Ibex Wealth Advisors Portfolio Stock Holdings
Ibex Wealth Advisors disclosed 203 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORP, BROADCOM INC, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 203
- Portfolio Value
- $1.1B
Holdings by Sector
Ibex Wealth Advisors Portfolio Holdings in Q1 2026
201 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 11.04% | 679,916 | -2,598 | -0.38% | $118,577,230 |
| BROADCOM INC | AVGO | Technology | 4.21% | 146,252 | -22,002 | -13.08% | $45,266,362 |
| APPLE INC | AAPL | Technology | 2.78% | 117,630 | +4,181 | +3.69% | $29,853,407 |
| MICROSOFT CORP | MSFT | Technology | 2.50% | 72,440 | -8,759 | -10.79% | $26,815,137 |
| PALANTIR TECHNOLOGIES | PLTR | Technology | 2.49% | 182,544 | -6,900 | -3.64% | $26,702,534 |
| WILLIAMS COS | WMB | Energy | 2.41% | 356,290 | +9,572 | +2.76% | $25,930,751 |
| PIMCO EHNANCED | MINT | Other | 2.39% | 255,083 | +255,083 | +100.00% | $25,653,692 |
| VERTIV HOLDINGS | VRT | Industrials | 2.32% | 99,511 | +1,892 | +1.94% | $24,935,527 |
| JACKSON FINANCIAL | JXN | Financial Services | 1.97% | 199,723 | +3,587 | +1.83% | $21,114,685 |
| F/M U S | TBIL | Other | 1.81% | 390,826 | +64,226 | +19.67% | $19,486,577 |
| ALPHABET INC | GOOGL | Communication Services | 1.77% | 66,119 | +2,727 | +4.30% | $19,013,241 |
| KINDER MORGAN | KMI | Energy | 1.75% | 561,238 | +20,263 | +3.75% | $18,818,298 |
| APPLOVIN CORP | APP | Technology | 1.69% | 45,733 | +780 | +1.74% | $18,201,734 |
| ABBVIE INC | ABBV | Healthcare | 1.68% | 82,939 | +23,591 | +39.75% | $18,038,375 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.61% | 51,248 | +634 | +1.25% | $17,313,711 |
| AMAZON COM | AMZN | Consumer Cyclical | 1.60% | 82,325 | +3,648 | +4.64% | $17,145,826 |
| AT&T INC | T | Communication Services | 1.58% | 584,332 | +32,064 | +5.81% | $16,939,780 |
| ONEOK INC | OKE | Energy | 1.57% | 187,077 | +6,315 | +3.49% | $16,909,865 |
| VERIZON COMMUNICATIONS | VZ | Communication Services | 1.53% | 326,322 | +22,694 | +7.47% | $16,381,335 |
| AMGEN INC | AMGN | Healthcare | 1.43% | 43,734 | +14,837 | +51.34% | $15,387,746 |
| EXXON MOBIL | XOM | Energy | 1.40% | 88,566 | +88,566 | +100.00% | $15,026,126 |
| SHELL PLC | SHEL | Energy | 1.39% | 161,017 | +7,490 | +4.88% | $14,974,565 |
| ANNALY CAPITAL | NLY | Real Estate | 1.32% | 670,031 | +46,346 | +7.43% | $14,171,151 |
| TAIWAN SEMICONDUCTOR | TSM | Technology | 1.16% | 36,723 | +3,593 | +10.85% | $12,410,683 |
| MERCK & COMPANY | MRK | Healthcare | 1.13% | 101,148 | +6,268 | +6.61% | $12,167,058 |
| CHEVRON CORP | CVX | Energy | 1.09% | 56,559 | +4,134 | +7.89% | $11,702,114 |
| VISA INC | V | Financial Services | 1.01% | 36,007 | +852 | +2.42% | $10,882,581 |
| INTERACTIVE BROKERS | IBKR | Financial Services | 1.00% | 159,743 | +5,251 | +3.40% | $10,713,948 |
| PFIZER INC | PFE | Healthcare | 0.98% | 376,721 | +35,574 | +10.43% | $10,578,333 |
| CME GROUP | CME | Financial Services | 0.96% | 34,741 | +2,247 | +6.92% | $10,260,815 |
