Ibex Wealth Advisors
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Ibex Wealth Advisors reported 193 stock positions worth $937.2 million. Its top holding was Nvidia (NVDA) at 11.5% of the portfolio, followed by Broadcom (AVGO, 5.0%) and Microsoft (MSFT, 3.7%). Compared with Q1 2025, it opened 84 new positions, sold out of 13, added to 67 and reduced 35. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale Apple (AAPL, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- BEDMINSTER, NJ
- CIK
- 0001686242
- Portfolio Value
- $937.2M (Q2 2025)
- SEC Filing
- 0001686242-25-000004 ↗ filed Aug 7, 2025
Holdings Value
Holdings 193 stocks · $937.2M
| NVDA Nvidia Corp. | 11.52% | 683,338 | $108.0M | Add +3.3% |
| AVGO Broadcom Inc. | 4.98% | 169,278 | $46.7M | Add +11.5% |
| MSFT Microsoft Corp. | 3.68% | 69,420 | $34.5M | Add +1.3% |
| PLTR Palantir Technologies Inc. Class A | 3.43% | 236,063 | $32.2M | Add +26.7% |
| AAPL Apple Inc. | 2.43% | 111,081 | $22.8M | Reduce -18.7% |
| WMB Williams Cos Inc. | 2.32% | 346,789 | $21.8M | Add +1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.01% | 63,996 | $18.9M | Reduce -7.2% |
| JXN Jackson Financial Inc. Class A | 1.85% | 195,772 | $17.4M | Add +2.7% |
| T AT&T Inc. | 1.83% | 592,694 | $17.2M | Add +6.6% |
| AMZN Amazon.com Inc. | 1.76% | 75,371 | $16.5M | Reduce -13.3% |
| APP AppLovin Corp. Class A | 1.68% | 45,005 | $15.8M | Add +2.1% |
| OKE Oneok Inc. | 1.58% | 181,029 | $14.8M | Add +2.9% |
| META Meta Platforms Inc. Class A | 1.48% | 18,849 | $13.9M | Add +12.3% |
| PANW Palo Alto Networks Inc. | 1.44% | 65,799 | $13.5M | Add +0.7% |
| VZ Verizon Communications Inc. | 1.44% | 310,868 | $13.5M | Add +33.9% |
| TBIL F/M US Treasury 3 Month Bill | 1.39% | 260,015 | $13.0M | Add +13.1% |
| MA Mastercard Inc. Class A | 1.31% | 21,870 | $12.3M | Add +4.0% |
| VRT Vertiv Holdings Co. Class A | 1.29% | 93,862 | $12.1M | Add +27.3% |
| V Visa Inc. Class A | 1.27% | 33,545 | $11.9M | Reduce -26.6% |
| KMI Kinder Morgan Inc. | 1.26% | 400,356 | $11.8M | Add +4.2% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 1.18% | 201,325 | $11.1M | Add +3.3% |
| UNM Unum Group | 1.18% | 136,491 | $11.0M | Add +3.7% |
| COF Capital One Financial Corp. | 1.17% | 51,580 | $11.0M | New |
| ABBV Abbvie Inc. | 1.16% | 58,426 | $10.8M | Add +2.8% |
| SHEL Shell PLC-ADR | 1.14% | 151,522 | $10.7M | Add +4.0% |
| OWL Blue Owl Capital Inc. | 1.10% | 536,032 | $10.3M | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 1.09% | 57,959 | $10.2M | Reduce -14.3% |
| LLY Eli Lilly & Co. | 1.05% | 12,586 | $9.8M | Add +1.9% |
| CME Cme Group Inc. | 1.04% | 35,528 | $9.8M | Add +59.1% |
| CCEP Coca-Cola Europacific Partne | 1.00% | 100,928 | $9.4M | Add +4.7% |
| VIRT Virtu Financial Inc. Class A | 0.92% | 193,464 | $8.7M | Add +3.6% |
| AMGN Amgen Inc. | 0.85% | 28,559 | $8.0M | Add +2.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.85% | 84,804 | $8.0M | Add +37.3% |
| IBKR Interactive Brokers Gro Class A | 0.84% | 141,706 | $7.9M | Add +2.3% |
| TFC Truist Financial Corp. | 0.83% | 180,528 | $7.8M | Add +2.1% |
| BRO Brown & Brown Inc. | 0.80% | 67,426 | $7.5M | Reduce -1.0% |
| UBER Uber Technologies Inc. | 0.79% | 78,909 | $7.4M | Add +12.7% |
| MRK Merck & Co. Inc. | 0.77% | 91,716 | $7.3M | New |
| ADC Agree Realty Corp. | 0.77% | 99,201 | $7.2M | Add +6.0% |
