Ibex Wealth Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Ibex Wealth Advisors reported 203 stock positions worth $1.1 billion. Its top holding was Nvidia (NVDA) at 11.0% of the portfolio, followed by Broadcom (AVGO, 4.2%) and Apple (AAPL, 2.8%). Compared with Q4 2025, it opened 91 new positions, sold out of 11, added to 63 and reduced 41. The biggest buy was a new position in PIMCO Enhanced Short Maturit (MINT) and the biggest sale Broadcom (AVGO, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- BEDMINSTER, NJ
- CIK
- 0001686242
- Portfolio Value
- $1.1B (Q1 2026)
- SEC Filing
- 0001686242-26-000002 ↗ filed Apr 30, 2026
Holdings Value
Holdings 203 stocks · $1.1B
| NVDA Nvidia Corp. | 11.04% | 679,916 | $118.6M | Reduce -0.4% |
| AVGO Broadcom Inc. | 4.21% | 146,252 | $45.3M | Reduce -13.1% |
| AAPL Apple Inc. | 2.78% | 117,630 | $29.9M | Add +3.7% |
| MSFT Microsoft Corp. | 2.50% | 72,440 | $26.8M | Reduce -10.8% |
| PLTR Palantir Technologies Inc. Class A | 2.49% | 182,544 | $26.7M | Reduce -3.6% |
| WMB Williams Cos Inc. | 2.41% | 356,290 | $25.9M | Add +2.8% |
| MINT PIMCO Enhanced Short Maturit | 2.39% | 255,083 | $25.7M | New |
| VRT Vertiv Holdings Co. Class A | 2.32% | 99,511 | $24.9M | Add +1.9% |
| JXN Jackson Financial Inc. Class A | 1.97% | 199,723 | $21.1M | Add +1.8% |
| TBIL F/M US Treasury 3 Month Bill | 1.81% | 390,826 | $19.5M | Add +19.7% |
| GOOGL Alphabet Inc. Class A | 1.77% | 66,119 | $19.0M | Add +4.3% |
| KMI Kinder Morgan Inc. | 1.75% | 561,238 | $18.8M | Add +3.8% |
| APP AppLovin Corp. Class A | 1.69% | 45,733 | $18.2M | Add +1.7% |
| ABBV Abbvie Inc. | 1.68% | 82,939 | $18.0M | Add +39.8% |
| MU Micron Technology Inc. | 1.61% | 51,248 | $17.3M | Add +1.3% |
| AMZN Amazon.com Inc. | 1.60% | 82,325 | $17.1M | Add +4.6% |
| T AT&T Inc. | 1.58% | 584,332 | $16.9M | Add +5.8% |
| OKE Oneok Inc. | 1.57% | 187,077 | $16.9M | Add +3.5% |
| VZ Verizon Communications Inc. | 1.53% | 326,322 | $16.4M | Add +7.5% |
| AMGN Amgen Inc. | 1.43% | 43,734 | $15.4M | Add +51.3% |
| XOM Exxon Mobil Corp. | 1.40% | 88,566 | $15.0M | New |
| SHEL Shell PLC-ADR | 1.39% | 161,017 | $15.0M | Add +4.9% |
| NLY Annaly Capital Management Inc. | 1.32% | 670,031 | $14.2M | Add +7.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.16% | 36,723 | $12.4M | Add +10.8% |
| MRK Merck & Co. Inc. | 1.13% | 101,148 | $12.2M | Add +6.6% |
| CVX Chevron Corp. | 1.09% | 56,559 | $11.7M | Add +7.9% |
| V Visa Inc. Class A | 1.01% | 36,007 | $10.9M | Add +2.4% |
| IBKR Interactive Brokers Gro Class A | 1.00% | 159,743 | $10.7M | Add +3.4% |
| PFE Pfizer Inc. | 0.98% | 376,721 | $10.6M | Add +10.4% |
| CME Cme Group Inc. | 0.96% | 34,741 | $10.3M | Add +6.9% |
| META Meta Platforms Inc. Class A | 0.94% | 17,682 | $10.1M | Add +3.7% |
| PANW Palo Alto Networks Inc. | 0.88% | 59,221 | $9.5M | Reduce -13.9% |
| WWD Woodward Inc. | 0.88% | 26,303 | $9.4M | New |
| CTRE Caretrust REIT Inc. | 0.86% | 251,393 | $9.2M | Add +7.6% |
| GEV GE Vernova Inc. | 0.85% | 10,513 | $9.2M | Add +122.4% |
| ANET Arista Networks Inc. | 0.85% | 74,162 | $9.1M | Add +5.1% |
| KIM Kimco Realty Corp. | 0.84% | 403,598 | $9.1M | Add +17.8% |
| HWM Howmet Aerospace Inc. | 0.84% | 39,279 | $9.1M | Add +6.0% |
| TFC Truist Financial Corp. | 0.83% | 193,653 | $8.9M | Add +6.2% |
| NFG National Fuel Gas Co. | 0.82% | 94,273 | $8.9M | Add +7.7% |
