Noble Wealth Partners LLC
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
18 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 59.1% | $8,732,491 |
| Unclassified | 10.8% | $1,599,053 |
| Consumer Defensive | 8.7% | $1,281,700 |
| Healthcare | 8.4% | $1,242,180 |
| Financial Services | 4.1% | $601,468 |
| Consumer Cyclical | 3.9% | $569,632 |
| Communication Services | 3.2% | $469,226 |
| Energy | 1.9% | $277,541 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ORCL |
Oracle Corp
Technology
|
First | 22,128 | $3,242,858 | 21.95% | |
| MSFT |
Microsoft Corp
Technology
|
First | 5,822 | $2,171,722 | 14.70% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 2,250 | $1,626,750 | 11.01% | |
| GLDM |
World Gold Trust
|
First | 16,207 | $1,287,159 | 8.71% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 4,920 | $890,077 | 6.02% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 2,509 | $637,210 | 4.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 1,202 | $601,468 | 4.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 2,390 | $569,632 | 3.86% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 4,777 | $561,106 | 3.80% | |
| TER |
Teradyne, Inc
Technology
|
First | 1,000 | $483,840 | 3.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,313 | $469,226 | 3.18% | |
| AAPL |
Apple Inc.
Technology
|
First | 1,446 | $418,414 | 2.83% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 5,443 | $391,623 | 2.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 263 | $315,450 | 2.14% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 9,369 | $311,894 | 2.11% | |
| BIIB |
Biogen Inc.
Healthcare
|
First | 1,340 | $289,520 | 1.96% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 2,030 | $277,541 | 1.88% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 668 | $227,801 | 1.54% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.