| NFG National Fuel Gas Co. | 0.77% | 85,379 | $7.2M | Add +3.9% |
| CVX Chevron Corp. | 0.77% | 50,398 | $7.2M | Add +5.8% |
| BXSL Blackstone Secured Lending F | 0.77% | 234,636 | $7.2M | Add +3.9% |
| DLR Digital Realty Trust Inc. | 0.77% | 41,328 | $7.2M | Add +7.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 13,041 | $7.2M | Add +1.0% |
| NFLX Netflix Inc. | 0.76% | 5,323 | $7.1M | Add +6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 11,368 | $7.0M | Add +29.1% |
| SMG Scotts Miracle-Gro Co. | 0.74% | 105,700 | $7.0M | New |
| BX Blackstone Inc. | 0.74% | 46,383 | $6.9M | Add +8.7% |
| CTRE Caretrust REIT Inc. | 0.74% | 226,525 | $6.9M | New |
| ANET Arista Networks Inc. | 0.71% | 64,932 | $6.6M | Add +11.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.71% | 29,323 | $6.6M | Add +25.6% |
| GE General Electric filed as GE AEROSPACE | 0.68% | 24,692 | $6.4M | New |
| LAMR Lamar Advertising Co. Class A | 0.67% | 51,673 | $6.3M | Add +9.6% |
| MAA Mid-America Apartment Comm | 0.67% | 42,174 | $6.2M | Add +5.0% |
| NLY Annaly Capital Management Inc. | 0.64% | 319,467 | $6.0M | Add +7.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.62% | 178,925 | $5.8M | Add +7.3% |
| MCO Moody's Corp. | 0.62% | 11,516 | $5.8M | New |
| AXP American Express Co. | 0.61% | 18,056 | $5.8M | Add +7.2% |
| COST Costco Wholesale Corp. | 0.60% | 5,714 | $5.7M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 11,637 | $5.7M | Add +2.9% |
| BKNG Booking Holdings Inc. | 0.60% | 971 | $5.6M | New |
| AXS Axis Capital Holdings Ltd. | 0.58% | 51,927 | $5.4M | Add +26.5% |
| PM Philip Morris International | 0.57% | 29,530 | $5.4M | New |
| WMT Walmart Inc. | 0.53% | 50,904 | $5.0M | New |
| PGR Progressive Corp. | 0.51% | 18,029 | $4.8M | Add +44.4% |
| DOC Healthpeak Properties Inc. | 0.51% | 270,758 | $4.7M | Add +8.3% |
| EFA iShares MSCI Eafe ETF | 0.49% | 51,086 | $4.6M | Reduce -51.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.49% | 50,060 | $4.6M | New |
| BA The Boeing Co. | 0.48% | 21,447 | $4.5M | New |
| SCHW Schwab (charles) Corp. | 0.47% | 48,780 | $4.5M | New |
| RTX RTX Corp. | 0.43% | 27,734 | $4.0M | New |
| XLK SS Technology Select Sector | 0.39% | 14,434 | $3.7M | Add +9.4% |
| TSLA Tesla Inc. | 0.34% | 10,075 | $3.2M | Add +21.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.30% | 35,553 | $2.8M | Add +4.8% |
| JPC Nuveen Prefered & Income Opp | 0.27% | 314,819 | $2.5M | Add +0.7% |
| GEV GE Vernova Inc. | 0.27% | 4,710 | $2.5M | New |
| XLE SS Energy Select Sector | 0.26% | 29,118 | $2.5M | Add +31.8% |
| JPM JPMorgan Chase & Co. | 0.25% | 8,235 | $2.4M | Reduce -67.5% |
| PFF iShares Preferred & Income S | 0.22% | 67,940 | $2.1M | Reduce -34.6% |
| HYGH iShares Int Rate Hedg HY ETF | 0.21% | 23,139 | $2.0M | Add +11.1% |
| XLI SS Industrial Select Sector | 0.20% | 12,792 | $1.9M | Add +11.3% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.19% | 95,623 | $1.8M | Add +2.3% |
| IEF iShares 7-10 Year Treasury B | 0.19% | 18,500 | $1.8M | Reduce -0.1% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.18% | 155,527 | $1.7M | Reduce -2.5% |
| VYM Vanguard High DVD Yield ETF | 0.18% | 12,664 | $1.7M | Reduce -13.5% |
| LRCX Lam Research Corp. | 0.18% | 16,950 | $1.6M | Reduce -0.4% |
| NAD Nuveen Quality Municipal Inc. | 0.17% | 138,423 | $1.6M | Reduce -2.0% |
