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Manager record

Ibex Wealth Advisors

Bedminster, NJ · CIK 1686242 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.28BReported 13F valueQ2 2026 · as filed
209Holdings listed
+18.8%vs prior quartervalue change includes market moves
5Quarters on record
Jul 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $937.2M$937.2MQ2 2025193 holdingsQ3 2025: $1.0B$1.0BQ3 2025203 holdingsQ4 2025: $1.0B$1.0BQ4 2025123 holdingsQ1 2026: $1.1B$1.1BQ1 2026203 holdingsQ2 2026: $1.3B$1.3BQ2 2026209 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 27 2026 13F-HR · period Q2 2026

$1.28B · 209 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$1.07B · 203 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$1.02B · 123 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$1.04B · 203 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$937.20M · 193 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 27, 2026 · Change methodology