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 $1.07B across 203 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($118.6M, 11.04%), AVGO ($45.3M, 4.21%), AAPL ($29.9M, 2.78%), MSFT ($26.8M, 2.50%), PLTR ($26.7M, 2.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $118.6M | 11.04% | 679,916 | Trimmed |
| 2 | AVGO | BROADCOM INC | $45.3M | 4.21% | 146,252 | Trimmed |
| 3 | AAPL | APPLE INC | $29.9M | 2.78% | 117,630 | Added |
| 4 | MSFT | MICROSOFT CORP | $26.8M | 2.50% | 72,440 | Trimmed |
| 5 | PLTR | PALANTIR TECHNOLOGIES | $26.7M | 2.49% | 182,544 | Trimmed |
| 6 | WMB | WILLIAMS COS | $25.9M | 2.41% | 356,290 | Added |
| 7 | MINT | PIMCO EHNANCED | $25.7M | 2.39% | 255,083 | New |
| 8 | VRT | VERTIV HOLDINGS | $24.9M | 2.32% | 99,511 | Added |
| 9 | JXN | JACKSON FINANCIAL | $21.1M | 1.97% | 199,723 | Added |
| 10 | TBIL | F/M U S | $19.5M | 1.81% | 390,826 | Added |
| 11 | GOOGL | ALPHABET INC | $19.0M | 1.77% | 66,119 | Added |
| 12 | KMI | KINDER MORGAN | $18.8M | 1.75% | 561,238 | Added |
| 13 | APP | APPLOVIN CORP | $18.2M | 1.69% | 45,733 | Added |
| 14 | ABBV | ABBVIE INC | $18.0M | 1.68% | 82,939 | Added |
| 15 | MU | MICRON TECHNOLOGY INC | $17.3M | 1.61% | 51,248 | Added |
| 16 | AMZN | AMAZON COM | $17.1M | 1.60% | 82,325 | Added |
| 17 | T | AT&T INC | $16.9M | 1.58% | 584,332 | Added |
| 18 | OKE | ONEOK INC | $16.9M | 1.57% | 187,077 | Added |
| 19 | VZ | VERIZON COMMUNICATIONS | $16.4M | 1.53% | 326,322 | Added |
| 20 | AMGN | AMGEN INC | $15.4M | 1.43% | 43,734 | Added |
| 21 | XOM | EXXON MOBIL | $15.0M | 1.40% | 88,566 | New |
| 22 | SHEL | SHELL PLC | $15.0M | 1.39% | 161,017 | Added |
| 23 | NLY | ANNALY CAPITAL | $14.2M | 1.32% | 670,031 | Added |
| 24 | TSM | TAIWAN SEMICONDUCTOR | $12.4M | 1.16% | 36,723 | Added |
| 25 | MRK | MERCK & COMPANY | $12.2M | 1.13% | 101,148 | Added |
Source: SEC Form 13F filings · as of 2026-03-31