account_balance
Investment manager · 13F filer · SEC CIK 1686242
Ibex Wealth Advisors
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Reported value$1.29Bas of Sep 30, 2026
Positions215 31 new, 25 sold out
Top 10 weight38.0%NVDA alone is 12%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
12.1%
MUMicron Technology Inc
4.8%Trimmed −8%
AVGOBroadcom Inc.
3.9%
PLTRPalantir Technologies Inc.
3.1%Added +16%
AAPLApple Inc.
3.0%
MSFTMicrosoft Corp
2.9%
DELLDell Technologies Inc.
2.4%
JXNJackson Financial Inc.
2.0%
VRTVertiv Holdings Co
1.9%
MRKMerck & Co., Inc.
1.9%Added +60%
WMBWilliams Companies, Inc.
1.8%
GOOGLAlphabet Inc.
1.8%Added +3%
NVDANVIDIA Corp
12.1%
MUMicron Technology Inc
4.8%
AVGOBroadcom Inc.
3.9%
PLTRPalantir Technologies Inc.
3.1%
AAPLApple Inc.
3.0%
MSFTMicrosoft Corp
2.9%
DELLDell Technologies Inc.
2.4%
JXN2.0%VRT1.9%MRK1.9%WMB1.8%GOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 12.1% HeldMU Micron Technology Inc 4.8% Trimmed −8%AVGO Broadcom Inc. 3.9% HeldPLTR Palantir Technologies Inc. 3.1% Added +16%AAPL Apple Inc. 3.0% HeldMSFT Microsoft Corp 2.9% HeldDELL Dell Technologies Inc. 2.4% HeldJXN Jackson Financial Inc. 2.0% HeldVRT Vertiv Holdings Co 1.9% HeldMRK Merck & Co., Inc. 1.9% Added +60%WMB Williams Companies, Inc. 1.8% HeldGOOGL Alphabet Inc. 1.8% Added +3%
What changed
Biggest moves since Jun 30, 2026
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