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CIK: 0001686242
Total reported value
$1.3B
$1.3B
203 檔
19.4%
The Q1 2026 SEC filing reveals that Ibex Wealth Advisors held a total portfolio value of $1.3B, covering 203 public equity positions.
In Q1 2026, Ibex Wealth Advisors displayed an active expansion posture, initiating 91 new positions and adding to 59 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AVGO, AAPL) accounted for 19.4% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.04% | -0.30% | -0.38% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.21% | +0.04% | -13.08% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.78% | -0.11% | +3.69% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.36% | -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% | -0.33% | +2.76% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.39% | -2.35% | — | |
| 8 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.32% | +0.31% | +1.94% | |
| 9 | JXN | Jackson Financial Inc-a | Stock-Financials | 1.97% | -0.35% | +1.83% | |
| 10 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.81% | -0.29% | +19.66% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.10% | +4.30% | |
| 12 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.75% | -0.33% | +3.75% | |
| 13 | APP | Applovin Corp-class A | Stock-Tech | 1.69% | +0.16% | +1.74% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.68% | -0.43% | +39.75% | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 1.61% | +4.15% | +1.25% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | -0.05% | +4.64% | |
| 17 | T | At&t Inc | Stock-Comm Services | 1.58% | -0.61% | +5.81% | |
| 18 | OKE | Oneok Inc | Stock-Energy | 1.57% | -0.29% | +3.49% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.53% | -0.42% | +7.47% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.43% | -0.53% | +51.34% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.40% | -0.44% | — | |
| 22 | SHEL | Shell Plc-adr | Stock-Energy | 1.39% | -0.39% | +4.88% | |
| 23 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.32% | -0.11% | +7.43% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.16% | +0.25% | +10.85% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.13% | -0.09% | +6.61% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.34% | +7.89% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | -0.04% | +2.42% | |
| 28 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 1.00% | +0.12% | +3.40% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.98% | -0.24% | +10.43% | |
| 30 | CME | Cme Group Inc | Stock-Financials | 0.96% | -0.34% | +6.92% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.14% | +3.68% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.88% | -0.85% | -13.93% | |
| 33 | WWD | Woodward Inc | Stock-Industrials | 0.88% | +0.03% | — | |
| 34 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.86% | -0.04% | +7.63% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.85% | -0.68% | +122.40% | |
| 36 | ANET | Arista Networks Inc | Stock-Tech | 0.85% | +0.17% | +5.07% | |
| 37 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.84% | — | +17.82% | |
| 38 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.84% | +0.01% | +6.02% | |
| 39 | TFC | Truist Financial CORP | Stock-Financials | 0.83% | -0.05% | +6.15% | |
| 40 | NFG | National Fuel Gas Co | Stock-Energy | 0.82% | -0.23% | +7.67% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.79% | +0.64% | +135.10% | |
| 42 | ADC | Agree Realty CORP | Stock-Real Estate | 0.76% | -0.09% | +9.65% | |
| 43 | SNEX | Stonex Group Inc | Stock-Financials | 0.75% | +0.21% | +63.32% | |
| 44 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.73% | +0.06% | — | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.72% | +0.17% | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.07% | +0.57% | |
| 47 | AEP | American Electric Power | Stock-Utilities | 0.70% | -0.07% | +5.59% | |
| 48 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.70% | +0.06% | +10.70% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.46% | +12.92% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.46% | +2.06% |
| # | 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 | MU | Micron Technology Inc | +0.2% | +1.25% | Add |
| 16 | SNEX | Stonex Group Inc | +0.2% | +63.32% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +10.85% | Add |
| 18 | KIM | Kimco Realty CORP | +0.2% | +17.82% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.2% | +6.61% | Add |
| 20 | PFE | Pfizer Inc | +0.2% | +10.43% | Add |
| 21 | NFG | National Fuel Gas Co | +0.1% | +7.67% | Add |
| 22 | HWM | Howmet Aerospace Inc | +0.1% | +6.02% | Add |
| 23 | CME | Cme Group Inc | +0.1% | +6.92% | Add |
| 24 | AEP | American Electric Power | +0.1% | +5.59% | Add |
| 25 | RTX | Rtx CORP | +0.1% | +12.91% | Add |
| 26 | NEM | Newmont CORP | +0.1% | +8.32% | Add |
| 27 | XLE | Ss Energy Select Sector | +0.1% | +0.51% | Add |
| 28 | ADC | Agree Realty CORP | +0.1% | +9.65% | Add |
| 29 | WMT | Walmart Inc | +0.1% | +2.74% | Add |
| 30 | LAMR | Lamar Advertising Co-a | 0% | +10.70% | Add |
| 31 | IBKR | Interactive Brokers Gro-cl A | 0% | +3.40% | Add |
| 32 | CTRE | Caretrust Reit Inc | 0% | +7.63% | Add |
| 33 | SCHL | Scholastic CORP | 0% | -1.10% | Trim |
| 34 | IDV | Ishares International Select | 0% | +0.20% | Add |
| 35 | AMX | America Movil Sab De Cv | 0% | — | Unchanged |
| 36 | CMCSA | Comcast Corp-class A | — | +10.46% | Add |
| 37 | SCHW | Schwab (charles) CORP | — | +11.79% | Add |
| 38 | SOXX | Ishares Semiconductor ETF | — | -3.28% | Trim |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | — | — | Unchanged |
| 40 | NI | Nisource Inc | — | — | Unchanged |
| 41 | BAR | Graniteshares Gold Trust | — | -4.87% | Trim |
| 42 | GM | General Motors Co | — | +5.34% | Add |
| 43 | BNY | Bank Of New York Mellon CORP | 0% | +2.06% | Add |
| 44 | EFA | Ishares Msci Eafe ETF | 0% | +2.60% | Add |
| 45 | EMBJ | Embraer Sa-spon Adr | 0% | +11.77% | Add |
| 46 | IEF | Ishares 7-10 Year Treasury B | 0% | -5.13% | Trim |
| 47 | QYLD | Global X Nasd 100 Cov Call | 0% | -9.14% | Trim |
| 48 | NUV | Nuveen Municipal Value | 0% | -4.59% | Trim |
| 49 | PFF | Ishares Preferred & Income S | 0% | +6.23% | Add |
| 50 | BTZ | Blackrock Credit Allocation | 0% | +0.92% | 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 Q1 2026.
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.
Top New Position Initiated
MINT
市值: $25.7M
Top Position Liquidated / Trimmed
UNM
前期市值: $9.7M
During Q1 2026, Ibex Wealth Advisors's top holdings by market value included NVDA (11.0%)、AVGO (4.2%)、AAPL (2.8%). The largest single position, NVDA, represented 11.0% of total portfolio value.
In Q1 2026, Ibex Wealth Advisors made 197 total portfolio adjustments, initiating 91 new buys, adding to 59 positions, trimming 36 holdings, and fully liquidating 11 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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