IBEX WEALTH ADVISORS

Q4 2025 13F Holdings

  • Location
    bedminster, NJ
  • Num holdings

    123

  • Value ($000)

    $1,021,137

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001686242
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA

NVIDIA CORP

COMMON STOCK
$127.29M
13 %

682,514

AVGO

BROADCOM INC

COMMON STOCK
$58.23M
6 %

168,254

MSFT

MICROSOFT CORP

COMMON STOCK
$39.27M
4 %

81,199

PLTR

PALANTIR TECHNOLOGIES

COMMON STOCK
$33.67M
3 %

189,444

AAPL

APPLE INC

COMMON STOCK
$30.84M
3 %

113,449

APP

APPLOVIN CORP

COMMON STOCK
$30.29M
3 %

44,953

JXN

JACKSON FINANCIAL

COMMON STOCK
$20.92M
2 %

196,136

WMB

WILLIAMS COS

COMMON STOCK
$20.84M
2 %

346,718

GOOGL

ALPHABET INC

COMMON STOCK
$19.84M
2 %

63,392

AMZN

AMAZON COM

COMMON STOCK
$18.16M
2 %

78,677

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