Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Noble Family Wealth, LLC

Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001420506-25-002883

Total Value
$453.5M
Positions
83
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (83)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SPECIALIZED FUNDS921908844221,670$47.8M10.55%
2VANGUARD INDEX FDS922908744229,872$42.9M9.45%
3VANGUARD TAX-MANAGED FDS921943858639,448$38.3M8.45%
4SCHWAB STRATEGIC TR8085247971,369,190$37.4M8.24%
5SCHWAB STRATEGIC TR808524607976,436$27.2M6.01%
6VANGUARD INDEX FDS92290873647,532$22.8M5.03%
7SCHWAB STRATEGIC TR808524409733,323$21.3M4.71%
8SCHWAB STRATEGIC TR808524508672,921$19.9M4.40%
9SCHWAB STRATEGIC TR808524805853,138$19.9M4.38%
10VANGUARD INDEX FDS92290875168,743$17.5M3.85%
11ISHARES TR46428759884,892$17.3M3.81%
12ISHARES TR464287465139,082$13.0M2.86%
13VANGUARD INDEX FDS92290862940,484$11.9M2.62%
14WISDOMTREE TRWT89,042$10.2M2.24%
15SCHWAB STRATEGIC TR808524300299,717$9.6M2.11%
16VANGUARD INDEX FDS92290861137,537$7.8M1.73%
17ISHARES TR46428764820,968$6.7M1.48%
18ISHARES TR46428887775,521$5.1M1.13%
19ISHARES INC46434G76473,345$5.0M1.09%
20VANGUARD INTL EQUITY INDEX F92204271833,573$4.8M1.06%
21ISHARES TR46428763025,518$4.5M0.99%
22ISHARES TR46428944624,961$4.1M0.91%
23ISHARES TR4642876148,580$4.0M0.89%
24ISHARES TR46428886920,810$3.1M0.68%
25SCHWAB STRATEGIC TR80852467297,951$2.7M0.60%
26VANGUARD INDEX FDS9229085959,113$2.7M0.60%
27ISHARES TR46428827334,832$2.7M0.59%
28SCHWAB STRATEGIC TR808524102101,728$2.6M0.58%
29SCHWAB STRATEGIC TR80852488855,810$2.5M0.56%
30ISHARES TR46428747317,213$2.4M0.53%
31ISHARES TR46428745728,737$2.4M0.53%
32VANGUARD SCOTTSDALE FDS92206C10236,594$2.2M0.47%
33MICROSOFT CORPMSFT3,656$1.9M0.42%
34VANGUARD INTL EQUITY INDEX F92204285831,498$1.7M0.38%
35VANGUARD WORLD FD92204A30613,335$1.7M0.37%
36SCHWAB STRATEGIC TR80852470646,535$1.6M0.34%
37ISHARES TR46432F84213,754$1.2M0.26%
38FIRST TR EXCHANGE-TRADED FD33718M10515,361$1.2M0.26%
39ISHARES TR46428722611,105$1.1M0.25%
40SCHWAB STRATEGIC TR80852420140,905$1.1M0.24%
41ISHARES TR4642874085,000$1.0M0.23%
42ISHARES TR46429B6638,125$994,9070.22%
43INVESCO EXCHANGE TRADED FD TIVZ5,594$966,4670.21%
44VANGUARD INTL EQUITY INDEX F92204277513,327$951,1480.21%
45VANGUARD INDEX FDS9229085125,404$943,4310.21%
46ISHARES TR4642876553,381$818,0670.18%
47ISHARES TR4642888857,160$815,3810.18%
48BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.17%
49ORACLE CORPORCL-PD2,400$674,9760.15%
50ISHARES TR4642886615,309$634,4790.14%
51UNITED PARCEL SERVICE INCUPS7,390$617,2870.14%
52MCDONALDS CORPMCD1,945$591,0670.13%
53DIMENSIONAL ETF TRUST25434V83114,904$562,9250.12%
54JPMORGAN CHASE & CO.VYLD1,715$540,9630.12%
55SCHWAB STRATEGIC TR80852485421,196$532,6560.12%
56SCHWAB STRATEGIC TR80852486221,816$532,3110.12%
57ISHARES TR4642877543,600$525,1500.12%
58ISHARES TR46428844814,248$520,7650.11%
59MERCK & CO INCMRK4,276$358,8850.08%
60ISHARES TR464287200533$356,7370.08%
61FASTENAL COFAST6,900$338,3760.07%
62DIMENSIONAL ETF TRUST25434V79910,052$329,6060.07%
63TRANE TECHNOLOGIES PLCTT780$329,1290.07%
64AON PLCAON920$328,0540.07%
65FRANKLIN TEMPLETON ETF TRFGDL12,450$308,3870.07%
66ISHARES TR46434V6214,441$302,3440.07%
67ISHARES TR4642872345,500$293,7000.06%
68COCA COLA COKO4,277$283,6510.06%
69WASTE MGMT INC DEL94106L1091,280$282,6630.06%
70HOME DEPOT INCHD643$260,5380.06%
71DIMENSIONAL ETF TRUST25434V8075,631$259,7020.06%
72BANK NEW YORK MELLON CORP0640581002,365$257,6910.06%
73DIMENSIONAL ETF TRUST25434V7658,181$248,6620.05%
74PNC FINL SVCS GROUP INC6934751051,230$247,1440.05%
75VANGUARD WHITEHALL FDS9219464061,685$237,5010.05%
76AFLAC INCAFL2,030$226,7510.05%
77PROLOGIS INC.PLDGP1,925$220,4510.05%
78PAYCHEX INCPAYX1,665$211,0560.05%
79EXXON MOBIL CORPXOM1,859$209,6030.05%
80AMERICAN CENTY ETF TR0250723233,652$209,0770.05%
81VANGUARD INDEX FDS922908769622$204,1220.05%
82SEACOAST BKG CORP FLASE6,706$204,0640.04%
83ISHARES TR4642878871,432$202,6280.04%