Long-term investor
Ibex Wealth Advisors @ibexwealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001686242).
Record
- Tracked since 2025-12-31 (257 days), 128 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.2%
- Max drawdown n/a · win rate 4% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 10.7% · long · since 2025-12-31
- MU · 5.8% · long · since 2025-12-31
- AVGO · 4.3% · long · since 2025-12-31
- AAPL · 2.7% · long · since 2025-12-31
- VRT · 2.6% · long · since 2025-12-31
- MSFT · 2.1% · long · since 2025-12-31
- WMB · 2.1% · long · since 2025-12-31
- DELL · 1.9% · long · since 2026-03-31
- GOOGL · 1.9% · long · since 2025-12-31
- APP · 1.9% · long · since 2025-12-31
- PLTR · 1.7% · long · since 2025-12-31
- JXN · 1.6% · long · since 2025-12-31