Ibex Wealth Advisors Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Ibex Wealth Advisors disclosed 207 stock positions valued at approximately $1.28B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORP, MICRON TECHNOLOGY, and BROADCOM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 207
- Portfolio Value
- $1.28B
Holdings by Sector
Ibex Wealth Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 10.74% | 685,019 | +5,103 | +0.75% | $137,065,379 |
| MICRON TECHNOLOGY | MU | Technology | 5.76% | 63,705 | +12,457 | +24.31% | $73,533,872 |
| BROADCOM INC | AVGO | Technology | 4.26% | 144,076 | -2,176 | -1.49% | $54,424,604 |
| APPLE INC | AAPL | Technology | 2.67% | 117,710 | +80 | +0.07% | $34,060,518 |
| VERTIV HOLDINGS | VRT | Industrials | 2.63% | 100,113 | +602 | +0.60% | $33,519,720 |
| MICROSOFT CORP | MSFT | Technology | 2.14% | 73,165 | +725 | +1.00% | $27,291,878 |
| WILLIAMS COS | WMB | Energy | 2.08% | 357,365 | +1,075 | +0.30% | $26,566,466 |
| DELL TECHNOLOGIES | DELL | Technology | 1.90% | 56,294 | +53,358 | +1817.37% | $24,288,429 |
| ALPHABET INC | GOOGL | Communication Services | 1.87% | 66,915 | +796 | +1.20% | $23,913,409 |
| APPLOVIN CORP | APP | Technology | 1.85% | 45,867 | +134 | +0.29% | $23,632,049 |
| PALANTIR TECHNOLOGIES | PLTR | Technology | 1.68% | 183,386 | +842 | +0.46% | $21,395,643 |
| JACKSON FINANCIAL | JXN | Financial Services | 1.62% | 201,391 | +1,668 | +0.84% | $20,620,412 |
| AMAZON COM | AMZN | Consumer Cyclical | 1.55% | 82,776 | +451 | +0.55% | $19,728,834 |
| F/M U S | TBIL | Other | 1.52% | 390,210 | -616 | -0.16% | $19,455,874 |
| LAM RESEARCH | LRCX | Other | 1.43% | 42,175 | +2,319 | +5.82% | $18,275,650 |
| KINDER MORGAN | KMI | Energy | 1.42% | 568,377 | +7,139 | +1.27% | $18,170,997 |
| TAIWAN SEMICONDUCTOR | TSM | Technology | 1.41% | 37,777 | +1,054 | +2.87% | $18,041,256 |
| UNITEDHEALTH GROUP | UNH | Healthcare | 1.28% | 39,448 | +13,559 | +52.37% | $16,395,895 |
| ONEOK INC | OKE | Energy | 1.28% | 188,092 | +1,015 | +0.54% | $16,352,695 |
| ABBVIE INC | ABBV | Healthcare | 1.25% | 63,424 | -19,515 | -23.53% | $15,959,885 |
| ANNALY CAPITAL | NLY | Real Estate | 1.21% | 691,089 | +21,058 | +3.14% | $15,452,759 |
| ELI LILLY | LLY | Healthcare | 1.15% | 12,208 | +4,115 | +50.85% | $14,642,296 |
| INTERACTIVE BROKERS | IBKR | Financial Services | 1.12% | 163,575 | +3,832 | +2.40% | $14,237,526 |
| VERIZON COMMUNICATIONS | VZ | Communication Services | 1.11% | 333,925 | +7,603 | +2.33% | $14,138,384 |
| APPLIED MATERIALS | AMAT | Technology | 1.07% | 18,962 | +16,091 | +560.47% | $13,709,307 |
| MERCK & COMPANY | MRK | Healthcare | 1.04% | 103,751 | +2,603 | +2.57% | $13,331,965 |
| ARISTA NETWORKS | ANET | Other | 1.02% | 76,288 | +2,126 | +2.87% | $12,959,813 |
| INTEL CORP | INTC | Technology | 1.00% | 91,282 | -26,591 | -22.56% | $12,745,714 |
| SHELL PLC | SHEL | Energy | 1.00% | 164,192 | +3,175 | +1.97% | $12,731,476 |
| VISA INC | V | Financial Services | 0.97% | 36,146 | +139 | +0.39% | $12,401,098 |
Showing 30 of 207 holdings in the latest reporting period.