IBEX WEALTH ADVISORS
IBEX WEALTH ADVISORS reported 209 positions worth $1.28B as of June 30, 2026 (13F filed July 27, 2026). Largest holding: NVDA (10.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $137.1M | 10.74% | 685,019 | — | — | |
| ▸ 2 | MU | SH | $73.5M | 5.76% | 63,705 | — | — | |
| ▸ 3 | AVGO | SH | $54.4M | 4.26% | 144,076 | — | — | |
| ▸ 4 | AAPL | SH | $34.1M | 2.67% | 117,710 | — | — | |
| ▸ 5 | VRT | SH | $33.5M | 2.63% | 100,113 | — | — | |
| ▸ 6 | MSFT | SH | $27.3M | 2.14% | 73,165 | — | — | |
| ▸ 7 | WMB | SH | $26.6M | 2.08% | 357,365 | — | — | |
| ▸ 8 | DELL | SH | $24.3M | 1.90% | 56,294 | — | — | |
| ▸ 9 | GOOGL | SH | $23.9M | 1.87% | 66,915 | — | — | |
| ▸ 10 | APP | SH | $23.6M | 1.85% | 45,867 | — | — |
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Frequently Asked Questions
What stocks does IBEX WEALTH ADVISORS hold as of Q2 2026?
IBEX WEALTH ADVISORS reported 209 positions worth $1.28B in its Q2 2026 13F filing. Largest positions: NVDA (10.7%), MU (5.8%), AVGO (4.3%), AAPL (2.7%) and VRT (2.6%).
What did IBEX WEALTH ADVISORS buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did IBEX WEALTH ADVISORS sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.