IBEX WEALTH ADVISORS
CIK 1686242
13F filing for Q2 2026・No. 2,196
- Holdings
- US$1.28B
- Quarter change
- +US$202.15M
- Entries
- 209
- Net bought (estimate)
- +US$38.73M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 13
- Cut 68
- Added 109
- Corporate actions 2
- Unchanged 13
Largest holdings
209 stocks worth US$1.28B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCommon Stock | Added | 685,019 | US$137.07M | 10.74% |
| MUMicronCommon Stock | Added | 63,705 | US$73.53M | 5.76% |
| AVGOBroadcomCommon Stock | Cut | 144,076 | US$54.42M | 4.26% |
| AAPLAppleCommon Stock | Added | 117,710 | US$34.06M | 2.67% |
| VRTVERTIV HOLDINGSCommon Stock | Added | 100,113 | US$33.52M | 2.63% |
| MSFTMicrosoftCommon Stock | Added | 73,165 | US$27.29M | 2.14% |
| WMBWILLIAMS COSCommon Stock | Added | 357,365 | US$26.57M | 2.08% |
| DELLDELL TECHNOLOGIESCommon Stock | Added | 56,294 | US$24.29M | 1.90% |
| GOOGLAlphabetCommon Stock | Added | 66,915 | US$23.91M | 1.87% |
| APPAPPLOVIN CORPCommon Stock | Added | 45,867 | US$23.63M | 1.85% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.