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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 VTV, VIG, SCHD, VEA, SCHA, and represent 44.88% of Noble Family Wealth's stock portfolio.
Added to shares of these 10 stocks: SCHD, VEA, VTV, VB, VSS, VBR, EMXC, EFV, VOE, JNJ.
Started 1 new stock position in JNJ.
Reduced shares in these 10 stocks: VGSH, VUG, DUHP, IWD, IWL, VIG, SCHG, KO, VOO, .
Sold out of its positions in KO, DUHP, HD, PLD, VOO.
Noble Family Wealth was a net buyer of stock by $3.4M.
Noble Family Wealth has $484M in assets under management (AUM), dropping by 2.12%.
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 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	10.0	$48M	+2%	247k	196.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	10.0	$48M		225k	215.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	9.5	$46M	+5%	1.5M	30.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.5	$46M	+4%	715k	64.08	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	5.9	$29M		986k	29.08	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.6	$22M		725k	30.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.4	$22M	+4%	82k	261.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.4	$21M		861k	24.75	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.3	$21M		673k	30.96	View chart
Vanguard Index Fds Growth Etf (VUG)	4.2	$21M	-3%	47k	436.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.7	$18M		83k	213.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.8	$14M		139k	97.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.4	$12M		41k	287.18	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	2.1	$10M		88k	115.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.9	$9.3M	+6%	43k	217.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$8.2M	-3%	282k	29.13	View chart
Ishares Msci Emrg Chn (EMXC)	1.4	$6.9M	+8%	87k	78.66	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.4	$6.7M		22k	313.81	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$6.4M	+6%	86k	74.35	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.3	$6.1M	+11%	42k	145.79	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.0	$4.9M		26k	189.59	View chart
Shares Tr Rus 1000 Grw Etf (IWF)	0.7	$3.4M		8.0k	426.40	View chart
Ishares Tr Micro-cap Etf (IWC)	0.7	$3.4M		21k	159.61	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.7	$3.3M	+4%	105k	31.66	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.7	$3.2M	-9%	20k	160.48	View chart
Shares Tr Eafe Sml Cp Etf (SCZ)	0.6	$2.7M		34k	78.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$2.7M		8.9k	302.25	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$2.6M		56k	46.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$2.6M		31k	82.57	View chart
Chwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$2.5M		99k	25.10	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$2.5M		17k	145.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.1M	+7%	39k	54.05	View chart
Vanguard World Energy Etf (VDE)	0.4	$2.0M	-4%	12k	173.04	View chart
Chwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.5M		46k	32.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.3M	+32%	7.0k	184.28	View chart
Microsoft Corporation (MSFT)	0.3	$1.3M	-14%	3.4k	370.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.2M		14k	90.53	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.2	$1.2M	-4%	14k	82.09	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.1M		8.2k	135.72	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.2	$1.1M		5.6k	194.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.1M		5.0k	211.15	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.0M		41k	25.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$982k	-2%	13k	75.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$979k	-2%	9.9k	99.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$839k		3.4k	248.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$797k		7.2k	111.37	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
United Parcel Svcs CL B (UPS)	0.1	$711k		7.2k	98.38	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$630k		5.3k	118.60	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$626k		26k	24.27	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$606k		14k	42.56	View chart
McDonald's Corporation (MCD)	0.1	$552k	-8%	1.8k	310.79	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$531k		3.6k	147.54	View chart
JPMorgan Chase & Co. (JPM)	0.1	$505k		1.7k	294.16	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$468k	-80%	8.0k	58.54	View chart
Merck & Co (MRK)	0.1	$442k	-13%	3.7k	120.29	View chart
Imensional Etf Trust Intl Core Equity (DFIC)	0.1	$417k		12k	35.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$416k	+66%	2.8k	148.10	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$399k	-16%	16k	24.91	View chart
Oracle Corporation (ORCL)	0.1	$353k		2.4k	147.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$348k		533.00	653.21	View chart
Trane Technologies SHS (TT)	0.1	$325k		780.00	416.74	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$317k		4.5k	70.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$313k	+42%	977.00	320.81	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$312k		5.5k	56.79	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$309k		13k	24.79	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$308k	-10%	5.8k	52.78	View chart
Aon Shs Cl A (AON)	0.1	$297k		920.00	322.78	View chart
Waste Management (WM)	0.1	$294k		1.3k	229.79	View chart
Bank of New York Mellon Corporation (BK)	0.1	$281k		2.4k	118.63	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$275k	-10%	8.5k	32.22	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$242k	-10%	3.9k	62.30	View chart
AFLAC Incorporated (AFL)	0.0	$223k		2.0k	109.71	View chart
Fastenal Company (FAST)	0.0	$213k	-32%	4.6k	46.40	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$207k		1.4k	144.71	View chart
Johnson & Johnson (JNJ)	0.0	$202k	NEW	825.00	244.44	View chart

Past Filings by Noble Family Wealth

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

Noble Family Wealth 2026 Q1 filed April 9, 2026
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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