Alfafolio
Manager Profile

IBEX WEALTH ADVISORS

Diversified · Technology 37%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

BEDMINSTER, NJ

Portfolio Value

$1.3B

Latest reported 13F value

Holdings

209

Distinct positions in last filing

Top Position

NVIDIA Corp

Latest disclosed holding

Top 4

NVDA MU AVGO AAPL VRT

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
36.6%
Financial Services
12.6%
Energy
8%
Communication Services
7.1%
Industrials
7%
Healthcare
6.6%
Real Estate
4.5%
Consumer Cyclical
2.8%
Basic Materials
0.9%
Consumer Defensive
0.1%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
NVIDIA Corp

Shares: 685K

137.1M

Position Value
2
Micron Technology Inc

Shares: 63.7K

73.5M

Position Value
3
Broadcom Inc

Shares: 144.1K

54.4M

Position Value
4
Apple Inc

Shares: 117.7K

34.1M

Position Value
5
Vertiv Holdings Co

Shares: 100.1K

33.5M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID