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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 43.27% of Noble Family Wealth's stock portfolio.
Added to shares of these 10 stocks: VEA, VB, VTV, SCHD, VIG, VSS, VUG, EMXC, VBR, EFV.
Started 1 new stock position in VOO.
Reduced shares in these 10 stocks: IWL, IWF, PNC, SCHG, PAYX, , SBCF, DUHP, VDE, IWD.
Sold out of its positions in XOM, PNC, PAYX, SBCF.
Noble Family Wealth was a net buyer of stock by $12M.
Noble Family Wealth has $474M in assets under management (AUM), dropping by 4.61%.
Central Index Key (CIK): 0001976065

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Positions held by Noble Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Noble Family Wealth

Noble Family Wealth holds 80 positions in its portfolio as reported in the December 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	$50M		226k	219.78	View chart
Vanguard Index Fds Value Etf (VTV)	9.7	$46M	+4%	241k	190.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.0	$43M	+6%	682k	62.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.3	$39M	+4%	1.4M	27.43	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	5.9	$28M		980k	28.48	View chart
Vanguard Index Fds Growth Etf (VUG)	5.0	$24M	+2%	49k	487.86	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.6	$22M		730k	29.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.3	$21M		854k	24.04	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.3	$21M		680k	30.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.3	$20M	+14%	79k	257.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.7	$18M		84k	210.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.8	$13M		139k	96.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$12M		41k	290.22	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	2.2	$10M		89k	114.98	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$9.5M	-2%	292k	32.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.8	$8.5M	+6%	40k	211.79	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.5	$6.9M	+2%	22k	323.01	View chart
Ishares Msci Emrg Chn (EMXC)	1.2	$5.8M	+9%	81k	72.68	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$5.7M	+6%	80k	71.41	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.1	$5.4M	+12%	38k	143.33	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.0	$4.7M		26k	181.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$3.8M	-6%	8.0k	473.30	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.8	$3.8M	-11%	22k	170.63	View chart
Ishares Tr Micro-cap Etf (IWC)	0.7	$3.4M	+2%	21k	157.70	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.6	$3.0M	+2%	101k	29.82	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$2.7M		9.0k	302.11	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$2.7M		34k	77.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$2.7M		101k	26.23	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.6M	+10%	32k	82.82	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$2.6M		56k	45.53	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$2.4M	+12%	41k	58.73	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$2.4M		17k	141.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.9M	+14%	36k	53.76	View chart
Microsoft Corporation (MSFT)	0.4	$1.9M	+8%	4.0k	483.62	View chart
Vanguard World Energy Etf (VDE)	0.3	$1.5M	-8%	12k	125.92	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.5M		46k	32.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.2M		14k	89.46	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.3	$1.2M	-2%	15k	79.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.1M		41k	26.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.1M		5.0k	212.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.0M	-9%	10k	99.88	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.0M		8.2k	121.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$991k		14k	73.56	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.2	$977k		5.6k	174.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$936k	-2%	5.3k	177.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$832k		3.4k	246.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$816k		7.2k	113.92	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$755k		1.00	754800.00	View chart
United Parcel Service CL B (UPS)	0.2	$730k		7.4k	99.19	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$634k		5.3k	119.35	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$630k	+18%	26k	24.37	View chart
McDonald's Corporation (MCD)	0.1	$595k		1.9k	305.63	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$562k		14k	39.45	View chart
JPMorgan Chase & Co. (JPM)	0.1	$553k		1.7k	322.22	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$533k		3.6k	148.17	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$479k	-9%	19k	25.08	View chart
Oracle Corporation (ORCL)	0.1	$468k		2.4k	194.91	View chart
Merck & Co (MRK)	0.1	$445k		4.2k	105.26	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$415k	-26%	11k	38.03	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$411k	+18%	12k	34.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$365k		533.00	684.94	View chart
Aon Shs Cl A (AON)	0.1	$325k		920.00	352.88	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$325k	+15%	6.5k	49.90	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$314k		4.5k	69.42	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$310k		13k	24.87	View chart
Trane Technologies SHS (TT)	0.1	$304k		780.00	389.20	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$304k	+17%	9.6k	31.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$301k		5.5k	54.71	View chart
Coca-Cola Company (KO)	0.1	$295k		4.2k	69.91	View chart
Waste Management (WM)	0.1	$281k		1.3k	219.71	View chart
Bank of New York Mellon Corporation (BK)	0.1	$275k		2.4k	116.09	View chart
Fastenal Company (FAST)	0.1	$274k		6.8k	40.13	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$254k	+18%	4.3k	58.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$248k	NEW	396.00	627.13	View chart
Prologis (PLD)	0.1	$246k		1.9k	127.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$242k		1.7k	143.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$230k	+10%	687.00	335.27	View chart
AFLAC Incorporated (AFL)	0.0	$224k		2.0k	110.27	View chart
Home Depot (HD)	0.0	$221k		643.00	344.10	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$202k		1.4k	141.16	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 Q4 filed Jan. 7, 2026
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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