IBEX WEALTH ADVISORS
โขCIK: 1686242โขFiling: Q4 2025
**IBEX WEALTH ADVISORS** manages $1.0B across a diversified portfolio of 123 positions. The fund maintains significant exposure to technology leaders, notably allocating $127.3M to NVDA and $58.2M to AVGO. Further concentration includes substantial holdings in MSFT ($39.3M), PLTR ($33.7M), and AAPL ($30.8M). This structure signals a conviction in high-growth, market-leading technology names.
Total AUM
$1.0B
QoQ Performance
-2.2%
Positions
114
Top 10 Concentration
39.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AVGO
NVDA12.5%
AVGO5.7%
MSFT3.8%
PLTR3.3%
AAPL3.0%
APP3.0%
JXN2.0%
WMB2.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other46.9%
Technology30.6%
Financial8.0%
Healthcare6.8%
Consumer3.4%
Communication1.8%
Industrial1.4%
ETF1.0%
๐ช Exited Positionssold since Q3 2025
+84 more exited positions
Changes from Q3 2025
NEW9 new positions
โ67 increased
โ38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023