# Noble Family Wealth, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1976065. Source: https://holderbook.com/funds/1976065-noble-family-wealth-llc/

- Reported value: $558.9M
- Positions: 74
- Weight of the ten largest: 67.8%
- Filed: 2026-08-04

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $55.8M | 235,981 | 10.0% | 14 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $55.7M | 255,451 | 10.0% | 14 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $54.9M | 771,158 | 9.8% | 14 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $50.9M | 1,605,116 | 9.1% | 14 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $35.7M | 988,541 | 6.4% | 14 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $27.4M | 90,379 | 4.9% | 14 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $25.4M | 728,348 | 4.5% | 14 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $24.8M | 893,584 | 4.4% | 14 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $24.6M | 667,905 | 4.4% | 14 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $23.8M | 276,518 | 4.3% | 14 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $19.9M | 82,217 | 3.6% | 14 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $14.5M | 139,167 | 2.6% | 14 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $13.0M | 160,836 | 2.3% | 14 |
| WISDOMTREE TR | [AIVL](https://holderbook.com/stocks/AIVL/) | $11.4M | 87,291 | 2.0% | 14 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $11.0M | 45,356 | 2.0% | 14 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $9.5M | 93,311 | 1.7% | 14 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $9.4M | 278,570 | 1.7% | 14 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $8.4M | 21,418 | 1.5% | 14 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $7.5M | 48,603 | 1.3% | 14 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $7.0M | 91,785 | 1.3% | 14 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $5.7M | 25,619 | 1.0% | 14 |
| ISHARES TR | [IWC](https://holderbook.com/stocks/IWC/) | $4.2M | 20,998 | 0.8% | 14 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $4.0M | 31,880 | 0.7% | 14 |
| SCHWAB STRATEGIC TR | [SCHY](https://holderbook.com/stocks/SCHY/) | $3.6M | 112,522 | 0.6% | 14 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $3.2M | 8,878 | 0.6% | 14 |
| ISHARES TR | [IWL](https://holderbook.com/stocks/IWL/) | $3.0M | 16,109 | 0.5% | 14 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $2.9M | 99,561 | 0.5% | 14 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $2.8M | 34,131 | 0.5% | 14 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $2.7M | 45,539 | 0.5% | 14 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $2.7M | 56,360 | 0.5% | 14 |
| ISHARES TR | [IWS](https://holderbook.com/stocks/IWS/) | $2.7M | 16,244 | 0.5% | 14 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $2.5M | 30,491 | 0.4% | 14 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $1.7M | 46,096 | 0.3% | 14 |
| VANGUARD WORLD FD | [VDE](https://holderbook.com/stocks/VDE/) | $1.5M | 10,113 | 0.3% | 14 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $1.4M | 6,995 | 0.2% | 14 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $1.3M | 13,754 | 0.2% | 13 |
| FIRST TR EXCHANGE-TRADED FD | [FDM](https://holderbook.com/stocks/FDM/) | $1.3M | 14,205 | 0.2% | 14 |
| INVESCO EXCHANGE TRADED FD T | [PRN](https://holderbook.com/stocks/PRN/) | $1.2M | 4,594 | 0.2% | 14 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $1.2M | 40,442 | 0.2% | 14 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $1.2M | 41,975 | 0.2% | 5 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $1.1M | 5,000 | 0.2% | 14 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $1.1M | 12,949 | 0.2% | 14 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.0M | 3,381 | 0.2% | 14 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $953.4K | 2,556 | 0.2% | 14 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $890.8K | 7,160 | 0.2% | 14 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $777.2K | 7,230 | 0.1% | 14 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.1% | 14 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $670.8K | 11,526 | 0.1% | 4 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $623.4K | 5,308 | 0.1% | 14 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $622.2K | 25,773 | 0.1% | 14 |
| ISHARES TR | [IYJ](https://holderbook.com/stocks/IYJ/) | $599.9K | 3,600 | 0.1% | 14 |
| ISHARES TR | [IDV](https://holderbook.com/stocks/IDV/) | $590.3K | 14,248 | 0.1% | 14 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $522.9K | 3,309 | 0.1% | 4 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $491.0K | 1,327 | 0.1% | 4 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $442.9K | 4,475 | 0.1% | 14 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $437.6K | 11,745 | 0.1% | 5 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $400.2K | 689 | 0.1% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $399.2K | 533 | 0.1% | 7 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $394.5K | 15,997 | 0.1% | 14 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $391.9K | 1,450 | 0.1% | 14 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $383.1K | 780 | 0.1% | 7 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $376.3K | 5,500 | 0.1% | 14 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $352.1K | 2,740 | 0.1% | 14 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $351.7K | 2,400 | 0.1% | 14 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $349.1K | 4,606 | 0.1% | 5 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $315.6K | 5,842 | 0.1% | 5 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $311.0K | 950 | 0.1% | 7 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $292.0K | 4,951 | 0.1% | 1 |
| AON PLC | [AON](https://holderbook.com/stocks/AON/) | $283.6K | 855 | 0.1% | 4 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $255.8K | 1,432 | 0.0% | 4 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $253.4K | 369 | 0.0% | 1 |
| AMERICAN CENTY ETF TR | [AVSC](https://holderbook.com/stocks/AVSC/) | $247.8K | 3,379 | 0.0% | 4 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $245.4K | 2,871 | 0.0% | 1 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $236.8K | 6,938 | 0.0% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.3% | +14.8% | -2.5% | 100% |
| Q1 2026 | +1.4% | -4.6% | +6.0% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.4% | 100% |
| Q3 2025 | +6.0% | +7.8% | -1.8% | 100% |
| Q2 2025 | +6.7% | +10.5% | -3.8% | 100% |
| Q1 2025 | -1.1% | -4.6% | +3.5% | 100% |
| Q4 2024 | -2.3% | +2.1% | -4.4% | 100% |
| Q3 2024 | +7.4% | +5.4% | +2.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $558.9M | 74 |
| Q1 2026 | $484.4M | 76 |
| Q4 2025 | $474.4M | 80 |
| Q3 2025 | $453.5M | 83 |
| Q2 2025 | $409.2M | 70 |
| Q1 2025 | $363.2M | 61 |
| Q4 2024 | $363.1M | 61 |
| Q3 2024 | $371.9M | 59 |
| Q2 2024 | $347.4M | 61 |
| Q1 2024 | $351.2M | 61 |
| Q4 2023 | $330.2M | 60 |
| Q3 2023 | $296.5M | 60 |