§ 13F · FUND PROFILE
IBEX WEALTH ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.0B (13F)Positions · 203Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$150M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 680K | $119M | 11.0% | ±0% |
| 2 | AVGO | BROADCOM INC | 146K | $45M | 4.2% | −13% |
| 3 | AAPL | APPLE INC | 118K | $30M | 2.8% | +4% |
| 4 | MSFT | MICROSOFT CORP | 72K | $27M | 2.5% | −11% |
| 5 | PLTR | PALANTIR TECHNOLOGIES | 183K | $27M | 2.5% | −4% |
| 6 | WMB | WILLIAMS COS | 356K | $26M | 2.4% | +3% |
| 7 | MINT | PIMCO EHNANCED | 255K | $26M | 2.4% | NEW |
| 8 | VRT | VERTIV HOLDINGS | 100K | $25M | 2.3% | +2% |
| 9 | JXN | JACKSON FINANCIAL | 200K | $21M | 2.0% | +2% |
| 10 | TBIL | F/M U S | 391K | $19M | 1.8% | +20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IBEX SIGNAL
AC read
IBEX WEALTH ADVISORS is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 203 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed