Ibex Wealth Advisors
$1.1B Assets Reported
214 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORP | 679,916 | $119M | 11.0% |
| AVGO | BROADCOM INC | 146,252 | $45M | 4.2% |
| AAPL | APPLE INC | 117,630 | $30M | 2.8% |
| MSFT | MICROSOFT CORP | 72,440 | $27M | 2.5% |
| PLTR | PALANTIR TECHNOLOGIES | 182,544 | $27M | 2.5% |
| WMB | WILLIAMS COS | 356,290 | $26M | 2.4% |
| MINT | PIMCO EHNANCED | 255,083 | $26M | 2.4% |
| VRT | VERTIV HOLDINGS | 99,511 | $25M | 2.3% |
| JXN | JACKSON FINANCIAL | 199,723 | $21M | 2.0% |
| TBIL | F/M U S | 390,826 | $19M | 1.8% |
Track Ibex Wealth Advisors's 13F portfolio: $1.1B in reported holdings, 214 positions. Top holdings, AUM, and quarterly changes on SentiSense.