Ibex Wealth Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Ibex Wealth Advisors reported 123 stock positions worth $1.0 billion. Its top holding was Nvidia (NVDA) at 12.5% of the portfolio, followed by Broadcom (AVGO, 5.7%) and Microsoft (MSFT, 3.8%). Compared with Q3 2025, it opened 9 new positions, sold out of 89, added to 65 and reduced 40. The biggest buy was a new position in Pfizer (PFE) and the biggest sale an exit from Blue Owl Capital (OWL).
- Most Recent 13F
- Q2 2026
- Location
- BEDMINSTER, NJ
- CIK
- 0001686242
- Portfolio Value
- $1.0B (Q4 2025)
- SEC Filing
- 0001686242-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 123 stocks · $1.0B
| NVDA Nvidia Corp. | 12.47% | 682,514 | $127.3M | Reduce -0.7% |
| AVGO Broadcom Inc. | 5.70% | 168,254 | $58.2M | Reduce -1.8% |
| MSFT Microsoft Corp. | 3.85% | 81,199 | $39.3M | Add +16.2% |
| PLTR Palantir Technologies Inc. Class A | 3.30% | 189,444 | $33.7M | Reduce -19.9% |
| AAPL Apple Inc. | 3.02% | 113,449 | $30.8M | Add +0.6% |
| APP AppLovin Corp. Class A | 2.97% | 44,953 | $30.3M | Reduce -1.6% |
| JXN Jackson Financial Inc. Class A | 2.05% | 196,136 | $20.9M | Reduce -0.0% |
| WMB Williams Cos Inc. | 2.04% | 346,718 | $20.8M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 1.94% | 63,392 | $19.8M | Add +8.5% |
| AMZN Amazon.com Inc. | 1.78% | 78,677 | $18.2M | Reduce -19.0% |
| TBIL F/M US Treasury 3 Month Bill | 1.60% | 326,600 | $16.3M | Add +11.3% |
| VRT Vertiv Holdings Co. Class A | 1.55% | 97,619 | $15.8M | Add +1.8% |
| KMI Kinder Morgan Inc. | 1.46% | 540,975 | $14.9M | Add +33.6% |
| COF Capital One Financial Corp. | 1.44% | 60,502 | $14.7M | Add +8.6% |
| MU Micron Technology Inc. | 1.41% | 50,614 | $14.4M | Add +5.2% |
| NLY Annaly Capital Management Inc. | 1.37% | 623,685 | $13.9M | Add +91.8% |
| T AT&T Inc. | 1.34% | 552,268 | $13.7M | Reduce -8.4% |
| ABBV Abbvie Inc. | 1.33% | 59,348 | $13.6M | Add +0.8% |
| OKE Oneok Inc. | 1.30% | 180,762 | $13.3M | Reduce -0.9% |
| PANW Palo Alto Networks Inc. | 1.24% | 68,805 | $12.7M | Add +2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.23% | 42,355 | $12.5M | Add +77.9% |
| VZ Verizon Communications Inc. | 1.21% | 303,628 | $12.4M | Reduce -0.5% |
| V Visa Inc. Class A | 1.21% | 35,155 | $12.3M | Add +2.2% |
| SHEL Shell PLC-ADR | 1.10% | 153,527 | $11.3M | Add +0.6% |
| META Meta Platforms Inc. Class A | 1.10% | 17,054 | $11.3M | Reduce -20.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.99% | 33,130 | $10.1M | Add +7.4% |
| MRK Merck & Co. Inc. | 0.98% | 94,880 | $10.0M | Add +1.8% |
| IBKR Interactive Brokers Gro Class A | 0.97% | 154,492 | $9.9M | Add +5.6% |
| UNM Unum Group | 0.95% | 124,602 | $9.7M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.93% | 28,897 | $9.5M | Add +0.3% |
| ANET Arista Networks Inc. | 0.91% | 70,584 | $9.2M | Add +5.0% |
| TFC Truist Financial Corp. | 0.88% | 182,438 | $9.0M | Add +0.2% |
| CME Cme Group Inc. | 0.87% | 32,494 | $8.9M | Reduce -2.0% |
| PFE Pfizer Inc. | 0.83% | 341,147 | $8.5M | New |
| CTRE Caretrust REIT Inc. | 0.83% | 233,562 | $8.4M | Add +1.5% |
| GILD Gilead Sciences Inc. | 0.82% | 68,554 | $8.4M | Add +390.1% |
| GE General Electric filed as GE AEROSPACE | 0.80% | 26,679 | $8.2M | Add +2.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 13,219 | $8.1M | Add +0.8% |
| MA Mastercard Inc. Class A | 0.79% | 14,109 | $8.1M | Reduce -34.5% |
| CVX Chevron Corp. | 0.78% | 52,425 | $8.0M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 0.78% | 24,724 | $8.0M | Add +184.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 11,491 | $7.8M | Add +9.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.77% | 83,168 | $7.8M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.75% | 7,167 | $7.7M | Add +7.2% |
| UNH Unitedhealth Group Inc. | 0.75% | 23,330 | $7.7M | Add +3.0% |
| HWM Howmet Aerospace Inc. | 0.74% | 37,047 | $7.6M | Add +7.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.73% | 265,865 | $7.5M | Add +46.1% |
| AXP American Express Co. | 0.73% | 20,029 | $7.4M | Add +4.0% |
| BX Blackstone Inc. | 0.72% | 47,837 | $7.4M | Add +1.4% |
| UBER Uber Technologies Inc. | 0.70% | 87,606 | $7.2M | Add +5.5% |
| ADC Agree Realty Corp. | 0.70% | 99,185 | $7.1M | Reduce -0.3% |
| NFG National Fuel Gas Co. | 0.69% | 87,554 | $7.0M | Add +1.2% |
| KIM Kimco Realty Corp. | 0.68% | 342,550 | $6.9M | Add +50.5% |
| LAMR Lamar Advertising Co. Class A | 0.66% | 53,344 | $6.8M | Add +1.8% |
| GS Goldman Sachs Group Inc. | 0.66% | 7,654 | $6.7M | Add +3.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.66% | 57,812 | $6.7M | Add +5.2% |
| VIRT Virtu Financial Inc. Class A | 0.65% | 199,238 | $6.6M | Add +1.4% |
| DLR Digital Realty Trust Inc. | 0.64% | 41,931 | $6.5M | Add +0.1% |
| SMG Scotts Miracle-Gro Co. | 0.62% | 109,092 | $6.4M | Add +2.4% |
| WFC Wells Fargo & Co. | 0.62% | 68,212 | $6.4M | Add +1728.3% |
| AEP American Electric Power | 0.62% | 54,569 | $6.3M | Add +4.5% |
| GOOG Alphabet Inc. Class C | 0.61% | 19,963 | $6.3M | Add +1.3% |
| MS Morgan Stanley | 0.60% | 34,765 | $6.2M | Add +5.7% |
| SNEX Stonex Group Inc. | 0.57% | 61,407 | $5.8M | Add +18.8% |
| RTX RTX Corp. | 0.56% | 31,008 | $5.7M | Add +2.1% |
| NEM Newmont Corp. | 0.55% | 56,522 | $5.6M | New |
| WMT Walmart Inc. | 0.55% | 50,439 | $5.6M | Add +8.9% |
| SCHW Schwab (charles) Corp. | 0.52% | 53,093 | $5.3M | Add +2.5% |
| EFA iShares MSCI Eafe ETF | 0.49% | 51,614 | $5.0M | Add +1.3% |
| EMBJ Embraer SA-Spon ADR | 0.47% | 74,439 | $4.8M | New |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.45% | 104,731 | $4.6M | Add +1.2% |
| CMCSA Comcast Corp. Class A | 0.45% | 152,382 | $4.6M | New |
| INTC Intel Corp. | 0.43% | 117,873 | $4.3M | New |
| TSLA Tesla Inc. | 0.41% | 9,222 | $4.1M | Add +18.8% |
| XLK SS Technology Select Sector | 0.40% | 28,486 | $4.1M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 6,687 | $3.9M | New |
| GEV GE Vernova Inc. | 0.30% | 4,727 | $3.1M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.30% | 37,907 | $3.0M | Add +0.9% |
| LRCX Lam Research Corp. | 0.28% | 16,953 | $2.9M | Add +0.0% |
| JPC Nuveen Prefered & Income Opp | 0.23% | 292,799 | $2.4M | Reduce -7.4% |
| HYGH iShares Int Rate Hedg HY ETF | 0.23% | 26,839 | $2.3M | Add +9.1% |
| SOXX iShares Semiconductor ETF | 0.22% | 7,589 | $2.3M | Reduce -4.8% |
| IYW iShares Ustechnology ETF | 0.22% | 11,410 | $2.3M | Add +57.8% |
| VOO Vanguard S&P 500 ETF | 0.22% | 3,599 | $2.3M | Add +43.2% |
| XLE SS Energy Select Sector | 0.20% | 46,249 | $2.1M | Reduce -2.4% |
| OEF iShares S&P 100 ETF | 0.20% | 5,967 | $2.0M | Add +183.5% |
