StockDrifts LogoStockDrifts

Ibex Wealth Advisors

Portfolio Manager
Ibex Wealth Advisors
Performance
-7.58% (2026 Q1)
AUM (13F)
$1.07B
# of Holdings
203
Performance Rank
Allocation (Top 20)
50.13%

Ibex Wealth Advisors Holdings Map

Top 50 Ibex Wealth Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORP
11.04%679.9K$118.6M
-0.38%(-2.60K)
2025-Q1: 661.3K shares2025-Q2: 683.3K shares2025-Q3: 687.4K shares2025-Q4: 682.5K shares2026-Q1: 679.9K shares
$127.02(+77.79%)
2026-03-31
AVGO
BROADCOM INC
4.21%146.3K$45.3M
-13.08%(-22.00K)
2025-Q1: 151.9K shares2025-Q2: 169.3K shares2025-Q3: 171.4K shares2025-Q4: 168.3K shares2026-Q1: 146.3K shares
$137.68(+202.72%)
2026-03-31
AAPL
APPLE INC
2.78%117.6K$29.9M
+3.69%(+4.18K)
2025-Q1: 136.6K shares2025-Q2: 111.1K shares2025-Q3: 112.7K shares2025-Q4: 113.4K shares2026-Q1: 117.6K shares
$206.50(+44.73%)
2026-03-31
MSFT
MICROSOFT CORP
2.5%72.4K$26.8M
-10.79%(-8.76K)
2025-Q1: 68.5K shares2025-Q2: 69.4K shares2025-Q3: 69.9K shares2025-Q4: 81.2K shares2026-Q1: 72.4K shares
$434.57(-6.76%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES
2.49%182.5K$26.7M
-3.64%(-6.90K)
2025-Q1: 186.3K shares2025-Q2: 236.1K shares2025-Q3: 236.5K shares2025-Q4: 189.4K shares2026-Q1: 182.5K shares
$46.18(+181.61%)
2026-03-31
WMB
WILLIAMS COS
2.41%356.3K$25.9M
+2.76%(+9.57K)
2025-Q1: 340.3K shares2025-Q2: 346.8K shares2025-Q3: 349.1K shares2025-Q4: 346.7K shares2026-Q1: 356.3K shares
$39.03(+93.99%)
2026-03-31
MINT
PIMCO EHNANCED
2.39%255.1K$25.7Mnew2025-Q1: 0 shares2025-Q2: 7.7K shares2025-Q3: 7.7K shares2025-Q4: 0 shares2026-Q1: 255.1K shares
$100.46(+0.07%)
2026-03-31
VRT
VERTIV HOLDINGS
2.32%99.5K$24.9M
+1.94%(+1.89K)
2025-Q1: 73.7K shares2025-Q2: 93.9K shares2025-Q3: 95.9K shares2025-Q4: 97.6K shares2026-Q1: 99.5K shares
$93.93(+293.89%)
2026-03-31
JXN
JACKSON FINANCIAL
1.97%199.7K$21.1M
+1.83%(+3.59K)
2025-Q1: 190.6K shares2025-Q2: 195.8K shares2025-Q3: 196.2K shares2025-Q4: 196.1K shares2026-Q1: 199.7K shares
$72.02(+50.37%)
2026-03-31
TBIL
F/M U S
1.81%390.8K$19.5M
+19.67%(+64.23K)
2025-Q1: 229.8K shares2025-Q2: 260.0K shares2025-Q3: 293.3K shares2025-Q4: 326.6K shares2026-Q1: 390.8K shares
$49.94(-0.06%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Ibex Wealth Advisors, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all