Ibex Wealth Advisors
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Ibex Wealth Advisors reported 203 stock positions worth $1.0 billion. Its top holding was Nvidia (NVDA) at 12.3% of the portfolio, followed by Broadcom (AVGO, 5.4%) and Palantir Technologies Class A (PLTR, 4.1%). Compared with Q2 2025, it opened 24 new positions, sold out of 14, added to 103 and reduced 61. The biggest buy was AppLovin Class A (APP, shares +1%) and the biggest sale Intl Business Machines (IBM, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- BEDMINSTER, NJ
- CIK
- 0001686242
- Portfolio Value
- $1.0B (Q3 2025)
- SEC Filing
- 0001686242-25-000007 ↗ filed Nov 12, 2025
Holdings Value
Holdings 203 stocks · $1.0B
| NVDA Nvidia Corp. | 12.28% | 687,364 | $128.2M | Add +0.6% |
| AVGO Broadcom Inc. | 5.42% | 171,385 | $56.5M | Add +1.2% |
| PLTR Palantir Technologies Inc. Class A | 4.13% | 236,473 | $43.1M | Add +0.2% |
| MSFT Microsoft Corp. | 3.47% | 69,886 | $36.2M | Add +0.7% |
| APP AppLovin Corp. Class A | 3.14% | 45,663 | $32.8M | Add +1.5% |
| AAPL Apple Inc. | 2.75% | 112,724 | $28.7M | Add +1.5% |
| WMB Williams Cos Inc. | 2.12% | 349,114 | $22.1M | Add +0.7% |
| AMZN Amazon.com Inc. | 2.04% | 97,124 | $21.3M | Add +28.9% |
| JXN Jackson Financial Inc. Class A | 1.90% | 196,221 | $19.9M | Add +0.2% |
| T AT&T Inc. | 1.63% | 602,632 | $17.0M | Add +1.7% |
| META Meta Platforms Inc. Class A | 1.50% | 21,320 | $15.7M | Add +13.1% |
| TBIL F/M US Treasury 3 Month Bill | 1.40% | 293,321 | $14.7M | Add +12.8% |
| VRT Vertiv Holdings Co. Class A | 1.39% | 95,858 | $14.5M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 1.36% | 58,428 | $14.2M | Add +0.8% |
| ABBV Abbvie Inc. | 1.31% | 58,897 | $13.6M | Add +0.8% |
| PANW Palo Alto Networks Inc. | 1.31% | 66,939 | $13.6M | Add +1.7% |
| VZ Verizon Communications Inc. | 1.28% | 305,238 | $13.4M | Reduce -1.8% |
| OKE Oneok Inc. | 1.27% | 182,406 | $13.3M | Add +0.8% |
| MA Mastercard Inc. Class A | 1.17% | 21,551 | $12.3M | Reduce -1.5% |
| COF Capital One Financial Corp. | 1.13% | 55,705 | $11.8M | Add +8.0% |
| V Visa Inc. Class A | 1.13% | 34,407 | $11.7M | Add +2.6% |
| KMI Kinder Morgan Inc. | 1.10% | 404,831 | $11.5M | Add +1.1% |
| SHEL Shell PLC-ADR | 1.05% | 152,687 | $10.9M | Add +0.8% |
| IBKR Interactive Brokers Gro Class A | 0.96% | 146,353 | $10.1M | Add +3.3% |
| ANET Arista Networks Inc. | 0.94% | 67,189 | $9.8M | Add +3.5% |
| UNM Unum Group | 0.94% | 125,591 | $9.8M | Reduce -8.0% |
| OWL Blue Owl Capital Inc. | 0.88% | 542,040 | $9.2M | Add +1.1% |
| CME Cme Group Inc. | 0.86% | 33,166 | $9.0M | Reduce -6.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.83% | 30,843 | $8.6M | Add +5.2% |
| TFC Truist Financial Corp. | 0.80% | 182,148 | $8.3M | Add +0.9% |
| UBER Uber Technologies Inc. | 0.78% | 82,998 | $8.1M | Add +5.2% |
| AMGN Amgen Inc. | 0.78% | 28,801 | $8.1M | Add +0.8% |
| BX Blackstone Inc. | 0.77% | 47,186 | $8.1M | Add +1.7% |
| MU Micron Technology Inc. | 0.77% | 48,125 | $8.1M | New |
| USMV iShares MSCI USA Min Vol Fac | 0.77% | 84,374 | $8.0M | Reduce -0.5% |
| NFG National Fuel Gas Co. | 0.77% | 86,520 | $8.0M | Add +1.3% |
| CTRE Caretrust REIT Inc. | 0.76% | 230,082 | $8.0M | Add +1.6% |
| CVX Chevron Corp. | 0.76% | 50,968 | $7.9M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.75% | 13,113 | $7.9M | Add +0.6% |
