Noble Wealth Management Pbc has filed its 13F form on January 05, 2026 for Q4 2025 where it was disclosed a total value porftolio of $136 Million distributed in 590 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco Dynamic Income Fund with a value of $9.63M, Apple Inc. with a value of $6.14M, Spdr Gold Trust with a value of $5.11M, Pimco Corporate & Income Strategy Fund with a value of $4.68M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $4.22M.

Examining the 13F form we can see an increase of $8.9M in the current position value, from $127M to 136M. Also it can be appreciated an additional of 78 stocks purchases and 28 closed positions.

Noble Wealth Management Pbc is based out at Greenwood Village, CO

Below you can find more details about Noble Wealth Management Pbc portfolio as well as his latest detailed transactions.

Portfolio value $136 Million
Financial Services: $58.5 Million
ETFs: $53 Million
Technology: $11.8 Million
Consumer Cyclical: $3.14 Million
N/A: $2.24 Million
Communication Services: $2.03 Million
Consumer Defensive: $769,000
Healthcare: $474,000
Other: $1.12 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 590
  • Current Value $136 Million
  • Prior Value $127 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 05, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 78 stocks
  • Additional Purchases 99 stocks
  • Sold out of 28 stocks
  • Reduced holdings in 171 stocks
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