Ibex Wealth Advisors
Ibex Wealth Advisors reported 209 stocks worth $1.3B in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are NVDA (10.7%), MU (5.8%) and AVGO (4.3%). Compared with Q1 2026, the fund opened new positions in INTC, GLW and SPG, added to NVDA, MU and VRT, trimmed AVGO, TBIL and ABBV and sold out of SCHW, PM and BAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $137M | 10.7% | 685K | +5,103 (+1%) | 8 of 8 | |
| 2 |  MU Micron Technology Inc | $73.5M | 5.8% | 64K | +12K (+24%) | 4 of 8 | |
| 3 |  AVGO Broadcom Inc | $54.4M | 4.3% | 144K | −2,176 (−1%) | 7 of 8 | |
| 4 |  AAPL Apple Inc | $34.1M | 2.7% | 118K | No change | 8 of 8 | |
| 5 |  VRT Vertiv Holdings Co | $33.5M | 2.6% | 100K | +602 (+1%) | 7 of 8 | |
| 6 |  MSFT Microsoft Corp | $27.3M | 2.1% | 73K | +725 (+1%) | 8 of 8 | |
| 7 |  WMB Williams Cos Inc | $26.6M | 2.1% | 357K | +1,075 (+0%) | 7 of 8 | |
| 8 |  DELL Dell Technologies Inc | $24.3M | 1.9% | 56K | +53K (+1817%) | 5 of 8 | |
| 9 |  GOOGL Alphabet Inc | $23.9M | 1.9% | 67K | +796 (+1%) | 7 of 8 | |
| 10 |  APP Applovin Corp | $23.6M | 1.9% | 46K | +134 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SCHW Schwab Charles Corp | $5.6M | 59K |
 PM Philip Morris Intl Inc | $5.1M | 31K |
 BAR Graniteshares Gold TR | $1.5M | 33K |
 AXP American Express Co | $1.1M | 3,669 |
 HIG Hartford Insurance Group Inc | $723K | 5,349 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ibex Wealth Advisors 13F FAQ
What does Ibex Wealth Advisors own?
Ibex Wealth Advisors reported 209 stocks worth $1.3B in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are NVDA (10.7%), MU (5.8%) and AVGO (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Ibex Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 19 new positions, 109 added to, 65 trimmed and 13 sold out. New positions include INTC, GLW and SPG. It sold all of SCHW, PM and BAR.
When will Ibex Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ibex Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.