Institutional Fund
Ibex Wealth Advisors
Bedminster, NJCIK 16862425 filings on record
Portfolio Value
$1.07B
Q1 2026
Holdings
203
Reported positions
New Buys
91
Opened this quarter
QoQ Change
+5.2%
from $1.02B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation11.0%
- Broadcom Inc4.2%
- Apple Inc2.8%
- Microsoft Corp2.5%
- Palantir Technologies Inc2.5%
- Williams Cos Inc2.4%
- Other74.6%
Portfolio Holdings
203 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 679.9K | $118.58M | 11.0% | −2.6K | Reduced |
| 2 | Broadcom Inc | 146.3K | $45.27M | 4.2% | −22.0K | Reduced |
| 3 | Apple Inc | 117.6K | $29.85M | 2.8% | +4.2K | Added |
| 4 | Microsoft Corp | 72.4K | $26.82M | 2.5% | −8.8K | Reduced |
| 5 | Palantir Technologies Inc | 182.5K | $26.70M | 2.5% | −6.9K | Reduced |
| 6 | Williams Cos Inc | 356.3K | $25.93M | 2.4% | +9.6K | Added |
| 7 | Pimco ETF Tr | 255.1K | $25.65M | 2.4% | +255.1K | New |
| 8 | Vertiv Holdings Co | 99.5K | $24.94M | 2.3% | +1.9K | Added |
| 9 | Jackson Financial Inc | 199.7K | $21.11M | 2.0% | +3.6K | Added |
| 10 | Rbb Fd Inc | 390.8K | $19.49M | 1.8% | +64.2K | Added |
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