Noble Family Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$484.4M
Q ending 2026-03-31
Prior quarter
$474.4M
Q ending 2025-12-31
Change
+2.1% QoQ · +33.4% YoY
Positions
76
reported holdings
Largest positions
All 76 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTV | Shares | $48.4M | 247K |
| Vanguard Specialized Funds | VIG | Shares | $48.3M | 225K |
| Schwab Strategic Tr | SCHD | Shares | $46.2M | 1.5M |
| Vanguard Tax-Managed Fds | VEA | Shares | $45.8M | 715K |
| Schwab Strategic Tr | SCHA | Shares | $28.7M | 986K |
| Schwab Strategic Tr | SCHV | Shares | $22.1M | 725K |
| Vanguard Index Fds | VB | Shares | $21.5M | 82K |
| Schwab Strategic Tr | SCHF | Shares | $21.3M | 861K |
| Schwab Strategic Tr | SCHM | Shares | $20.8M | 673K |
| Vanguard Index Fds | VUG | Shares | $20.6M | 47K |
| Ishares Tr | IWD | Shares | $17.7M | 83K |
| Ishares Tr | EFA | Shares | $13.5M | 139K |
| Vanguard Index Fds | VO | Shares | $11.7M | 41K |
| Wisdomtree Tr | AIVL | Shares | $10.2M | 88K |
| Vanguard Index Fds | VBR | Shares | $9.3M | 43K |
| Schwab Strategic Tr | SCHG | Shares | $8.2M | 282K |
| Ishares Inc | EMXC | Shares | $6.9M | 87K |
| Ishares Tr | IWO | Shares | $6.7M | 21K |
| Ishares Tr | EFV | Shares | $6.4M | 85K |
| Vanguard Intl Equity Index F | VSS | Shares | $6.1M | 42K |
| Ishares Tr | IWN | Shares | $4.9M | 26K |
| Ishares Tr | IWF | Shares | $3.4M | 8K |
| Ishares Tr | IWC | Shares | $3.4M | 21K |
| Schwab Strategic Tr | SCHY | Shares | $3.3M | 105K |
| Ishares Tr | IWL | Shares | $3.2M | 20K |
| Ishares Tr | SCZ | Shares | $2.7M | 34K |
| Vanguard Index Fds | VBK | Shares | $2.7M | 9K |
| Schwab Strategic Tr | SCHC | Shares | $2.6M | 56K |
| Ishares Tr | SHY | Shares | $2.6M | 31K |
| Schwab Strategic Tr | SCHB | Shares | $2.5M | 99K |
| Ishares Tr | IWS | Shares | $2.5M | 17K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.1M | 39K |
| Vanguard World Fd | VDE | Shares | $2.0M | 12K |
| Schwab Strategic Tr | SCHE | Shares | $1.5M | 46K |
| Vanguard Index Fds | VOE | Shares | $1.3M | 7K |
| Microsoft Corp | MSFT | Shares | $1.3M | 3K |
| Ishares Tr | IEFA | Shares | $1.2M | 14K |
| First Tr Exchange-Traded Fd | FDM | Shares | $1.2M | 14K |
| Ishares Tr | HDV | Shares | $1.1M | 8K |
| Invesco Exchange Traded Fd T | PRN | Shares | $1.1M | 6K |
| Ishares Tr | IVE | Shares | $1.1M | 5K |
| Schwab Strategic Tr | SCHX | Shares | $1.0M | 41K |
| Vanguard Intl Equity Index F | VEU | Shares | $982K | 13K |
| Ishares Tr | AGG | Shares | $979K | 10K |
| Ishares Tr | IWM | Shares | $838K | 3K |
| Ishares Tr | EFG | Shares | $797K | 7K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| United Parcel Svcs Inc | UPS | Shares | $711K | 7K |
| Ishares Tr | IEI | Shares | $630K | 5K |
| Schwab Strategic Tr | SCHO | Shares | $626K | 26K |
| Ishares Tr | IDV | Shares | $606K | 14K |
| Mcdonalds Corp | MCD | Shares | $552K | 2K |
| Ishares Tr | IYJ | Shares | $531K | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $504K | 2K |
| Vanguard Scottsdale Fds | VGSH | Shares | $468K | 8K |
| Merck & Co Inc | MRK | Shares | $442K | 4K |
| Dimensional Etf Trust | DFIC | Shares | $417K | 12K |
| Vanguard Whitehall Fds | VYM | Shares | $416K | 3K |
| Schwab Strategic Tr | SCHR | Shares | $398K | 16K |
| Oracle Corp | ORCL | Shares | $353K | 2K |
| Ishares Tr | IVV | Shares | $348K | 533 |
| Trane Technologies Plc | Shares | $325K | 780 | |
| Ishares Tr | DGRO | Shares | $317K | 5K |
| Vanguard Index Fds | VTI | Shares | $313K | 977 |
| Ishares Tr | EEM | Shares | $312K | 6K |
| Franklin Templeton Etf Tr | FLMI | Shares | $309K | 12K |
| Dimensional Etf Trust | DFIV | Shares | $308K | 6K |
| Aon Plc | Shares | $297K | 920 | |
| Waste Mgmt Inc Del | WM | Shares | $294K | 1K |
| Bank New York Mellon Corp | BNY | Shares | $281K | 2K |
| Dimensional Etf Trust | DIHP | Shares | $275K | 9K |
| American Centy Etf Tr | AVSC | Shares | $242K | 4K |
| Aflac Inc | AFL | Shares | $223K | 2K |
| Fastenal Co | FAST | Shares | $213K | 5K |
| Ishares Tr | IJT | Shares | $207K | 1K |
| Johnson & Johnson | JNJ | Shares | $202K | 825 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.