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CIK: 0001686242
Total reported value
$1.3B
$1.3B
203 檔
23.3%
According to the latest 13F quarterly dataset, Ibex Wealth Advisors managed an equity portfolio of $1.3B at the end of Q3 2025, spanning 203 distinct U.S. exchange-listed positions.
In Q3 2025, Ibex Wealth Advisors displayed an active expansion posture, initiating 100 new positions and adding to 48 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.28% | -0.30% | +0.59% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.42% | +0.04% | +1.24% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.13% | -0.81% | +0.17% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.36% | +0.67% | |
| 5 | APP | Applovin Corp-class A | Stock-Tech | 3.14% | +0.16% | +1.46% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.11% | +1.48% | |
| 7 | WMB | Williams Cos Inc | Stock-Energy | 2.12% | -0.33% | +0.67% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | -0.05% | +28.86% | |
| 9 | JXN | Jackson Financial Inc-a | Stock-Financials | 1.90% | -0.35% | +0.23% | |
| 10 | T | At&t Inc | Stock-Comm Services | 1.63% | -0.61% | +1.68% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.50% | -0.14% | +13.11% | |
| 12 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.40% | -0.29% | +12.81% | |
| 13 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.39% | +0.31% | +2.13% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.10% | +0.81% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.31% | -0.43% | +0.81% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.31% | -0.85% | +1.73% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.28% | -0.42% | -1.81% | |
| 18 | OKE | Oneok Inc | Stock-Energy | 1.27% | -0.29% | +0.76% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | -0.01% | -1.46% | |
| 20 | COF | Capital One Financial CORP | Stock-Financials | 1.13% | -0.61% | +8.00% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | -0.04% | +2.57% | |
| 22 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.10% | -0.33% | +1.12% | |
| 23 | SHEL | Shell Plc-adr | Stock-Energy | 1.05% | -0.39% | +0.77% | |
| 24 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.96% | +0.12% | +3.28% | |
| 25 | ANET | Arista Networks Inc | Stock-Tech | 0.94% | +0.17% | +3.48% | |
| 26 | UNM | Unum Group | Stock-Financials | 0.94% | — | -7.99% | |
| 27 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.88% | — | +1.12% | |
| 28 | CME | Cme Group Inc | Stock-Financials | 0.86% | -0.34% | -6.65% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.83% | +0.25% | +5.18% | |
| 30 | TFC | Truist Financial CORP | Stock-Financials | 0.80% | -0.05% | +0.90% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 0.78% | — | +5.18% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.53% | +0.85% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.77% | -0.06% | +1.73% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.77% | +4.15% | — | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.77% | -0.09% | -0.51% | |
| 36 | NFG | National Fuel Gas Co | Stock-Energy | 0.77% | -0.23% | +1.34% | |
| 37 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.76% | -0.04% | +1.57% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.34% | +1.13% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.07% | +0.55% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | -0.09% | +1.67% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.63% | — | |
| 42 | GE | General Electric | Stock-Industrials | 0.75% | +0.42% | +5.01% | |
| 43 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.69% | — | +1.38% | |
| 44 | ADC | Agree Realty CORP | Stock-Real Estate | 0.68% | -0.09% | +0.25% | |
| 45 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 0.67% | — | +1.53% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.12% | -7.96% | |
| 47 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.65% | +0.01% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | -0.59% | -62.80% | |
