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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 45.28% of Noble Family Wealth's stock portfolio.
Added to shares of these 10 stocks: VUG (+$20M), VO (+$9.7M), VEA, SCHD, IWF, VIG, VB, VTV, VSS, HDV.
Started 4 new stock positions in AMD, VOO, VXUS, VGIT.
Reduced shares in these 10 stocks: IWL, AGG, MSFT, FLMI, , BNY, PRN, JPM, VDE, AFL.
Sold out of its positions in AFL, BNY, FAST, FLMI, JNJ, WM.
Noble Family Wealth was a net buyer of stock by $49M.
Noble Family Wealth has $559M in assets under management (AUM), dropping by 15.37%.
Central Index Key (CIK): 0001976065

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Portfolio Holdings for Noble Family Wealth

Noble Family Wealth holds 74 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	10.0	$56M	+5%	236k	236.62	View chart
Vanguard Index Fds Value Etf (VTV)	10.0	$56M	+3%	256k	217.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.8	$55M	+7%	771k	71.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	9.1	$51M	+6%	1.6M	31.71	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	6.4	$36M		989k	36.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.9	$27M	+9%	90k	303.12	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.5	$25M		728k	34.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.4	$25M	+3%	894k	27.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.4	$25M		668k	36.87	View chart
Vanguard Index Fds Growth Etf (VUG)	4.3	$24M	+487%	277k	86.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.6	$20M		82k	242.43	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.6	$15M		139k	103.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.3	$13M	+295%	161k	80.57	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	2.0	$11M		87k	131.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.0	$11M	+6%	45k	242.99	View chart
Ishares Msci Emrg Chn (EMXC)	1.7	$9.5M	+7%	93k	102.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$9.4M		279k	33.84	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.5	$8.4M		21k	393.96	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.3	$7.5M	+15%	49k	154.29	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$7.0M	+7%	92k	76.55	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.0	$5.7M		26k	221.20	View chart
Ishares Tr Micro-cap Etf (IWC)	0.8	$4.2M		21k	200.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$4.0M	+299%	32k	124.17	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.6	$3.6M	+7%	113k	31.73	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$3.2M		8.9k	365.70	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.5	$3.0M	-19%	16k	184.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$2.9M		100k	28.96	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$2.8M		34k	82.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.7M	+16%	46k	59.69	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$2.7M		56k	48.12	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$2.7M	-3%	16k	164.60	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$2.5M	-3%	31k	82.11	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.7M		46k	36.26	View chart
Vanguard World Energy Etf (VDE)	0.3	$1.5M	-13%	10k	150.13	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.4M		7.0k	197.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M		14k	96.58	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.2	$1.3M		14k	93.11	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.2	$1.2M	-17%	4.6k	260.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.2M		40k	29.43	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.2M	+409%	42k	27.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.1M		5.0k	227.06	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.1M		13k	83.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.0M		3.4k	300.45	View chart
Microsoft Corporation (MSFT)	0.2	$953k	-24%	2.6k	373.02	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$891k		7.2k	124.42	View chart
United Parcel Svcs CL B (UPS)	0.1	$777k		7.2k	107.50	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$671k	+44%	12k	58.20	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$623k		5.3k	117.45	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$622k		26k	24.14	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$600k		3.6k	166.65	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$590k		14k	41.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$523k	+17%	3.3k	158.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$491k	+35%	1.3k	370.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$443k	-54%	4.5k	98.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$438k		12k	37.26	View chart
Advanced Micro Devices (AMD)	0.1	$400k	NEW	689.00	580.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$399k		533.00	748.89	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$395k		16k	24.66	View chart
McDonald's Corporation (MCD)	0.1	$392k	-18%	1.5k	270.31	View chart
Trane Technologies SHS (TT)	0.1	$383k		780.00	491.16	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$376k		5.5k	68.41	View chart
Merck & Co (MRK)	0.1	$352k	-25%	2.7k	128.50	View chart
Oracle Corporation (ORCL)	0.1	$352k		2.4k	146.55	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$349k		4.6k	75.79	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$316k		5.8k	54.02	View chart
JPMorgan Chase & Co. (JPM)	0.1	$311k	-44%	950.00	327.33	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$292k	NEW	5.0k	58.98	View chart
Aon Shs Cl A (AON)	0.1	$284k	-7%	855.00	331.69	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$256k		1.4k	178.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$253k	NEW	369.00	686.81	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.0	$248k	-12%	3.4k	73.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$245k	NEW	2.9k	85.49	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$237k	-18%	6.9k	34.13	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 Q2 filed Aug. 4, 2026
Noble Family Wealth 2026 Q1 restated filed April 23, 2026
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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