IBEX WEALTH ADVISORS
All 13F Filings
- Location
- Bedminster, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,073,946
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 203 | 1,073,946 | 13F-HR | IBEX WEALTH ADVISORS |
| Q4 2025 | 2/17/2026 | 123 | 1,021,137 | 13F-HR | IBEX WEALTH ADVISORS |
| Q3 2025 | 11/12/2025 | 203 | 1,044,001 | 13F-HR | IBEX WEALTH ADVISORS |
| Q2 2025 | 8/7/2025 | 193 | 937,203 | 13F-HR | IBEX WEALTH ADVISORS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 999.6 K | 93.1% | 0 | 21.53 K | -21.53 K |
| ETFs | 74.34 K | 6.9% | 74.34 K | 0 | 74.34 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
1,073,946
Holdings
203
QoQ value change ($000)
52,809
(5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.