Ibex Wealth Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Ibex Wealth Advisors reported 209 stock positions worth $1.3 billion. Its top holding was Nvidia (NVDA) at 10.7% of the portfolio, followed by Micron Technology (MU, 5.8%) and Broadcom (AVGO, 4.3%). Compared with Q1 2026, it opened 17 new positions, sold out of 12, added to 112 and reduced 67. The biggest buy was Micron Technology (MU, shares +24%) and the biggest sale PIMCO Enhanced Short Maturit (MINT, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- BEDMINSTER, NJ
- CIK
- 0001686242
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0001686242-26-000003 ↗ filed Jul 27, 2026
Holdings Value
Holdings 209 stocks · $1.3B
| NVDA Nvidia Corp. | 10.74% | 685,019 | $137.1M | Add +0.8% |
| MU Micron Technology Inc. | 5.76% | 63,705 | $73.5M | Add +24.3% |
| AVGO Broadcom Inc. | 4.26% | 144,076 | $54.4M | Reduce -1.5% |
| AAPL Apple Inc. | 2.67% | 117,710 | $34.1M | Add +0.1% |
| VRT Vertiv Holdings Co. Class A | 2.63% | 100,113 | $33.5M | Add +0.6% |
| MSFT Microsoft Corp. | 2.14% | 73,165 | $27.3M | Add +1.0% |
| WMB Williams Cos Inc. | 2.08% | 357,365 | $26.6M | Add +0.3% |
| DELL Dell Technologies -C | 1.90% | 56,294 | $24.3M | Add +1817.4% |
| GOOGL Alphabet Inc. Class A | 1.87% | 66,915 | $23.9M | Add +1.2% |
| APP AppLovin Corp. Class A | 1.85% | 45,867 | $23.6M | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 1.68% | 183,386 | $21.4M | Add +0.5% |
| JXN Jackson Financial Inc. Class A | 1.62% | 201,391 | $20.6M | Add +0.8% |
| AMZN Amazon.com Inc. | 1.55% | 82,776 | $19.7M | Add +0.6% |
| TBIL F/M US Treasury 3 Month Bill | 1.52% | 390,210 | $19.5M | Reduce -0.2% |
| LRCX Lam Research Corp. | 1.43% | 42,175 | $18.3M | Add +5.8% |
| KMI Kinder Morgan Inc. | 1.42% | 568,377 | $18.2M | Add +1.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.41% | 37,777 | $18.0M | Add +2.9% |
| UNH Unitedhealth Group Inc. | 1.28% | 39,448 | $16.4M | Add +52.4% |
| OKE Oneok Inc. | 1.28% | 188,092 | $16.4M | Add +0.5% |
| ABBV Abbvie Inc. | 1.25% | 63,424 | $16.0M | Reduce -23.5% |
| NLY Annaly Capital Management Inc. | 1.21% | 691,089 | $15.5M | Add +3.1% |
| LLY Eli Lilly & Co. | 1.15% | 12,208 | $14.6M | Add +50.9% |
| IBKR Interactive Brokers Gro Class A | 1.12% | 163,575 | $14.2M | Add +2.4% |
| VZ Verizon Communications Inc. | 1.11% | 333,925 | $14.1M | Add +2.3% |
| AMAT Applied Materials Inc. | 1.07% | 18,962 | $13.7M | Add +560.5% |
| MRK Merck & Co. Inc. | 1.04% | 103,751 | $13.3M | Add +2.6% |
| ANET Arista Networks Inc. | 1.02% | 76,288 | $13.0M | Add +2.9% |
| INTC Intel Corp. | 1.00% | 91,282 | $12.7M | New |
| SHEL Shell PLC-ADR | 1.00% | 164,192 | $12.7M | Add +2.0% |
| V Visa Inc. Class A | 0.97% | 36,146 | $12.4M | Add +0.4% |
| T AT&T Inc. | 0.97% | 595,758 | $12.3M | Add +2.0% |