| MRK Merck & Co. Inc. | 0.75% | 93,249 | $7.8M | Add +1.7% |
| UNH Unitedhealth Group Inc. | 0.75% | 22,642 | $7.8M | New |
| GE General Electric filed as GE AEROSPACE | 0.75% | 25,928 | $7.8M | Add +5.0% |
| DLR Digital Realty Trust Inc. | 0.69% | 41,899 | $7.2M | Add +1.4% |
| ADC Agree Realty Corp. | 0.68% | 99,448 | $7.1M | Add +0.3% |
| VIRT Virtu Financial Inc. Class A | 0.67% | 196,421 | $7.0M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 10,463 | $7.0M | Reduce -8.0% |
| HWM Howmet Aerospace Inc. | 0.65% | 34,370 | $6.7M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.64% | 23,806 | $6.7M | Reduce -62.8% |
| NLY Annaly Capital Management Inc. | 0.63% | 325,168 | $6.6M | Add +1.8% |
| ARE Alexandria Real Estate Equit | 0.62% | 78,003 | $6.5M | New |
| LAMR Lamar Advertising Co. Class A | 0.61% | 52,395 | $6.4M | Add +1.4% |
| AXP American Express Co. | 0.61% | 19,262 | $6.4M | Add +6.7% |
| ORCL Oracle Corp. | 0.60% | 22,304 | $6.3M | Add +963.6% |
| BXSL Blackstone Secured Lending F | 0.59% | 235,705 | $6.1M | Add +0.5% |
| SMG Scotts Miracle-Gro Co. | 0.58% | 106,520 | $6.1M | Add +0.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.57% | 54,952 | $6.0M | Add +9.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.57% | 182,010 | $5.9M | Add +1.7% |
| GS Goldman Sachs Group Inc. | 0.56% | 7,376 | $5.9M | Add +571.2% |
| AEP American Electric Power | 0.56% | 52,209 | $5.9M | New |
| MCO Moody's Corp. | 0.56% | 12,238 | $5.8M | Add +6.3% |
| BKNG Booking Holdings Inc. | 0.54% | 1,045 | $5.6M | Add +7.6% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.50% | 103,519 | $5.2M | Reduce -48.6% |
| MS Morgan Stanley | 0.50% | 32,906 | $5.2M | Add +254.6% |
| SNEX Stonex Group Inc. | 0.50% | 51,673 | $5.2M | New |
| LLY Eli Lilly & Co. | 0.49% | 6,689 | $5.1M | Reduce -46.9% |
| RTX RTX Corp. | 0.49% | 30,380 | $5.1M | Add +9.5% |
| KIM Kimco Realty Corp. | 0.48% | 227,634 | $5.0M | Add +1583.6% |
| SCHW Schwab (charles) Corp. | 0.47% | 51,820 | $4.9M | Add +6.2% |
| BA The Boeing Co. | 0.47% | 22,894 | $4.9M | Add +6.8% |
| GOOG Alphabet Inc. Class C | 0.46% | 19,700 | $4.8M | Add +1307.1% |
| WMT Walmart Inc. | 0.46% | 46,326 | $4.8M | Reduce -9.0% |
| EFA iShares MSCI Eafe ETF | 0.46% | 50,965 | $4.8M | Reduce -0.2% |
| PGR Progressive Corp. | 0.45% | 19,047 | $4.7M | Add +5.7% |
| CG The Carlyle Group Inc. | 0.43% | 71,565 | $4.5M | New |
| BLK BlackRock Inc. | 0.41% | 3,682 | $4.3M | New |
| XLK SS Technology Select Sector | 0.39% | 14,359 | $4.0M | Reduce -0.5% |
| TGT Target Corp. | 0.37% | 42,961 | $3.9M | New |
| TSLA Tesla Inc. | 0.33% | 7,765 | $3.5M | Reduce -22.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.29% | 37,567 | $3.0M | Add +5.7% |
| GEV GE Vernova Inc. | 0.28% | 4,727 | $2.9M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.26% | 8,692 | $2.7M | Add +5.5% |
| JPC Nuveen Prefered & Income Opp | 0.25% | 316,087 | $2.6M | Add +0.4% |
| LRCX Lam Research Corp. | 0.22% | 16,949 | $2.3M | Reduce -0.0% |
| SOXX iShares Semiconductor ETF | 0.21% | 7,971 | $2.2M | Add +24.0% |
| HYGH iShares Int Rate Hedg HY ETF | 0.20% | 24,610 | $2.1M | Add +6.4% |
| PFF iShares Preferred & Income S | 0.20% | 67,177 | $2.1M | Reduce -1.1% |
| XLE SS Energy Select Sector | 0.20% | 23,690 | $2.1M | Reduce -18.6% |
