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IBEX WEALTH ADVISORS

Q2 2026 13F Holdings

  • Location
    bedminster, NJ
  • Num holdings

    209

  • Value ($000)

    $1,276,098

  • Date Filed
    07/27/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORP

COMMON STOCK
67066G104
$137.07M
11 %

685,019

M
MU

MICRON TECHNOLOGY

COMMON STOCK
595112103
$73.53M
6 %

63,705

A
AVGO

BROADCOM INC

COMMON STOCK
11135F101
$54.42M
4 %

144,076

A
AAPL

APPLE INC

COMMON STOCK
037833100
$34.06M
3 %

117,710

V
VRT

VERTIV HOLDINGS

COMMON STOCK
92537N108
$33.52M
3 %

100,113

M
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$27.29M
2 %

73,165

W
WMB

WILLIAMS COS

COMMON STOCK
969457100
$26.57M
2 %

357,365

D
DELL

DELL TECHNOLOGIES

COMMON STOCK
24703L202
$24.29M
2 %

56,294

G
GOOGL

ALPHABET INC

COMMON STOCK
02079K305
$23.91M
2 %

66,915

A
APP

APPLOVIN CORP

COMMON STOCK
03831W108
$23.63M
2 %

45,867

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