Noble Wealth Partners LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 84.0%; sector active share 72.4% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
76 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 85.3% | $98,167,539 |
| Technology | 7.6% | $8,732,491 |
| Financial Services | 3.6% | $4,179,094 |
| Consumer Defensive | 1.1% | $1,281,700 |
| Healthcare | 1.1% | $1,242,180 |
| Communication Services | 0.6% | $683,343 |
| Consumer Cyclical | 0.5% | $569,632 |
| Energy | 0.2% | $277,541 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
First | 210,630 | $12,422,957 | 10.79% | |
| VT |
VANGUARD TOTAL WORLD STOCK INDEX FUND
|
First | 34,761 | $5,455,738 | 4.74% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
First | 23,812 | $5,225,067 | 4.54% | |
| DFAU |
Dimensional US Core Equity Market ETF
|
First | 98,578 | $5,095,496 | 4.43% | |
| ACWV |
iShares Trust
|
First | 41,131 | $4,945,180 | 4.30% | |
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
First | 52,480 | $4,764,659 | 4.14% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
First | 12,562 | $4,648,442 | 4.04% | |
| SCHP |
Schwab U.S. TIPS ETF
|
First | 139,899 | $3,707,323 | 3.22% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
First | 23,349 | $3,689,842 | 3.20% | |
| DFAE |
Dimensional Emerging Core Equity Market ETF
|
First | 90,548 | $3,640,935 | 3.16% | |
| SPMO |
Invesco Ltd.
Financial Services
|
First | 22,147 | $3,577,626 | 3.11% | |
| ORCL |
Oracle Corp
Technology
|
First | 22,128 | $3,242,858 | 2.82% | |
| IDEV |
iShares Core MSCI International Developed Markets ETF
|
First | 35,557 | $3,164,928 | 2.75% | |
| SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
|
First | 127,847 | $3,152,707 | 2.74% | |
| DFAS |
Dimensional U.S. Small Cap ETF
|
First | 28,357 | $2,334,915 | 2.03% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
First | 31,356 | $2,234,115 | 1.94% | |
| ESGU |
iShares ESG Aware MSCI USA ETF
|
First | 13,474 | $2,205,289 | 1.92% | |
| MSFT |
Microsoft Corp
Technology
|
First | 5,822 | $2,171,722 | 1.89% | |
| MUB |
iShares National Muni Bond ETF
|
First | 17,040 | $1,833,844 | 1.59% | |
| IWR |
iShares Russell Mid-Cap ETF
|
First | 15,342 | $1,692,529 | 1.47% | |
| AMAT |
Applied Materials Inc
Technology
|
First | 2,250 | $1,626,750 | 1.41% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
First | 31,378 | $1,581,137 | 1.37% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
First | 24,595 | $1,468,075 | 1.28% | |
| DFIS |
Dimensional International Small Cap ETF
|
First | 41,571 | $1,456,232 | 1.26% | |
| BBJP |
JPMorgan BetaBuilders Japan ETF
|
First | 18,745 | $1,411,685 | 1.23% | |
| IEMG |
iShares Trust
|
First | 15,902 | $1,317,321 | 1.14% | |
| GLDM |
World Gold Trust
|
First | 16,207 | $1,287,159 | 1.12% | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
First | 27,482 | $1,286,432 | 1.12% | |
| IUSB |
iShares Core Universal USD Bond ETF
|
First | 25,807 | $1,190,993 | 1.03% | |
| ALLW |
SSGA Active Trust
|
First | 38,008 | $1,112,494 | 0.97% | |
| MUNI |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
|
First | 21,111 | $1,110,438 | 0.96% | |
| VSGX |
VANGUARD ESG INTERNATIONAL STOCK ETF
|
First | 11,663 | $960,331 | 0.83% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
First | 11,805 | $951,128 | 0.83% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 4,920 | $890,077 | 0.77% | |
| ESGV |
VANGUARD ESG U.S. STOCK ETF
|
First | 6,377 | $843,294 | 0.73% | |
| GDX |
VanEck Gold Miners ETF
|
First | 10,979 | $828,365 | 0.72% | |
| SPGM |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
|
First | 9,327 | $799,044 | 0.69% | |
| SCHC |
Schwab International Small-Cap Equity ETF
|
First | 15,958 | $767,898 | 0.67% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
First | 4,515 | $741,679 | 0.64% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
First | 2,028 | $695,259 | 0.60% | |
| GOVT |
iShares U.S. Treasury Bond ETF
|
First | 29,945 | $682,147 | 0.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 2,509 | $637,210 | 0.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 1,202 | $601,468 | 0.52% | |
| ESGD |
iShares ESG Aware MSCI EAFE ETF
|
First | 5,726 | $588,690 | 0.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 2,390 | $569,632 | 0.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 4,777 | $561,106 | 0.49% | |
| EWJ |
iShares MSCI Japan ETF
|
First | 5,695 | $531,172 | 0.46% | |
| FNCL |
Fidelity MSCI Financials Index ETF
|
First | 6,876 | $526,426 | 0.46% | |
| TER |
Teradyne, Inc
Technology
|
First | 1,000 | $483,840 | 0.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,313 | $469,226 | 0.41% |
Showing the top 50 of 76 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.