Institutions / Ibex Wealth Advisors
Ibex Wealth Advisors
CIK 1686242 · Institution · as of Dec 31, 2025
Portfolio value
$1.02B
Positions
123
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 123 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $127.29M | 12.5% |
| Broadcom Inc. | $58.23M | 5.7% |
| Microsoft Corp | $39.27M | 3.8% |
| Palantir Technologies Inc | $33.67M | 3.3% |
| Apple Inc. | $30.84M | 3.0% |
| AppLovin Corp | $30.29M | 3.0% |
| Jackson Financial Inc. | $20.92M | 2.0% |
| Williams Cos Inc/The | $20.84M | 2.0% |
| Alphabet Inc. | $19.84M | 1.9% |
| Amazon.com Inc | $18.16M | 1.8% |
| U S Treasury | $16.29M | 1.6% |
| Vertiv Holdings Co | $15.82M | 1.5% |
| Kinder Morgan, Inc. | $14.87M | 1.5% |
| Capital One Financial Corp | $14.66M | 1.4% |
| Micron Technology Inc | $14.45M | 1.4% |
| Annaly Capital Management Inc | $13.95M | 1.4% |
| AT&T Inc. | $13.72M | 1.3% |
| AbbVie Inc. | $13.56M | 1.3% |
| ONEOK Inc | $13.29M | 1.3% |
| Palo Alto Networks Inc | $12.67M | 1.2% |
| International Business Machines Corp | $12.55M | 1.2% |
| Verizon Communications Inc | $12.37M | 1.2% |
| Visa Inc | $12.33M | 1.2% |
| Shell PLC | $11.28M | 1.1% |
| Meta Platforms Inc | $11.26M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.