| PFF iShares Preferred & Income S | 0.19% | 61,667 | $1.9M | Reduce -8.2% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.18% | 156,100 | $1.8M | Add +1.0% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 11,955 | $1.7M | Reduce -6.1% |
| IEF iShares 7-10 Year Treasury B | 0.16% | 17,396 | $1.7M | Reduce -0.9% |
| NAD Nuveen Quality Municipal Inc. | 0.16% | 132,288 | $1.6M | Reduce -3.3% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.15% | 82,440 | $1.6M | Reduce -12.5% |
| NUV Nuveen Municipal Value | 0.15% | 169,988 | $1.5M | Reduce -1.8% |
| IAU iShares Gold Trust | 0.15% | 18,359 | $1.5M | Add +3.7% |
| BAR Graniteshares Gold Trust | 0.14% | 34,534 | $1.5M | Reduce -2.0% |
| PGX Invesco Preferred ETF | 0.13% | 120,188 | $1.4M | Reduce -7.5% |
| IGV iShares Expanded Tech-Softwa | 0.13% | 12,556 | $1.3M | Reduce -3.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.12% | 14,338 | $1.2M | Add +6.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 13,256 | $1.2M | Add +16.8% |
| BTZ BlackRock Credit Allocation | 0.11% | 107,648 | $1.2M | Reduce -7.3% |
Portfolio Sells Q3 2025 → Q4 2025
| OWL Blue Owl Capital Inc. | Sold out | 0.00% | −0.88 |
| PLTR Palantir Technologies Inc. Class A | Reduce -19.9% | 3.30% | −0.83 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.62 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.60 |
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.59 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.56 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.54 |
| BA The Boeing Co. | Sold out | 0.00% | −0.47 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.45 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.43 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.41 |
| META Meta Platforms Inc. Class A | Reduce -20.0% | 1.10% | −0.40 |
| MA Mastercard Inc. Class A | Reduce -34.5% | 0.79% | −0.39 |
| TGT Target Corp. | Sold out | 0.00% | −0.37 |
| T AT&T Inc. | Reduce -8.4% | 1.34% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -19.0% | 1.78% | −0.26 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.18 |
| APP AppLovin Corp. Class A | Reduce -1.6% | 2.97% | −0.18 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.12 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.11 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.10 |
| IYY iShares Dow Jones U.S. ETF | Sold out | 0.00% | −0.10 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.10 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.10 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.10 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.09 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.09 |
| IYC iShares US Consumer Discreti | Sold out | 0.00% | −0.09 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.09 |
| LIN Linde PLC | Sold out | 0.00% | −0.09 |
| IETC iShares U.S. Tech Independen | Sold out | 0.00% | −0.09 |
| RPG Invesco S&P 500 Pure Growth | Sold out | 0.00% | −0.08 |
| PKB Invesco Building & Construct | Sold out | 0.00% | −0.08 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.08 |
| PM Philip Morris International | Sold out | 0.00% | −0.08 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.08 |
| WMB Williams Cos Inc. | Reduce -0.7% | 2.04% | −0.08 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.08 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -0.5% | 1.21% | −0.07 |
