IBEX WEALTH ADVISORS: 13F holdings
CIK 16862422026Q2
| Positions | 209 |
|---|---|
| Reported value | $1.3bn |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORP | 685,019 | $137.1m | 10.7% |
| MU MICRON TECHNOLOGY | 63,705 | $73.5m | 5.8% |
| AVGO BROADCOM INC | 144,076 | $54.4m | 4.3% |
| AAPL APPLE INC | 117,710 | $34.1m | 2.7% |
| VRT VERTIV HOLDINGS | 100,113 | $33.5m | 2.6% |
| MSFT MICROSOFT CORP | 73,165 | $27.3m | 2.1% |
| WMB WILLIAMS COS | 357,365 | $26.6m | 2.1% |
| DELL DELL TECHNOLOGIES | 56,294 | $24.3m | 1.9% |
| GOOGL ALPHABET INC | 66,915 | $23.9m | 1.9% |
| APP APPLOVIN CORP | 45,867 | $23.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1686242")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.