Read this manager's filing book
Disclosed positions
IBEX WEALTH ADVISORS: source evidence dated 2026-07-28T03:59:59.999Z.
- Issuer
- NVIDIA CORP
- Ticker
- NVDA
- Class
- Common Stock
- Reported value
- $137,065,379
- Reported amount
- 685,019
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001686242-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| NVIDIA CORP | NVDA | Common Stock | $137,065,379 | 685,019 | SH | None |
| MICRON TECHNOLOGY | MU | Common Stock | $73,533,872 | 63,705 | SH | None |
| BROADCOM INC | AVGO | Common Stock | $54,424,604 | 144,076 | SH | None |
| APPLE INC | AAPL | Common Stock | $34,060,518 | 117,710 | SH | None |
| VERTIV HOLDINGS | VRT | Common Stock | $33,519,720 | 100,113 | SH | None |
| MICROSOFT CORP | MSFT | Common Stock | $27,291,878 | 73,165 | SH | None |
| WILLIAMS COS | WMB | Common Stock | $26,566,466 | 357,365 | SH | None |
| DELL TECHNOLOGIES | DELL | Common Stock | $24,288,429 | 56,294 | SH | None |
| ALPHABET INC | GOOGL | Common Stock | $23,913,409 | 66,915 | SH | None |
| APPLOVIN CORP | APP | Common Stock | $23,632,049 | 45,867 | SH | None |
| PALANTIR TECHNOLOGIES | PLTR | Common Stock | $21,395,643 | 183,386 | SH | None |
| JACKSON FINANCIAL | JXN | Common Stock | $20,620,412 | 201,391 | SH | None |
| AMAZON COM | AMZN | Common Stock | $19,728,834 | 82,776 | SH | None |
| F/M U S | TBIL | MF Closed and MF Open | $19,455,874 | 390,210 | SH | None |
| LAM RESEARCH | LRCX | Common Stock | $18,275,650 | 42,175 | SH | None |
| KINDER MORGAN | KMI | Common Stock | $18,170,997 | 568,377 | SH | None |
| TAIWAN SEMICONDUCTOR | TSM | Common Stock | $18,041,256 | 37,777 | SH | None |
| UNITEDHEALTH GROUP | UNH | Common Stock | $16,395,895 | 39,448 | SH | None |
| ONEOK INC | OKE | Common Stock | $16,352,695 | 188,092 | SH | None |
| ABBVIE INC | ABBV | Common Stock | $15,959,885 | 63,424 | SH | None |
| ANNALY CAPITAL | NLY | Common Stock | $15,452,759 | 691,089 | SH | None |
| ELI LILLY | LLY | Common Stock | $14,642,296 | 12,208 | SH | None |
| INTERACTIVE BROKERS | IBKR | Common Stock | $14,237,526 | 163,575 | SH | None |
| VERIZON COMMUNICATIONS | VZ | Common Stock | $14,138,384 | 333,925 | SH | None |
| APPLIED MATERIALS | AMAT | Common Stock | $13,709,307 | 18,962 | SH | None |
| MERCK & COMPANY | MRK | Common Stock | $13,331,965 | 103,751 | SH | None |
| ARISTA NETWORKS | ANET | Common Stock | $12,959,813 | 76,288 | SH | None |
| INTEL CORP | INTC | Common Stock | $12,745,714 | 91,282 | SH | None |
| SHELL PLC | SHEL | Common Stock | $12,731,476 | 164,192 | SH | None |
| VISA INC | V | Common Stock | $12,401,098 | 36,146 | SH | None |
| AT&T INC | T | Common Stock | $12,332,207 | 595,758 | SH | None |
| STONEX GROUP | SNEX | Common Stock | $12,261,593 | 103,473 | SH | None |
| EXXON MOBIL | XOM | Common Stock | $12,220,400 | 89,383 | SH | None |
| WOODWARD INC | WWD | Common Stock | $11,569,751 | 27,195 | SH | None |
| AMGEN INC | AMGN | Common Stock | $11,462,852 | 31,655 | SH | None |
| AMPHENOL CORP | APH | Common Stock | $11,295,402 | 64,062 | SH | None |
| HOWMET AEROSPACE | HWM | Common Stock | $10,909,671 | 40,578 | SH | None |
| KIMCO REALTY | KIM | Common Stock | $10,719,308 | 422,853 | SH | None |
| CATERPILLAR INC | CAT | Common Stock | $10,611,594 | 9,965 | SH | None |
| CARETRUST REIT | CTRE | Common Stock | $10,510,829 | 260,491 | SH | None |
| META PLATFORMS | META | Common Stock | $10,234,341 | 18,169 | SH | None |
| HOST HOTELS | HST | Common Stock | $10,042,708 | 423,564 | SH | None |
| TRUIST FINANCIAL | TFC | Common Stock | $9,898,610 | 198,688 | SH | None |
| INVESCO QQQ | QQQ | MF Closed and MF Open | $9,889,166 | 13,429 | SH | None |
| SL GREEN | SLG | Common Stock | $9,851,190 | 190,288 | SH | None |
| LAMAR ADVERTISING | LAMR | Common Stock | $9,694,031 | 62,149 | SH | None |
| CHEVRON CORP | CVX | Common Stock | $9,547,448 | 57,598 | SH | None |
| BANK NEW YORK | BNY | Common Stock | $9,389,722 | 64,931 | SH | None |
| PFIZER INC | PFE | Common Stock | $9,380,526 | 389,557 | SH | None |
| AGREE REALTY | ADC | Common Stock | $8,552,729 | 112,922 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.
