Noble Family Wealth, LLC
CIK: 0001976065Latest portfolio: $474.4M · Q4 2025
Holdings
80
Total Value
$474.4M
New Positions
79
Closed Positions
0
Top Holdings
View All 80 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VIGVANGUARD SPECIALIZED FUNDS | 225,987 | $49.7M | 10.47% | NEW | |
| 2 | VTVVANGUARD INDEX FDS | 240,499 | $45.9M | 9.68% | NEW | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 682,103 | $42.6M | 8.98% | NEW | |
| 4 | SCHDSCHWAB STRATEGIC TR | 1,427,691 | $39.2M | 8.26% | NEW | |
| 5 | SCHASCHWAB STRATEGIC TR | 979,845 | $27.9M | 5.88% | NEW | |
| 6 | VUGVANGUARD INDEX FDS | 48,711 | $23.8M | 5.01% | NEW | |
| 7 | SCHVSCHWAB STRATEGIC TR | 729,490 | $21.6M | 4.55% | NEW | |
| 8 | SCHFSCHWAB STRATEGIC TR | 853,571 | $20.5M | 4.33% | NEW | |
| 9 | SCHMSCHWAB STRATEGIC TR | 680,442 | $20.5M | 4.31% | NEW | |
| 10 | VBVANGUARD INDEX FDS | 78,920 | $20.4M | 4.29% | NEW | |
| 11 | IWDISHARES TR | 84,323 | $17.7M | 3.74% | NEW | |
| 12 | EFAISHARES TR | 139,192 | $13.4M | 2.82% | NEW | |
| 13 | VOVANGUARD INDEX FDS | 40,484 | $11.7M | 2.48% | NEW | |
| 14 | AIVLWISDOMTREE TR | 88,825 | $10.2M | 2.15% | NEW | |
| 15 | SCHGSCHWAB STRATEGIC TR | 292,410 | $9.5M | 2.01% | NEW | |
| 16 | VBRVANGUARD INDEX FDS | 39,971 | $8.5M | 1.78% | NEW | |
| 17 | IWOISHARES TR | 21,468 | $6.9M | 1.46% | NEW | |
| 18 | EMXCISHARES INC | 80,486 | $5.8M | 1.23% | NEW | |
| 19 | EFVISHARES TR | 80,205 | $5.7M | 1.21% | NEW | |
| 20 | VSSVANGUARD INTL EQUITY INDEX F | 37,641 | $5.4M | 1.14% | NEW | |
| 21 | IWNISHARES TR | 25,703 | $4.7M | 0.98% | NEW | |
| 22 | IWFISHARES TR | 8,027 | $3.8M | 0.80% | NEW | |
| 23 | AQLTISHARES TR | 22,007 | $3.8M | 0.79% | NEW | |
| 24 | IWCISHARES TR | 21,327 | $3.4M | 0.71% | NEW | |
| 25 | SCHYSCHWAB STRATEGIC TR | 100,625 | $3.0M | 0.63% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.966745932426103e+238T)
Unknown0.0% ($37551.2T)
Industrials0.0% ($730.3T)
Technology0.0% ($1.9B)
Consumer Cyclical0.0% ($594.2M)
Healthcare0.0% ($444K)
Consumer Defensive0.0% ($294K)
Real Estate0.0% ($245K)
Filing History
Fund Information
Noble Family Wealth, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $474.4M across 80 holdings. The largest position is VANGUARD SPECIALIZED FUNDS (VIG), representing 10.5% of the portfolio. Compared to the previous quarter, the fund opened 80 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.