Noble Family Wealth, LLC

CIK 1976065 · View on SEC EDGAR ↗

Portfolio value
$558.9M
#3,519 of 9,443 by 13F value · top 37.3%
Positions
74
As of
June 30, 2026

Portfolio value QoQ: +15.4% 13F does not disclose cash

Top 10 holdings weight
67.82%
Top 25 holdings weight
91.50%
Positions above 1%
21
Effective number of positions
17.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.95% Est. buys $53,723,393 · sells $4,954,332

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 81.3% still held

New positions
4
Increased
25
Decreased
22
Closed
6
On this page

Sector breakdown

Technology
0.3%
Logistics & Transportation
0.1%
Consumer Discretionary
0.1%
Industrials
0.1%
Healthcare
0.1%
Financials
0.1%
Other/Unmapped
99.2%

Full portfolio 74 positions

Type Streak 8Q trend
VIG $55,837,825 9.99% 235,981 $7,551,263 Up ×1
VTV $55,670,437 9.96% 255,451 $7,250,042 Up ×6
VEA $54,945,008 9.83% 771,158 $9,122,425 Up ×6
SCHD $50,898,229 9.11% 1,605,116 $4,723,141 Up ×6
SCHA $35,715,987 6.39% 988,541 $7,034,208 Up ×6
VB $27,395,609 4.90% 90,379 $5,871,349 Up ×6
SCHV $25,353,794 4.54% 728,348 $3,246,997 Up ×1
SCHF $24,752,277 4.43% 893,584 $3,442,972 Up ×6
SCHM $24,625,658 4.41% 667,905 $3,800,197 Down ×2
VUG $23,819,296 4.26% 276,518 $3,268,584 Up ×1
IWD $19,931,868 3.57% 82,217 $2,245,333 Down ×4
EFA $14,456,668 2.59% 139,167 $939,377
VO $12,958,557 2.32% 160,836 $1,284,115 Up ×2
AIVL $11,446,583 2.05% 87,291 $1,255,486 Down ×3
VBR $11,021,055 1.97% 45,356 $1,739,700 Up ×6
EMXC iShares MSCI Emerging Markets ex China ETF $9,545,716 1.71% 93,311 $2,695,531 Up ×6
SCHG $9,426,795 1.69% 278,570 $1,209,554 Down ×6
IWO $8,437,836 1.51% 21,418 $1,700,962 Down ×1
VSS $7,498,957 1.34% 48,603 $1,363,384 Up ×6
EFV $7,026,142 1.26% 91,785 $672,711 Up ×6
IWN $5,666,923 1.01% 25,619 $793,891 Down ×1
IWC $4,200,440 0.75% 20,998 $848,949
IWF $3,958,540 0.71% 31,880 $558,000 Up ×1
SCHY $3,570,324 0.64% 112,522 $242,478 Up ×6
VBK $3,246,685 0.58% 8,878 $563,309
IWL $2,979,360 0.53% 16,109 $-232,620 Down ×6
SCHB $2,883,287 0.52% 99,561 $389,627 Up ×1
SCZ iShares MSCI EAFE Small-Cap ETF $2,807,958 0.50% 34,131 $112,614 Down ×1
VWO $2,718,223 0.49% 45,539 $610,435 Up ×6
SCHC $2,712,044 0.49% 56,360 $87,920 Up ×6
IWS $2,673,763 0.48% 16,244 $221,687 Down ×3
SHY iShares 1-3 Year Treasury Bond ETF $2,503,617 0.45% 30,491 $-92,137 Down ×2
SCHE $1,671,441 0.30% 46,096 $153,335 Up ×2
VDE $1,518,265 0.27% 10,113 $-511,841 Down ×6
VOE $1,382,212 0.25% 6,995 $93,173
IEFA $1,328,362 0.24% 13,754 $83,212
FDM $1,322,628 0.24% 14,205 $156,603
PRN Invesco Dorsey Wright Industrials Momentum ETF $1,197,699 0.21% 4,594 $109,489 Down ×1
SCHX $1,190,209 0.21% 40,442 $144,404 Down ×2
HDV $1,150,535 0.21% 41,975 $31,523 Up ×1
IVE $1,135,300 0.20% 5,000 $79,550
VEU $1,084,479 0.19% 12,949 $102,171 Down ×2
IWM $1,015,822 0.18% 3,381 $177,334
MSFT Microsoft Corporation - Common Stock $953,440 0.17% 2,556 $-307,360 Down ×2
EFG $890,848 0.16% 7,160 $93,438
UPS United Parcel Service, Inc. Common Stock $777,225 0.14% 7,230 $65,937
BRKA $748,850 0.13% 1 $30,710
VGSH Vanguard Short-Term Treasury ETF $670,814 0.12% 11,526 $203,137 Up ×1
IEI iShares 3-7 Year Treasury Bond ETF $623,425 0.11% 5,308 $-6,104
SCHO $622,161 0.11% 25,773 $-3,350
IYJ $599,940 0.11% 3,600 $68,796
IDV $590,295 0.11% 14,248 $-16,100
VYM $522,922 0.09% 3,309 $106,761 Up ×2
VTI $491,044 0.09% 1,327 $177,612 Up ×3
AGG $442,936 0.08% 4,475 $-535,966 Down ×4
DFIC $437,619 0.08% 11,745 $20,319
AMD Advanced Micro Devices, Inc. - Common Stock $400,247 0.07% 689 Up ×1
IVV $399,159 0.07% 533 $50,998
SCHR $394,487 0.07% 15,997 $-3,999
MCD McDonald's Corporation Common Stock $391,950 0.07% 1,450 $-159,703 Down ×2
TT Trane Technologies plc $383,105 0.07% 780 $58,047
EEM $376,255 0.07% 5,500 $63,910
MRK Merck & Company, Inc. Common Stock (new) $352,090 0.06% 2,740 $-89,976 Down ×3
ORCL Oracle Corporation Common Stock $351,720 0.06% 2,400 $-1,344
DGRO $349,089 0.06% 4,606 $32,156 Up ×1
DFIV $315,585 0.06% 5,842 $7,244
JPM JP Morgan Chase & Co. Common Stock $310,964 0.06% 950 $-193,521 Down ×1
VGIT Vanguard Intermediate-Term Treasury ETF $292,010 0.05% 4,951 Up ×1
AON Aon plc Class A Ordinary Shares (Ireland) $283,595 0.05% 855 $-13,363 Down ×1
IJT iShares S&P SmallCap 600 Growth ETF $255,756 0.05% 1,432 $48,531
VOO $253,433 0.05% 369
AVSC $247,816 0.04% 3,379 $5,905 Down ×2
VXUS Vanguard Total International Stock ETF $245,442 0.04% 2,871 Up ×1
DIHP $236,760 0.04% 6,938 $-38,528 Down ×2