| META PLATFORMS | META | Communication Services | 0.94% | 17,682 | +628 | +3.68% | $10,116,125 |
| PALO ALTO | PANW | Technology | 0.88% | 59,221 | -9,584 | -13.93% | $9,494,290 |
| WOODWARD INC | WWD | Industrials | 0.88% | 26,303 | +26,303 | +100.00% | $9,414,280 |
| CARETRUST REIT | CTRE | Real Estate | 0.86% | 251,393 | +17,831 | +7.63% | $9,213,546 |
| GE VERNOVA | GEV | Utilities | 0.85% | 10,513 | +5,786 | +122.40% | $9,176,805 |
| ARISTA NETWORKS | ANET | Other | 0.85% | 74,162 | +3,578 | +5.07% | $9,105,619 |
| KIMCO REALTY | KIM | Real Estate | 0.84% | 403,598 | +61,048 | +17.82% | $9,068,837 |
| HOWMET AEROSPACE | HWM | Industrials | 0.84% | 39,279 | +2,232 | +6.02% | $9,052,283 |
| TRUIST FINANCIAL | TFC | Financial Services | 0.83% | 193,653 | +11,215 | +6.15% | $8,902,212 |
| NATIONAL FUEL | NFG | Energy | 0.82% | 94,273 | +6,719 | +7.67% | $8,857,866 |
| LAM RESEARCH | LRCX | Other | 0.79% | 39,856 | +22,903 | +135.10% | $8,515,618 |
| AGREE REALTY | ADC | Real Estate | 0.76% | 108,753 | +9,568 | +9.65% | $8,197,819 |
| STONEX GROUP | SNEX | Financial Services | 0.75% | 100,289 | +38,882 | +63.32% | $8,088,310 |
| HOST HOTELS | HST | Real Estate | 0.73% | 410,618 | +410,618 | +100.00% | $7,867,433 |
| AMPHENOL CORP | APH | Technology | 0.72% | 61,414 | +61,414 | +100.00% | $7,759,681 |
| INVESCO QQQ | QQQ | Other | 0.71% | 13,295 | +76 | +0.57% | $7,673,653 |
| AMERICAN ELECTRIC | AEP | Utilities | 0.70% | 57,620 | +3,051 | +5.59% | $7,552,787 |
| LAMAR ADVERTISING | LAMR | Real Estate | 0.70% | 59,051 | +5,707 | +10.70% | $7,479,365 |
| ELI LILLY | LLY | Healthcare | 0.69% | 8,093 | +926 | +12.92% | $7,443,861 |
| JPMORGAN CHASE | JPM | Financial Services | 0.69% | 25,233 | +509 | +2.06% | $7,422,618 |
| STATE STREET | SPY | Other | 0.67% | 10,990 | -501 | -4.36% | $7,147,366 |
| ISHARES MSCI | USMV | Other | 0.66% | 75,860 | -7,308 | -8.79% | $7,035,258 |
| CATERPILLAR INC | CAT | Industrials | 0.65% | 9,917 | +9,917 | +100.00% | $7,026,085 |
| UNITEDHEALTH GROUP | UNH | Healthcare | 0.65% | 25,889 | +2,559 | +10.97% | $7,005,247 |
| BANK NEW YORK | BK | Financial Services | 0.65% | 59,004 | +1,192 | +2.06% | $6,999,627 |
| CAPITAL ONE | COF | Financial Services | 0.64% | 37,902 | -22,600 | -37.35% | $6,914,472 |
| RTX CORP | RTX | Industrials | 0.63% | 35,011 | +4,003 | +12.91% | $6,753,543 |
| SL GREEN | SLG | Real Estate | 0.63% | 182,383 | +182,383 | +100.00% | $6,737,229 |
| NEWMONT CORP | NEM | Basic Materials | 0.62% | 61,224 | +4,702 | +8.32% | $6,627,531 |
| INVESCO LTD | IVZ | Other | 0.61% | 271,581 | +254,943 | +1532.29% | $6,596,682 |
| INTL BUSINESS | IBM | Technology | 0.61% | 27,008 | -15,347 | -36.23% | $6,546,467 |
| WALMART INC | WMT | Consumer Defensive | 0.60% | 51,821 | +1,382 | +2.74% | $6,440,280 |
| BLACKSTONE INC | BX | Financial Services | 0.56% | 52,007 | +4,170 | +8.72% | $5,980,170 |
| SCHWAB CHARLES | SCHW | Financial Services | 0.52% | 59,355 | +6,262 | +11.79% | $5,578,170 |
| LINDE PLC | LIN | Other | 0.49% | 10,621 | +10,621 | +100.00% | $5,265,469 |
