Ibex Wealth Advisors 13F Holdings (Q1 2026): Interactive Charts, AI Insights & API

Name: Ibex Wealth Advisors — 13F Holdings, 2026-03-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001686242

Diversified strategyMomentum followerSector-focused

Total reported value

$1.1B

Reporting period: 2026-03-31 · Number of holdings: 203

IBEX WEALTH ADVISORS disclosed 203 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.1B and a quarterly turnover rate of 42.2%.

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Personality snowflake

Concentration: 9.79
Portfolio Stability: 42.2
Momentum/Contrarian: 100
Sector conviction: 94.43
Diversification: 100
Sizing Uniformity: 80.03

Ibex Wealth Advisors's disclosed holdings carry a Herfindahl concentration index of 0.024 — mathematically equivalent to about 41 equally-sized positions, well below its 203 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.00), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 60% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/ibex-wealth-advisors

Recent moves

View source Form 13F filing on SEC.gov

Trim AVGO
-13.1%　-$13.0M
Trim NVDA
-0.4%　-$8.7M
Trim MSFT
-10.8%　-$12.5M
Trim APP
+1.7%　-$12.1M
Trim PLTR
-3.6%　-$7.0M
Trim COF
-37.4%　-$7.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

Showing top 200 holdings (of 203 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	11.04%	-1.43%	-0.38%
2	AVGO	Broadcom INC	Stock-Tech	4.21%	-1.48%	-13.08%
3	AAPL	Apple INC	Stock-Tech	2.78%	—	+3.69%
4	MSFT	Microsoft CORP	Stock-Tech	2.50%	-1.35%	-10.79%
5	PLTR	Palantir Technologies Inc-a	Stock-Tech	2.49%	-0.81%	-3.64%
6	WMB	Williams Cos INC	Stock-Energy	2.41%	+0.37%	+2.76%
7	MINT	Pimco Enhanced Short Maturit	ETF-Other	2.39%	+2.39%	NEW
8	VRT	Vertiv Holdings Co-a	Stock-Industrials	2.32%	+0.77%	+1.94%
9	JXN	Jackson Financial Inc-a	Stock-Financials	1.97%	—	+1.83%
10	TBIL	F/m US Treasury 3 Month Bill	ETF-Gov Bonds	1.81%	+0.21%	+19.66%
11	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.77%	—	+4.30%
12	KMI	Kinder Morgan INC	Stock-Energy	1.75%	+0.29%	+3.75%
13	APP	Applovin Corp-class A	Stock-Tech	1.69%	-1.28%	+1.74%
14	ABBV	Abbvie INC	Stock-Healthcare	1.68%	+0.35%	+39.75%
15	MU	Micron Technology INC	Stock-Tech	1.61%	—	+1.25%
16	AMZN	Amazon.com INC	Stock-Consumer Disc	1.60%	—	+4.64%
17	T	At&t INC	Stock-Comm Services	1.58%	+0.24%	+5.81%
18	OKE	Oneok INC	Stock-Energy	1.57%	+0.27%	+3.49%
19	VZ	Verizon Communications INC	Stock-Comm Services	1.53%	+0.32%	+7.47%
20	AMGN	Amgen INC	Stock-Healthcare	1.43%	+0.50%	+51.34%
21	XOM	Exxon Mobil CORP	Stock-Energy	1.40%	+1.40%	NEW
22	SHEL	Shell Plc-adr	Stock-Energy	1.39%	+0.29%	+4.88%
23	NLY	Annaly Capital Management In	Stock-Real Estate	1.32%	—	+7.43%
24	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.16%	—	+10.85%
25	MRK	Merck & Co. INC.	Stock-Healthcare	1.13%	—	+6.61%
26	CVX	Chevron CORP	Stock-Energy	1.09%	+0.31%	+7.89%
27	V	Visa Inc-class A Shares	Stock-Financials	1.01%	—	+2.42%
28	IBKR	Interactive Brokers Gro-cl A	Stock-Financials	1.00%	—	+3.40%
29	PFE	Pfizer INC	Stock-Healthcare	0.98%	—	+10.43%
30	CME	Cme Group INC	Stock-Financials	0.96%	—	+6.92%
31	META	Meta Platforms Inc-class A	Stock-Comm Services	0.94%	—	+3.68%
32	PANW	Palo Alto Networks INC	Stock-Tech	0.88%	—	-13.93%
33	WWD	Woodward INC	Stock-Industrials	0.88%	+0.88%	NEW
34	CTRE	Caretrust Reit INC	Stock-Real Estate	0.86%	—	+7.63%
35	GEV	GE Vernova INC	Stock-Industrials	0.85%	+0.55%	+122.40%
36	ANET	Arista Networks INC	Stock-Tech	0.85%	—	+5.07%
37	KIM	Kimco Realty CORP	Stock-Real Estate	0.84%	—	+17.82%
38	HWM	Howmet Aerospace INC	Stock-Industrials	0.84%	—	+6.02%
39	TFC	Truist Financial CORP	Stock-Financials	0.83%	—	+6.15%
40	NFG	National Fuel Gas Co	Stock-Energy	0.82%	—	+7.67%
41	LRCX	Lam Research CORP	Stock-Tech	0.79%	+0.51%	+135.10%
42	ADC	Agree Realty CORP	Stock-Real Estate	0.76%	—	+9.65%
43	SNEX	Stonex Group INC	Stock-Financials	0.75%	—	+63.32%
44	HST	Host Hotels & Resorts INC	Stock-Real Estate	0.73%	+0.73%	NEW
45	APH	Amphenol Corp-cl A	Stock-Tech	0.72%	+0.72%	NEW
46	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.71%	—	+0.57%
47	AEP	American Electric Power	Stock-Utilities	0.70%	—	+5.59%
48	LAMR	Lamar Advertising Co-a	Stock-Real Estate	0.70%	—	+10.70%
49	LLY	Eli Lilly & Co	Stock-Healthcare	0.69%	—	+12.92%
50	JPM	Jpmorgan Chase & Co	Stock-Financials	0.69%	—	+2.06%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+4.2%