| SNEX Stonex Group Inc. | 0.96% | 103,473 | $12.3M | Add +3.2% |
| XOM Exxon Mobil Corp. | 0.96% | 89,383 | $12.2M | Add +0.9% |
| WWD Woodward Inc. | 0.91% | 27,195 | $11.6M | Add +3.4% |
| AMGN Amgen Inc. | 0.90% | 31,655 | $11.5M | Reduce -27.6% |
| APH Amphenol Corp. Class A | 0.89% | 64,062 | $11.3M | Add +4.3% |
| HWM Howmet Aerospace Inc. | 0.85% | 40,578 | $10.9M | Add +3.3% |
| KIM Kimco Realty Corp. | 0.84% | 422,853 | $10.7M | Add +4.8% |
| CAT Caterpillar Inc. | 0.83% | 9,965 | $10.6M | Add +0.5% |
| CTRE Caretrust REIT Inc. | 0.82% | 260,491 | $10.5M | Add +3.6% |
| META Meta Platforms Inc. Class A | 0.80% | 18,169 | $10.2M | Add +2.8% |
| HST Host Hotels & Resorts Inc. | 0.79% | 423,564 | $10.0M | Add +3.1% |
| TFC Truist Financial Corp. | 0.78% | 198,688 | $9.9M | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 13,429 | $9.9M | Add +1.0% |
| SLG SL Green Realty Corp. | 0.77% | 190,288 | $9.9M | Add +4.3% |
| LAMR Lamar Advertising Co. Class A | 0.76% | 62,149 | $9.7M | Add +5.3% |
| CVX Chevron Corp. | 0.75% | 57,598 | $9.5M | Add +1.8% |
| BNY Bank of New York Mellon Corp. | 0.74% | 64,931 | $9.4M | Add +10.1% |
| PFE Pfizer Inc. | 0.74% | 389,557 | $9.4M | Add +3.4% |
| ADC Agree Realty Corp. | 0.67% | 112,922 | $8.6M | Add +3.8% |
| GS Goldman Sachs Group Inc. | 0.65% | 8,256 | $8.3M | Add +251.5% |
| AEP American Electric Power | 0.63% | 59,104 | $8.1M | Add +2.6% |
| CSCO Cisco Systems Inc. | 0.63% | 68,302 | $8.0M | Add +5.6% |
| CME Cme Group Inc. | 0.62% | 35,709 | $7.9M | Add +2.8% |
| GLW Corning Inc. | 0.62% | 30,831 | $7.9M | New |
| C Citigroup Inc. | 0.61% | 56,077 | $7.8M | Add +655.4% |
| AMCR Amcor PLC | 0.59% | 174,700 | $7.6M | Add +3.1% |
| NFG National Fuel Gas Co. | 0.59% | 97,141 | $7.5M | Add +3.0% |
| GE General Electric filed as GE AEROSPACE | 0.58% | 19,763 | $7.4M | Add +235.0% |
| IVZ Invesco Ltd. | 0.58% | 279,655 | $7.4M | Add +3.0% |
| MS Morgan Stanley | 0.57% | 34,746 | $7.3M | Add +337.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.57% | 75,222 | $7.3M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 9,380 | $7.0M | Reduce -14.7% |
| BX Blackstone Inc. | 0.50% | 54,053 | $6.4M | Add +3.9% |
| SPG Simon Property Group Inc. | 0.48% | 27,525 | $6.2M | New |
| AMD Advanced Micro Devices | 0.47% | 10,429 | $6.1M | Add +730.3% |
| NEM Newmont Corp. | 0.47% | 64,074 | $6.0M | Add +4.7% |
| SBUX Starbucks Corp. | 0.45% | 56,608 | $5.8M | New |
| EMBJ Embraer SA-Spon ADR | 0.45% | 89,383 | $5.7M | Add +7.4% |
| LIN Linde PLC | 0.45% | 10,985 | $5.7M | Add +3.4% |
| EFA iShares MSCI Eafe ETF | 0.44% | 53,643 | $5.6M | Add +1.3% |
| XLK SS Technology Select Sector | 0.40% | 27,050 | $5.2M | Reduce -3.6% |
| STEP Stepstone Group Inc. Class A | 0.39% | 121,785 | $5.0M | New |
| FDX FedEx Corp. | 0.39% | 16,028 | $5.0M | Add +1755.1% |
