Noble Family Wealth, LLC

CIK 0001976065 · CLEARWATER, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

Noble Family Wealth, LLC reported 74 positions worth $558.9M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VIG (10.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$558.9M
2026 Q2
Positions
74
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.8%
Est. Net Flow (Q)
2026 Q2
10 / 74 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VIGVANGUARD SPECIALIZED FUNDSSH$55.8M9.99%235,981
2VTVVANGUARD INDEX FDSSH$55.7M9.96%255,451
3VEAVANGUARD TAX-MANAGED FDSSH$54.9M9.83%771,158
4SCHDSCHWAB STRATEGIC TRSH$50.9M9.11%1,605,116
5SCHASCHWAB STRATEGIC TRSH$35.7M6.39%988,541
6VBVANGUARD INDEX FDSSH$27.4M4.90%90,379
7SCHVSCHWAB STRATEGIC TRSH$25.4M4.54%728,348
8SCHFSCHWAB STRATEGIC TRSH$24.8M4.43%893,584
9SCHMSCHWAB STRATEGIC TRSH$24.6M4.41%667,905
10VUGVANGUARD INDEX FDSSH$23.8M4.26%276,518

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Noble Family Wealth, LLC hold as of Q2 2026?

Noble Family Wealth, LLC reported 74 positions worth $558.9M in its Q2 2026 13F filing. Largest positions: VIG (10.0%), VTV (10.0%), VEA (9.8%), SCHD (9.1%) and SCHA (6.4%).

What did Noble Family Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Noble Family Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.