Performance Last 4 Quarters

+25.5%

Based on 75% of reported portfolio value with available pricing

Stdev: +15.2%
Beta: +1.1
Alpha: +4.2%
Max Drawdown: -8.7%
Annualized Perf: +26.1%
Batting Avg vs S&P: +63.9%
Sortino: +3.76
Stutzer: +0.48
Treynor: +0.22
Sterling: +1.56
Calmar: +2.98
Information Ratio: +1.14
Tracking Error: +5.3%
Stdev Down: +6.5%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +46.8%
Worst 12 Months: +13.6%
Efficiency Ratio: +0.72
Sharpe: +1.61
Stdev Sectors: +15%
Skewness: +0.28
Kurtosis: -0.1
Upside Potential: +5.46

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	203	$1.1B	42	1NVDA 2AVGO 3AAPL Top holdings2026 Q1 1.NVDA 2.AVGO 3.AAPL 4.MSFT 5.PLTR 6.WMB 7.MINT 8.VRT 9.JXN 10.TBIL
2025 Q4	123	$1.0B	26	1NVDA 2AVGO 3MSFT Top holdings2025 Q4 1.NVDA 2.AVGO 3.MSFT 4.PLTR 5.AAPL 6.APP 7.JXN 8.WMB 9.GOOGL 10.AMZN
2025 Q3	203	$1.0B	59	1NVDA 2AVGO 3PLTR Top holdings2025 Q3 1.NVDA 2.AVGO 3.PLTR 4.MSFT 5.APP 6.AAPL 7.WMB 8.AMZN 9.JXN 10.T
2025 Q2	193	$937.2M	0	1NVDA 2AVGO 3MSFT Top holdings2025 Q2 1.NVDA 2.AVGO 3.MSFT 4.PLTR 5.AAPL 6.WMB 7.IBM 8.JXN 9.T 10.AMZN
2025 Q1	122	$756.1M	100	1NVDA 2AAPL 3MSFT Top holdings2025 Q1 1.NVDA 2.AAPL 3.MSFT 4.AVGO 5.WMB 6.OKE 7.IBM 8.AMZN 9.V 10.JXN
2024 Q4	204	$849.2M	0	1NVDA 2AVGO 3MSFT Top holdings2024 Q4 1.NVDA 2.AVGO 3.MSFT 4.AAPL 5.AMZN 6.WMB 7.OKE 8.JXN 9.IBM 10.APP
2024 Q3	68	$365.3M	0	1APP 2EXE 3PLD Top holdings2024 Q3 1.APP 2.EXE 3.PLD 4.AXP 5.COF 6.SAN 7.ABBV 8.KIM 9.AMZN 10.CCL1EUR
2024 Q2	320	$640.9M	0	1NVDA 2AVGO 3MSFT Top holdings2024 Q2 1.NVDA 2.AVGO 3.MSFT 4.AAPL 5.AMZN 6.OKE 7.JXN 8.WMB 9.QCOM 10.GOOGL
2024 Q1	109	$368.9M	0	1MSFT 2AAPL 3OKE Top holdings2024 Q1 1.MSFT 2.AAPL 3.OKE 4.CVX 5.NVDA 6.WMB 7.AVGO 8.UNH 9.MPC 10.PEP
2023 Q4	109	$460.1K	0	1NVDA 2MSFT 3AAPL Top holdings2023 Q4 1.NVDA 2.MSFT 3.AAPL 4.AVGO 5.OKE 6.AMZN 7.WMB 8.HRB 9.CMCSA 10.T
2023 Q3	111	$392.9M	0	1NVDA 2MSFT 3AAPL Top holdings2023 Q3 1.NVDA 2.MSFT 3.AAPL 4.AVGO 5.OKE 6.WMB 7.HRB 8.SHEL 9.V 10.CMCSA
2023 Q1	103	$385.6M	0	1NVDA 2MSFT 3AAPL Top holdings2023 Q1 1.NVDA 2.MSFT 3.AAPL 4.AVGO 5.OKE 6.UPS 7.WMB 8.ABBV 9.VZ 10.T
2022 Q4	174	$442.6M	0	1MSFT 2AAPL 3OKE Top holdings2022 Q4 1.MSFT 2.AAPL 3.OKE 4.CVX 5.NVDA 6.WMB 7.AVGO 8.UNH 9.MPC 10.RSP
2022 Q3	147	$384.7M	0	1AAPL 2MSFT 3HRB Top holdings2022 Q3 1.AAPL 2.MSFT 3.HRB 4.VZ 5.NVDA 6.CVX 7.WMB 8.OKE 9.UNH 10.ABBV
2022 Q2	155	$434.2M	0	1MSFT 2AAPL 3VZ Top holdings2022 Q2 1.MSFT 2.AAPL 3.VZ 4.NVDA 5.UNH 6.CVX 7.HRB 8.UPS 9.ABBV 10.PFE
2022 Q1	171	$522.2M	0	1NVDA 2MSFT 3AAPL Top holdings2022 Q1 1.NVDA 2.MSFT 3.AAPL 4.CVX 5.UPS 6.VZ 7.AVGO 8.UNH 9.TGT 10.OKE
