IBEX WEALTH ADVISORS Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.0B
Holdings
123
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (123 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 682,514 | $127.3M | 12.47% | |
| 2 | AVGOBROADCOM INC | 168,254 | $58.2M | 5.70% | |
| 3 | MSFTMICROSOFT CORP | 81,199 | $39.3M | 3.85% | |
| 4 | PLTRPALANTIR TECHNOLOGIES | 189,444 | $33.7M | 3.30% | |
| 5 | AAPLAPPLE INC | 113,449 | $30.8M | 3.02% | |
| 6 | APPAPPLOVIN CORP | 44,953 | $30.3M | 2.97% | |
| 7 | JXNJACKSON FINANCIAL | 196,136 | $20.9M | 2.05% | |
| 8 | WMBWILLIAMS COS | 346,718 | $20.8M | 2.04% | |
| 9 | GOOGLALPHABET INC | 63,392 | $19.8M | 1.94% | |
| 10 | AMZNAMAZON COM | 78,677 | $18.2M | 1.78% | |
| 11 | TBILU S TREASURY | 326,600 | $16.3M | 1.60% | |
| 12 | VRTVERTIV HOLDINGS | 97,619 | $15.8M | 1.55% | |
| 13 | KMIKINDER MORGAN | 540,975 | $14.9M | 1.46% | |
| 14 | COFCAPITAL ONE | 60,502 | $14.7M | 1.44% | |
| 15 | MUMICRON TECHNOLOGY INC | 50,614 | $14.4M | 1.41% | |
| 16 | NLYANNALY CAPITAL | 623,685 | $13.9M | 1.37% | |
| 17 | TAT&T INC | 552,268 | $13.7M | 1.34% | |
| 18 | ABBVABBVIE INC | 59,348 | $13.6M | 1.33% | |
| 19 | OKEONEOK INC | 180,762 | $13.3M | 1.30% | |
| 20 | PANWPALO ALTO | 68,805 | $12.7M | 1.24% | |
| 21 | IBMINTL BUSINESS | 42,355 | $12.5M | 1.23% | |
| 22 | BACVERIZON COMMUNICATIONS | 303,628 | $12.4M | 1.21% | |
| 23 | VVISA INC | 35,155 | $12.3M | 1.21% | |
| 24 | SHELSHELL PLC | 153,527 | $11.3M | 1.10% | |
| 25 | METAMETA PLATFORMS | 17,054 | $11.3M | 1.10% | |
| 26 | TSMTAIWAN SEMICONDUCTOR | 33,130 | $10.1M | 0.99% | |
| 27 | MRKMERCK & COMPANY | 94,880 | $10.0M | 0.98% | |
| 28 | IBKRINTERACTIVE BROKERS | 154,492 | $9.9M | 0.97% | |
| 29 | UNMUNUM GROUP | 124,602 | $9.7M | 0.95% | |
| 30 | AMGNAMGEN INC | 28,897 | $9.5M | 0.93% | |
| 31 | ANETARISTA NETWORKS | 70,584 | $9.2M | 0.91% | |
| 32 | TFCTRUIST FINANCIAL | 182,438 | $9.0M | 0.88% | |
| 33 | CMECME GROUP | 32,494 | $8.9M | 0.87% | |
| 34 | PFEPFIZER INC | 341,147 | $8.5M | 0.83% | |
| 35 | CTRECARETRUST REIT | 233,562 | $8.4M | 0.83% | |
| 36 | GILDGILEAD SCIENCES | 68,554 | $8.4M | 0.82% | |
| 37 | GEGE AEROSPACE | 26,679 | $8.2M | 0.80% | |
| 38 | NDQINVESCO QQQ | 13,219 | $8.1M | 0.80% | |
| 39 | MAMASTERCARD INC | 14,109 | $8.1M | 0.79% | |
| 40 | CVXCHEVRON CORP | 52,425 | $8.0M | 0.78% | |
| 41 | JPMJPMORGAN CHASE | 24,724 | $8.0M | 0.78% | |
| 42 | SPYSPDR S&P | 11,491 | $7.8M | 0.77% | |
| 43 | USMVISHARES MSCI | 83,168 | $7.8M | 0.77% | |
| 44 | LLYELI LILLY | 7,167 | $7.7M | 0.75% | |
| 45 | UNHUNITEDHEALTH GROUP | 23,330 | $7.7M | 0.75% | |
| 46 | HWMHOWMET AEROSPACE | 37,047 | $7.6M | 0.74% | |
| 47 | VICIVICI PROPERTIES | 265,865 | $7.5M | 0.73% | |
| 48 | AXPAMERICAN EXPRESS | 20,029 | $7.4M | 0.73% | |
| 49 | BXBLACKSTONE INC | 47,837 | $7.4M | 0.72% | |
