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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 Q4 2025 · Filed January 7, 2026 · Accession 0001420506-26-000025

Total Value
$474.4M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SPECIALIZED FUNDS921908844225,987$49.7M10.47%
2VANGUARD INDEX FDS922908744240,499$45.9M9.68%
3VANGUARD TAX-MANAGED FDS921943858682,103$42.6M8.98%
4SCHWAB STRATEGIC TR8085247971,427,691$39.2M8.26%
5SCHWAB STRATEGIC TR808524607979,845$27.9M5.88%
6VANGUARD INDEX FDS92290873648,711$23.8M5.01%
7SCHWAB STRATEGIC TR808524409729,490$21.6M4.55%
8SCHWAB STRATEGIC TR808524805853,571$20.5M4.33%
9SCHWAB STRATEGIC TR808524508680,442$20.5M4.31%
10VANGUARD INDEX FDS92290875178,920$20.4M4.29%
11ISHARES TR46428759884,323$17.7M3.74%
12ISHARES TR464287465139,192$13.4M2.82%
13VANGUARD INDEX FDS92290862940,484$11.7M2.48%
14WISDOMTREE TRWT88,825$10.2M2.15%
15SCHWAB STRATEGIC TR808524300292,410$9.5M2.01%
16VANGUARD INDEX FDS92290861139,971$8.5M1.78%
17ISHARES TR46428764821,468$6.9M1.46%
18ISHARES INC46434G76480,486$5.8M1.23%
19ISHARES TR46428887780,205$5.7M1.21%
20VANGUARD INTL EQUITY INDEX F92204271837,641$5.4M1.14%
21ISHARES TR46428763025,703$4.7M0.98%
22ISHARES TR4642876148,027$3.8M0.80%
23ISHARES TR46428944622,007$3.8M0.79%
24ISHARES TR46428886921,327$3.4M0.71%
25SCHWAB STRATEGIC TR808524672100,625$3.0M0.63%
26VANGUARD INDEX FDS9229085958,988$2.7M0.57%
27ISHARES TR46428827334,375$2.7M0.56%
28SCHWAB STRATEGIC TR808524102101,128$2.7M0.56%
29ISHARES TR46428745731,745$2.6M0.55%
30SCHWAB STRATEGIC TR80852488856,136$2.6M0.54%
31VANGUARD SCOTTSDALE FDS92206C10241,310$2.4M0.51%
32ISHARES TR46428747316,956$2.4M0.50%
33VANGUARD INTL EQUITY INDEX F92204285836,158$1.9M0.41%
34MICROSOFT CORPMSFT3,981$1.9M0.41%
35VANGUARD WORLD FD92204A30612,257$1.5M0.33%
36SCHWAB STRATEGIC TR80852470646,033$1.5M0.32%
37ISHARES TR46432F84213,754$1.2M0.26%
38FIRST TR EXCHANGE-TRADED FD33718M10514,941$1.2M0.25%
39SCHWAB STRATEGIC TR80852420140,905$1.1M0.23%
40ISHARES TR4642874085,000$1.1M0.22%
41ISHARES TR46428722610,096$1.0M0.21%
42ISHARES TR46429B6638,245$1.0M0.21%
43VANGUARD INTL EQUITY INDEX F92204277513,475$991,2210.21%
44INVESCO EXCHANGE TRADED FD TIVZ5,594$976,5790.21%
45VANGUARD INDEX FDS9229085125,279$936,3370.20%
46ISHARES TR4642876553,381$832,2670.18%
47ISHARES TR4642888857,160$815,6680.17%
48BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.16%
49UNITED PARCEL SERVICE INCUPS7,360$730,0390.15%
50ISHARES TR4642886615,308$633,5100.13%
51SCHWAB STRATEGIC TR80852486225,842$629,7700.13%
52MCDONALDS CORPMCD1,945$594,4510.13%
53ISHARES TR46428844814,248$562,0840.12%
54JPMORGAN CHASE & CO.VYLD1,715$552,6080.12%
55ISHARES TR4642877543,600$533,4120.11%
56SCHWAB STRATEGIC TR80852485419,108$479,2290.10%
57ORACLE CORPORCL-PD2,400$467,7840.10%
58MERCK & CO INCMRK4,226$444,8290.09%
59DIMENSIONAL ETF TRUST25434V83110,917$415,1740.09%
60DIMENSIONAL ETF TRUST25434V79911,927$411,0050.09%
61ISHARES TR464287200533$365,0740.08%
62AON PLCAON920$324,6500.07%
63DIMENSIONAL ETF TRUST25434V8076,505$324,6000.07%
64ISHARES TR46434V6214,516$313,5010.07%
65FRANKLIN TEMPLETON ETF TRFGDL12,450$309,6320.07%
66TRANE TECHNOLOGIES PLCTT780$303,5760.06%
67DIMENSIONAL ETF TRUST25434V7659,586$303,5410.06%
68ISHARES TR4642872345,500$300,9050.06%
69COCA COLA COKO4,217$294,8110.06%
70WASTE MGMT INC DEL94106L1091,280$281,2290.06%
71BANK NEW YORK MELLON CORP0640581002,365$274,5530.06%
72FASTENAL COFAST6,828$274,0080.06%
73AMERICAN CENTY ETF TR0250723234,321$253,8160.05%
74VANGUARD INDEX FDS922908363396$248,3440.05%
75PROLOGIS INC.PLDGP1,925$245,7460.05%
76VANGUARD WHITEHALL FDS9219464061,685$241,8320.05%
77VANGUARD INDEX FDS922908769687$230,3310.05%
78AFLAC INCAFL2,030$223,8490.05%
79HOME DEPOT INCHD643$221,2570.05%
80ISHARES TR4642878871,432$202,1420.04%