IBEX WEALTH ADVISORS

Q3 2026 13F-HR Holdings

Location
West Palm Beach, FL
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
215
Total value ($000)
$1,292,788
Net value change ($000)
+16,690 (1.3%)
New positions
33
Sold out positions
27
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 19,368 14.1%
PLTR 18,537 86.6%
OKE 16,308 NEW
XOM 14,639 NEW
MRK 10,747 80.6%
MINT 10,538 1912.5%
MSFT 10,062 36.9%
MAREX GROUP 8,616 NEW
ANET 7,413 57.2%
DELL 6,468 26.6%
Top Reduces (Value $000, Stocks/ETFs)
OKE -16,353 -100.0%
XOM -12,220 -100.0%
WWD -11,570 -100.0%
MU -11,264 -15.3%
AMAT -11,219 -81.8%
INTC -10,718 -84.1%
APP -10,248 -43.4%
VRT -8,998 -26.8%
GLW -7,232 -91.8%
UNH -6,323 -38.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type