Noble Family Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Noble Family Wealth, LLC held in its portfolio 80 assets valued at $474,379,494 (i.e. $474.38M).
The most valuable assets in the portfolio included: VANGUARD SPECIALIZED FUNDS ($49.67M), VANGUARD INDEX FDS ($45.93M), and VANGUARD TAX-MANAGED FDS ($42.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 80 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Noble Family Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 225987 | 49667423 | DIV APP ETF |
| VANGUARD INDEX FDS | 240499 | 45932905 | VALUE ETF |
| VANGUARD TAX-MANAGED FDS | 682103 | 42610975 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 1427691 | 39161565 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 979845 | 27905986 | US SML CAP ETF |
| VANGUARD INDEX FDS | 48711 | 23764349 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 729490 | 21600199 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 853571 | 20519847 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 680442 | 20460891 | US MID-CAP ETF |
| VANGUARD INDEX FDS | 78920 | 20357351 | SMALL CP ETF |
| ISHARES TR | 84323 | 17736500 | RUS 1000 VAL ETF |
| ISHARES TR | 139192 | 13366608 | MSCI EAFE ETF |
| VANGUARD INDEX FDS | 40484 | 11749267 | MID CAP ETF |
| WISDOMTREE TR | 88825 | 10213099 | US AI ENHANCED |
| SCHWAB STRATEGIC TR | 292410 | 9538401 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 39971 | 8465459 | SM CP VAL ETF |
| ISHARES TR | 21468 | 6934379 | RUS 2000 GRW ETF |
| ISHARES INC | 80486 | 5849723 | MSCI EMRG CHN |
| ISHARES TR | 80205 | 5727440 | EAFE VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 37641 | 5395085 | FTSE SMCAP ETF |
| ISHARES TR | 25703 | 4657641 | RUS 2000 VAL ETF |
| ISHARES TR | 8027 | 3799180 | RUS 1000 GRW ETF |
| ISHARES TR | 22007 | 3755055 | RUS TOP 200 ETF |
| ISHARES TR | 21327 | 3363268 | MICRO-CAP ETF |
| SCHWAB STRATEGIC TR | 100625 | 3000638 | INTERNL DIVID |
| VANGUARD INDEX FDS | 8988 | 2715365 | SML CP GRW ETF |
| ISHARES TR | 34375 | 2665094 | EAFE SML CP ETF |
| SCHWAB STRATEGIC TR | 101128 | 2652588 | US BRD MKT ETF |
| ISHARES TR | 31745 | 2629121 | 1 3 YR TREAS BD |
| SCHWAB STRATEGIC TR | 56136 | 2555873 | INTL SCEQT ETF |
| VANGUARD SCOTTSDALE FDS | 41310 | 2426137 | SHORT TERM TREAS |
| ISHARES TR | 16956 | 2391644 | RUS MDCP VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 36158 | 1943855 | FTSE EMR MKT ETF |
| MICROSOFT CORP | 3981 | 1925292 | COM |
| VANGUARD WORLD FD | 12257 | 1543402 | ENERGY ETF |
| SCHWAB STRATEGIC TR | 46033 | 1507581 | EMRG MKTEQ ETF |
| ISHARES TR | 13754 | 1230433 | CORE MSCI EAFE |
| FIRST TR EXCHANGE-TRADED FD | 14941 | 1189543 | COM SHS ANNUAL |
| SCHWAB STRATEGIC TR | 40905 | 1100754 | US LRG CAP ETF |
| ISHARES TR | 5000 | 1060350 | S&P 500 VAL ETF |
| ISHARES TR | 10096 | 1008389 | CORE US AGGBD ET |
| ISHARES TR | 8245 | 1002675 | CORE HIGH DV ETF |
| VANGUARD INTL EQUITY INDEX F | 13475 | 991221 | ALLWRLD EX US |
| INVESCO EXCHANGE TRADED FD T | 5594 | 976579 | DORSEY WRGT INDS |
| VANGUARD INDEX FDS | 5279 | 936337 | MCAP VL IDXVIP |
| ISHARES TR | 3381 | 832267 | RUSSELL 2000 ETF |
| ISHARES TR | 7160 | 815668 | EAFE GRWTH ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| UNITED PARCEL SERVICE INC | 7360 | 730039 | CL B |
| ISHARES TR | 5308 | 633510 | 3 7 YR TREAS BD |
| SCHWAB STRATEGIC TR | 25842 | 629770 | SHT TM US TRES |
| MCDONALDS CORP | 1945 | 594451 | COM |
| ISHARES TR | 14248 | 562084 | INTL SEL DIV ETF |
| JPMORGAN CHASE & CO. | 1715 | 552608 | COM |
| ISHARES TR | 3600 | 533412 | US INDUSTRIALS |
| SCHWAB STRATEGIC TR | 19108 | 479229 | INT-TRM U.S TRES |
| ORACLE CORP | 2400 | 467784 | COM |
| MERCK & CO INC | 4226 | 444829 | COM |
| DIMENSIONAL ETF TRUST | 10917 | 415174 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 11927 | 411005 | INTL CORE EQUITY |
| ISHARES TR | 533 | 365074 | CORE S&P500 ETF |
| AON PLC | 920 | 324650 | SHS CL A |
| DIMENSIONAL ETF TRUST | 6505 | 324600 | INTERNATNAL VAL |
| ISHARES TR | 4516 | 313501 | CORE DIV GRWTH |
| FRANKLIN TEMPLETON ETF TR | 12450 | 309632 | FRANKLIN DYN MUN |
| TRANE TECHNOLOGIES PLC | 780 | 303576 | SHS |
| DIMENSIONAL ETF TRUST | 9586 | 303541 | INTL HIGH PROFIT |
| ISHARES TR | 5500 | 300905 | MSCI EMG MKT ETF |
| COCA COLA CO | 4217 | 294811 | COM |
| WASTE MGMT INC DEL | 1280 | 281229 | COM |
| BANK NEW YORK MELLON CORP | 2365 | 274553 | COM |
| FASTENAL CO | 6828 | 274008 | COM |
| AMERICAN CENTY ETF TR | 4321 | 253816 | AVANTIS US SMALL |
| VANGUARD INDEX FDS | 396 | 248344 | S&P 500 ETF SHS |
| PROLOGIS INC. | 1925 | 245746 | COM |
| VANGUARD WHITEHALL FDS | 1685 | 241832 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 687 | 230331 | TOTAL STK MKT |
| AFLAC INC | 2030 | 223849 | COM |
| HOME DEPOT INC | 643 | 221257 | COM |
| ISHARES TR | 1432 | 202142 | S&P SML 600 GWT |
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