Noble Family Wealth, LLC
CIK: 0001976065SEC EDGAR →
Portfolio Value
$474.4M
Holdings
80
As of
Q4 2025
New Positions
80
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 225,987 | $49.7M | 10.47% |
| 2 | VANGUARD INDEX FDS | 240,499 | $45.9M | 9.68% |
| 3 | VANGUARD TAX-MANAGED FDS | 682,103 | $42.6M | 8.98% |
| 4 | SCHWAB STRATEGIC TR | 1,427,691 | $39.2M | 8.26% |
| 5 | SCHWAB STRATEGIC TR | 979,845 | $27.9M | 5.88% |
| 6 | VANGUARD INDEX FDS | 48,711 | $23.8M | 5.01% |
| 7 | SCHWAB STRATEGIC TR | 729,490 | $21.6M | 4.55% |
| 8 | SCHWAB STRATEGIC TR | 853,571 | $20.5M | 4.33% |
| 9 | SCHWAB STRATEGIC TR | 680,442 | $20.5M | 4.31% |
| 10 | VANGUARD INDEX FDS | 78,920 | $20.4M | 4.29% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (80)
$49.7M · 226K shares
$45.9M · 240K shares
$42.6M · 682K shares
$39.2M · 1.4M shares
$27.9M · 980K shares
$23.8M · 49K shares
$21.6M · 729K shares
$20.5M · 854K shares
$20.5M · 680K shares
$20.4M · 79K shares
$17.7M · 84K shares
$13.4M · 139K shares
$11.7M · 40K shares
$10.2M · 89K shares
$9.5M · 292K shares
$8.5M · 40K shares
$6.9M · 21K shares
$5.8M · 80K shares
$5.7M · 80K shares
$5.4M · 38K shares
$4.7M · 26K shares
$3.8M · 8K shares
$3.8M · 22K shares
$3.4M · 21K shares
$3.0M · 101K shares
$2.7M · 9K shares
$2.7M · 34K shares
$2.7M · 101K shares
$2.6M · 32K shares
$2.6M · 56K shares
$2.4M · 41K shares
$2.4M · 17K shares
$1.9M · 36K shares
$1.9M · 4K shares
$1.5M · 12K shares
$1.5M · 46K shares
$1.2M · 14K shares
$1.2M · 15K shares
$1.1M · 41K shares
$1.1M · 5K shares
$1.0M · 10K shares
$1.0M · 8K shares
$991K · 13K shares
$976K · 6K shares
$936K · 5K shares
$832K · 3K shares
$815K · 7K shares
$754K · 1 shares
$730K · 7K shares
$633K · 5K shares
$629K · 26K shares
$594K · 2K shares
$562K · 14K shares
$552K · 2K shares
$533K · 4K shares
$479K · 19K shares
$467K · 2K shares
$444K · 4K shares
$415K · 11K shares
$411K · 12K shares
$365K · 533 shares
$324K · 920 shares
$324K · 7K shares
$313K · 5K shares
$309K · 12K shares
$303K · 780 shares
$303K · 10K shares
$300K · 6K shares
$294K · 4K shares
$281K · 1K shares
$274K · 2K shares
$274K · 7K shares
$253K · 4K shares
$248K · 396 shares
$245K · 2K shares
$241K · 2K shares
$230K · 687 shares
$223K · 2K shares
$221K · 643 shares
$202K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $462.3M | 97.5% |
| Unknown | 4 | $6.3M | 1.3% |
| Technology | 2 | $2.4M | 0.5% |
| Industrials | 4 | $1.6M | 0.3% |
| Consumer Cyclical | 2 | $815K | 0.2% |
| Healthcare | 1 | $444K | 0.1% |
| Consumer Defensive | 1 | $294K | 0.1% |
| Real Estate | 1 | $245K | 0.1% |