| ISHARES MSCI | EFA | Other | 0.48% | 52,955 | +1,341 | +2.60% | $5,143,525 |
| PHILIP MORRIS | PM | Consumer Defensive | 0.48% | 30,940 | +30,940 | +100.00% | $5,115,601 |
| CISCO SYSTEMS | CSCO | Technology | 0.47% | 64,700 | +64,700 | +100.00% | $5,020,086 |
| EMBRAER S A | ERJ | Industrials | 0.46% | 83,198 | +8,759 | +11.77% | $4,936,945 |
| COMCAST CORP | CMCSA | Communication Services | 0.45% | 168,323 | +15,941 | +10.46% | $4,832,543 |
| STATE STREET | XLK | Other | 0.35% | 28,070 | -416 | -1.46% | $3,730,455 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.32% | 17,346 | +17,346 | +100.00% | $3,438,668 |
| STATE STREET | XLE | Other | 0.27% | 46,483 | +234 | +0.51% | $2,847,539 |
| TESLA INC | TSLA | Consumer Cyclical | 0.23% | 6,561 | -2,661 | -28.85% | $2,439,065 |
| ISHARES SEMICONDUCTOR | SOXX | Other | 0.22% | 7,340 | -249 | -3.28% | $2,412,468 |
| NUVEEN PFD | JPC | Financial Services | 0.21% | 292,047 | -752 | -0.26% | $2,202,037 |
| VANGUARD S&P | VOO | Other | 0.20% | 3,603 | +4 | +0.11% | $2,152,557 |
| GILEAD SCIENCES | GILD | Healthcare | 0.20% | 15,323 | -53,231 | -77.65% | $2,135,586 |
| ISHARES TECHNOLOGY | IYW | Other | 0.19% | 11,035 | -375 | -3.29% | $2,002,003 |
| GOLDMAN SACHS | GS | Financial Services | 0.19% | 2,349 | -5,305 | -69.31% | $1,987,430 |
| ISHARES PFD | PFF | Other | 0.18% | 65,508 | +3,841 | +6.23% | $1,986,206 |
| ISHARES S&P | OEF | Other | 0.16% | 5,427 | -540 | -9.05% | $1,726,246 |
| NUVEEN AMT | XNEAX | Other | 0.16% | 151,497 | -4,603 | -2.95% | $1,701,311 |
| GE AEROSPACE | GE | Industrials | 0.16% | 5,899 | -20,780 | -77.89% | $1,673,929 |
| ISHARES 7-10YR | IEF | Other | 0.15% | 16,504 | -892 | -5.13% | $1,575,143 |
| VANGUARD HIGH | VYM | Other | 0.15% | 10,624 | -1,331 | -11.13% | $1,573,527 |
| PRINCIPAL SPECTRUM | PREF | Other | 0.14% | 82,237 | -203 | -0.25% | $1,547,699 |
| GRANITESHARES GOLD | BAR | Other | 0.14% | 32,853 | -1,681 | -4.87% | $1,515,509 |
| NUVEEN QUALITY | NAD | Financial Services | 0.14% | 127,683 | -4,605 | -3.48% | $1,468,369 |
| ISHARES GOLD | IAU | Other | 0.14% | 16,643 | -1,716 | -9.35% | $1,467,248 |
| NUVEEN MUNICIPAL | NUV | Financial Services | 0.14% | 162,191 | -7,797 | -4.59% | $1,458,104 |
| VANGUARD SHORT | VCSH | Other | 0.13% | 17,567 | -20,340 | -53.66% | $1,392,584 |
| INVESCO PFD | PGX | Other | 0.12% | 121,097 | +909 | +0.76% | $1,317,532 |
| ISHARES MSCI | EFAV | Other | 0.12% | 14,338 | - | - | $1,310,078 |
| MORGAN STANLEY | MS | Financial Services | 0.12% | 7,945 | -26,820 | -77.15% | $1,307,579 |
| VANGUARD GROWTH | VUG | Other | 0.12% | 2,968 | +2,968 | +100.00% | $1,296,184 |
| STATE STREET | XLI | Other | 0.11% | 7,456 | +7,456 | +100.00% | $1,205,775 |
| ISHARES CORE | IEFA | Other | 0.11% | 13,286 | +30 | +0.23% | $1,202,806 |
| AMERICAN EXPRESS | AXP | Financial Services | 0.10% | 3,669 | -16,360 | -81.68% | $1,109,890 |
| WELLTOWER INC | WELL | Real Estate | 0.10% | 5,571 | +5,571 | +100.00% | $1,101,444 |