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IBEX WEALTH ADVISORS - Portfolio Stock Holdings

IBEX WEALTH ADVISORS disclosed 221 stock positions in a recent SEC 13F filing. $1,271,727,566 of stock holdings were filed, with the largest holdings including NVDA, MU, and AVGO. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

221

Est. Stock Holding Value:

$1,271,727,566

Top Stock Holdings By Sector

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Portfolio Stock Holdings - IBEX WEALTH ADVISORS

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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