1y return+19.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $208 against $175 in the S&P 500.2
Ibex Wealth AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $137.1M | 10.7% | |
| MUMicron Technology | $73.5M | 5.8% | +24.3% |
| AVGOBroadcom Inc | $54.4M | 4.3% | −1.5% |
| AAPLApple Inc | $34.1M | 2.7% | |
| VRTVertiv Holdings | $33.5M | 2.6% | |
| MSFTMicrosoft Corp | $27.3M | 2.1% | +1.0% |
| WMBWilliams Cos | $26.6M | 2.1% | |
| DELLDell Technologies | $24.3M | 1.9% | +1817.4% |
| GOOGLAlphabet Inc | $23.9M | 1.9% | +1.2% |
| APPApplovin Corp | $23.6M | 1.9% | |
| PLTRPalantir Technologies | $21.4M | 1.7% | |
| JXNJackson Financial | $20.6M | 1.6% | |
| AMZNAmazon Com | $19.7M | 1.5% | |
| TBILF/m U S | $19.5M | 1.5% | |
| LRCXLam Research | $18.3M | 1.4% | +5.8% |
| KMIKinder Morgan | $18.2M | 1.4% | +1.3% |
| TSMTaiwan Semiconductor | $18.0M | 1.4% | +2.9% |
| UNHUnitedhealth Group | $16.4M | 1.3% | +52.4% |
| Oneok IncCUSIP 682680103 | $16.4M | 1.3% | |
| ABBVAbbvie Inc | $16.0M | 1.3% | −23.5% |
| NLYAnnaly Capital | $15.5M | 1.2% | +3.1% |
| LLYEli Lilly | $14.6M | 1.1% | +50.8% |
| IBKRInteractive Brokers | $14.2M | 1.1% | +2.4% |
| VZVerizon Communications | $14.1M | 1.1% | +2.3% |
| AMATApplied Materials | $13.7M | 1.1% | +560.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| APPApplovin Corp | June 30, 2024 | +519.1% | $23.6M |
| LRCXLam Research | December 31, 2024 | +499.9% | $18.3M |
| NVDANvidia Corp | September 30, 2023 | +360.0% | $137.1M |
| VRTVertiv Holdings | December 31, 2024 | +194.7% | $33.5M |
| TSMTaiwan Semiconductor | March 31, 2025 | +187.7% | $18.0M |
| DELLDell Technologies | March 31, 2026 | +162.9% | $24.3M |
| AMATApplied Materials | March 31, 2026 | +111.5% | $13.7M |
| IBKRInteractive Brokers | December 31, 2024 | +97.1% | $14.2M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $23.9M |
| AMZNAmazon Com | September 30, 2023 | +87.5% | $19.7M |
Sold off last quarter
- SCHWSchwab Charles was $5.6M
- PMPhilip Morris was $5.1M
- BARGraniteshares Gold was $1.5M
- AXPAmerican Express was $1.1M
- HIGHartford Insurance was $723K
- XLBState Street was $710K
- LMTLockheed Martin was $694K
- COPXGlobal X was $628K
- DEDeere & Co was $493K
- FTECFidelity Msci was $344K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +8.9% | +7.8% |
| June 30, 2025 | +13.2% | +10.5% |
| March 31, 2025 | −5.0% | −4.6% |
| December 31, 2024 | +11.3% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +7.2% | +4.0% |
| March 31, 2024 | +15.4% | +10.0% |
| December 31, 2023 | +11.4% | +11.2% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +10.0% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ibex Wealth Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1686242&type=13F-HR&dateb=&owner=include&count=40CIK 1686242
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1686242/000168624226000003/Filed July 27, 2026 · accession 0001686242-26-000003