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Funds / Noble Wealth Management Pbc
Institutional Fund

Noble Wealth Management Pbc

Greenwood Village, COCIK 20550654 filings on record

Portfolio Value
$195.04M
Q1 2026
Holdings
580
Reported positions
New Buys
58
Opened this quarter
QoQ Change
-2.0%
from $199.05M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Pimco Dynamic Income Fd5.1%
  • Spdr Gold Tr3.0%
  • Apple Inc3.0%
  • Fidelity Covington Trust2.7%
  • Asa Gold And Precious Mtls L2.4%
  • Fidelity Covington Trust2.1%
  • Other81.8%

Portfolio Holdings

580 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Pimco Dynamic Income Fd577.9K$9.89M5.1%+44.5KAdded
2Spdr Gold Tr13.8K$5.93M3.0%+191Added
3Apple Inc22.8K$5.78M3.0%183Reduced
4Fidelity Covington Trust139.1K$5.18M2.7%+3.4KAdded
5Asa Gold And Precious Mtls L74.4K$4.61M2.4%+1.0KAdded
6Fidelity Covington Trust116.4K$4.19M2.1%+7.3KAdded
7Pimco ETF Tr157.3K$4.12M2.1%23.3KReduced
8Pimco Corporate & Incm Strg339.7K$4.04M2.1%31.7KReduced
9First Tr Exchng Traded Fd Vi114.5K$3.87M2.0%11.2KReduced
10Wisdomtree Tr119.1K$3.71M1.9%+4.7KAdded

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