StockDriftsStockDriftsTop 50 Ibex Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 10.74% | 685.0K | $137.1M | +0.75%(+5.10K) | $127.44(+77.39%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY | 5.76% | 63.7K | $73.5M | +24.31%(+12.46K) | $265.81(+281.77%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.26% | 144.1K | $54.4M | -1.49%(-2.18K) | $137.68(+185.99%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.67% | 117.7K | $34.1M | +0.07%(+80) | $206.54(+47.85%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS | 2.63% | 100.1K | $33.5M | +0.60%(+602) | $95.08(+211.21%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.14% | 73.2K | $27.3M | +1.00%(+725) | $433.89(+12.02%) | 2026-06-30 | |
| WMB | WILLIAMS COS | 2.08% | 357.4K | $26.6M | +0.30%(+1.07K) | $39.13(+89.82%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES | 1.9% | 56.3K | $24.3M | +1817.37%(+53.36K) | $289.05(+66.05%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.87% | 66.9K | $23.9M | +1.20%(+796) | $176.07(+95.78%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 1.85% | 45.9K | $23.6M | +0.29%(+134) | $123.96(+151.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +31.54% | +127.62% | +18.00% | +128.74% |
| Top 20 Holdings Unweighted | +22.25% | +82.69% | +12.36% | +79.07% |
Ibex Wealth Advisors reports $1.28B in US-listed equity holdings across 209 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (10.7%), MU (5.8%) and AVGO (4.3%). The top 20 holdings account for 50.34% of reported assets. Its disclosed equity book has returned +127.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ibex Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1686242). View Ibex Wealth Advisors’s 13F filings on SEC