§ 13F · FUND PROFILE
IBEX WEALTH ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $937.2T (13F)Positions · 193Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 683K | $127.3T | 12.5% | −1% |
| 2 | AVGO | BROADCOM INC | 168K | $58.2T | 5.7% | −2% |
| 3 | MSFT | MICROSOFT CORP | 81K | $39.3T | 3.8% | +16% |
| 4 | PLTR | PALANTIR TECHNOLOGIES | 189K | $33.7T | 3.3% | −20% |
| 5 | AAPL | APPLE INC | 113K | $30.8T | 3.0% | +1% |
| 6 | APP | APPLOVIN CORP | 45K | $30.3T | 3.0% | −2% |
| 7 | JXN | JACKSON FINANCIAL | 196K | $20.9T | 2.0% | ±0% |
| 8 | WMB | WILLIAMS COS | 347K | $20.8T | 2.0% | −1% |
| 9 | GOOGL | ALPHABET INC | 63K | $19.8T | 1.9% | +8% |
| 10 | AMZN | AMAZON COM | 79K | $18.2T | 1.8% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IBEX SIGNAL
AC read
IBEX WEALTH ADVISORS is a Other fund managing $937202.8 trillion in assets. The fund runs a portfolio of 193 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed