Ibex Wealth Advisors holds a diversified book of 209 stocks worth $1.3B as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed Broadcom Inc. Their largest long position is Nvidia Corp at 11% of the equity book. Cloning the disclosed picks since 2024 would be +37% (+20.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund 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.
Following at the filing date actually beat the quarter-end book by 3.6 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 the ~45-day reporting lag, 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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 209 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 203 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 123 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 203 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 193 | $937.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 122 | $756.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 204 | $849.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 68 | $365.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.