| LRCX Lam Research Corp. | 0.79% | 39,856 | $8.5M | Add +135.1% |
| ADC Agree Realty Corp. | 0.76% | 108,753 | $8.2M | Add +9.7% |
| SNEX Stonex Group Inc. | 0.75% | 100,289 | $8.1M | Add +63.3% |
| HST Host Hotels & Resorts Inc. | 0.73% | 410,618 | $7.9M | New |
| APH Amphenol Corp. Class A | 0.72% | 61,414 | $7.8M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 13,295 | $7.7M | Add +0.6% |
| AEP American Electric Power | 0.70% | 57,620 | $7.6M | Add +5.6% |
| LAMR Lamar Advertising Co. Class A | 0.70% | 59,051 | $7.5M | Add +10.7% |
| LLY Eli Lilly & Co. | 0.69% | 8,093 | $7.4M | Add +12.9% |
| JPM JPMorgan Chase & Co. | 0.69% | 25,233 | $7.4M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 10,990 | $7.1M | Reduce -4.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.66% | 75,860 | $7.0M | Reduce -8.8% |
| CAT Caterpillar Inc. | 0.65% | 9,917 | $7.0M | New |
| UNH Unitedhealth Group Inc. | 0.65% | 25,889 | $7.0M | Add +11.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.65% | 59,004 | $7.0M | Add +2.1% |
| COF Capital One Financial Corp. | 0.64% | 37,902 | $6.9M | Reduce -37.4% |
| RTX RTX Corp. | 0.63% | 35,011 | $6.8M | Add +12.9% |
| SLG SL Green Realty Corp. | 0.63% | 182,383 | $6.7M | New |
| AMCR Amcor PLC | 0.63% | 169,358 | $6.7M | New |
| NEM Newmont Corp. | 0.62% | 61,224 | $6.6M | Add +8.3% |
| IVZ Invesco Ltd. | 0.61% | 271,581 | $6.6M | Add +1532.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.61% | 27,008 | $6.5M | Reduce -36.2% |
| WMT Walmart Inc. | 0.60% | 51,821 | $6.4M | Add +2.7% |
| BX Blackstone Inc. | 0.56% | 52,007 | $6.0M | Add +8.7% |
| SCHW Schwab (charles) Corp. | 0.52% | 59,355 | $5.6M | Add +11.8% |
| LIN Linde PLC | 0.49% | 10,621 | $5.3M | New |
| EFA iShares MSCI Eafe ETF | 0.48% | 52,955 | $5.1M | Add +2.6% |
| PM Philip Morris International | 0.48% | 30,940 | $5.1M | New |
| CSCO Cisco Systems Inc. | 0.47% | 64,700 | $5.0M | New |
| EMBJ Embraer SA-Spon ADR | 0.46% | 83,198 | $4.9M | Add +11.8% |
| CMCSA Comcast Corp. Class A | 0.45% | 168,323 | $4.8M | Add +10.5% |
| XLK SS Technology Select Sector | 0.35% | 28,070 | $3.7M | Reduce -1.5% |
| PGR Progressive Corp. | 0.32% | 17,346 | $3.4M | New |
| XLE SS Energy Select Sector | 0.27% | 46,483 | $2.8M | Add +0.5% |
| TSLA Tesla Inc. | 0.23% | 6,561 | $2.4M | Reduce -28.9% |
| SOXX iShares Semiconductor ETF | 0.22% | 7,340 | $2.4M | Reduce -3.3% |
| JPC Nuveen Prefered & Income Opp | 0.20% | 292,047 | $2.2M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.20% | 3,603 | $2.2M | Add +0.1% |
| GILD Gilead Sciences Inc. | 0.20% | 15,323 | $2.1M | Reduce -77.7% |
| IYW iShares Ustechnology ETF | 0.19% | 11,035 | $2.0M | Reduce -3.3% |
| GS Goldman Sachs Group Inc. | 0.19% | 2,349 | $2.0M | Reduce -69.3% |
| PFF iShares Preferred & Income S | 0.18% | 65,508 | $2.0M | Add +6.2% |
| OEF iShares S&P 100 ETF | 0.16% | 5,427 | $1.7M | Reduce -9.1% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.16% | 151,497 | $1.7M | Reduce -3.0% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 5,899 | $1.7M | Reduce -77.9% |
| IEF iShares 7-10 Year Treasury B | 0.15% | 16,504 | $1.6M | Reduce -5.1% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 10,624 | $1.6M | Reduce -11.1% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.14% | 82,237 | $1.5M | Reduce -0.3% |
| BAR Graniteshares Gold Trust | 0.14% | 32,853 | $1.5M | Reduce -4.9% |
