Ibex Wealth Advisors
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.07B
Q ending 2026-03-31
Prior quarter
$1.02B
Q ending 2025-12-31
Change
+5.2% QoQ · +42.0% YoY
Positions
203
reported holdings
Largest positions
Top 100 of 203 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp | NVDA | Shares | $118.6M | 680K |
| Broadcom Inc | AVGO | Shares | $45.3M | 146K |
| Apple Inc | AAPL | Shares | $29.9M | 118K |
| Microsoft Corp | MSFT | Shares | $26.8M | 72K |
| Palantir Technologies | PLTR | Shares | $26.7M | 183K |
| Williams Cos | WMB | Shares | $25.9M | 356K |
| Pimco Ehnanced | MINT | Shares | $25.7M | 255K |
| Vertiv Holdings | VRT | Shares | $24.9M | 100K |
| Jackson Financial | JXN | Shares | $21.1M | 200K |
| F/M U S | TBIL | Shares | $19.5M | 391K |
| Alphabet Inc | GOOGL | Shares | $19.0M | 66K |
| Kinder Morgan | KMI | Shares | $18.8M | 561K |
| Applovin Corp | APP | Shares | $18.2M | 46K |
| Abbvie Inc | ABBV | Shares | $18.0M | 83K |
| Micron Technology Inc | MU | Shares | $17.3M | 51K |
| Amazon Com | AMZN | Shares | $17.1M | 82K |
| At&T Inc | T | Shares | $16.9M | 584K |
| Oneok Inc | OKE | Shares | $16.9M | 187K |
| Verizon Communications | VZ | Shares | $16.4M | 326K |
| Amgen Inc | AMGN | Shares | $15.4M | 44K |
| Exxon Mobil | XOM | Shares | $15.0M | 89K |
| Shell Plc | SHEL | Shares | $15.0M | 161K |
| Annaly Capital | NLY | Shares | $14.2M | 670K |
| Taiwan Semiconductor | TSM | Shares | $12.4M | 37K |
| Merck & Company | MRK | Shares | $12.2M | 101K |
| Chevron Corp | CVX | Shares | $11.7M | 57K |
| Visa Inc | V | Shares | $10.9M | 36K |
| Interactive Brokers | IBKR | Shares | $10.7M | 160K |
| Pfizer Inc | PFE | Shares | $10.6M | 377K |
| Cme Group | CME | Shares | $10.3M | 35K |
| Meta Platforms | META | Shares | $10.1M | 18K |
| Palo Alto | PANW | Shares | $9.5M | 59K |
| Woodward Inc | WWD | Shares | $9.4M | 26K |
| Caretrust Reit | CTRE | Shares | $9.2M | 251K |
| Ge Vernova | GEV | Shares | $9.2M | 11K |
| Arista Networks | ANET | Shares | $9.1M | 74K |
| Kimco Realty | KIM | Shares | $9.1M | 404K |
| Howmet Aerospace | HWM | Shares | $9.1M | 39K |
| Truist Financial | TFC | Shares | $8.9M | 194K |
| National Fuel | NFG | Shares | $8.9M | 94K |
| Lam Research | LRCX | Shares | $8.5M | 40K |
| Agree Realty | ADC | Shares | $8.2M | 109K |
| Stonex Group | SNEX | Shares | $8.1M | 100K |
| Host Hotels | HST | Shares | $7.9M | 411K |
| Amphenol Corp | APH | Shares | $7.8M | 61K |
| Invesco Qqq | QQQ | Shares | $7.7M | 13K |
| American Electric | AEP | Shares | $7.6M | 58K |
| Lamar Advertising | LAMR | Shares | $7.5M | 59K |
| Eli Lilly | LLY | Shares | $7.4M | 8K |
| Jpmorgan Chase | JPM | Shares | $7.4M | 25K |
| State Street | SPY | Shares | $7.1M | 11K |
| Ishares Msci | USMV | Shares | $7.0M | 76K |
| Caterpillar Inc | CAT | Shares | $7.0M | 10K |
| Unitedhealth Group | UNH | Shares | $7.0M | 26K |
| Bank New York | BNY | Shares | $7.0M | 59K |
| Capital One | COF | Shares | $6.9M | 38K |
| Rtx Corp | RTX | Shares | $6.8M | 35K |
| Sl Green | SLG | Shares | $6.7M | 182K |
| Amcor Plc | Shares | $6.7M | 169K | |
| Newmont Corp | NEM | Shares | $6.6M | 61K |
| Invesco Ltd | Shares | $6.6M | 272K | |
| Intl Business | IBM | Shares | $6.5M | 27K |
| Walmart Inc | WMT | Shares | $6.4M | 52K |
| Blackstone Inc | BX | Shares | $6.0M | 52K |
| Schwab Charles | SCHW | Shares | $5.6M | 59K |
| Linde Plc | Shares | $5.3M | 11K | |
| Ishares Msci | EFA | Shares | $5.1M | 53K |
| Philip Morris | PM | Shares | $5.1M | 31K |
| Cisco Systems | CSCO | Shares | $5.0M | 65K |
| Embraer S A | EMBJ | Shares | $4.9M | 83K |
| Comcast Corp | CMCSA | Shares | $4.8M | 168K |
| State Street | XLK | Shares | $3.7M | 28K |
| Progressive Corp | PGR | Shares | $3.4M | 17K |
| State Street | XLE | Shares | $2.8M | 46K |
| Tesla Inc | TSLA | Shares | $2.4M | 7K |
| Ishares Semiconductor | SOXX | Shares | $2.4M | 7K |
| Nuveen Pfd | JPC | Shares | $2.2M | 292K |
| Vanguard S&P | VOO | Shares | $2.2M | 4K |
| Gilead Sciences | GILD | Shares | $2.1M | 15K |
| Ishares Technology | IYW | Shares | $2.0M | 11K |
| Goldman Sachs | GS | Shares | $2.0M | 2K |
| Ishares Pfd | PFF | Shares | $2.0M | 66K |
| Ishares S&P | OEF | Shares | $1.7M | 5K |
| Nuveen Amt | XNEAX | Shares | $1.7M | 151K |
| Ge Aerospace | GE | Shares | $1.7M | 6K |
| Ishares 7-10Yr | IEF | Shares | $1.6M | 17K |
| Vanguard High | VYM | Shares | $1.6M | 11K |
| Principal Spectrum | PREF | Shares | $1.5M | 82K |
| Graniteshares Gold | BAR | Shares | $1.5M | 33K |
| Nuveen Quality | NAD | Shares | $1.5M | 128K |
| Ishares Gold | IAU | Shares | $1.5M | 17K |
| Nuveen Municipal | NUV | Shares | $1.5M | 162K |
| Vanguard Short | VCSH | Shares | $1.4M | 18K |
| Invesco Pfd | PGX | Shares | $1.3M | 121K |
| Ishares Msci | EFAV | Shares | $1.3M | 14K |
| Morgan Stanley | MS | Shares | $1.3M | 8K |
| Vanguard Growth | VUG | Shares | $1.3M | 3K |
| State Street | XLI | Shares | $1.2M | 7K |
| Ishares Core | IEFA | Shares | $1.2M | 13K |
| American Express | AXP | Shares | $1.1M | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.