 ▲7.8%11,2450.5%TechnologyBXBlackstone$6,319,816$261,056 ▲4.3%56,3820.5%FinanceSPGSimon Property Group$5,814,014$288,091 ▲5.2%28,9600.4%Real EstateEFAiShares MSCI EAFE ETF$5,621,177$48,205 ▲0.9%54,1070.4%ETFSTEPStepStone Group$5,484,212$198,771 ▲3.8%126,3650.4%FinanceCATCaterpillar$5,416,479$2,662,433 ▼-33.0%6,6810.4%IndustrialsXLKTechnology Select Sector SPDR Fund$5,301,323$6,264 ▲0.1%27,0820.4%ETFPANWPalo Alto Networks$4,993,793$4,536,092 ▲991.1%12,5690.4%TechnologyCELESTICA INC$4,917,973$4,917,973 ▲New Holding13,6070.4%Common StockKOCoca-Cola$4,793,264$4,793,264 ▲New Holding55,6840.4%Consumer StaplesBMYBristol Myers Squibb$4,640,624$4,640,624 ▲New Holding74,3690.4%HealthcareBLACKROCK FDG$4,622,451$4,622,451 ▲New Holding4,3680.4%Common StockSNXTD SYNNEX$4,486,412$4,486,412 ▲New Holding17,4670.3%TechnologyUNPUnion Pacific$4,312,314$4,312,314 ▲New Holding15,8470.3%IndustrialsCMCSAComcast$4,036,351$187,811 ▲4.9%185,4940.3%Communication ServicesPGRProgressive$4,027,627$173,933 ▲4.5%19,4280.3%FinanceSOXXiShares Semiconductor ETF$3,965,951$189,938 ▼-4.6%6,9740.3%ETFTSLATesla$2,577,695$310,459 ▲13.7%7,2650.2%Consumer DiscretionaryVUGVanguard Growth ETF$2,511,422$615,713 ▼-19.7%27,8710.2%ETFXLEEnergy Select Sector SPDR Fund$2,496,450$1,046,476 ▼-29.5%40,5930.2%ETFVOOVanguard S&P 500 ETF$2,495,9980.0%3,5610.2%ETFAMATApplied Materials$2,490,498$7,206,591 ▼-74.3%4,8700.2%TechnologyGSThe Goldman Sachs Group$2,319,211$5,113,788 ▼-68.8%2,5760.2%FinanceIYWiShares U.S. Technology ETF$2,258,341$606,904 ▲36.8%8,5250.2%ETFGEGE Aerospace$2,082,402$4,089,540 ▼-66.3%6,6680.2%IndustrialsINTCIntel$2,027,679$8,947,156 ▼-81.5%16,8650.2%TechnologyCWBSPDR Bloomberg Convertible Securities ETF$1,996,581$44,924 ▲2.3%19,7330.2%ETFOEFiShares S&P 100 ETF$1,992,037$16,428 ▲0.8%5,2140.2%ETFJPCNuveen Preferred & Income Opportunities Fund$1,980,152$9,227 ▲0.5%290,3450.2%FinancePFFiShares Preferred and Income Securities ETF$1,916,933$22,833 ▼-1.2%64,9800.1%ETFGE VERNOVA$1,661,952$57,964 ▼-3.4%1,7490.1%Common StockPREFPrincipal Spectrum Preferred Securities Active ETF$1,516,052$4,459 ▲0.3%82,6180.1%ETFHYGHiShares Interest Rate Hedged High Yield Bond ETF$1,462,474$31,769 ▲2.2%17,0790.1%ETFCVSCVS Health$1,446,697$1,446,697 ▲New Holding16,8830.1%HealthcareWALMART INC$1,440,694$191,843 ▲15.4%13,8630.1%Common StockVYMVanguard High Dividend Yield ETF$1,430,626$113,451 ▼-7.3%9,2180.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,412,170$20,005 ▼-1.4%15,8120.1%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,384,236$93,400 ▲7.2%15,1910.1%ETFVGKVanguard FTSE Europe ETF$1,366,633$1,366,633 ▲New Holding15,7450.1%ETFNEANuveen AMT-Free Quality Municipal Income Fund$1,357,754$112,654 ▼-7.7%136,4580.1%FinanceShowing largest 100 holdings. 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