You're signed outSign in or to get full access.
Ibex Wealth Advisors
IBEX Wealth Advisors, LLC is an SEC-registered investment adviser located in Lebanon, New Jersey. Founded by Phil Rongo, IBEX offers wealth management, financial planning, and investment advisory services to individuals and families. The firm leverages institutional research partners and provides personalized investment management focused on client-specific goals. IBEX serves clients seeking tailored strategies for wealth accumulation, risk management, and estate planning. Employee count and founding year are not publicly disclosed.
Investment Strategy
IBEX Wealth Advisors’ investment approach emphasizes clear communication with clients, leveraging in-depth institutional research for portfolio construction. The firm stresses consistency in results and combines financial planning, investment selection, and management to address both short- and long-term client goals. Their philosophy is rooted in informed decision-making, objective analysis, and adjusting asset allocations to fit evolving client needs. Risk management, diversification, and value for each client’s personal situation underpin IBEX’s strategies.
Latest 13F Filing Activity
Ibex Wealth Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 193 equity positions with a total 13F market value of $937M. The fund increased holdings in Nvidia Corp., Broadcom Inc., Palantir Technologies among other positions. Ibex Wealth Advisors reduced exposure to Qualcomm Inc., Apple Inc., Nextera Energy among others.
Top Holdings
Equity Positions (193)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 11.52% | $108.0M | 683,338 | $134.07 | $157.99 | +$36.3M |
A AVGO | BROADCOM INC | 4.98% | $46.7M | 169,278 | $236.35 | $275.65 | +$21.2M |
M MSFT | MICROSOFT CORP | 3.68% | $34.5M | 69,420 | $423.47 | $497.41 | +$8.8M |
P PLTR | PALANTIR TECHNOLOGIES | 3.43% | $32.2M | 236,063 | $88.75 | $136.32 | +$16.5M |
A AAPL | APPLE INC | 2.43% | $22.8M | 111,081 | $209.13 | $205.17 | -$7.6M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more