Noble Family Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Noble Family Wealth, Llc disclosed 74 stock positions valued at approximately $558.89M as of quarter-end June 30, 2026. The largest holdings include VANGUARD SPECIALIZED FUNDS, VANGUARD INDEX FDS, and VANGUARD TAX-MANAGED FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 74
- Portfolio Value
- $558.89M
Holdings by Sector
Noble Family Wealth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 9.99% | 235,981 | +11,455 | +5.10% | $55,837,825 |
| VANGUARD INDEX FDS | VTV | Other | 9.96% | 255,451 | +8,660 | +3.51% | $55,670,437 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.83% | 771,158 | +56,074 | +7.84% | $54,945,008 |
| SCHWAB STRATEGIC TR | SCHD | Other | 9.11% | 1,605,116 | +100,061 | +6.65% | $50,898,229 |
| SCHWAB STRATEGIC TR | SCHA | Other | 6.39% | 988,541 | +2,235 | +0.23% | $35,715,987 |
| VANGUARD INDEX FDS | VB | Other | 4.90% | 90,379 | +8,200 | +9.98% | $27,395,609 |
| SCHWAB STRATEGIC TR | SCHV | Other | 4.54% | 728,348 | +3,535 | +0.49% | $25,353,794 |
| SCHWAB STRATEGIC TR | SCHF | Other | 4.43% | 893,584 | +32,602 | +3.79% | $24,752,277 |
| SCHWAB STRATEGIC TR | SCHM | Other | 4.41% | 667,905 | -4,752 | -0.71% | $24,625,658 |
| VANGUARD INDEX FDS | VUG | Other | 4.26% | 276,518 | +229,469 | +487.72% | $23,819,296 |
| ISHARES TR | IWD | Other | 3.57% | 82,217 | -558 | -0.67% | $19,931,868 |
| ISHARES TR | EFA | Other | 2.59% | 139,167 | - | - | $14,456,668 |
| VANGUARD INDEX FDS | VO | Other | 2.32% | 160,836 | +120,184 | +295.64% | $12,958,557 |
| WISDOMTREE TR | AIVL | Other | 2.05% | 87,291 | -784 | -0.89% | $11,446,583 |
| VANGUARD INDEX FDS | VBR | Other | 1.97% | 45,356 | +2,634 | +6.17% | $11,021,055 |
| ISHARES INC | EMXC | Other | 1.71% | 93,311 | +6,225 | +7.15% | $9,545,716 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.69% | 278,570 | -3,519 | -1.25% | $9,426,795 |
| ISHARES TR | IWO | Other | 1.51% | 21,418 | -50 | -0.23% | $8,437,836 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.34% | 48,603 | +6,518 | +15.49% | $7,498,957 |
| ISHARES TR | EFV | Other | 1.26% | 91,785 | +6,332 | +7.41% | $7,026,142 |
| ISHARES TR | IWN | Other | 1.01% | 25,619 | -84 | -0.33% | $5,666,923 |
| ISHARES TR | IWC | Other | 0.75% | 20,998 | - | - | $4,200,440 |
| ISHARES TR | IWF | Other | 0.71% | 31,880 | +23,905 | +299.75% | $3,958,540 |
| SCHWAB STRATEGIC TR | SCHY | Other | 0.64% | 112,522 | +7,410 | +7.05% | $3,570,324 |
| VANGUARD INDEX FDS | VBK | Other | 0.58% | 8,878 | - | - | $3,246,685 |
| ISHARES TR | IWL | Other | 0.53% | 16,109 | -3,906 | -19.52% | $2,979,360 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.52% | 99,561 | +212 | +0.21% | $2,883,287 |
| ISHARES TR | SCZ | Other | 0.50% | 34,131 | -244 | -0.71% | $2,807,958 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.49% | 45,539 | +6,542 | +16.78% | $2,718,223 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.49% | 56,360 | +217 | +0.39% | $2,712,044 |
Showing 30 of 74 holdings in the latest reporting period.