| 49 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.63% | -0.11% | +1.78% | |
| 50 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.62% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.8% | +0.59% | Add |
| 2 | AVGO | Broadcom Inc | +2.1% | +1.24% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +2.1% | +0.17% | Add |
| 4 | APP | Applovin Corp-class A | +1.6% | +1.46% | Add |
| 5 | VRT | Vertiv Holdings Co-a | +0.7% | +2.13% | Add |
| 6 | KIM | Kimco Realty CORP | +0.4% | +1583.56% | Add |
| 7 | ANET | Arista Networks Inc | +0.3% | +3.48% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +5.18% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +13.11% | Add |
| 10 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +3.28% | Add |
| 11 | UBER | Uber Technologies Inc | +0.1% | +5.18% | Add |
| 12 | CME | Cme Group Inc | +0.1% | -6.65% | Add |
| 13 | MSFT | Microsoft CORP | +0.1% | +0.67% | Add |
| 14 | LRCX | Lam Research CORP | +0.1% | -0.01% | Trim |
| 15 | TSLA | Tesla Inc | +0.1% | -22.93% | Trim |
| 16 | XLK | Ss Technology Select Sector | 0% | -0.52% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -7.96% | Add |
| 18 | AXP | American Express Co | 0% | +6.68% | Add |
| 19 | FITB | Fifth Third Bancorp | 0% | +1.14% | Add |
| 20 | USMV | Ishares Msci USA Min Vol Fac | — | -0.51% | Add |
| 21 | AMX | America Movil Sab De Cv | — | — | Unchanged |
| 22 | XLI | Ss Industrial Select Sector | 0% | -0.23% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | +0.81% | Trim |
| 24 | BX | Blackstone Inc | 0% | +1.73% | Add |
| 25 | PGR | Progressive CORP | 0% | +5.65% | Add |
| 26 | PKB | Invesco Building & Construct | 0% | -0.51% | Trim |
| 27 | NZF | Nuveen Municipal Credit Inc | 0% | -19.52% | Trim |
| 28 | HYGH | Ishares Int Rate Hedg Hy ETF | 0% | +6.36% | Add |
| 29 | DLR | Digital Realty Trust Inc | 0% | +1.38% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +0.55% | Add |
| 31 | MUB | Ishares National Muni Bond E | -0.1% | -8.40% | Trim |
| 32 | CNO | Cno Financial Group Inc | -0.1% | -1.99% | Trim |
| 33 | BHK | Blackrock Core Bond Trust | -0.1% | -0.61% | Trim |
| 34 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -5.72% | Trim |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +5.66% | Add |
| 36 | JPC | Nuveen Prefered & Income Opp | -0.1% | +0.40% | Add |
| 37 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +0.54% | Trim |
| 38 | NFG | National Fuel Gas Co | -0.1% | +1.34% | Add |
| 39 | LAMR | Lamar Advertising Co-a | -0.1% | +1.40% | Add |
| 40 | RPG | Invesco S&p 500 Pure Growth | -0.1% | — | Trim |
| 41 | IMCG | Ishares Morningstar Mid-cap | -0.1% | +0.87% | Trim |
| 42 | IYW | Ishares Ustechnology ETF | -0.1% | +8.23% | Trim |
| 43 | IGV | Ishares Expanded Tech-softwa | -0.1% | +336.43% | Trim |
| 44 | VZ | Verizon Communications Inc | -0.1% | -1.81% | Add |
| 45 | WFC | Wells Fargo & Co | -0.1% | +0.57% | Trim |
| 46 | VUG | Vanguard Growth ETF | -0.1% | +38.63% | Trim |
| 47 | TBIL | F/m US Treasury 3 Month Bill | -0.1% | +12.81% | Add |
| 48 | AMZN | Amazon.com Inc | -0.2% | +28.86% | Add |
| 49 | XLF | Ss Financial Select Sector | -0.2% | +0.15% | Trim |
| 50 | VICI | Vici Properties Inc | -0.2% | +1.72% | Add |
According to official SEC Form 13F filings, Ibex Wealth Advisors reported a total U.S. public equity portfolio value of $1.3B across 203 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AVGO, PLTR) accounted for 23.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $11.8M
Top Position Liquidated / Trimmed
QCOM
前期市值: $9.3M
During Q3 2025, Ibex Wealth Advisors's top holdings by market value included NVDA (12.3%)、AVGO (5.4%)、PLTR (4.1%). The largest single position, NVDA, represented 12.3% of total portfolio value.
In Q3 2025, Ibex Wealth Advisors made 199 total portfolio adjustments, initiating 100 new buys, adding to 48 positions, trimming 32 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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