| NAD Nuveen Quality Municipal Inc. | 0.14% | 127,683 | $1.5M | Reduce -3.5% |
| IAU iShares Gold Trust | 0.14% | 16,643 | $1.5M | Reduce -9.3% |
| NUV Nuveen Municipal Value | 0.14% | 162,191 | $1.5M | Reduce -4.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 17,567 | $1.4M | Reduce -53.7% |
| PGX Invesco Preferred ETF | 0.12% | 121,097 | $1.3M | Add +0.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.12% | 14,338 | $1.3M | No change |
| MS Morgan Stanley | 0.12% | 7,945 | $1.3M | Reduce -77.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 2,968 | $1.3M | New |
| XLI SS Industrial Select Sector | 0.11% | 7,456 | $1.2M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 13,286 | $1.2M | Add +0.2% |
| AXP American Express Co. | 0.10% | 3,669 | $1.1M | Reduce -81.7% |
Portfolio Sells Q4 2025 → Q1 2026
| AVGO Broadcom Inc. | Reduce -13.1% | 4.21% | −1.49 |
| NVDA Nvidia Corp. | Reduce -0.4% | 11.04% | −1.42 |
| MSFT Microsoft Corp. | Reduce -10.8% | 2.50% | −1.35 |
| UNM Unum Group | Sold out | 0.00% | −0.95 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.6% | 2.49% | −0.81 |
| COF Capital One Financial Corp. | Reduce -37.4% | 0.64% | −0.79 |
| MA Mastercard Inc. Class A | Reduce -93.0% | 0.05% | −0.74 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.73 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.70 |
| VIRT Virtu Financial Inc. Class A | Sold out | 0.00% | −0.65 |
| GE General Electric | Reduce -77.9% | 0.16% | −0.65 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.64 |
| GILD Gilead Sciences Inc. | Reduce -77.7% | 0.20% | −0.63 |
| SMG Scotts Miracle-Gro Co. | Sold out | 0.00% | −0.62 |
| AXP American Express Co. | Reduce -81.7% | 0.10% | −0.62 |
| IBM Intl Business Machines Corp. | Reduce -36.2% | 0.61% | −0.62 |
| WFC Wells Fargo & Co. | Reduce -89.9% | 0.05% | −0.57 |
| GOOG Alphabet Inc. Class C | Reduce -88.7% | 0.06% | −0.55 |
| MS Morgan Stanley | Reduce -77.2% | 0.12% | −0.48 |
| GS Goldman Sachs Group Inc. | Reduce -69.3% | 0.19% | −0.47 |
| HRB H&R Block Inc. | Sold out | 0.00% | −0.45 |
| INTC Intel Corp. | Sold out | 0.00% | −0.43 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.38 |
| PANW Palo Alto Networks Inc. | Reduce -13.9% | 0.88% | −0.36 |
| TSLA Tesla Inc. | Reduce -28.9% | 0.23% | −0.18 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -53.7% | 0.13% | −0.17 |
| HYGH iShares Int Rate Hedg HY ETF | Reduce -65.2% | 0.07% | −0.15 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.13 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -8.8% | 0.66% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.4% | 0.67% | −0.10 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.09 |
| XLK SS Technology Select Sector | Reduce -1.5% | 0.35% | −0.05 |
| OEF iShares S&P 100 ETF | Reduce -9.1% | 0.16% | −0.04 |
| IYW iShares Ustechnology ETF | Reduce -3.3% | 0.19% | −0.04 |
| JPC Nuveen Prefered & Income Opp | Reduce -0.3% | 0.20% | −0.03 |
| NBCR Neuberger Core Equity ETF | Reduce -27.1% | 0.04% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -11.1% | 0.15% | −0.02 |
| FITB Fifth Third Bancorp | Reduce -25.0% | 0.05% | −0.02 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -3.0% | 0.16% | −0.02 |
| NAD Nuveen Quality Municipal Inc. | Reduce -3.5% | 0.14% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -5.1% | 0.15% | −0.02 |
