Ibex Wealth Advisors holds a diversified book of 209 reported positions worth $1.3B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; they opened Intel Corp and trimmed Broadcom Inc. Their largest long position is Nvidia Corp at 11% of the reported non-option book. Cloning the disclosed picks since 2024 would be +44% (+21.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Ibex Wealth Advisors is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 4.9 points over this window.
Growth of $10,000 cloning Ibex Wealth Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
+5 sectors below the cut, 9% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ibex Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 9 / 80 | $640.1M |
| Ketron Financial | 22 / 80 | $279.2M |
| Ramsey Quantitative Systems | 8 / 80 | $95.6M |
| Howard Hughes Medical Institute | 15 / 80 | $381.2M |
| 9823 Capital, L.P. | 8 / 80 | $126.3M |
| Hoey Investments, Inc | 49 / 80 | $655.5M |
| Integrated Financial Solutions, Inc. | 17 / 80 | $152.0M |
| Wallace Hart LLC | 18 / 80 | $130.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Ibex Wealth Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp Common Stock | $137.1M | 685.0K | 10.7% | ▲+0.8% Added · +5K sh | |
| 2 | Micron Technology Common Stock | $73.5M | 63.7K | 5.8% | ▲+24% Added · +12K sh | |
| 3 | Broadcom Inc Common Stock | $54.4M | 144.1K | 4.3% | ▼−1.5% Reduced · −2K sh | |
| 4 | Apple Inc Common Stock | $34.1M | 117.7K | 2.7% | ▲+0.1% Added · +80 sh | |
| 5 | Vertiv Holdings Common Stock | $33.5M | 100.1K | 2.6% | ▲+0.6% Added · +602 sh | |
| 6 | Microsoft Corp Common Stock | $27.3M | 73.2K | 2.1% | ▲+1.0% Added · +725 sh | |
| 7 | Williams Cos Common Stock | $26.6M | 357.4K | 2.1% | ▲+0.3% Added · +1K sh | |
| 8 | Dell Technologies Common Stock | $24.3M | 56.3K | 1.9% | ▲19× Added · +53K sh | |
| 9 | Alphabet Inc Common Stock | $23.9M | 66.9K | 1.9% | ▲+1.2% Added · +796 sh | |
| 10 | Applovin Corp Common Stock | $23.6M | 45.9K | 1.9% | ▲+0.3% Added · +134 sh | |
| 11 | Palantir Technologies Common Stock | $21.4M | 183.4K | 1.7% | ▲+0.5% Added · +842 sh | |
| 12 | Jackson Financial Common Stock | $20.6M | 201.4K | 1.6% | ▲+0.8% Added · +2K sh | |
| 13 | Amazon Com Common Stock | $19.7M | 82.8K | 1.5% | ▲+0.5% Added · +451 sh | |
| 14 | F/M U S MF Closed and MF Open | $19.5M | 390.2K | 1.5% | ▼−0.1% Reduced · −616 sh | |
| 15 | Lam Research Common Stock | $18.3M | 42.2K | 1.4% | ▲+5.8% Added · +2K sh | |
| 16 | Kinder Morgan Common Stock | $18.2M | 568.4K | 1.4% | ▲+1.3% Added · +7K sh | |
| 17 | Taiwan Semiconductor Common Stock | $18.0M | 37.8K | 1.4% | ▲+2.9% Added · +1K sh | |
| 18 | Unitedhealth Group Common Stock | $16.4M | 39.4K | 1.3% | ▲+52% Added · +14K sh | |
| 19 | Oneok Inc Common Stock | $16.4M | 188.1K | 1.3% | ▲+0.5% Added · +1K sh | |
| 20 | Abbvie Inc Common Stock | $16.0M | 63.4K | 1.3% | ▼−24% Reduced · −20K sh | |
| 21 | Annaly Capital Common Stock | $15.5M | 691.1K | 1.2% | ▲+3.1% Added · +21K sh | |
| 22 | Eli Lilly Common Stock | $14.6M | 12.2K | 1.1% | ▲+51% Added · +4K sh | |
