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Noble Family Wealth

Latest statistics and disclosures from Noble Family Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VIG, VTV, VEA, SCHD, SCHA, and represent 42.70% of Noble Family Wealth's stock portfolio.
Added to shares of these 10 stocks: VEA, VTV, SCHD, VGSH, VB, VIG, SCHB, SCHF, MSFT, SCHY.
Started 16 new stock positions in PLD, HD, VTI, WM, SBCF, VGSH, PAYX, AON, VYM, BK. IJT, AVSC, FLMI, XOM, PNC, AFL.
Reduced shares in these 10 stocks: VOO, DFUV, VUG, IMTM, VDE, SCHM, SCHG, IWL, DFIC, IWC.
Sold out of its positions in DFUV, IMTM, VOO.
Noble Family Wealth was a net buyer of stock by $20M.
Noble Family Wealth has $454M in assets under management (AUM), dropping by 10.81%.
Central Index Key (CIK): 0001976065

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Portfolio Holdings for Noble Family Wealth

Noble Family Wealth holds 83 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	10.5	$48M		222k	215.79	View chart
Vanguard Index Fds Value Etf (VTV)	9.5	$43M	+6%	230k	186.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.4	$38M	+8%	639k	59.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.2	$37M	+6%	1.4M	27.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	6.0	$27M		976k	27.90	View chart
Vanguard Index Fds Growth Etf (VUG)	5.0	$23M		48k	479.61	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.7	$21M		733k	29.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.4	$20M		673k	29.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.4	$20M	+3%	853k	23.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.9	$18M	+10%	69k	254.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.8	$17M		85k	203.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.9	$13M		139k	93.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.6	$12M		41k	293.74	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	2.2	$10M		89k	114.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$9.6M		300k	31.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$7.8M	+2%	38k	208.71	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.5	$6.7M		21k	320.04	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$5.1M	+7%	76k	67.83	View chart
Ishares Msci Emrg Chn (EMXC)	1.1	$5.0M	+7%	73k	67.51	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.1	$4.8M	+10%	34k	142.55	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.0	$4.5M		26k	176.81	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.9	$4.1M		25k	166.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$4.0M		8.6k	468.41	View chart
Ishares Tr Micro-cap Etf (IWC)	0.7	$3.1M		21k	149.09	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.6	$2.7M	+23%	98k	27.94	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$2.7M		9.1k	297.62	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$2.7M		35k	76.72	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$2.6M	+36%	102k	25.71	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$2.5M		56k	45.51	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$2.4M		17k	139.67	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$2.4M		29k	82.96	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$2.2M	NEW	37k	58.85	View chart
Microsoft Corporation (MSFT)	0.4	$1.9M	+43%	3.7k	517.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.7M	+12%	32k	54.18	View chart
Vanguard World Energy Etf (VDE)	0.4	$1.7M	-8%	13k	125.86	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.6M	+3%	47k	33.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.2M		14k	87.31	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.3	$1.2M		15k	75.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.1M		11k	100.25	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.1M		41k	26.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.0M		5.0k	206.51	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$995k	+62%	8.1k	122.45	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.2	$967k		5.6k	172.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$951k		13k	71.37	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$943k	+2%	5.4k	174.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$818k		3.4k	241.96	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$815k		7.2k	113.88	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$754k		1.00	754200.00	View chart
Oracle Corporation (ORCL)	0.1	$675k		2.4k	281.24	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$635k		5.3k	119.51	View chart
United Parcel Service CL B (UPS)	0.1	$617k	+2%	7.4k	83.53	View chart
McDonald's Corporation (MCD)	0.1	$591k	+20%	1.9k	303.89	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$563k		15k	37.77	View chart
JPMorgan Chase & Co. (JPM)	0.1	$541k	+80%	1.7k	315.43	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$533k		21k	25.13	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$532k		22k	24.40	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$525k		3.6k	145.88	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$521k		14k	36.55	View chart
Merck & Co (MRK)	0.1	$359k	+29%	4.3k	83.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$357k		533.00	669.30	View chart
Fastenal Company (FAST)	0.1	$338k	+42%	6.9k	49.04	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$330k	-11%	10k	32.79	View chart
Trane Technologies SHS (TT)	0.1	$329k		780.00	421.96	View chart
Aon Shs Cl A (AON)	0.1	$328k	NEW	920.00	356.58	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$308k	NEW	13k	24.77	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$302k		4.4k	68.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$294k		5.5k	53.40	View chart
Coca-Cola Company (KO)	0.1	$284k	+44%	4.3k	66.32	View chart
Waste Management (WM)	0.1	$283k	NEW	1.3k	220.83	View chart
Home Depot (HD)	0.1	$261k	NEW	643.00	405.19	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$260k		5.6k	46.12	View chart
Bank of New York Mellon Corporation (BK)	0.1	$258k	NEW	2.4k	108.96	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$249k		8.2k	30.40	View chart
PNC Financial Services (PNC)	0.1	$247k	NEW	1.2k	200.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$238k	NEW	1.7k	140.95	View chart
AFLAC Incorporated (AFL)	0.1	$227k	NEW	2.0k	111.70	View chart
Prologis (PLD)	0.0	$221k	NEW	1.9k	114.52	View chart
Paychex (PAYX)	0.0	$211k	NEW	1.7k	126.76	View chart
Exxon Mobil Corporation (XOM)	0.0	$210k	NEW	1.9k	112.75	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$209k	NEW	3.7k	57.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$204k	NEW	622.00	328.17	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.0	$204k	NEW	6.7k	30.43	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$203k	NEW	1.4k	141.50	View chart

Past Filings by Noble Family Wealth

SEC 13F filings are viewable for Noble Family Wealth going back to 2023

Noble Family Wealth 2025 Q3 filed Oct. 21, 2025
Noble Family Wealth 2025 Q2 filed July 22, 2025
Noble Family Wealth 2025 Q1 filed April 16, 2025
Noble Family Wealth 2024 Q4 filed Jan. 13, 2025
Noble Family Wealth 2024 Q3 filed Nov. 4, 2024
Noble Family Wealth 2024 Q2 filed July 16, 2024
Noble Family Wealth 2024 Q1 filed April 16, 2024
Noble Family Wealth 2023 Q4 filed Jan. 18, 2024
Noble Family Wealth 2023 Q3 filed Oct. 10, 2023
Noble Family Wealth 2023 Q2 filed July 18, 2023
Noble Family Wealth 2023 Q1 filed May 11, 2023

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