2021 Q4	192	$564.9M	0	1NVDA 2MSFT 3AAPL Top holdings2021 Q4 1.NVDA 2.MSFT 3.AAPL 4.TGT 5.DHR 6.VZ 7.QCOM 8.HD 9.AVGO 10.UPS
2021 Q3	448	$519.4M	0	1MSFT 2NVDA 3AAPL Top holdings2021 Q3 1.MSFT 2.NVDA 3.AAPL 4.TGT 5.VZ 6.TXN 7.CMCSA 8.FV 9.AMZN 10.UPS
2021 Q2	182	$500.2M	46	1MSFT 2NVDA 3AAPL Top holdings2021 Q2 1.MSFT 2.NVDA 3.AAPL 4.TGT 5.VZ 6.TXN 7.UPS 8.FV 9.CMCSA 10.V
2021 Q1	111	$405.5M	43	1MSFT 2AAPL 3VZ Top holdings2021 Q1 1.MSFT 2.AAPL 3.VZ 4.NVDA 5.TGT 6.TXN 7.CMCSA 8.QCOM 9.EEM 10.T
2020 Q4	101	$382.9M	24	1AAPL 2MSFT 3NVDA Top holdings2020 Q4 1.AAPL 2.MSFT 3.NVDA 4.VZ 5.QCOM 6.HD 7.TXN 8.V 9.TGT 10.CMCSA
2020 Q3	95	$344.5M	27	1MSFT 2AAPL 3VZ Top holdings2020 Q3 1.MSFT 2.AAPL 3.VZ 4.NVDA 5.HD 6.QCOM 7.CMCSA 8.USMV 9.V 10.T
2020 Q2	98	$311.2M	43	1MSFT 2AAPL 3VZ Top holdings2020 Q2 1.MSFT 2.AAPL 3.VZ 4.HD 5.NVDA 6.T 7.V 8.USMV 9.QCOM 10.CMCSA
2020 Q1	91	$256.8M	62	1MSFT 2VZ 3AAPL Top holdings2020 Q1 1.MSFT 2.VZ 3.AAPL 4.T 5.CMCSA 6.USMV 7.NVDA 8.NEE 9.LMT 10.BMY
2019 Q4	100	$326.3M	32	1MSFT 2VZ 3AAPL Top holdings2019 Q4 1.MSFT 2.VZ 3.AAPL 4.JPM 5.TXN 6.NEE 7.T 8.LMT 9.HD 10.USMV
2019 Q3	93	$301.4M	42	1MSFT 2VZ 3MINT Top holdings2019 Q3 1.MSFT 2.VZ 3.MINT 4.HD 5.JPM 6.NEE 7.AAPL 8.T 9.LMT 10.USMV
2019 Q2	454	$346.6M	35	1MSFT 2VZ 3MINT Top holdings2019 Q2 1.MSFT 2.VZ 3.MINT 4.CSCO 5.USMV 6.HD 7.NEE 8.AAPL 9.TXN 10.T
2019 Q1	98	$285.3M	72	1MINT 2MSFT 3VZ Top holdings2019 Q1 1.MINT 2.MSFT 3.VZ 4.CSCO 5.NEE 6.HD 7.USMV 8.JPM 9.V 10.TXN
2018 Q4	72	$219.0M	77	1MINT 2VZ 3MSFT Top holdings2018 Q4 1.MINT 2.VZ 3.MSFT 4.UNH 5.CSCO 6.NEE 7.V 8.USMV 9.TXN 10.WM
2018 Q3	89	$279.4M	43	1MSFT 2VZ 3NVDA Top holdings2018 Q3 1.MSFT 2.VZ 3.NVDA 4.V 5.UNH 6.T 7.JPM 8.CSCO 9.AAPL 10.HD
2018 Q2	86	$249.8M	2	1MSFT 2VZ 3T Top holdings2018 Q2 1.MSFT 2.VZ 3.T 4.UNH 5.NVDA 6.LMT 7.V 8.RTN1USD 9.JPM 10.GD
2018 Q1	84	$246.4M	59	1MSFT 2VZ 3T Top holdings2018 Q1 1.MSFT 2.VZ 3.T 4.UNH 5.NVDA 6.LMT 7.V 8.RTN1USD 9.JPM 10.GD
2017 Q4	89	$225.9M	48	1MSFT 2VZ 3T Top holdings2017 Q4 1.MSFT 2.VZ 3.T 4.NVDA 5.UNH 6.V 7.META 8.LMT 9.HD 10.CMCSA
2017 Q3	143	$269.9M	15	1VZ 2MSFT 3T Top holdings2017 Q3 1.VZ 2.MSFT 3.T 4.UNH 5.NVDA 6.LMT 7.META 8.V 9.GD 10.MINT
2017 Q2	130	$254.1M	53	1VZ 2T 3MSFT Top holdings2017 Q2 1.VZ 2.T 3.MSFT 4.UNH 5.NVDA 6.LMT 7.META 8.MINT 9.V 10.GD
2017 Q1	76	$162.2M	57	1VZ 2T 3MSFT Top holdings2017 Q1 1.VZ 2.T 3.MSFT 4.UNH 5.V 6.CMCSA 7.LMT 8.META 9.GD 10.CVX
2016 Q4	461	$208.9M	67	1VZ 2T 3MSFT Top holdings2016 Q4 1.VZ 2.T 3.MSFT 4.MINT 5.UNH 6.CMCSA 7.GD 8.LMT 9.V 10.META
2016 Q3	116	$182.5M	0	1T 2VZ 3MSFT Top holdings2016 Q3 1.T 2.VZ 3.MSFT 4.PFF 5.UNH 6.V 7.BIV 8.META 9.MINT 10.LMT