| 23 | Interactive Brokers Common Stock | $14.2M | 163.6K | 1.1% | ▲+2.4% Added · +4K sh | |
| 24 | Verizon Communications Common Stock | $14.1M | 333.9K | 1.1% | ▲+2.3% Added · +8K sh | |
| 25 | Applied Materials Common Stock | $13.7M | 19.0K | 1.1% | ▲+560% Added · +16K sh | |
| 26 | Merck & Company Common Stock | $13.3M | 103.8K | 1.0% | ▲+2.6% Added · +3K sh | |
| 27 | Arista Networks Common Stock | $13.0M | 76.3K | 1.0% | ▲+2.9% Added · +2K sh | |
| 28 | Intel Corp Common Stock | $12.7M | 91.3K | 1.0% | ▲New New position | |
| 29 | Shell PLC Common Stock | $12.7M | 164.2K | 1.0% | ▲+2.0% Added · +3K sh | |
| 30 | Visa Inc Common Stock | $12.4M | 36.1K | 1.0% | ▲+0.4% Added · +139 sh | |
| 31 | AT&T Inc Common Stock | $12.3M | 595.8K | 1.0% | ▲+1.9% Added · +11K sh | |
| 32 | Stonex Group Common Stock | $12.3M | 103.5K | 1.0% | ▲+3.2% Added · +3K sh | |
| 33 | Exxon Mobil Common Stock | $12.2M | 89.4K | 1.0% | ▲+0.9% Added · +817 sh | |
| 34 | Woodward Inc Common Stock | $11.6M | 27.2K | 0.9% | ▲+3.4% Added · +892 sh | |
| 35 | Amgen Inc Common Stock | $11.5M | 31.7K | 0.9% | ▼−28% Reduced · −12K sh | |
| 36 | Amphenol Corp Common Stock | $11.3M | 64.1K | 0.9% | ▲+4.3% Added · +3K sh | |
| 37 | Howmet Aerospace Common Stock | $10.9M | 40.6K | 0.9% | ▲+3.3% Added · +1K sh | |
| 38 | Kimco Realty Common Stock | $10.7M | 422.9K | 0.8% | ▲+4.8% Added · +19K sh | |
| 39 | Caterpillar Inc Common Stock | $10.6M | 10.0K | 0.8% | ▲+0.5% Added · +48 sh | |
| 40 | Caretrust REIT Common Stock | $10.5M | 260.5K | 0.8% | ▲+3.6% Added · +9K sh | |
| 41 | Meta Platforms Common Stock | $10.2M | 18.2K | 0.8% | ▲+2.8% Added · +487 sh | |
| 42 | Host Hotels Common Stock | $10.0M | 423.6K | 0.8% | ▲+3.1% Added · +13K sh | |
| 43 | Truist Financial Common Stock | $9.9M | 198.7K | 0.8% | ▲+2.6% Added · +5K sh | |
| 44 | Invesco QQQ MF Closed and MF Open | $9.9M | 13.4K | 0.8% | ▲+1.0% Added · +134 sh | |
| 45 | SL Green Common Stock | $9.9M | 190.3K | 0.8% | ▲+4.3% Added · +8K sh | |
| 46 | Lamar Advertising Common Stock | $9.7M | 62.1K | 0.8% | ▲+5.2% Added · +3K sh | |
| 47 | Chevron Corp Common Stock | $9.5M | 57.6K | 0.7% | ▲+1.8% Added · +1K sh | |
| 48 | Bank New York Common Stock | $9.4M | 64.9K | 0.7% | ▲+10% Added · +6K sh | |
| 49 | Pfizer Inc Common Stock | $9.4M | 389.6K | 0.7% | ▲+3.4% Added · +13K sh | |
| 50 | Agree Realty Common Stock | $8.6M | 112.9K | 0.7% | ▲+3.8% Added · +4K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1686242/holdings"
Use Arkolith to show IBEX WEALTH ADVISORS's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 209 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 30d | 203 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 123 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 203 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 193 | $937.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 15d | 122 | $756.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 204 | $849.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 35d | 68 | $365.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.