| XLI SS Industrial Select Sector | 0.19% | 12,763 | $2.0M | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 3,915 | $1.9M | Add +38.6% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.17% | 94,264 | $1.8M | Reduce -1.4% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 12,733 | $1.8M | Add +0.5% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.17% | 154,560 | $1.8M | Reduce -0.6% |
| IEF iShares 7-10 Year Treasury B | 0.16% | 17,552 | $1.7M | Reduce -5.1% |
| NAD Nuveen Quality Municipal Inc. | 0.15% | 136,850 | $1.6M | Reduce -1.1% |
| NUV Nuveen Municipal Value | 0.15% | 173,123 | $1.6M | Reduce -3.1% |
| GILD Gilead Sciences Inc. | 0.15% | 13,988 | $1.6M | Add +10.4% |
| VOO Vanguard S&P 500 ETF | 0.15% | 2,513 | $1.5M | Reduce -2.3% |
| PGX Invesco Preferred ETF | 0.14% | 129,963 | $1.5M | Reduce -1.3% |
| IGV iShares Expanded Tech-Softwa | 0.14% | 13,023 | $1.5M | Add +336.4% |
| IYW iShares Ustechnology ETF | 0.14% | 7,232 | $1.4M | Add +8.2% |
Portfolio Sells Q2 2025 → Q3 2025
| IBM Intl Business Machines Corp. | Reduce -62.8% | 0.64% | −1.37 |
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −1.00 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.80 |
| HRB H&R Block Inc. | Reduce -48.6% | 0.50% | −0.68 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −0.67 |
| NFLX Netflix Inc. | Reduce -81.3% | 0.11% | −0.65 |
| AXS Axis Capital Holdings Ltd. | Sold out | 0.00% | −0.58 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -93.6% | 0.04% | −0.57 |
| LLY Eli Lilly & Co. | Reduce -46.9% | 0.49% | −0.56 |
| COST Costco Wholesale Corp. | Reduce -83.8% | 0.08% | −0.52 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.51 |
| PM Philip Morris International | Reduce -82.4% | 0.08% | −0.49 |
| UNM Unum Group | Reduce -8.0% | 0.94% | −0.24 |
| CME Cme Group Inc. | Reduce -6.7% | 0.86% | −0.19 |
| VZ Verizon Communications Inc. | Reduce -1.8% | 1.28% | −0.15 |
| MA Mastercard Inc. Class A | Reduce -1.5% | 1.17% | −0.14 |
| KIE SS SPDR S&P Insurance ETF | Sold out | 0.00% | −0.09 |
| AJG Arthur J Gallagher & Co. | Reduce -72.5% | 0.03% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.09 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.0% | 0.67% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.5% | 0.77% | −0.08 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.08 |
| WMT Walmart Inc. | Reduce -9.0% | 0.46% | −0.07 |
| XLE SS Energy Select Sector | Reduce -18.6% | 0.20% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -69.6% | 0.02% | −0.05 |
| XLP SS Consumer Staples Sel Sect | Reduce -69.4% | 0.02% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -50.1% | 0.03% | −0.05 |
| CALM Cal-Maine Foods Inc. | Sold out | 0.00% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -0.2% | 0.46% | −0.03 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Reduce -5.1% | 0.16% | −0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.02 |
| PFS Provident Financial Services | Sold out | 0.00% | −0.02 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -1.4% | 0.17% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -1.1% | 0.20% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -46.3% | 0.02% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -8.4% | 0.09% | −0.02 |
| NUV Nuveen Municipal Value | Reduce -3.1% | 0.15% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -5.7% | 0.09% | −0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -2.0% | 0.11% | −0.01 |
