§ 13F · FUND PROFILE
IBEX WEALTH ADVISORS.
AUM · $1.3B (13F)Positions · 209Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 685K | $137M | 10.7% | +1% |
| 2 | MU | MICRON TECHNOLOGY | 64K | $74M | 5.8% | +24% |
| 3 | AVGO | BROADCOM INC | 144K | $54M | 4.3% | −1% |
| 4 | AAPL | APPLE INC | 118K | $34M | 2.7% | ±0% |
| 5 | VRT | VERTIV HOLDINGS | 100K | $34M | 2.6% | +1% |
| 6 | MSFT | MICROSOFT CORP | 73K | $27M | 2.1% | +1% |
| 7 | WMB | WILLIAMS COS | 357K | $27M | 2.1% | ±0% |
| 8 | DELL | DELL TECHNOLOGIES | 56K | $24M | 1.9% | +1817% |
| 9 | GOOGL | ALPHABET INC | 67K | $24M | 1.9% | +1% |
| 10 | APP | APPLOVIN CORP | 46K | $24M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IBEX SIGNAL
AC read
IBEX WEALTH ADVISORS is a Other fund managing $1.3 billion in assets. The fund runs a broad portfolio of 209 positions.
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