Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IBEX WEALTH ADVISORS (CIK 1686242) reported $1.28B across 209 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($137.1M, 10.74%), MU ($73.5M, 5.76%), AVGO ($54.4M, 4.26%), AAPL ($34.1M, 2.67%), VRT ($33.5M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $137.1M | 10.74% | 685,019 | Added |
| 2 | MU | MICRON TECHNOLOGY | $73.5M | 5.76% | 63,705 | Added |
| 3 | AVGO | BROADCOM INC | $54.4M | 4.26% | 144,076 | Trimmed |
| 4 | AAPL | APPLE INC | $34.1M | 2.67% | 117,710 | Added |
| 5 | VRT | VERTIV HOLDINGS | $33.5M | 2.63% | 100,113 | Added |
| 6 | MSFT | MICROSOFT CORP | $27.3M | 2.14% | 73,165 | Added |
| 7 | WMB | WILLIAMS COS | $26.6M | 2.08% | 357,365 | Added |
| 8 | DELL | DELL TECHNOLOGIES | $24.3M | 1.90% | 56,294 | Added |
| 9 | GOOGL | ALPHABET INC | $23.9M | 1.87% | 66,915 | Added |
| 10 | APP | APPLOVIN CORP | $23.6M | 1.85% | 45,867 | Added |
| 11 | PLTR | PALANTIR TECHNOLOGIES | $21.4M | 1.68% | 183,386 | Added |
| 12 | JXN | JACKSON FINANCIAL | $20.6M | 1.62% | 201,391 | Added |
| 13 | AMZN | AMAZON COM | $19.7M | 1.55% | 82,776 | Added |
| 14 | TBIL | F/M U S | $19.5M | 1.52% | 390,210 | Trimmed |
| 15 | LRCX | LAM RESEARCH | $18.3M | 1.43% | 42,175 | Added |
| 16 | KMI | KINDER MORGAN | $18.2M | 1.42% | 568,377 | Added |
| 17 | TSM | TAIWAN SEMICONDUCTOR | $18.0M | 1.41% | 37,777 | Added |
| 18 | UNH | UNITEDHEALTH GROUP | $16.4M | 1.28% | 39,448 | Added |
| 19 | OKE | ONEOK INC | $16.4M | 1.28% | 188,092 | Added |
| 20 | ABBV | ABBVIE INC | $16.0M | 1.25% | 63,424 | Trimmed |
| 21 | NLY | ANNALY CAPITAL | $15.5M | 1.21% | 691,089 | Added |
| 22 | LLY | ELI LILLY | $14.6M | 1.15% | 12,208 | Added |
| 23 | IBKR | INTERACTIVE BROKERS | $14.2M | 1.12% | 163,575 | Added |
| 24 | VZ | VERIZON COMMUNICATIONS | $14.1M | 1.11% | 333,925 | Added |
| 25 | AMAT | APPLIED MATERIALS | $13.7M | 1.07% | 18,962 | Added |
Source: SEC Form 13F filings · as of 2026-06-30