| 50 | UBERUBER TECHNOLOGIES | 87,606 | $7.2M | 0.70% | |
| 51 | ADCAGREE REALTY | 99,185 | $7.1M | 0.70% | |
| 52 | NFGNATIONAL FUEL | 87,554 | $7.0M | 0.69% | |
| 53 | KIMKIMCO REALTY | 342,550 | $6.9M | 0.68% | |
| 54 | LAMRLAMAR ADVERTISING | 53,344 | $6.8M | 0.66% | |
| 55 | GSGOLDMAN SACHS | 7,654 | $6.7M | 0.66% | |
| 56 | BKBANK NEW YORK | 57,812 | $6.7M | 0.66% | |
| 57 | VIRTVIRTU FINANCIAL | 199,238 | $6.6M | 0.65% | |
| 58 | FQIDIGITAL REALTY | 41,931 | $6.5M | 0.64% | |
| 59 | SMGSCOTTS MIRACLE-GRO | 109,092 | $6.4M | 0.62% | |
| 60 | WFCWELLS FARGO | 68,212 | $6.4M | 0.62% | |
| 61 | AEPAMERICAN ELECTRIC | 54,569 | $6.3M | 0.62% | |
| 62 | GOOGALPHABET INC | 19,963 | $6.3M | 0.61% | |
| 63 | DWDMORGAN STANLEY | 34,765 | $6.2M | 0.60% | |
| 64 | SNEXSTONEX GROUP | 61,407 | $5.8M | 0.57% | |
| 65 | RTXRTX CORP | 31,008 | $5.7M | 0.56% | |
| 66 | NEMNEWMONT CORP | 56,522 | $5.6M | 0.55% | |
| 67 | WMTWALMART INC | 50,439 | $5.6M | 0.55% | |
| 68 | SCHWSCHWAB CHARLES | 53,093 | $5.3M | 0.52% | |
| 69 | EFAISHARES MSCI | 51,614 | $5.0M | 0.49% | |
| 70 | EMBJEMBRAER S A | 74,439 | $4.8M | 0.47% | |
| 71 | HRBBLOCK H&R | 104,731 | $4.6M | 0.45% | |
| 72 | CMCSACOMCAST CORP | 152,382 | $4.6M | 0.45% | |
| 73 | INTCINTEL CORP | 117,873 | $4.3M | 0.43% | |
| 74 | TSLATESLA INC | 9,222 | $4.1M | 0.41% | |
| 75 | XLKSTATE STREET | 28,486 | $4.1M | 0.40% | |
| 76 | TMOTHERMO FISHER | 6,687 | $3.9M | 0.38% | |
| 77 | GEVGE VERNOVA | 4,727 | $3.1M | 0.30% | |
| 78 | VCSHVANGUARD SHORT | 37,907 | $3.0M | 0.30% | |
| 79 | LRCXLAM RESEARCH | 16,953 | $2.9M | 0.28% | |
| 80 | JPCNUVEEN PFD | 292,799 | $2.4M | 0.23% | |
| 81 | HYGHISHARES INTEREST | 26,839 | $2.3M | 0.23% | |
| 82 | SOXXISHARES SEMICONDUCTOR | 7,589 | $2.3M | 0.22% | |
| 83 | IYWISHARES TECHNOLOGY | 11,410 | $2.3M | 0.22% | |
| 84 | VOOVANGUARD S&P | 3,599 | $2.3M | 0.22% | |
| 85 | XLESTATE STREET | 46,249 | $2.1M | 0.20% | |
| 86 | OEFISHARES S&P | 5,967 | $2.0M | 0.20% | |
| 87 | PFFISHARES PFD | 61,667 | $1.9M | 0.19% | |
| 88 | XNEAXNUVEEN AMT | 156,100 | $1.8M | 0.18% | |
| 89 | VYMVANGUARD HIGH | 11,955 | $1.7M | 0.17% | |
| 90 | IEFISHARES 7-10YR | 17,396 | $1.7M | 0.16% | |
| 91 | NADNUVEEN QUALITY | 132,288 | $1.6M | 0.16% | |
| 92 | PREFPRINCIPAL SPECTRUM | 82,440 | $1.6M | 0.15% | |
| 93 | NUVNUVEEN MUNICIPAL | 169,988 | $1.5M | 0.15% | |
| 94 | IAU*ISHARES GOLD | 18,359 | $1.5M | 0.15% | |
| 95 | BARGRANITESHARES GOLD | 34,534 | $1.5M | 0.14% | |
| 96 | PGXINVESCO PFD | 120,188 | $1.4M | 0.13% | |
| 97 | IGVISHARES EXPANDED | 12,556 | $1.3M | 0.13% | |
| 98 | EFAVISHARES MSCI | 14,338 | $1.2M | 0.12% | |
| 99 | AQLTISHARES CORE | 13,256 | $1.2M | 0.12% | |
| 100 | BTZBLACKROCK CREDIT | 107,648 | $1.2M | 0.11% |
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