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Daniel Newman

Noble Wealth Management Pbc

Assets Managed
$198.876M
Holdings
580
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-0.08%(2Q avg: 18.02%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Noble Wealth Management Pbc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 580 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 198.876M in assets, with a quarterly growth rate of -0.08% and a 2-quarter average growth rate of 18.02%. The portfolio is managed by Daniel Newman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PDI
Pimco Dynamic Income Fund
Recent Activity
Increased 8.35%
4.98%
$9.887M
577,858 shares@ $17.12 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 1.41%
2.99%
$5.932M
13,786 shares@ $430.3 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.79%
2.91%
$5.784M
22,790 shares@ $253.8 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 2.5%
2.61%
$5.176M
139,143 shares@ $37.21 avg price
ASA
Asa Gold And Precious Metals
Recent Activity
Increased 1.43%
2.33%
$4.615M
74,397 shares@ $62.04 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 6.73%
2.11%
$4.186M
116,408 shares@ $35.97 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Decreased -12.89%
2.08%
$4.122M
157,330 shares@ $26.2 avg price
PCN
Pimco Corporate & Income Str
Recent Activity
Decreased -8.54%
2.04%
$4.043M
339,736 shares@ $11.9 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -8.89%
1.95%
$3.865M
114,459 shares@ $33.77 avg price
XC
Wisdomtree Em Ex-china Fund
Recent Activity
Increased 4.11%
1.87%
$3.715M
119,064 shares@ $31.21 avg price

1-10 of 580