Holding changes this quarter

View source Form 13F filing on SEC.gov

Ibex Wealth Advisors's most significant position changes for 2026-03-31: New buy: Pimco Enhanced Short Maturit (MINT); New buy: Exxon Mobil CORP (XOM); Sold out: Unum Group (UNM); New buy: Woodward INC (WWD); New buy: Host Hotels & Resorts INC (HST).

Position changes disclosed by Ibex Wealth Advisors for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VRT	Vertiv Holdings Co-a	+0.8%	+1.94%	Add
2	IVZ	Invesco Ltd.	+0.6%	+1532.29%	Add
3	GEV	GE Vernova INC	+0.6%	+122.40%	Add
4	LRCX	Lam Research CORP	+0.5%	+135.10%	Add
5	AMGN	Amgen INC	+0.5%	+51.34%	Add
6	WMB	Williams Cos INC	+0.4%	+2.76%	Add
7	ABBV	Abbvie INC	+0.4%	+39.75%	Add
8	VZ	Verizon Communications INC	+0.3%	+7.47%	Add
9	CVX	Chevron CORP	+0.3%	+7.89%	Add
10	KMI	Kinder Morgan INC	+0.3%	+3.75%	Add
11	SHEL	Shell Plc-adr	+0.3%	+4.88%	Add
12	OKE	Oneok INC	+0.3%	+3.49%	Add
13	T	At&t INC	+0.2%	+5.81%	Add
14	TBIL	F/m US Treasury 3 Month Bill	+0.2%	+19.66%	Add
15	GS	Goldman Sachs Group INC	-0.5%	-69.31%	Trim
16	MS	Morgan Stanley	-0.5%	-77.15%	Trim
17	GOOG	Alphabet Inc-cl C	-0.6%	-88.74%	Trim
18	WFC	Wells Fargo & Co	-0.6%	-89.87%	Trim
19	GILD	Gilead Sciences INC	-0.6%	-77.65%	Trim
20	IBM	Intl Business Machines CORP	-0.6%	-36.23%	Trim
21	AXP	American Express Co	-0.6%	-81.68%	Trim
22	GE	General Electric	-0.6%	-77.89%	Trim
23	MA	Mastercard INC - A	-0.7%	-92.96%	Trim
24	COF	Capital One Financial CORP	-0.8%	-37.35%	Trim
25	PLTR	Palantir Technologies Inc-a	-0.8%	-3.64%	Trim
26	APP	Applovin Corp-class A	-1.3%	+1.74%	Add
27	MSFT	Microsoft CORP	-1.4%	-10.79%	Trim
28	NVDA	Nvidia CORP	-1.4%	-0.38%	Trim
29	AVGO	Broadcom INC	-1.5%	-13.08%	Trim
30	MINT	Pimco Enhanced Short Maturit	—	NEW	New buy
31	XOM	Exxon Mobil CORP	—	NEW	New buy
32	UNM	Unum Group	—	EXIT	Sold out
33	WWD	Woodward INC	—	NEW	New buy
34	HST	Host Hotels & Resorts INC	—	NEW	New buy
35	APH	Amphenol Corp-cl A	—	NEW	New buy
36	VICI	Vici Properties INC	—	EXIT	Sold out
37	UBER	Uber Technologies INC	—	EXIT	Sold out
38	CAT	Caterpillar INC	—	NEW	New buy
39	SLG	Sl Green Realty CORP	—	NEW	New buy
40	AMCR	Amcor plc	—	NEW	New buy
41	VIRT	Virtu Financial Inc-class A	—	EXIT	Sold out
42	DLR	Digital Realty Trust INC	—	EXIT	Sold out
43	SMG	Scotts Miracle-gro Co	—	EXIT	Sold out
44	LIN	Linde plc	—	NEW	New buy
45	PM	Philip Morris International	—	NEW	New buy
46	CSCO	Cisco Systems INC	—	NEW	New buy
47	HRB	H&r Block INC	—	EXIT	Sold out
48	INTC	Intel CORP	—	EXIT	Sold out
49	TMO	Thermo Fisher Scientific INC	—	EXIT	Sold out
50	PGR	Progressive CORP	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026 Q1	2026-04-30	13F-HR	View on EDGAR
2025 Q4	2026-02-17	13F-HR	View on EDGAR
2025 Q3	2025-11-12	13F-HR	View on EDGAR
2025 Q2	2025-08-07	13F-HR	View on EDGAR
2025 Q1	2025-04-15	13F-HR	View on EDGAR
2024 Q4	2025-01-23	13F-HR	View on EDGAR
2024 Q3	2024-11-04	13F-HR	View on EDGAR
2024 Q2	2024-08-06	13F-HR	View on EDGAR
2024 Q1	2024-04-18	13F-HR	View on EDGAR
2023 Q4	2024-01-29	13F-HR	View on EDGAR
2023 Q3	2023-11-07	13F-HR	View on EDGAR
2023 Q1	2023-05-15	13F-HR	View on EDGAR
2022 Q4	2023-02-06	13F-HR	View on EDGAR
2022 Q3	2022-10-31	13F-HR	View on EDGAR
2022 Q2	2022-08-16	13F-HR	View on EDGAR
2022 Q1	2022-05-16	13F-HR	View on EDGAR
2021 Q4	2022-02-22	13F-HR	View on EDGAR
2021 Q3	2021-11-12	13F-HR	View on EDGAR
2021 Q2	2021-08-20	13F-HR	View on EDGAR
2021 Q1	2021-05-05	13F-HR	View on EDGAR
2020 Q4	2021-01-22	13F-HR	View on EDGAR
2020 Q3	2020-10-23	13F-HR	View on EDGAR
2020 Q2	2020-08-14	13F-HR	View on EDGAR
2020 Q1	2020-05-05	13F-HR	View on EDGAR
2019 Q4	2020-01-24	13F-HR	View on EDGAR
2019 Q3	2019-11-12	13F-HR	View on EDGAR
2019 Q2	2019-07-30	13F-HR	View on EDGAR
2019 Q1	2019-05-01	13F-HR	View on EDGAR
2018 Q4	2019-02-01	13F-HR	View on EDGAR
2018 Q3	2018-10-09	13F-HR	View on EDGAR
2018 Q2	2018-09-24	13F-HR	View on EDGAR
2018 Q1	2018-06-13	13F-HR	View on EDGAR
2017 Q4	2018-02-13	13F-HR	View on EDGAR
2017 Q3	2017-11-13	13F-HR	View on EDGAR
2017 Q2	2017-08-14	Amendment	View on EDGAR
2017 Q2	2017-08-10	13F-HR	View on EDGAR
2017 Q1	2017-05-25	13F-HR	View on EDGAR
2016 Q4	2017-03-24	13F-HR	View on EDGAR
2016 Q3	2016-11-07	13F-HR	View on EDGAR

FAQ

What is Ibex Wealth Advisors and what type of investor is it?

Ibex Wealth Advisors is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 203 disclosed positions.

What are Ibex Wealth Advisors's largest equity positions?

Based on the latest 13F filing, Ibex Wealth Advisors's top holdings by market value are: 1. Nvidia CORP (NVDA) — $118.6M (11.0%) 2. Broadcom INC (AVGO) — $45.3M (4.2%) 3. Apple INC (AAPL) — $29.9M (2.8%) 4. Microsoft CORP (MSFT) — $26.8M (2.5%) 5. Palantir Technologies Inc-a (PLTR) — $26.7M (2.5%)

What changes did Ibex Wealth Advisors make in its most recent portfolio filing?

In the latest reported quarter, Ibex Wealth Advisors made 50 notable position adjustments: 12 new positions were initiated, 15 existing holdings were added to, 14 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Pimco Enhanced Short Maturit (MINT); New buy: Exxon Mobil CORP (XOM); Sold out: Unum Group (UNM); New buy: Woodward INC (WWD); New buy: Host Hotels & Resorts INC (HST)

What sectors does Ibex Wealth Advisors focus on?

Ibex Wealth Advisors is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 52.4% • Health Care: 11.5% • Communication Services: 10.6% • Financials: 8.0% • Industrials: 8.0% • Energy: 4.2%

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View detail

Graves Light Lenhart Wealth, Inc.

