Institutional Manager · CIK 0001976065

Noble Family Wealth, LLC

Clearwater, FL · File #028-23229

Latest AUM

$474.4M

Positions

Top-10 Concentration

67.3%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	VANGUARD TAX-MANAGED FDS	921943858	+42,655	+$2.7M	+$1.6M
ADD	VANGUARD INDEX FDS	922908751	+10,177	+$2.6M	+$252,294
ADD	VANGUARD INDEX FDS	922908744	+10,627	+$2.0M	+$1.0M
ADD	SCHWAB STRATEGIC TR	808524797	+58,501	+$1.6M	+$177,996
ADD	VANGUARD SPECIALIZED FUNDS	921908844	+4,317	+$948,790	+$884,463
ADD	VANGUARD INTL EQUITY INDEX F	922042718	+4,068	+$583,066	+$26,187
ADD	VANGUARD INDEX FDS	922908736	+1,179	+$575,192	+$392,137
ADD	ISHARES INC	46434G764	+7,141	+$519,008	+$379,194
ADD	VANGUARD INDEX FDS	922908611	+2,434	+$515,497	+$115,614
REDUCE	ISHARES TR	464289446	-2,954	-$504,041	+$113,073

Sector Allocation

Financials

2.5%$11.7M

Technology

0.4%$1.9M

Industrials

0.3%$1.3M

Consumer Discretionary

0.2%$815,708

Healthcare

0.1%$444,829

Consumer Staples

0.1%$294,811

Filing History

Jan 7, 202613F HOLDINGS REPORTQ/E Dec 202580 pos · $474.4M
Oct 21, 202513F HOLDINGS REPORTQ/E Sep 202583 pos · $453.5M
Jul 22, 202513F HOLDINGS REPORTQ/E Jun 202570 pos · $409.2M
Apr 16, 202513F HOLDINGS REPORTQ/E Mar 202561 pos · $363.2M
Jan 13, 202513F HOLDINGS REPORTQ/E Dec 202461 pos · $363.1M
Nov 4, 202413F HOLDINGS REPORTQ/E Sep 202459 pos · $371.9M
Jul 16, 202413F HOLDINGS REPORTQ/E Jun 202461 pos · $347.4M
Apr 16, 202413F HOLDINGS REPORTQ/E Mar 202461 pos · $351.2M
Oct 10, 202313F HOLDINGS REPORTQ/E Dec 202360 pos · $296.5M

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%