| SOXX iShares Semiconductor ETF | 0.37% | 7,308 | $4.7M | Reduce -0.4% |
| CMCSA Comcast Corp. Class A | 0.34% | 176,863 | $4.3M | Add +5.1% |
| PGR Progressive Corp. | 0.32% | 18,589 | $4.1M | Add +7.2% |
| XLE SS Energy Select Sector | 0.24% | 57,609 | $3.1M | Add +23.9% |
| XLI SS Industrial Select Sector | 0.24% | 16,397 | $3.0M | Add +119.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 34,704 | $3.0M | Add +94.9% |
| JPM JPMorgan Chase & Co. | 0.23% | 8,850 | $2.9M | Reduce -64.9% |
| TSLA Tesla Inc. | 0.21% | 6,390 | $2.7M | Reduce -2.6% |
| VOO Vanguard S&P 500 ETF | 0.19% | 3,561 | $2.4M | Reduce -1.2% |
| JPC Nuveen Prefered & Income Opp | 0.18% | 288,992 | $2.3M | Reduce -1.1% |
| GEV GE Vernova Inc. | 0.17% | 1,810 | $2.1M | Reduce -82.8% |
| CWB SS SPDR BB Conv Sec ETF | 0.16% | 19,289 | $2.1M | Add +65.0% |
| PFF iShares Preferred & Income S | 0.16% | 65,754 | $2.0M | Add +0.4% |
| GILD Gilead Sciences Inc. | 0.16% | 15,711 | $2.0M | Add +2.5% |
| OEF iShares S&P 100 ETF | 0.15% | 5,171 | $1.9M | Reduce -4.7% |
| KLAC KLA Corp. | 0.15% | 6,226 | $1.9M | Reduce -0.2% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.14% | 147,780 | $1.7M | Reduce -2.5% |
| IYW iShares Ustechnology ETF | 0.12% | 6,234 | $1.6M | Reduce -43.5% |
| VYM Vanguard High DVD Yield ETF | 0.12% | 9,949 | $1.6M | Reduce -6.3% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.12% | 82,375 | $1.6M | Add +0.2% |
| IEF iShares 7-10 Year Treasury B | 0.12% | 16,036 | $1.5M | Reduce -2.8% |
| NUV Nuveen Municipal Value | 0.12% | 160,447 | $1.5M | Reduce -1.1% |
| HYGH iShares Int Rate Hedg HY ETF | 0.11% | 16,708 | $1.4M | Add +79.0% |
| NAD Nuveen Quality Municipal Inc. | 0.11% | 118,437 | $1.4M | Reduce -7.2% |
| WMT Walmart Inc. | 0.11% | 12,017 | $1.4M | Reduce -76.8% |
| ILF iShares Latin America 40 ETF | 0.11% | 39,975 | $1.3M | New |
Portfolio Sells Q1 2026 → Q2 2026
| MINT PIMCO Enhanced Short Maturit | Reduce -97.9% | 0.04% | −2.35 |
| PANW Palo Alto Networks Inc. | Reduce -98.0% | 0.03% | −0.85 |
| GEV GE Vernova Inc. | Reduce -82.8% | 0.17% | −0.69 |
| COF Capital One Financial Corp. | Reduce -94.3% | 0.03% | −0.61 |
| IBM Intl Business Machines Corp. | Reduce -97.0% | 0.02% | −0.59 |
| RTX RTX Corp. | Reduce -91.9% | 0.04% | −0.59 |
| AMGN Amgen Inc. | Reduce -27.6% | 0.90% | −0.53 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.52 |
| WMT Walmart Inc. | Reduce -76.8% | 0.11% | −0.49 |
| PM Philip Morris International | Sold out | 0.00% | −0.48 |
| JPM JPMorgan Chase & Co. | Reduce -64.9% | 0.23% | −0.46 |
| ABBV Abbvie Inc. | Reduce -23.5% | 1.25% | −0.43 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -0.2% | 1.52% | −0.29 |
| BAR Graniteshares Gold Trust | Sold out | 0.00% | −0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.7% | 0.55% | −0.12 |