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
VTV $55,670,437 9.96% up ×6
VEA $54,945,008 9.83% up ×6
SCHD $50,898,229 9.11% up ×6
SCHA $35,715,987 6.39% up ×6
VB $27,395,609 4.90% up ×6
SCHF $24,752,277 4.43% up ×6
VBR $11,021,055 1.97% up ×6
EMXC $9,545,716 1.71% up ×6
VSS $7,498,957 1.34% up ×6
EFV $7,026,142 1.26% up ×6
SCHY $3,570,324 0.64% up ×6
VWO $2,718,223 0.49% up ×6
SCHC $2,712,044 0.49% up ×6
VTI $491,044 0.09% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AMD $400,247 689 0.07%
VGIT $292,010 4,951 0.05%
VOO $253,433 369 0.05%
VXUS $245,442 2,871 0.04%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VEA Bought more +56K +$9.1M
VIG Bought more +11K +$7.6M
VTV Bought more +9K +$7.3M
SCHA Bought more +2K +$7.0M
VB Bought more +8K +$5.9M
SCHD Bought more +100K +$4.7M
SCHM Trimmed -5K +$3.8M
SCHF Bought more +33K +$3.4M
VUG Bought more +229K +$3.3M
SCHV Bought more +4K +$3.2M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
VOO Sept. 30, 2025 1,320 $749,800 No longer tracked
DFUV Sept. 30, 2025 11,592 $490,110 No longer tracked
DUHP March 31, 2026 10,917 $415,174 No longer tracked
GUNR March 31, 2025 11,370 $411,026 No longer tracked
FLMI June 30, 2026 12,450 $308,636 No longer tracked
KO March 31, 2026 4,217 $294,811 19.2%
WM June 30, 2026 1,280 $294,132 0.5%
BK June 30, 2026 2,365 $280,560 No longer tracked
VOO March 31, 2026 396 $248,344 No longer tracked
PNC Dec. 31, 2025 1,230 $247,144 16.9%
PLD March 31, 2026 1,925 $245,746 6.9%
SBCF June 30, 2025 9,272 $238,569 26.4%
IMTM Sept. 30, 2025 5,133 $234,527 No longer tracked
AFL June 30, 2026 2,030 $222,712 -0.2%
HD March 31, 2026 643 $221,257 2.0%
FAST June 30, 2026 4,598 $213,348 6.1%
PAYX Dec. 31, 2025 1,665 $211,056 8.8%
XOM Dec. 31, 2025 1,859 $209,603 38.3%
SBCF Dec. 31, 2025 6,706 $204,064 11.1%
JNJ June 30, 2026 825 $201,663 5.2%