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Daniel Newman

Noble Wealth Management Pbc

Assets Managed
$223.443M
Holdings
771
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.36%(2Q avg: 6.14%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Noble Wealth Management Pbc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 771 positions.

Assets under management

The assets under management (AUM) of Noble Wealth Management Pbc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 223.443M in assets, with a quarterly growth rate of 12.36% and a 2-quarter average growth rate of 6.14%. The portfolio is managed by Daniel Newman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PDI
Pimco Dynamic Income Fund
Recent Activity
Decreased -6.97%
4.02%
$8.977M
537,557 shares@ $16.7 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.07%
2.92%
$6.524M
22,546 shares@ $289.37 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Decreased -2.39%
2.44%
$5.45M
135,815 shares@ $40.14 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 1.88%
2.32%
$5.174M
14,044 shares@ $368.39 avg price
AIS
Vistashares Ais Etf
Recent Activity
Increased 147.39%
2.22%
$4.955M
58,079 shares@ $85.31 avg price
PCN
Pimco Corporate & Income Str
Recent Activity
Increased 2.92%
1.87%
$4.178M
349,637 shares@ $11.96 avg price
PTY
Pimco Corporate & Income Opp
Recent Activity
Increased 27.31%
1.8%
$4.007M
333,049 shares@ $12.04 avg price
XC
Wisdomtree Em Ex-china Fund
Recent Activity
Increased 6.08%
1.8%
$4.004M
126,292 shares@ $31.71 avg price
XSMO
Invesco S&p Smallcap Momentu
Recent Activity
Increased 7.93%
1.79%
$3.994M
42,652 shares@ $93.64 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -6.19%
1.76%
$3.922M
107,370 shares@ $36.53 avg price

1-10 of 771