CIK 0001759803

Total reported value

$1.1B

203 stks

2026-06-30

Concentration14.2

Portfolio Stability13.0

Sector conviction45.9

AUM within 0.2% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Hedeker Wealth, LLC

CIK 0001633910

Total reported value

$473.7M

87 stks

2026-03-31

Concentration10.3

Portfolio Stability27.6

Sector conviction66.4

Also holds Palantir Technologies Inc-a as its largest position

View detail

Jennison Associates LLC

CIK 0000053417

Total reported value

$145.4B

780 stks

2026-03-31

Concentration11.6

Portfolio Stability28.8

Sector conviction67.3

Also holds Nvidia CORP as its largest position

View detail

Price T Rowe Associates INC /md/

CIK 0000080255

Total reported value

$864.9B

4,549 stks

2026-03-31

Concentration7.0

Portfolio Stability23.6

Sector conviction52.8

Also holds Nvidia CORP as its largest position

View detail

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Ibex Wealth Advisors 13F Holdings (Q1 2026): Interactive Charts, AI Insights & API

CIK: 0001686242

Diversified strategyMomentum followerSector-focused

Total reported value

$1.1B

Reporting period: 2026-03-31 · Number of holdings: 203

IBEX WEALTH ADVISORS disclosed 203 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.1B and a quarterly turnover rate of 42.2%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "I"

Personality snowflake

Concentration: 9.79
Portfolio Stability: 42.2
Momentum/Contrarian: 100
Sector conviction: 94.43
Diversification: 100
Sizing Uniformity: 80.03

Position sizes vary widely across the portfolio (a coefficient of variation of 2.00), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/ibex-wealth-advisors

Recent moves

View source Form 13F filing on SEC.gov

Trim AVGO
-13.1%　-$13.0M
Trim NVDA
-0.4%　-$8.7M
Trim MSFT
-10.8%　-$12.5M
Trim APP
+1.7%　-$12.1M
Trim PLTR
-3.6%　-$7.0M
Trim COF
-37.4%　-$7.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

Showing top 200 holdings (of 203 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	11.04%	-1.43%	-0.38%
2	AVGO	Broadcom INC	Stock-Tech	4.21%	-1.48%	-13.08%
3	AAPL	Apple INC	Stock-Tech	2.78%	—	+3.69%
4	MSFT	Microsoft CORP	Stock-Tech	2.50%	-1.35%	-10.79%
5	PLTR	Palantir Technologies Inc-a	Stock-Tech	2.49%	-0.81%	-3.64%
6	WMB	Williams Cos INC	Stock-Energy	2.41%	+0.37%	+2.76%
7	MINT	Pimco Enhanced Short Maturit	ETF-Other	2.39%	+2.39%	NEW
8	VRT	Vertiv Holdings Co-a	Stock-Industrials	2.32%	+0.77%	+1.94%
9	JXN	Jackson Financial Inc-a	Stock-Financials	1.97%	—	+1.83%
10	TBIL	F/m US Treasury 3 Month Bill	ETF-Gov Bonds	1.81%	+0.21%	+19.66%
11	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.77%	—	+4.30%
12	KMI	Kinder Morgan INC	Stock-Energy	1.75%	+0.29%	+3.75%
13	APP	Applovin Corp-class A	Stock-Tech	1.69%	-1.28%	+1.74%
14	ABBV	Abbvie INC	Stock-Healthcare	1.68%	+0.35%	+39.75%
15	MU	Micron Technology INC	Stock-Tech	1.61%	—	+1.25%
16	AMZN	Amazon.com INC	Stock-Consumer Disc	1.60%	—	+4.64%
17	T	At&t INC	Stock-Comm Services	1.58%	+0.24%	+5.81%
18	OKE	Oneok INC	Stock-Energy	1.57%	+0.27%	+3.49%
19	VZ	Verizon Communications INC	Stock-Comm Services	1.53%	+0.32%	+7.47%
20	AMGN	Amgen INC	Stock-Healthcare	1.43%	+0.50%	+51.34%
21	XOM	Exxon Mobil CORP	Stock-Energy	1.40%	+1.40%	NEW
22	SHEL	Shell Plc-adr	Stock-Energy	1.39%	+0.29%	+4.88%
23	NLY	Annaly Capital Management In	Stock-Real Estate	1.32%	—	+7.43%
24	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.16%	—	+10.85%
25	MRK	Merck & Co. INC.	Stock-Healthcare	1.13%	—	+6.61%
26	CVX	Chevron CORP	Stock-Energy	1.09%	+0.31%	+7.89%
27	V	Visa Inc-class A Shares	Stock-Financials	1.01%	—	+2.42%
28	IBKR	Interactive Brokers Gro-cl A	Stock-Financials	1.00%	—	+3.40%
29	PFE	Pfizer INC	Stock-Healthcare	0.98%	—	+10.43%
30	CME	Cme Group INC	Stock-Financials	0.96%	—	+6.92%
31	META	Meta Platforms Inc-class A	Stock-Comm Services	0.94%	—	+3.68%
32	PANW	Palo Alto Networks INC	Stock-Tech	0.88%	—	-13.93%
33	WWD	Woodward INC	Stock-Industrials	0.88%	+0.88%	NEW
34	CTRE	Caretrust Reit INC	Stock-Real Estate	0.86%	—	+7.63%
35	GEV	GE Vernova INC	Stock-Industrials	0.85%	+0.55%	+122.40%
36	ANET	Arista Networks INC	Stock-Tech	0.85%	—	+5.07%
37	KIM	Kimco Realty CORP	Stock-Real Estate	0.84%	—	+17.82%
38	HWM	Howmet Aerospace INC	Stock-Industrials	0.84%	—	+6.02%
39	TFC	Truist Financial CORP	Stock-Financials	0.83%	—	+6.15%
40	NFG	National Fuel Gas Co	Stock-Energy	0.82%	—	+7.67%
41	LRCX	Lam Research CORP	Stock-Tech	0.79%	+0.51%	+135.10%
42	ADC	Agree Realty CORP	Stock-Real Estate	0.76%	—	+9.65%
43	SNEX	Stonex Group INC	Stock-Financials	0.75%	—	+63.32%
44	HST	Host Hotels & Resorts INC	Stock-Real Estate	0.73%	+0.73%	NEW
45	APH	Amphenol Corp-cl A	Stock-Tech	0.72%	+0.72%	NEW
46	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.71%	—	+0.57%
47	AEP	American Electric Power	Stock-Utilities	0.70%	—	+5.59%
48	LAMR	Lamar Advertising Co-a	Stock-Real Estate	0.70%	—	+10.70%
49	LLY	Eli Lilly & Co	Stock-Healthcare	0.69%	—	+12.92%
50	JPM	Jpmorgan Chase & Co	Stock-Financials	0.69%	—	+2.06%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+4.2%