| AXP American Express Co. | Sold out | 0.00% | −0.10 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.8% | 0.57% | −0.09 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.07 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.07 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.06 |
| IYW iShares Ustechnology ETF | Reduce -43.5% | 0.12% | −0.06 |
| COPX Global X Copper Miners ETF | Sold out | 0.00% | −0.06 |
| IAU iShares Gold Trust | Reduce -9.8% | 0.09% | −0.05 |
| DE Deere & Co. | Sold out | 0.00% | −0.05 |
| SNA Snap-on Inc. | Reduce -63.6% | 0.02% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -11.6% | 0.10% | −0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.03 |
| JETS US Global Jets ETF | Sold out | 0.00% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Reduce -2.8% | 0.12% | −0.03 |
| EPRT Essential Properties Realty | Sold out | 0.00% | −0.03 |
| JPC Nuveen Prefered & Income Opp | Reduce -1.1% | 0.18% | −0.03 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -1.2% | 0.10% | −0.02 |
| NAD Nuveen Quality Municipal Inc. | Reduce -7.2% | 0.11% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.3% | 0.12% | −0.02 |
| PGX Invesco Preferred ETF | Reduce -2.6% | 0.10% | −0.02 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -2.5% | 0.14% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.06% | −0.02 |
| NUV Nuveen Municipal Value | Reduce -1.1% | 0.12% | −0.02 |
| BTZ BlackRock Credit Allocation | Reduce -2.4% | 0.09% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -3.8% | 0.07% | −0.02 |
| IDV iShares International Select | Reduce -1.1% | 0.07% | −0.02 |
| TSLA Tesla Inc. | Reduce -2.6% | 0.21% | −0.02 |
| FENI Fidelity Enhanced Intl ETF | Reduce -12.8% | 0.06% | −0.01 |
| BHK BlackRock Core Bond Trust | Reduce -2.6% | 0.07% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -0.3% | 0.08% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -4.7% | 0.15% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -28.5% | 0.02% | −0.01 |
| PFM Invesco Dividend Achievers E | Reduce -24.2% | 0.03% | −0.01 |
| JNJ Johnson & Johnson | Reduce -1.5% | 0.07% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.5% | 0.09% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +24.3% | 5.76% | +4.15 |
| DELL Dell Technologies -C | Add +1817.4% | 1.90% | +1.86 |
| INTC Intel Corp. | New | 1.00% | +1.00 |
| AMAT Applied Materials Inc. | Add +560.5% | 1.07% | +0.98 |
| LRCX Lam Research Corp. | Add +5.8% | 1.43% | +0.64 |
| UNH Unitedhealth Group Inc. | Add +52.4% | 1.28% | +0.63 |
| GLW Corning Inc. | New | 0.62% | +0.62 |
| C Citigroup Inc. | Add +655.4% | 0.61% | +0.54 |
| SPG Simon Property Group Inc. | New | 0.48% | +0.48 |
| GS Goldman Sachs Group Inc. | Add +251.5% | 0.65% | +0.47 |
| LLY Eli Lilly & Co. | Add +50.9% | 1.15% | +0.45 |
| SBUX Starbucks Corp. | New | 0.45% | +0.45 |
