Noble Family Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Noble Family Wealth, Llc disclosed 75 stock positions valued at approximately $556.13M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and VANGUARD SPECIALIZED FUNDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 75
- Portfolio Value
- $556.13M
Holdings by Sector
Noble Family Wealth, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 10.21% | 262,771 | +7,320 | +2.87% | $56,779,558 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.98% | 786,141 | +14,983 | +1.94% | $55,509,416 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 9.96% | 237,428 | +1,447 | +0.61% | $55,394,327 |
| SCHWAB STRATEGIC TR | SCHD | Other | 9.58% | 1,637,292 | +32,176 | +2.00% | $53,261,109 |
| SCHWAB STRATEGIC TR | SCHA | Other | 5.80% | 989,075 | +534 | +0.05% | $32,273,517 |
| VANGUARD INDEX FDS | VB | Other | 4.75% | 92,929 | +2,550 | +2.82% | $26,437,586 |
| SCHWAB STRATEGIC TR | SCHF | Other | 4.47% | 904,054 | +10,470 | +1.17% | $24,834,363 |
| VANGUARD INDEX FDS | VUG | Other | 4.39% | 270,824 | -5,694 | -2.06% | $24,403,988 |
| SCHWAB STRATEGIC TR | SCHV | Other | 4.34% | 724,256 | -4,092 | -0.56% | $24,124,967 |
| SCHWAB STRATEGIC TR | SCHM | Other | 4.08% | 666,328 | -1,577 | -0.24% | $22,668,479 |
| ISHARES TR | IWD | Other | 3.63% | 81,511 | -706 | -0.86% | $20,209,022 |
| ISHARES TR | EFA | Other | 2.60% | 138,928 | -239 | -0.17% | $14,433,230 |
| VANGUARD INDEX FDS | VO | Other | 2.26% | 160,304 | -532 | -0.33% | $12,571,040 |
| WISDOMTREE TR | AIVL | Other | 2.01% | 87,229 | -62 | -0.07% | $11,160,384 |
| VANGUARD INDEX FDS | VBR | Other | 1.93% | 46,574 | +1,218 | +2.69% | $10,759,991 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.77% | 274,542 | -4,028 | -1.45% | $9,864,315 |
| ISHARES INC | EMXC | Other | 1.69% | 94,735 | +1,424 | +1.53% | $9,386,344 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.41% | 50,431 | +1,828 | +3.76% | $7,829,413 |
| ISHARES TR | IWO | Other | 1.37% | 21,406 | -12 | -0.06% | $7,639,801 |
| ISHARES TR | EFV | Other | 1.36% | 95,878 | +4,093 | +4.46% | $7,587,785 |
| ISHARES TR | IWN | Other | 0.96% | 25,608 | -11 | -0.04% | $5,363,596 |
| ISHARES TR | IWF | Other | 0.70% | 31,081 | -799 | -2.51% | $3,893,206 |
| ISHARES TR | IWC | Other | 0.70% | 20,998 | - | - | $3,880,430 |
| SCHWAB STRATEGIC TR | SCHY | Other | 0.64% | 112,675 | +153 | +0.14% | $3,537,995 |
| ISHARES TR | IWL | Other | 0.54% | 15,845 | -264 | -1.64% | $3,013,085 |
| VANGUARD INDEX FDS | VBK | Other | 0.54% | 8,878 | - | - | $2,999,255 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.54% | 50,430 | +4,891 | +10.74% | $2,991,003 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.53% | 99,749 | +188 | +0.19% | $2,923,643 |
| ISHARES TR | SCZ | Other | 0.52% | 33,976 | -155 | -0.45% | $2,868,254 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.50% | 56,174 | -186 | -0.33% | $2,794,095 |
Showing 30 of 75 holdings in the latest reporting period.