Performance Last 4 Quarters

+25.5%

Based on 75% of reported portfolio value with available pricing

Stdev: +15.2%
Beta: +1.1
Alpha: +4.2%
Max Drawdown: -8.7%
Annualized Perf: +26.1%
Batting Avg vs S&P: +63.9%
Sortino: +3.76
Stutzer: +0.48
Treynor: +0.22
Sterling: +1.56
Calmar: +2.98
Information Ratio: +1.14
Tracking Error: +5.3%
Stdev Down: +6.5%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +46.8%
Worst 12 Months: +13.6%
Efficiency Ratio: +0.72
Sharpe: +1.61
Stdev Sectors: +15%
Skewness: +0.28
Kurtosis: -0.1
Upside Potential: +5.46

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	203	$1.1B	42	1NVDA 2AVGO 3AAPL Top holdings2026 Q1 1.NVDA 2.AVGO 3.AAPL 4.MSFT 5.PLTR 6.WMB 7.MINT 8.VRT 9.JXN 10.TBIL
2025 Q4	123	$1.0B	26	1NVDA 2AVGO 3MSFT Top holdings2025 Q4 1.NVDA 2.AVGO 3.MSFT 4.PLTR 5.AAPL 6.APP 7.JXN 8.WMB 9.GOOGL 10.AMZN
2025 Q3	203	$1.0B	59	1NVDA 2AVGO 3PLTR Top holdings2025 Q3 1.NVDA 2.AVGO 3.PLTR 4.MSFT 5.APP 6.AAPL 7.WMB 8.AMZN 9.JXN 10.T
2025 Q2	193	$937.2M	0	1NVDA 2AVGO 3MSFT Top holdings2025 Q2 1.NVDA 2.AVGO 3.MSFT 4.PLTR 5.AAPL 6.WMB 7.IBM 8.JXN 9.T 10.AMZN
2025 Q1	122	$756.1M	100	1NVDA 2AAPL 3MSFT Top holdings2025 Q1 1.NVDA 2.AAPL 3.MSFT 4.AVGO 5.WMB 6.OKE 7.IBM 8.AMZN 9.V 10.JXN
2024 Q4	204	$849.2M	0	1NVDA 2AVGO 3MSFT Top holdings2024 Q4 1.NVDA 2.AVGO 3.MSFT 4.AAPL 5.AMZN 6.WMB 7.OKE 8.JXN 9.IBM 10.APP
2024 Q3	68	$365.3M	0	1APP 2EXE 3PLD Top holdings2024 Q3 1.APP 2.EXE 3.PLD 4.AXP 5.COF 6.SAN 7.ABBV 8.KIM 9.AMZN 10.CCL1EUR
2024 Q2	320	$640.9M	0	1NVDA 2AVGO 3MSFT Top holdings2024 Q2 1.NVDA 2.AVGO 3.MSFT 4.AAPL 5.AMZN 6.OKE 7.JXN 8.WMB 9.QCOM 10.GOOGL
2024 Q1	109	$368.9M	0	1MSFT 2AAPL 3OKE Top holdings2024 Q1 1.MSFT 2.AAPL 3.OKE 4.CVX 5.NVDA 6.WMB 7.AVGO 8.UNH 9.MPC 10.PEP
2023 Q4	109	$460.1K	0	1NVDA 2MSFT 3AAPL Top holdings2023 Q4 1.NVDA 2.MSFT 3.AAPL 4.AVGO 5.OKE 6.AMZN 7.WMB 8.HRB 9.CMCSA 10.T
2023 Q3	111	$392.9M	0	1NVDA 2MSFT 3AAPL Top holdings2023 Q3 1.NVDA 2.MSFT 3.AAPL 4.AVGO 5.OKE 6.WMB 7.HRB 8.SHEL 9.V 10.CMCSA
2023 Q1	103	$385.6M	0	1NVDA 2MSFT 3AAPL Top holdings2023 Q1 1.NVDA 2.MSFT 3.AAPL 4.AVGO 5.OKE 6.UPS 7.WMB 8.ABBV 9.VZ 10.T
2022 Q4	174	$442.6M	0	1MSFT 2AAPL 3OKE Top holdings2022 Q4 1.MSFT 2.AAPL 3.OKE 4.CVX 5.NVDA 6.WMB 7.AVGO 8.UNH 9.MPC 10.RSP
2022 Q3	147	$384.7M	0	1AAPL 2MSFT 3HRB Top holdings2022 Q3 1.AAPL 2.MSFT 3.HRB 4.VZ 5.NVDA 6.CVX 7.WMB 8.OKE 9.UNH 10.ABBV
2022 Q2	155	$434.2M	0	1MSFT 2AAPL 3VZ Top holdings2022 Q2 1.MSFT 2.AAPL 3.VZ 4.NVDA 5.UNH 6.CVX 7.HRB 8.UPS 9.ABBV 10.PFE
2022 Q1	171	$522.2M	0	1NVDA 2MSFT 3AAPL Top holdings2022 Q1 1.NVDA 2.MSFT 3.AAPL 4.CVX 5.UPS 6.VZ 7.AVGO 8.UNH 9.TGT 10.OKE