| NUV Nuveen Municipal Value | 0.17% | 178,728 | $1.6M | Reduce -0.6% |
| SOXX iShares Semiconductor ETF | 0.16% | 6,429 | $1.5M | New |
| PGX Invesco Preferred ETF | 0.16% | 131,620 | $1.5M | Add +2.3% |
| VOO Vanguard S&P 500 ETF | 0.16% | 2,573 | $1.5M | New |
| GILD Gilead Sciences Inc. | 0.15% | 12,670 | $1.4M | New |
| MS Morgan Stanley | 0.14% | 9,281 | $1.3M | New |
| BTZ BlackRock Credit Allocation | 0.13% | 114,752 | $1.3M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 2,824 | $1.2M | Reduce -51.8% |
| AFL Aflac Inc. | 0.13% | 11,166 | $1.2M | Add +0.5% |
| BAR Graniteshares Gold Trust | 0.13% | 35,905 | $1.2M | Reduce -70.0% |
| IYW iShares Ustechnology ETF | 0.12% | 6,682 | $1.2M | Reduce -47.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.12% | 13,705 | $1.2M | New |
| FBND Fidelity Total Bond ETF | 0.12% | 25,124 | $1.1M | Reduce -2.8% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -18.7% | 2.43% | −1.58 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −1.23 |
| NEE Nextera Energy Inc. | Reduce -95.1% | 0.04% | −0.96 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.87 |
| V Visa Inc. Class A | Reduce -26.6% | 1.27% | −0.85 |
| EFA iShares MSCI Eafe ETF | Reduce -51.4% | 0.49% | −0.65 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.64 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.57 |
| JPM JPMorgan Chase & Co. | Reduce -67.5% | 0.25% | −0.57 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.56 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.53 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.45 |
| AMZN Amazon.com Inc. | Reduce -13.3% | 1.76% | −0.42 |
| BAR Graniteshares Gold Trust | Reduce -70.0% | 0.13% | −0.36 |
| BRO Brown & Brown Inc. | Reduce -1.0% | 0.80% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -14.3% | 1.09% | −0.29 |
| GXC State Street SPDR S&P China | Sold out | 0.00% | −0.27 |
| CQQQ Invesco China Technology ETF | Sold out | 0.00% | −0.26 |
| IBM Intl Business Machines Corp. | Reduce -7.2% | 2.01% | −0.26 |
| KBE SS SPDR S&P Bank ETF | Sold out | 0.00% | −0.20 |
| IGV iShares Expanded Tech-Softwa | Reduce -85.1% | 0.03% | −0.20 |
| PFF iShares Preferred & Income S | Reduce -34.6% | 0.22% | −0.20 |
| JETS US Global Jets ETF | Sold out | 0.00% | −0.19 |
| RPG Invesco S&P 500 Pure Growth | Sold out | 0.00% | −0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -51.8% | 0.13% | −0.16 |
| XLF SS Financial Select Sector | Reduce -52.1% | 0.10% | −0.14 |
| IYW iShares Ustechnology ETF | Reduce -47.6% | 0.12% | −0.11 |
| WFC Wells Fargo & Co. | Reduce -74.8% | 0.03% | −0.11 |
| SKT Tanger Inc. | Sold out | 0.00% | −0.10 |
| IMCG iShares Morningstar Mid-Cap | Reduce -42.0% | 0.10% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Reduce -45.2% | 0.09% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Reduce -13.5% | 0.18% | −0.07 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -2.5% | 0.18% | −0.06 |
| NAD Nuveen Quality Municipal Inc. | Reduce -2.0% | 0.17% | −0.05 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.1% | 0.19% | −0.04 |
| NUV Nuveen Municipal Value | Reduce -0.6% | 0.17% | −0.04 |
| BHK BlackRock Core Bond Trust | Reduce -0.4% | 0.11% | −0.04 |
| KIE SS SPDR S&P Insurance ETF | Reduce -12.8% | 0.09% | −0.04 |
| CNO Cno Financial Group Inc. | Reduce -6.4% | 0.09% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -5.0% | 0.11% | −0.03 |
