CIK: 0002147372
Total reported value
$115.1M
Reporting period: 2026-06-30 · Number of holdings: 77
Noble Wealth Partners LLC disclosed 77 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $115.1M and a quarterly turnover rate of 0.0%.
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Noble Wealth Partners LLC's disclosed holdings carry a Herfindahl concentration index of 0.034 — mathematically equivalent to about 30 equally-sized positions, well below its 77 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.26), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 11% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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No holding changes this quarter
Showing top 76 holdings (of 77 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 10.79% | — | — | — |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.74% | — | — | — |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.54% | — | — | — |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.43% | — | — | — |
| 5 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 4.30% | — | — | — |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.14% | — | — | — |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.04% | — | — | — |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.22% | — | — | — |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.20% | — | — | — |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.16% | — | — | — |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.11% | — | — | — |
| 12 | ORCL | Oracle CORP | Stock-Tech | 2.82% | — | — | — |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.75% | — | — | — |
| 14 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.74% | — | — | — |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.03% | — | — | — |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.94% | — | — | — |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.92% | — | — | — |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | — | — | — |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.59% | — | — | — |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.47% | — | — | — |
| 21 | AMAT | Applied Materials INC | Stock-Tech | 1.41% | — | — | — |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.37% | — | — | — |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.28% | — | — | — |
| 24 | DFIS | Dimensional International Sm | ETF-Other | 1.26% | — | — | — |
| 25 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.23% | — | — | — |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.14% | — | — | — |
| 27 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.12% | — | — | — |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.12% | — | — | — |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.03% | — | — | — |
| 30 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 0.97% | — | — | — |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.96% | — | — | — |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.83% | — | — | — |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | — | — | — |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.77% | — | — | — |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.73% | — | — | — |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.72% | — | — | — |
| 37 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.69% | — | — | — |
| 38 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.67% | — | — | — |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.64% | — | — | — |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.60% | — | — | — |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.59% | — | — | — |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | — | — | — |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | — | — | — |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.51% | — | — | — |
| 45 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.49% | — | — | — |
| 46 | CSCO | Cisco Systems INC | Stock-Tech | 0.49% | — | — | — |
| 47 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.46% | — | — | — |
| 48 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.46% | — | — | — |
| 49 | TER | Teradyne INC | Stock-Tech | 0.42% | — | — | — |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | — | — | — |
Not enough priced holdings yet to compute performance
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026 Q2 | 2026-07-24 | 13F-HR | View on EDGAR |
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