Noble Family Wealth, Llc Portfolio Stock Holdings
Noble Family Wealth, Llc disclosed 76 stock positions valued at approximately $484.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD SPECIALIZED FUNDS, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 76
- Portfolio Value
- $484.4M
Holdings by Sector
Noble Family Wealth, Llc Portfolio Holdings in Q1 2026
76 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 10.00% | 246,791 | +6,292 | +2.62% | $48,420,395 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 9.97% | 224,526 | -1,461 | -0.65% | $48,286,562 |
| SCHWAB STRATEGIC TR | SCHD | Other | 9.53% | 1,505,055 | +77,364 | +5.42% | $46,175,088 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.46% | 715,084 | +32,981 | +4.84% | $45,822,583 |
| SCHWAB STRATEGIC TR | SCHA | Other | 5.92% | 986,306 | +6,461 | +0.66% | $28,681,779 |
| SCHWAB STRATEGIC TR | SCHV | Other | 4.56% | 724,813 | -4,677 | -0.64% | $22,106,797 |
| VANGUARD INDEX FDS | VB | Other | 4.44% | 82,179 | +3,259 | +4.13% | $21,524,260 |
| SCHWAB STRATEGIC TR | SCHF | Other | 4.40% | 860,982 | +7,411 | +0.87% | $21,309,305 |
| SCHWAB STRATEGIC TR | SCHM | Other | 4.30% | 672,657 | -7,785 | -1.14% | $20,825,461 |
| VANGUARD INDEX FDS | VUG | Other | 4.24% | 47,049 | -1,662 | -3.41% | $20,550,712 |
| ISHARES TR | IWD | Other | 3.65% | 82,775 | -1,548 | -1.84% | $17,686,535 |
| ISHARES TR | EFA | Other | 2.79% | 139,167 | -25 | -0.02% | $13,517,291 |
| VANGUARD INDEX FDS | VO | Other | 2.41% | 40,652 | +168 | +0.41% | $11,674,442 |
| WISDOMTREE TR | AIVL | Other | 2.10% | 88,075 | -750 | -0.84% | $10,191,097 |
| VANGUARD INDEX FDS | VBR | Other | 1.92% | 42,722 | +2,751 | +6.88% | $9,281,355 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.70% | 282,089 | -10,321 | -3.53% | $8,217,241 |
| ISHARES INC | EMXC | Other | 1.41% | 87,086 | +6,600 | +8.20% | $6,850,185 |
| ISHARES TR | IWO | Other | 1.39% | 21,468 | - | - | $6,736,874 |
| ISHARES TR | EFV | Other | 1.31% | 85,453 | +5,248 | +6.54% | $6,353,431 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.27% | 42,085 | +4,444 | +11.81% | $6,135,573 |
| ISHARES TR | IWN | Other | 1.01% | 25,703 | - | - | $4,873,032 |
| SHARES TR | IWF | Other | 0.70% | 7,975 | -52 | -0.65% | $3,400,540 |
| ISHARES TR | IWC | Other | 0.69% | 20,998 | -329 | -1.54% | $3,351,491 |
| SCHWAB STRATEGIC TR | SCHY | Other | 0.69% | 105,112 | +4,487 | +4.46% | $3,327,846 |
| ISHARES TR | IWL | Other | 0.66% | 20,015 | -1,992 | -9.05% | $3,211,980 |
| SHARES TR | SCZ | Other | 0.56% | 34,375 | - | - | $2,695,344 |
| VANGUARD INDEX FDS | VBK | Other | 0.55% | 8,878 | -110 | -1.22% | $2,683,376 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.54% | 56,143 | +7 | +0.01% | $2,624,124 |
| ISHARES TR | SHY | Other | 0.54% | 31,437 | -308 | -0.97% | $2,595,754 |
| CHWAB STRATEGIC TR | SCHB | Other | 0.51% | 99,349 | -1,779 | -1.76% | $2,493,660 |
| ISHARES TR | IWS | Other | 0.51% | 16,825 | -131 | -0.77% | $2,452,076 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.44% | 38,997 | +2,839 | +7.85% | $2,107,788 |
| VANGUARD WORLD FD | VDE | Other | 0.42% | 11,732 | -525 | -4.28% | $2,030,106 |
| CHWAB STRATEGIC TR | SCHE | Other | 0.31% | 46,073 | +40 | +0.09% | $1,518,106 |
| VANGUARD INDEX FDS | VOE | Other | 0.27% | 6,995 | +1,716 | +32.51% | $1,289,039 |