| AMD Advanced Micro Devices | Add +730.3% | 0.47% | +0.45 |
| MS Morgan Stanley | Add +337.3% | 0.57% | +0.45 |
| GE General Electric | Add +235.0% | 0.58% | +0.42 |
| STEP Stepstone Group Inc. Class A | New | 0.39% | +0.39 |
| FDX FedEx Corp. | Add +1755.1% | 0.39% | +0.36 |
| VRT Vertiv Holdings Co. Class A | Add +0.6% | 2.63% | +0.30 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.9% | 1.41% | +0.26 |
| SNEX Stonex Group Inc. | Add +3.2% | 0.96% | +0.21 |
| CAT Caterpillar Inc. | Add +0.5% | 0.83% | +0.18 |
| ANET Arista Networks Inc. | Add +2.9% | 1.02% | +0.17 |
| APH Amphenol Corp. Class A | Add +4.3% | 0.89% | +0.16 |
| CSCO Cisco Systems Inc. | Add +5.6% | 0.63% | +0.16 |
| APP AppLovin Corp. Class A | Add +0.3% | 1.85% | +0.16 |
| SLG SL Green Realty Corp. | Add +4.3% | 0.77% | +0.14 |
| XLI SS Industrial Select Sector | Add +119.9% | 0.24% | +0.13 |
| IBKR Interactive Brokers Gro Class A | Add +2.4% | 1.12% | +0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +94.9% | 0.23% | +0.11 |
| ILF iShares Latin America 40 ETF | New | 0.11% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 1.87% | +0.10 |
| BNY Bank of New York Mellon Corp. | Add +10.1% | 0.74% | +0.08 |
| FDXF FedEx Freight Holding Co. | Add +1381.0% | 0.08% | +0.07 |
| CWB SS SPDR BB Conv Sec ETF | Add +65.0% | 0.16% | +0.06 |
| LAMR Lamar Advertising Co. Class A | Add +5.3% | 0.76% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.0% | 0.78% | +0.06 |
| HST Host Hotels & Resorts Inc. | Add +3.1% | 0.79% | +0.05 |
| DRI Darden Restaurants Inc. | New | 0.04% | +0.04 |
| HYGH iShares Int Rate Hedg HY ETF | Add +79.0% | 0.11% | +0.04 |
| WWD Woodward Inc. | Add +3.4% | 0.91% | +0.03 |
| VICR Vicor Corp. | New | 0.03% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +148.9% | 0.05% | +0.02 |
| VTRS Viatris Inc. | New | 0.02% | +0.02 |
| CMI Cummins Inc. | New | 0.02% | +0.02 |
| BALT Inn Defined Wealth Shield | New | 0.02% | +0.02 |
| AIT Applied Industrial Tech Inc. | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +25.7% | 0.08% | +0.02 |
| GWW WW Grainger Inc. | New | 0.02% | +0.02 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | New | 0.02% | +0.02 |
| KNCT Invesco Next Gen Connectivit | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 209 | $1.3B | NVDA, MU, AVGO, AAPL, VRT |
| Q1 2026 | 203 | $1.1B | NVDA, AVGO, AAPL, MSFT, PLTR |
| Q4 2025 | 123 | $1.0B | NVDA, AVGO, MSFT, PLTR, AAPL |
| Q3 2025 | 203 | $1.0B | NVDA, AVGO, PLTR, MSFT, APP |
| Q2 2025 | 193 | $937.2M | NVDA, AVGO, MSFT, PLTR, AAPL |
| Q1 2025 | 122 | $756.1M | NVDA, AAPL, MSFT, AVGO, WMB |
| Q4 2024 | 204 | $849.2M | NVDA, AVGO, MSFT, AAPL, AMZN |
| Q3 2024 | 68 | $365.3M | APP, EXE, PLD, AXP, COF |
| Q2 2024 | 286 | $640.9M | NVDA, AVGO, MSFT, AAPL, AMZN |
| Q1 2024 | 109 | $368.9M | MSFT, AAPL, OKE, CVX, NVDA |