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IBEX WEALTH ADVISORS

Q1 2026 13F Holdings

  • Location
    bedminster, NJ
  • Num holdings

    203

  • Value ($000)

    $1,073,946

  • Date Filed
    04/30/2026
  • Form type
    13F-HR
  • CIK
    0001686242
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORP

COMMON STOCK
67066G104
$118.58M
11 %

679,916

A
AVGO

BROADCOM INC

COMMON STOCK
11135F101
$45.27M
4 %

146,252

A
AAPL

APPLE INC

COMMON STOCK
037833100
$29.85M
3 %

117,630

M
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$26.82M
3 %

72,440

P
PLTR

PALANTIR TECHNOLOGIES

COMMON STOCK
69608A108
$26.7M
3 %

182,544

W
WMB

WILLIAMS COS

COMMON STOCK
969457100
$25.93M
2 %

356,290

M
MINT

PIMCO EHNANCED

MF CLOSED AND MF OPEN
72201R833
$25.65M
2 %

255,083

V
VRT

VERTIV HOLDINGS

COMMON STOCK
92537N108
$24.94M
2 %

99,511

J
JXN

JACKSON FINANCIAL

COMMON STOCK
46817M107
$21.11M
2 %

199,723

T
TBIL

F/M U S

MF CLOSED AND MF OPEN
74933W452
$19.49M
2 %

390,826

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