| MICROSOFT CORP | MSFT | Technology | 0.26% | 3,406 | -575 | -14.44% | $1,260,800 |
| ISHARES TR | IEFA | Other | 0.26% | 13,754 | - | - | $1,245,150 |
| FIRST TR EXCHANGE-TRADED FD | FDM | Other | 0.24% | 14,205 | -736 | -4.93% | $1,166,025 |
| ISHARES TR | HDV | Other | 0.23% | 8,245 | - | - | $1,119,012 |
| INVESCO EXCHANGE TRADED FD T | PRN | Other | 0.22% | 5,594 | - | - | $1,088,210 |
| ISHARES TR | IVE | Other | 0.22% | 5,000 | - | - | $1,055,750 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.22% | 40,788 | -117 | -0.29% | $1,045,805 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.20% | 13,080 | -395 | -2.93% | $982,308 |
| ISHARES TR | AGG | Other | 0.20% | 9,861 | -235 | -2.33% | $978,902 |
| ISHARES TR | IWM | Other | 0.17% | 3,381 | - | - | $838,488 |
| ISHARES TR | EFG | Other | 0.16% | 7,160 | - | - | $797,410 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.15% | 1 | - | - | $718,140 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.15% | 7,230 | -130 | -1.77% | $711,288 |
| ISHARES TR | IEI | Other | 0.13% | 5,308 | - | - | $629,529 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.13% | 25,773 | -69 | -0.27% | $625,511 |
| ISHARES TR | IDV | Other | 0.13% | 14,248 | - | - | $606,395 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.11% | 1,775 | -170 | -8.74% | $551,653 |
| ISHARES TR | IYJ | Other | 0.11% | 3,600 | - | - | $531,144 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 1,715 | - | - | $504,485 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.10% | 7,989 | -33,321 | -80.66% | $467,677 |
| MERCK & CO INC | MRK | Healthcare | 0.09% | 3,675 | -551 | -13.04% | $442,066 |
| IMENSIONAL ETF TRUST | DFIC | Other | 0.09% | 11,745 | -182 | -1.53% | $417,300 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.09% | 2,810 | +1,125 | +66.77% | $416,161 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.08% | 15,997 | -3,111 | -16.28% | $398,486 |
| ORACLE CORP | ORCL | Technology | 0.07% | 2,400 | - | - | $353,064 |
| ISHARES TR | IVV | Other | 0.07% | 533 | - | - | $348,161 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.07% | 780 | - | - | $325,058 |
| ISHARES TR | DGRO | Other | 0.07% | 4,516 | - | - | $316,933 |
| VANGUARD INDEX FDS | VTI | Other | 0.06% | 977 | +290 | +42.21% | $313,432 |
| ISHARES TR | EEM | Other | 0.06% | 5,500 | - | - | $312,345 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 0.06% | 12,450 | - | - | $308,636 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.06% | 5,842 | -663 | -10.19% | $308,341 |
| AON PLC | AON | Financial Services | 0.06% | 920 | - | - | $296,958 |
| WASTE MGMT INC DEL | WM | Industrials | 0.06% | 1,280 | - | - | $294,132 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.06% | 2,365 | - | - | $280,560 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.06% | 8,544 | -1,042 | -10.87% | $275,288 |
| AMERICAN CENTY ETF TR | AVSC | Other | 0.05% | 3,883 | -438 | -10.14% | $241,911 |
| AFLAC INC | AFL | Financial Services | 0.05% | 2,030 | - | - | $222,712 |
| FASTENAL CO | FAST | Industrials | 0.04% | 4,598 | -2,230 | -32.66% | $213,348 |
| ISHARES TR | IJT | Other | 0.04% | 1,432 | - | - | $207,225 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.04% | 825 | +825 | +100.00% | $201,663 |