account_balance
Investment manager · 13F filer · SEC CIK 2055065
Noble Wealth Management PBC
Reported value$219Mas of Jun 30, 2026
Positions771 213 new, 22 sold out
Top 10 weight23.4%PDI alone is 4%
FiledJul 11 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PDIPimco Dynamic Income Fd SHS
4.1%Trimmed −7%
AAPLApple Inc Com
3.0%
FENIFidelity Enhanced International ETF
2.5%Trimmed −2%
GLDSPDR Gold Shares
2.4%
AISVistashares Artificial Intelligence Supercycle ETF
2.3%Added +147%
PCNPimco Corporate & Incm STRG Fd Com
1.9%Added +3%
PTYPimco Corporate & Income Oppor Com
1.8%Added +27%
XCWisdomtree True Emerging Markets Fund
1.8%Added +6%
XSMOInvesco S&P Smallcap Momentum ETF
1.8%Added +8%
BUFRFt Vest Laddered Buffer ETF
1.8%Trimmed −6%
BKDVBny Mellon Dynamic Value ETF
1.8%Added +27%
FLCFlaherty & Crumrine Total Retu Com
1.7%Added +4%
PDIPimco Dynamic Income Fd SHS
4.1%Trimmed −7%
AAPLApple Inc Com
3.0%
FENI2.5%
GLD2.4%AIS2.3%
PCN1.9%PTY1.8%XC1.8%
XSMO1.8%
BUFR1.8%
BKDV1.8%
FLC1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PDI Pimco Dynamic Income Fd SHS 4.1% Trimmed −7%AAPL Apple Inc Com 3.0% Held
FENI Fidelity Enhanced International ETF 2.5% Trimmed −2%
GLD SPDR Gold Shares 2.4% HeldAIS Vistashares Artificial Intelligence Supercycle ETF 2.3% Added +147%
PCN Pimco Corporate & Incm STRG Fd Com 1.9% Added +3%PTY Pimco Corporate & Income Oppor Com 1.8% Added +27%XC Wisdomtree True Emerging Markets Fund 1.8% Added +6%
XSMO Invesco S&P Smallcap Momentum ETF 1.8% Added +8%
BUFR Ft Vest Laddered Buffer ETF 1.8% Trimmed −6%
BKDV Bny Mellon Dynamic Value ETF 1.8% Added +27%
FLC Flaherty & Crumrine Total Retu Com 1.7% Added +4%What changed