2021 Q4	192	$564.9M	0	1NVDA 2MSFT 3AAPL Top holdings2021 Q4 1.NVDA 2.MSFT 3.AAPL 4.TGT 5.DHR 6.VZ 7.QCOM 8.HD 9.AVGO 10.UPS
2021 Q3	448	$519.4M	0	1MSFT 2NVDA 3AAPL Top holdings2021 Q3 1.MSFT 2.NVDA 3.AAPL 4.TGT 5.VZ 6.TXN 7.CMCSA 8.FV 9.AMZN 10.UPS
2021 Q2	182	$500.2M	46	1MSFT 2NVDA 3AAPL Top holdings2021 Q2 1.MSFT 2.NVDA 3.AAPL 4.TGT 5.VZ 6.TXN 7.UPS 8.FV 9.CMCSA 10.V
2021 Q1	111	$405.5M	43	1MSFT 2AAPL 3VZ Top holdings2021 Q1 1.MSFT 2.AAPL 3.VZ 4.NVDA 5.TGT 6.TXN 7.CMCSA 8.QCOM 9.EEM 10.T
2020 Q4	101	$382.9M	24	1AAPL 2MSFT 3NVDA Top holdings2020 Q4 1.AAPL 2.MSFT 3.NVDA 4.VZ 5.QCOM 6.HD 7.TXN 8.V 9.TGT 10.CMCSA
2020 Q3	95	$344.5M	27	1MSFT 2AAPL 3VZ Top holdings2020 Q3 1.MSFT 2.AAPL 3.VZ 4.NVDA 5.HD 6.QCOM 7.CMCSA 8.USMV 9.V 10.T
2020 Q2	98	$311.2M	43	1MSFT 2AAPL 3VZ Top holdings2020 Q2 1.MSFT 2.AAPL 3.VZ 4.HD 5.NVDA 6.T 7.V 8.USMV 9.QCOM 10.CMCSA
2020 Q1	91	$256.8M	62	1MSFT 2VZ 3AAPL Top holdings2020 Q1 1.MSFT 2.VZ 3.AAPL 4.T 5.CMCSA 6.USMV 7.NVDA 8.NEE 9.LMT 10.BMY
2019 Q4	100	$326.3M	32	1MSFT 2VZ 3AAPL Top holdings2019 Q4 1.MSFT 2.VZ 3.AAPL 4.JPM 5.TXN 6.NEE 7.T 8.LMT 9.HD 10.USMV
2019 Q3	93	$301.4M	42	1MSFT 2VZ 3MINT Top holdings2019 Q3 1.MSFT 2.VZ 3.MINT 4.HD 5.JPM 6.NEE 7.AAPL 8.T 9.LMT 10.USMV
2019 Q2	454	$346.6M	35	1MSFT 2VZ 3MINT Top holdings2019 Q2 1.MSFT 2.VZ 3.MINT 4.CSCO 5.USMV 6.HD 7.NEE 8.AAPL 9.TXN 10.T
2019 Q1	98	$285.3M	72	1MINT 2MSFT 3VZ Top holdings2019 Q1 1.MINT 2.MSFT 3.VZ 4.CSCO 5.NEE 6.HD 7.USMV 8.JPM 9.V 10.TXN
2018 Q4	72	$219.0M	77	1MINT 2VZ 3MSFT Top holdings2018 Q4 1.MINT 2.VZ 3.MSFT 4.UNH 5.CSCO 6.NEE 7.V 8.USMV 9.TXN 10.WM
2018 Q3	89	$279.4M	43	1MSFT 2VZ 3NVDA Top holdings2018 Q3 1.MSFT 2.VZ 3.NVDA 4.V 5.UNH 6.T 7.JPM 8.CSCO 9.AAPL 10.HD
2018 Q2	86	$249.8M	2	1MSFT 2VZ 3T Top holdings2018 Q2 1.MSFT 2.VZ 3.T 4.UNH 5.NVDA 6.LMT 7.V 8.RTN1USD 9.JPM 10.GD
2018 Q1	84	$246.4M	59	1MSFT 2VZ 3T Top holdings2018 Q1 1.MSFT 2.VZ 3.T 4.UNH 5.NVDA 6.LMT 7.V 8.RTN1USD 9.JPM 10.GD
2017 Q4	89	$225.9M	48	1MSFT 2VZ 3T Top holdings2017 Q4 1.MSFT 2.VZ 3.T 4.NVDA 5.UNH 6.V 7.META 8.LMT 9.HD 10.CMCSA
2017 Q3	143	$269.9M	15	1VZ 2MSFT 3T Top holdings2017 Q3 1.VZ 2.MSFT 3.T 4.UNH 5.NVDA 6.LMT 7.META 8.V 9.GD 10.MINT
2017 Q2	130	$254.1M	53	1VZ 2T 3MSFT Top holdings2017 Q2 1.VZ 2.T 3.MSFT 4.UNH 5.NVDA 6.LMT 7.META 8.MINT 9.V 10.GD
2017 Q1	76	$162.2M	57	1VZ 2T 3MSFT Top holdings2017 Q1 1.VZ 2.T 3.MSFT 4.UNH 5.V 6.CMCSA 7.LMT 8.META 9.GD 10.CVX
2016 Q4	461	$208.9M	67	1VZ 2T 3MSFT Top holdings2016 Q4 1.VZ 2.T 3.MSFT 4.MINT 5.UNH 6.CMCSA 7.GD 8.LMT 9.V 10.META
2016 Q3	116	$182.5M	0	1T 2VZ 3MSFT Top holdings2016 Q3 1.T 2.VZ 3.MSFT 4.PFF 5.UNH 6.V 7.BIV 8.META 9.MINT 10.LMT