| SNA Snap-on Inc. | Sold out | 0.00% | −0.07 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.07 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.06 |
| BPOP Popular Inc. | Sold out | 0.00% | −0.06 |
| STT State Street Corp. | Sold out | 0.00% | −0.06 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.06 |
Portfolio Buys Q3 2025 → Q4 2025
| PFE Pfizer Inc. | New | 0.83% | +0.83 |
| NLY Annaly Capital Management Inc. | Add +91.8% | 1.37% | +0.74 |
| GILD Gilead Sciences Inc. | Add +390.1% | 0.82% | +0.68 |
| MU Micron Technology Inc. | Add +5.2% | 1.41% | +0.64 |
| WFC Wells Fargo & Co. | Add +1728.3% | 0.62% | +0.59 |
| IBM Intl Business Machines Corp. | Add +77.9% | 1.23% | +0.59 |
| GOOGL Alphabet Inc. Class A | Add +8.5% | 1.94% | +0.58 |
| NEM Newmont Corp. | New | 0.55% | +0.55 |
| JPM JPMorgan Chase & Co. | Add +184.4% | 0.78% | +0.52 |
| EMBJ Embraer SA-Spon ADR | New | 0.47% | +0.47 |
| CMCSA Comcast Corp. Class A | New | 0.45% | +0.45 |
| INTC Intel Corp. | New | 0.43% | +0.43 |
| TMO Thermo Fisher Scientific Inc. | New | 0.38% | +0.38 |
| MSFT Microsoft Corp. | Add +16.2% | 3.85% | +0.38 |
| KMI Kinder Morgan Inc. | Add +33.6% | 1.46% | +0.36 |
| COF Capital One Financial Corp. | Add +8.6% | 1.44% | +0.30 |
| AAPL Apple Inc. | Add +0.6% | 3.02% | +0.27 |
| LLY Eli Lilly & Co. | Add +7.2% | 0.75% | +0.27 |
| MRK Merck & Co. Inc. | Add +1.8% | 0.98% | +0.23 |
| KIM Kimco Realty Corp. | Add +50.5% | 0.68% | +0.20 |
| TBIL F/M US Treasury 3 Month Bill | Add +11.3% | 1.60% | +0.19 |
| VRT Vertiv Holdings Co. Class A | Add +1.8% | 1.55% | +0.16 |
| VICI Vici Properties Inc. | Add +46.1% | 0.73% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.4% | 0.99% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 0.61% | +0.15 |
| AMGN Amgen Inc. | Add +0.3% | 0.93% | +0.15 |
| OEF iShares S&P 100 ETF | Add +183.5% | 0.20% | +0.13 |
| AXP American Express Co. | Add +4.0% | 0.73% | +0.11 |
| MS Morgan Stanley | Add +5.7% | 0.60% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.8% | 0.77% | +0.10 |
| HWM Howmet Aerospace Inc. | Add +7.8% | 0.74% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +3.8% | 0.66% | +0.10 |
| GM General Motors Co. | New | 0.09% | +0.09 |
| WMT Walmart Inc. | Add +8.9% | 0.55% | +0.09 |
| IYW iShares Ustechnology ETF | Add +57.8% | 0.22% | +0.09 |
| BNY Bank of New York Mellon Corp. | Add +5.2% | 0.66% | +0.08 |
| V Visa Inc. Class A | Add +2.2% | 1.21% | +0.08 |
| TFC Truist Financial Corp. | Add +0.2% | 0.88% | +0.08 |
| TSLA Tesla Inc. | Add +18.8% | 0.41% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +43.2% | 0.22% | +0.07 |
| SNEX Stonex Group Inc. | Add +18.8% | 0.57% | +0.07 |
| RTX RTX Corp. | Add +2.1% | 0.56% | +0.07 |
| LRCX Lam Research Corp. | Add +0.0% | 0.28% | +0.07 |
| NBCR Neuberger Core Equity ETF | New | 0.06% | +0.06 |
| CTRE Caretrust REIT Inc. | Add +1.5% | 0.83% | +0.06 |
| SHEL Shell PLC-ADR | Add +0.6% | 1.10% | +0.06 |
| GE General Electric | Add +2.9% | 0.80% | +0.06 |
| AEP American Electric Power | Add +4.5% | 0.62% | +0.05 |
| LAMR Lamar Advertising Co. Class A | Add +1.8% | 0.66% | +0.05 |
| SCHW Schwab (charles) Corp. | Add +2.5% | 0.52% | +0.05 |
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 |