Institutional Manager · CIK 0001976065
Noble Family Wealth, LLC
CLEARWATER, FL · File #028-23229
Latest AUM
$474.4M
Positions
80
Top-10 Concentration
67.3%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202580 pos · $474.4M
- 13F HOLDINGS REPORTQ/E Sep 202583 pos · $453.5M
- 13F HOLDINGS REPORTQ/E Jun 202570 pos · $409.2M
- 13F HOLDINGS REPORTQ/E Mar 202561 pos · $363.2M
- 13F HOLDINGS REPORTQ/E Dec 202461 pos · $363.1M
- 13F HOLDINGS REPORTQ/E Sep 202459 pos · $371.9M
- 13F HOLDINGS REPORTQ/E Jun 202461 pos · $347.4M
- 13F HOLDINGS REPORTQ/E Mar 202461 pos · $351.2M
- 13F HOLDINGS REPORTQ/E Dec 202360 pos · $296.5M
- 13F HOLDINGS REPORTQ/E Sep 202367 pos · $307.3M
- 13F HOLDINGS REPORTQ/E Jun 202359 pos · $293.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 921908844 | 225,987 | $49.7M | 10.71% |
| 2 | VANGUARD INDEX FDS | 922908744 | 240,499 | $45.9M | 9.90% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 682,103 | $42.6M | 9.19% |
| 4 | SCHWAB STRATEGIC TR | 808524797 | 1,427,691 | $39.2M | 8.44% |
| 5 | SCHWAB STRATEGIC TR | 808524607 | 979,845 | $27.9M | 6.02% |
| 6 | VANGUARD INDEX FDS | 922908736 | 48,711 | $23.8M | 5.12% |
| 7 | SCHWAB STRATEGIC TR | 808524409 | 729,490 | $21.6M | 4.66% |
| 8 | SCHWAB STRATEGIC TR | 808524805 | 853,571 | $20.5M | 4.42% |
| 9 | SCHWAB STRATEGIC TR | 808524508 | 680,442 | $20.5M | 4.41% |
| 10 | VANGUARD INDEX FDS | 922908751 | 78,920 | $20.4M | 4.39% |
| 11 | ISHARES TR | 464287598 | 84,323 | $17.7M | 3.82% |
| 12 | ISHARES TR | 464287465 | 139,192 | $13.4M | 2.88% |
| 13 | VANGUARD INDEX FDS | 922908629 | 40,484 | $11.7M | 2.53% |
| 14 | WISDOMTREE TR | WT | 88,825 | $10.2M | 2.20% |
| 15 | SCHWAB STRATEGIC TR | 808524300 | 292,410 | $9.5M | 2.06% |
| 16 | VANGUARD INDEX FDS | 922908611 | 39,971 | $8.5M | 1.83% |
| 17 | ISHARES TR | 464287648 | 21,468 | $6.9M | 1.50% |
| 18 | ISHARES INC | 46434G764 | 80,486 | $5.8M | 1.26% |
| 19 | ISHARES TR | 464288877 | 80,205 | $5.7M | 1.24% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042718 | 37,641 | $5.4M | 1.16% |