| FBND Fidelity Total Bond ETF | Reduce -2.8% | 0.12% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.1% | 0.11% | −0.03 |
| IYC iShares US Consumer Discreti | Reduce -14.8% | 0.10% | −0.03 |
| PKB Invesco Building & Construct | Reduce -16.0% | 0.08% | −0.02 |
| QYLD Global X Nasd 100 Cov Call | Reduce -0.9% | 0.07% | −0.02 |
| XBIL F/M US Treasury 6 Month Bill | Reduce -2.1% | 0.06% | −0.01 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -8.0% | 0.03% | −0.01 |
| LRCX Lam Research Corp. | Reduce -0.4% | 0.18% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +3.3% | 11.52% | +2.04 |
| AVGO Broadcom Inc. | Add +11.5% | 4.98% | +1.62 |
| PLTR Palantir Technologies Inc. Class A | Add +26.7% | 3.43% | +1.35 |
| COF Capital One Financial Corp. | New | 1.17% | +1.17 |
| MRK Merck & Co. Inc. | New | 0.77% | +0.77 |
| SMG Scotts Miracle-Gro Co. | New | 0.74% | +0.74 |
| CTRE Caretrust REIT Inc. | New | 0.74% | +0.74 |
| GE General Electric | New | 0.68% | +0.68 |
| MCO Moody's Corp. | New | 0.62% | +0.62 |
| BKNG Booking Holdings Inc. | New | 0.60% | +0.60 |
| VRT Vertiv Holdings Co. Class A | Add +27.3% | 1.29% | +0.58 |
| PM Philip Morris International | New | 0.57% | +0.57 |
| WMT Walmart Inc. | New | 0.53% | +0.53 |
| BNY Bank of New York Mellon Corp. | New | 0.49% | +0.49 |
| BA The Boeing Co. | New | 0.48% | +0.48 |
| SCHW Schwab (charles) Corp. | New | 0.47% | +0.47 |
| RTX RTX Corp. | New | 0.43% | +0.43 |
| MSFT Microsoft Corp. | Add +1.3% | 3.68% | +0.28 |
| GEV GE Vernova Inc. | New | 0.27% | +0.27 |
| CME Cme Group Inc. | Add +59.1% | 1.04% | +0.26 |
| META Meta Platforms Inc. Class A | Add +12.3% | 1.48% | +0.20 |
| TSM Taiwan Semiconductor-SP ADR | Add +25.6% | 0.71% | +0.20 |
| SOXX iShares Semiconductor ETF | New | 0.16% | +0.16 |
| VOO Vanguard S&P 500 ETF | New | 0.16% | +0.16 |
| GILD Gilead Sciences Inc. | New | 0.15% | +0.15 |
| NFLX Netflix Inc. | Add +6.1% | 0.76% | +0.14 |
| MS Morgan Stanley | New | 0.14% | +0.14 |
| APP AppLovin Corp. Class A | Add +2.1% | 1.68% | +0.14 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.12% | +0.12 |
| IAU iShares Gold Trust | New | 0.12% | +0.12 |
| AJG Arthur J Gallagher & Co. | New | 0.12% | +0.12 |
| ANET Arista Networks Inc. | Add +11.8% | 0.71% | +0.11 |
| UBER Uber Technologies Inc. | Add +12.7% | 0.79% | +0.11 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.11% | +0.11 |
| IYY iShares Dow Jones U.S. ETF | New | 0.11% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.10% | +0.10 |
| ITA iShares U.S. Aerospace & Def | New | 0.10% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +29.1% | 0.75% | +0.10 |
| WELL Welltower Inc. | New | 0.10% | +0.10 |
| IWF iShares Russell 1000 Growth | New | 0.10% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | New | 0.09% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.09% | +0.09 |
| QUAL iShares MSCI USA Quality Fac | New | 0.09% | +0.09 |
| MCD McDonald's Corp. | New | 0.09% | +0.09 |
| USMV iShares MSCI USA Min Vol Fac | Add +37.3% | 0.85% | +0.08 |
| DRI Darden Restaurants Inc. | New | 0.08% | +0.08 |
| MINT PIMCO Enhanced Short Maturit | New | 0.08% | +0.08 |
| GS Goldman Sachs Group Inc. | New | 0.08% | +0.08 |
| LIN Linde PLC | New | 0.08% | +0.08 |
| ISRG Intuitive Surgical Inc. | New | 0.08% | +0.08 |
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 |