Holding changes this quarter

View source Form 13F filing on SEC.gov

Position changes disclosed by Ibex Wealth Advisors for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VRT	Vertiv Holdings Co-a	+0.8%	+1.94%	Add
2	IVZ	Invesco Ltd.	+0.6%	+1532.29%	Add
3	GEV	GE Vernova INC	+0.6%	+122.40%	Add
4	LRCX	Lam Research CORP	+0.5%	+135.10%	Add
5	AMGN	Amgen INC	+0.5%	+51.34%	Add
6	WMB	Williams Cos INC	+0.4%	+2.76%	Add
7	ABBV	Abbvie INC	+0.4%	+39.75%	Add
8	VZ	Verizon Communications INC	+0.3%	+7.47%	Add
9	CVX	Chevron CORP	+0.3%	+7.89%	Add
10	KMI	Kinder Morgan INC	+0.3%	+3.75%	Add
11	SHEL	Shell Plc-adr	+0.3%	+4.88%	Add
12	OKE	Oneok INC	+0.3%	+3.49%	Add
13	T	At&t INC	+0.2%	+5.81%	Add
14	TBIL	F/m US Treasury 3 Month Bill	+0.2%	+19.66%	Add
15	GS	Goldman Sachs Group INC	-0.5%	-69.31%	Trim
16	MS	Morgan Stanley	-0.5%	-77.15%	Trim
17	GOOG	Alphabet Inc-cl C	-0.6%	-88.74%	Trim
18	WFC	Wells Fargo & Co	-0.6%	-89.87%	Trim
19	GILD	Gilead Sciences INC	-0.6%	-77.65%	Trim
20	IBM	Intl Business Machines CORP	-0.6%	-36.23%	Trim
21	AXP	American Express Co	-0.6%	-81.68%	Trim
22	GE	General Electric	-0.6%	-77.89%	Trim
23	MA	Mastercard INC - A	-0.7%	-92.96%	Trim
24	COF	Capital One Financial CORP	-0.8%	-37.35%	Trim
25	PLTR	Palantir Technologies Inc-a	-0.8%	-3.64%	Trim
26	APP	Applovin Corp-class A	-1.3%	+1.74%	Add
27	MSFT	Microsoft CORP	-1.4%	-10.79%	Trim
28	NVDA	Nvidia CORP	-1.4%	-0.38%	Trim
29	AVGO	Broadcom INC	-1.5%	-13.08%	Trim
30	MINT	Pimco Enhanced Short Maturit	—	NEW	New buy
31	XOM	Exxon Mobil CORP	—	NEW	New buy
32	UNM	Unum Group	—	EXIT	Sold out
33	WWD	Woodward INC	—	NEW	New buy
34	HST	Host Hotels & Resorts INC	—	NEW	New buy
35	APH	Amphenol Corp-cl A	—	NEW	New buy
36	VICI	Vici Properties INC	—	EXIT	Sold out
37	UBER	Uber Technologies INC	—	EXIT	Sold out
38	CAT	Caterpillar INC	—	NEW	New buy
39	SLG	Sl Green Realty CORP	—	NEW	New buy
40	AMCR	Amcor plc	—	NEW	New buy
41	VIRT	Virtu Financial Inc-class A	—	EXIT	Sold out
42	DLR	Digital Realty Trust INC	—	EXIT	Sold out
43	SMG	Scotts Miracle-gro Co	—	EXIT	Sold out
44	LIN	Linde plc	—	NEW	New buy
45	PM	Philip Morris International	—	NEW	New buy
46	CSCO	Cisco Systems INC	—	NEW	New buy
47	HRB	H&r Block INC	—	EXIT	Sold out
48	INTC	Intel CORP	—	EXIT	Sold out
49	TMO	Thermo Fisher Scientific INC	—	EXIT	Sold out
50	PGR	Progressive CORP	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026 Q1	2026-04-30	13F-HR	View on EDGAR
2025 Q4	2026-02-17	13F-HR	View on EDGAR
2025 Q3	2025-11-12	13F-HR	View on EDGAR
2025 Q2	2025-08-07	13F-HR	View on EDGAR
2025 Q1	2025-04-15	13F-HR	View on EDGAR
2024 Q4	2025-01-23	13F-HR	View on EDGAR
2024 Q3	2024-11-04	13F-HR	View on EDGAR
2024 Q2	2024-08-06	13F-HR	View on EDGAR
2024 Q1	2024-04-18	13F-HR	View on EDGAR
2023 Q4	2024-01-29	13F-HR	View on EDGAR
2023 Q3	2023-11-07	13F-HR	View on EDGAR
2023 Q1	2023-05-15	13F-HR	View on EDGAR
2022 Q4	2023-02-06	13F-HR	View on EDGAR
2022 Q3	2022-10-31	13F-HR	View on EDGAR
2022 Q2	2022-08-16	13F-HR	View on EDGAR
2022 Q1	2022-05-16	13F-HR	View on EDGAR
2021 Q4	2022-02-22	13F-HR	View on EDGAR
2021 Q3	2021-11-12	13F-HR	View on EDGAR
2021 Q2	2021-08-20	13F-HR	View on EDGAR
2021 Q1	2021-05-05	13F-HR	View on EDGAR
2020 Q4	2021-01-22	13F-HR	View on EDGAR
2020 Q3	2020-10-23	13F-HR	View on EDGAR
2020 Q2	2020-08-14	13F-HR	View on EDGAR
2020 Q1	2020-05-05	13F-HR	View on EDGAR
2019 Q4	2020-01-24	13F-HR	View on EDGAR
2019 Q3	2019-11-12	13F-HR	View on EDGAR
2019 Q2	2019-07-30	13F-HR	View on EDGAR
2019 Q1	2019-05-01	13F-HR	View on EDGAR
2018 Q4	2019-02-01	13F-HR	View on EDGAR
2018 Q3	2018-10-09	13F-HR	View on EDGAR
2018 Q2	2018-09-24	13F-HR	View on EDGAR
2018 Q1	2018-06-13	13F-HR	View on EDGAR
2017 Q4	2018-02-13	13F-HR	View on EDGAR
2017 Q3	2017-11-13	13F-HR	View on EDGAR
2017 Q2	2017-08-14	Amendment	View on EDGAR
2017 Q2	2017-08-10	13F-HR	View on EDGAR
2017 Q1	2017-05-25	13F-HR	View on EDGAR
2016 Q4	2017-03-24	13F-HR	View on EDGAR
2016 Q3	2016-11-07	13F-HR	View on EDGAR

FAQ

What is Ibex Wealth Advisors and what type of investor is it?

What are Ibex Wealth Advisors's largest equity positions?

What changes did Ibex Wealth Advisors make in its most recent portfolio filing?

What sectors does Ibex Wealth Advisors focus on?

Peer Institutions

Institutions with a similar AUM

Jia Investment Alliance Pte. LTD.

CIK 0001966595

Total reported value

$1.1B

23 stks

2026-06-30

Concentration25.3

Portfolio Stability23.5

Sector conviction98.1

AUM within 0.0% of this institution

View detail

Kmg Fiduciary Partners, LLC

CIK 0001773205

Total reported value

$1.1B

207 stks

2026-06-30

Concentration8.7

Portfolio Stability37.9

Sector conviction63.6

AUM within 0.2% of this institution

View detail

Graves Light Lenhart Wealth, Inc.

CIK 0001759803

Total reported value

$1.1B

203 stks

2026-06-30

Concentration14.2

Portfolio Stability13.0

Sector conviction45.9

AUM within 0.2% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Hedeker Wealth, LLC

CIK 0001633910

Total reported value

$473.7M

87 stks

2026-03-31

Concentration10.3

Portfolio Stability27.6

Sector conviction66.4

Also holds Palantir Technologies Inc-a as its largest position

View detail

Jennison Associates LLC

CIK 0000053417

Total reported value

$145.4B

780 stks

2026-03-31

Concentration11.6

Portfolio Stability28.8

Sector conviction67.3

Also holds Nvidia CORP as its largest position

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Price T Rowe Associates INC /md/

CIK 0000080255

Total reported value

$864.9B

4,549 stks

2026-03-31

Concentration7.0

Portfolio Stability23.6

Sector conviction52.8

Also holds Nvidia CORP as its largest position

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Developer Access

Access Ibex Wealth Advisors's institutional profile programmatically:

REST API

curl https://alphasmo.com/api/v1/institutions/ibex-wealth-advisors

CLI

npx alphasmo institutions get ibex-wealth-advisors

Full API & MCP documentation →