| NUV Nuveen Municipal Value | Reduce -4.6% | 0.14% | −0.01 |
| QYLD Global X Nasd 100 Cov Call | Reduce -9.1% | 0.06% | −0.01 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -0.3% | 0.14% | −0.01 |
| IAU iShares Gold Trust | Reduce -9.3% | 0.14% | −0.01 |
| CNO Cno Financial Group Inc. | Reduce -1.1% | 0.08% | −0.01 |
| VKQ Invesco Municipal Trust | Reduce -1.6% | 0.08% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.9% | 0.09% | −0.01 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -6.2% | 0.02% | −0.00 |
| BAR Graniteshares Gold Trust | Reduce -4.9% | 0.14% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| MINT PIMCO Enhanced Short Maturit | New | 2.39% | +2.39 |
| XOM Exxon Mobil Corp. | New | 1.40% | +1.40 |
| WWD Woodward Inc. | New | 0.88% | +0.88 |
| VRT Vertiv Holdings Co. Class A | Add +1.9% | 2.32% | +0.77 |
| HST Host Hotels & Resorts Inc. | New | 0.73% | +0.73 |
| APH Amphenol Corp. Class A | New | 0.72% | +0.72 |
| CAT Caterpillar Inc. | New | 0.65% | +0.65 |
| SLG SL Green Realty Corp. | New | 0.63% | +0.63 |
| AMCR Amcor PLC | New | 0.63% | +0.63 |
| IVZ Invesco Ltd. | Add +1532.3% | 0.61% | +0.57 |
| GEV GE Vernova Inc. | Add +122.4% | 0.85% | +0.55 |
| LRCX Lam Research Corp. | Add +135.1% | 0.79% | +0.51 |
| AMGN Amgen Inc. | Add +51.3% | 1.43% | +0.51 |
| LIN Linde PLC | New | 0.49% | +0.49 |
| PM Philip Morris International | New | 0.48% | +0.48 |
| CSCO Cisco Systems Inc. | New | 0.47% | +0.47 |
| WMB Williams Cos Inc. | Add +2.8% | 2.41% | +0.37 |
| ABBV Abbvie Inc. | Add +39.8% | 1.68% | +0.35 |
| PGR Progressive Corp. | New | 0.32% | +0.32 |
| VZ Verizon Communications Inc. | Add +7.5% | 1.53% | +0.31 |
| CVX Chevron Corp. | Add +7.9% | 1.09% | +0.31 |
| KMI Kinder Morgan Inc. | Add +3.8% | 1.75% | +0.30 |
| SHEL Shell PLC-ADR | Add +4.9% | 1.39% | +0.29 |
| OKE Oneok Inc. | Add +3.5% | 1.57% | +0.27 |
| T AT&T Inc. | Add +5.8% | 1.58% | +0.23 |
| TBIL F/M US Treasury 3 Month Bill | Add +19.7% | 1.81% | +0.22 |
| MU Micron Technology Inc. | Add +1.3% | 1.61% | +0.20 |
| SNEX Stonex Group Inc. | Add +63.3% | 0.75% | +0.18 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.8% | 1.16% | +0.17 |
| KIM Kimco Realty Corp. | Add +17.8% | 0.84% | +0.16 |
| MRK Merck & Co. Inc. | Add +6.6% | 1.13% | +0.15 |
| PFE Pfizer Inc. | Add +10.4% | 0.98% | +0.15 |
| NFG National Fuel Gas Co. | Add +7.7% | 0.82% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.12% | +0.12 |
| XLI SS Industrial Select Sector | New | 0.11% | +0.11 |
| WELL Welltower Inc. | New | 0.10% | +0.10 |
| ITA iShares U.S. Aerospace & Def | New | 0.10% | +0.10 |
| CWB SS SPDR BB Conv Sec ETF | New | 0.10% | +0.10 |
| HWM Howmet Aerospace Inc. | Add +6.0% | 0.84% | +0.10 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.10% | +0.10 |
| IYY iShares Dow Jones U.S. ETF | New | 0.10% | +0.10 |
| AFL Aflac Inc. | New | 0.10% | +0.10 |
| COST Costco Wholesale Corp. | New | 0.09% | +0.09 |
| AMAT Applied Materials Inc. | New | 0.09% | +0.09 |
| MUB iShares National Muni Bond E | New | 0.09% | +0.09 |
| ITOT iShares Core S&P Total U.S. | New | 0.09% | +0.09 |
| AEP American Electric Power | Add +5.6% | 0.70% | +0.09 |
| CME Cme Group Inc. | Add +6.9% | 0.96% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.09% | +0.09 |
| JNJ Johnson & Johnson | New | 0.09% | +0.09 |
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 |