13F Insight
DOSSIER · 13F-HR · Q2 2026

IBEX WEALTH ADVISORS

$1.3B in tracked AUM across 209 positions as of Q2 2026.

IW
CIK 0001686242 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
209
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

IBEX WEALTH ADVISORS filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$137M685K10.7%02
MU
MICRON TECHNOLOGY
$74M64K5.8%03
AVGO
BROADCOM INC
$54M144K4.3%04
AAPL
APPLE INC
$34M118K2.7%05
VRT
VERTIV HOLDINGS
$34M100K2.6%06
MSFT
MICROSOFT CORP
$27M73K2.1%07
WMB
WILLIAMS COS
$27M357K2.1%08
DELL
DELL TECHNOLOGIES
$24M56K1.9%09
GOOGL
ALPHABET INC
$24M67K1.9%10
APP
APPLOVIN CORP
$24M46K1.9%

Filing history

2026Q2Jun 30
$1.3B▲ 18.8%
209 positionsView →2026Q1Mar 31
$1.1B▲ 5.2%
203 positionsView →2025Q4Dec 31
$1.0B▲ 62.0%
123 positionsView →2025Q3Sep 30
$631M▼ 32.7%
95 positionsLocked2025Q2Jun 30
$937M▲ 24.0%
193 positionsLocked2025Q1Mar 31
$756M▼ 11.0%
122 positionsLocked2024Q4Dec 31
$849M▲ 132.5%
204 positionsLocked2024Q3Sep 30
$365M▼ 43.0%
68 positionsLocked2024Q2Jun 30
$641M▲ 73.7%
320 positionsLocked2024Q1Mar 31
$369M▲ 80087.1%
109 positionsLocked2023Q4Dec 31
$460K▼ 99.9%
109 positionsLocked2023Q3Sep 30
$393M▲ 1.9%
111 positionsLocked
Showing 12 of 35