| NAD Nuveen Quality Municipal Inc. | Reduce -1.1% | 0.15% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -0.2% | 0.19% | −0.01 |
| FBND Fidelity Total Bond ETF | Reduce -1.1% | 0.11% | −0.01 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -0.6% | 0.17% | −0.01 |
| PGX Invesco Preferred ETF | Reduce -1.3% | 0.14% | −0.01 |
| NZF Nuveen Municipal Credit Inc. | Reduce -19.5% | 0.04% | −0.01 |
| TSLA Tesla Inc. | Reduce -22.9% | 0.33% | −0.01 |
| BHK BlackRock Core Bond Trust | Reduce -0.6% | 0.10% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| APP AppLovin Corp. Class A | Add +1.5% | 3.14% | +1.46 |
| MU Micron Technology Inc. | New | 0.77% | +0.77 |
| NVDA Nvidia Corp. | Add +0.6% | 12.28% | +0.76 |
| UNH Unitedhealth Group Inc. | New | 0.75% | +0.75 |
| PLTR Palantir Technologies Inc. Class A | Add +0.2% | 4.13% | +0.70 |
| HWM Howmet Aerospace Inc. | New | 0.65% | +0.65 |
| ARE Alexandria Real Estate Equit | New | 0.62% | +0.62 |
| AEP American Electric Power | New | 0.56% | +0.56 |
| ORCL Oracle Corp. | Add +963.6% | 0.60% | +0.55 |
| SNEX Stonex Group Inc. | New | 0.50% | +0.50 |
| GS Goldman Sachs Group Inc. | Add +571.2% | 0.56% | +0.48 |
| KIM Kimco Realty Corp. | Add +1583.6% | 0.48% | +0.45 |
| AVGO Broadcom Inc. | Add +1.2% | 5.42% | +0.44 |
| GOOG Alphabet Inc. Class C | Add +1307.1% | 0.46% | +0.43 |
| CG The Carlyle Group Inc. | New | 0.43% | +0.43 |
| BLK BlackRock Inc. | New | 0.41% | +0.41 |
| TGT Target Corp. | New | 0.37% | +0.37 |
| MS Morgan Stanley | Add +254.6% | 0.50% | +0.36 |
| AAPL Apple Inc. | Add +1.5% | 2.75% | +0.32 |
| AMZN Amazon.com Inc. | Add +28.9% | 2.04% | +0.28 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 1.36% | +0.27 |
| ANET Arista Networks Inc. | Add +3.5% | 0.94% | +0.23 |
| ABBV Abbvie Inc. | Add +0.8% | 1.31% | +0.15 |
| IBKR Interactive Brokers Gro Class A | Add +3.3% | 0.96% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.2% | 0.83% | +0.12 |
| IGV iShares Expanded Tech-Softwa | Add +336.4% | 0.14% | +0.11 |
| VRT Vertiv Holdings Co. Class A | Add +2.1% | 1.39% | +0.10 |
| BNY Bank of New York Mellon Corp. | Add +9.8% | 0.57% | +0.09 |
| IETC iShares U.S. Tech Independen | New | 0.09% | +0.09 |
| RPG Invesco S&P 500 Pure Growth | New | 0.08% | +0.08 |
| GE General Electric | Add +5.0% | 0.75% | +0.07 |
| STT State Street Corp. | New | 0.06% | +0.06 |
| RTX RTX Corp. | Add +9.5% | 0.49% | +0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.05% | +0.05 |
| WM Waste Management Inc. | New | 0.05% | +0.05 |
| SYK Stryker Corp. | New | 0.05% | +0.05 |
| XME SS SPDR S&P Metals Mining | New | 0.05% | +0.05 |
| JXN Jackson Financial Inc. Class A | Add +0.2% | 1.90% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +38.6% | 0.18% | +0.05 |
| COPX Global X Copper Miners ETF | New | 0.05% | +0.05 |
| SNA Snap-on Inc. | Add +162.1% | 0.07% | +0.05 |
| SOXX iShares Semiconductor ETF | Add +24.0% | 0.21% | +0.04 |
| STEP Stepstone Group Inc. Class A | New | 0.04% | +0.04 |
| SCHL Scholastic Corp. | New | 0.04% | +0.04 |
| HWC Hancock Whitney Corp. | New | 0.04% | +0.04 |
| BX Blackstone Inc. | Add +1.7% | 0.77% | +0.03 |
| CTRE Caretrust REIT Inc. | Add +1.6% | 0.76% | +0.02 |
| APH Amphenol Corp. Class A | New | 0.02% | +0.02 |
| FDX FedEx Corp. | New | 0.02% | +0.02 |
| COP Conocophillips | 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 |