Noble Family Wealth, Llc Portfolio Stock Holdings
Noble Family Wealth, Llc disclosed 74 stock positions valued at approximately $558.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD SPECIALIZED FUNDS, VANGUARD INDEX FDS, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of June 30, 2026 and was filed on August 4, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 74
- Portfolio Value
- $558.9M
Holdings by Sector
Noble Family Wealth, Llc Portfolio Holdings in Q2 2026
74 holdings in the latest reporting period.
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| 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 |
| ISHARES TR | IWS | Other | 0.48% | 16,244 | -581 | -3.45% | $2,673,763 |
| ISHARES TR | SHY | Other | 0.45% | 30,491 | -946 | -3.01% | $2,503,617 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.30% | 46,096 | +23 | +0.05% | $1,671,441 |
| VANGUARD WORLD FD | VDE | Other | 0.27% | 10,113 | -1,619 | -13.80% | $1,518,265 |
| VANGUARD INDEX FDS | VOE | Other | 0.25% | 6,995 | - | - | $1,382,212 |
| ISHARES TR | IEFA | Other | 0.24% | 13,754 | - | - | $1,328,362 |
| FIRST TR EXCHANGE-TRADED FD | FDM | Other | 0.24% | 14,205 | - | - | $1,322,628 |
| INVESCO EXCHANGE TRADED FD T | PRN | Other | 0.21% | 4,594 | -1,000 | -17.88% | $1,197,699 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.21% | 40,442 | -346 | -0.85% | $1,190,209 |
| ISHARES TR | HDV | Other | 0.21% | 41,975 | +33,730 | +409.10% | $1,150,535 |
| ISHARES TR | IVE | Other | 0.20% | 5,000 | - | - | $1,135,300 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.19% | 12,949 | -131 | -1.00% | $1,084,479 |
| ISHARES TR | IWM | Other | 0.18% | 3,381 | - | - | $1,015,822 |
| MICROSOFT CORP | MSFT | Technology | 0.17% | 2,556 | -850 | -24.96% | $953,440 |
| ISHARES TR | EFG | Other | 0.16% | 7,160 | - | - | $890,848 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.14% | 7,230 | - | - | $777,225 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.13% | 1 | - | - | $748,850 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.12% | 11,526 | +3,537 | +44.27% | $670,814 |
| ISHARES TR | IEI | Other | 0.11% | 5,308 | - | - | $623,425 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.11% | 25,773 | - | - | $622,161 |
| ISHARES TR | IYJ | Other | 0.11% | 3,600 | - | - | $599,940 |
| ISHARES TR | IDV | Other | 0.11% | 14,248 | - | - | $590,295 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.09% | 3,309 | +499 | +17.76% | $522,922 |
| VANGUARD INDEX FDS | VTI | Other | 0.09% | 1,327 | +350 | +35.82% | $491,044 |
| ISHARES TR | AGG | Other | 0.08% | 4,475 | -5,386 | -54.62% | $442,936 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.08% | 11,745 | - | - | $437,619 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.07% | 689 | +689 | +100.00% | $400,247 |
| ISHARES TR | IVV | Other | 0.07% | 533 | - | - | $399,159 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.07% | 15,997 | - | - | $394,487 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.07% | 1,450 | -325 | -18.31% | $391,950 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.07% | 780 | - | - | $383,105 |
| ISHARES TR | EEM | Other | 0.07% | 5,500 | - | - | $376,255 |
| MERCK & CO INC | MRK | Healthcare | 0.06% | 2,740 | -935 | -25.44% | $352,090 |
| ORACLE CORP | ORCL | Technology | 0.06% | 2,400 | - | - | $351,720 |
| ISHARES TR | DGRO | Other | 0.06% | 4,606 | +90 | +1.99% | $349,089 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.06% | 5,842 | - | - | $315,585 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.06% | 950 | -765 | -44.61% | $310,964 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.05% | 4,951 | +4,951 | +100.00% | $292,010 |
| AON PLC | AON | Financial Services | 0.05% | 855 | -65 | -7.07% | $283,595 |
| ISHARES TR | IJT | Other | 0.05% | 1,432 | - | - | $255,756 |
| VANGUARD INDEX FDS | VOO | Other | 0.05% | 369 | -27 | -6.82% | $253,433 |
| AMERICAN CENTY ETF TR | AVSC | Other | 0.04% | 3,379 | -504 | -12.98% | $247,816 |
| VANGUARD STAR FDS | VXUS | Other | 0.04% | 2,871 | +2,871 | +100.00% | $245,442 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.04% | 6,938 | -1,606 | -18.80% | $236,760 |