Q3 2026 13F · SEC CIK 1976065

Noble Family Wealth, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $556.1M
Reported positions: 75
Top holdings a year, 3 yrs: +16.9%
Assets under management: $527.5M

Noble Family Wealth, LLC is a wealth manager that reported 75 positions worth $556.1M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard Index Fds (VTV, 10.2%), Vanguard Ftse Developed Markets Index Fu (VEA, 10.0%), Vanguard Specialized Funds (VIG, 10.0%). A portfolio copying its top holdings returned 16.9% a year over the last 3 years, against 20.4% for the S&P 500.

Noble Family Wealth, LLC holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Noble Family Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTVVanguard Index Fds	10.2%	10.0%	262,771	+2.9%	$56.8M
VEAVanguard Ftse Developed Markets Index Fu	10.0%	9.8%	786,141	+1.9%	$55.5M
VIGVanguard Specialized Funds	10.0%	10.0%	237,428	+0.6%	$55.4M
SCHDSchwab Strategic Tr	9.6%	9.1%	1,637,292	+2.0%	$53.3M
SCHASchwab Strategic Tr	5.8%	6.4%	989,075	+0.1%	$32.3M
VBVanguard Index Fds	4.8%	4.9%	92,929	+2.8%	$26.4M
SCHFSchwab Strategic Tr	4.5%	4.4%	904,054	+1.2%	$24.8M
VUGVanguard Index Fds	4.4%	4.3%	270,824	-2.1%	$24.4M
SCHVSchwab Strategic Tr	4.3%	4.5%	724,256	-0.6%	$24.1M
SCHMSchwab Strategic Tr	4.1%	4.4%	666,328	-0.2%	$22.7M
IWDIshares Tr	3.6%	3.6%	81,511	-0.9%	$20.2M
EFAIshares Tr	2.6%	2.6%	138,928	-0.2%	$14.4M
VOVanguard Index Fds	2.3%	2.3%	160,304	-0.3%	$12.6M
DTNWisdomtree Tr	2.0%	2.0%	87,229	-0.1%	$11.2M
VBRVanguard Index Fds	1.9%	2.0%	46,574	+2.7%	$10.8M
SCHGSchwab Strategic Tr	1.8%	1.7%	274,542	-1.4%	$9.9M
EMXCIshares Inc	1.7%	1.7%	94,735	+1.5%	$9.4M
VSSVanguard Intl Equity Index F	1.4%	1.3%	50,431	+3.8%	$7.8M
IWOIshares Tr	1.4%	1.5%	21,406	-0.1%	$7.6M
EFVIshares Tr	1.4%	1.3%	95,878	+4.5%	$7.6M
IWNIshares Tr	1.0%	1.0%	25,608	-0.0%	$5.4M
IWFIshares Tr	0.7%	0.7%	31,081	-2.5%	$3.9M
IWCIshares Tr Micro-Cap ETF	0.7%	0.8%	20,998	+0.0%	$3.9M
SCHYSchwab Strategic Tr	0.6%	0.6%	112,675	+0.1%	$3.5M
IWLIshares Tr	0.5%	0.5%	15,845	-1.6%	$3.0M
VBKVanguard Index Fds	0.5%	0.6%	8,878	+0.0%	$3.0M
VWOVanguard Intl Equity Index F	0.5%	0.5%	50,430	+10.7%	$3.0M
SCHBSchwab Strategic Tr	0.5%	0.5%	99,749	+0.2%	$2.9M
SCZIshares Tr	0.5%	0.5%	33,976	-0.5%	$2.9M
SCHCSchwab Strategic Tr	0.5%	0.5%	56,174	-0.3%	$2.8M
IWSIshares Tr	0.5%	0.5%	16,244	+0.0%	$2.6M
SHYIshares Tr	0.4%	0.4%	30,369	-0.4%	$2.5M
VDEVanguard World Fd	0.3%	0.3%	9,706	-4.0%	$1.7M
SCHESchwab Strategic Tr	0.3%	0.3%	45,828	-0.6%	$1.7M
VOEVanguard Index Fds	0.2%	0.2%	7,066	+1.0%	$1.4M
IEFAIshares Tr	0.2%	0.2%	13,991	+1.7%	$1.4M
MSFTMicrosoft Corp	0.2%	0.2%	2,562	+0.2%	$1.3M
VGSHVanguard Scottsdale Fds	0.2%	0.1%	22,111	+91.8%	$1.3M
FDMFirst Tr Exchange-Traded Fd	0.2%	0.2%	14,190	-0.1%	$1.2M
SCHXSchwab Strategic Tr	0.2%	0.2%	41,024	+1.4%	$1.2M
HDVIshares Tr	0.2%	0.2%	42,311	+0.8%	$1.2M
IVEIshares Tr	0.2%	0.2%	5,000	+0.0%	$1.1M
VEUVanguard Intl Equity Index F	0.2%	0.2%	12,733	-1.7%	$1.1M
IWMIshares Tr	0.2%	0.2%	3,281	-3.0%	$912K
PRNInvesco Exchange Traded Fd T	0.2%	0.2%	4,594	+0.0%	$909K
EFGIshares Tr	0.2%	0.2%	7,160	+0.0%	$858K
VGITVanguard Scottsdale Fds	0.1%	—	14,672	—	$831K
BRK-ABerkshire Hathaway Inc Del	0.1%	0.1%	1	+0.0%	$747K
UPSUnited Parcel Svcs Inc	0.1%	0.1%	7,230	+0.0%	$676K
SCHOSchwab Strategic Tr	0.1%	0.1%	27,420	+6.4%	$654K

What Noble Family Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VGSH Vanguard Scottsdale Fds+91.8% shares
VWO Vanguard Intl Equity Index F+10.7% shares
SCHO Schwab Strategic Tr+6.4% shares

Reduced

No position shrank by more than 5%.

Left the top 50

IEI Ishares Trwas 0.1%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.2% /yr; S&P 500 +20.1%
3 years: +16.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$556.1M	75
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

Questions about Noble Family Wealth, LLC's portfolio

What stocks does Noble Family Wealth, LLC own?

Noble Family Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 75 positions worth $556.1M. The largest are Vanguard Index Fds (VTV) at 10.2%, Vanguard Ftse Developed Markets Index Fu (VEA) at 10.0%, Vanguard Specialized Funds (VIG) at 10.0%, Schwab Strategic Tr (SCHD) at 9.6% and Schwab Strategic Tr (SCHA) at 5.8%.

What did Noble Family Wealth, LLC buy last quarter?

In Q3 2026, Noble Family Wealth, LLC added Vanguard Scottsdale Fds (VGSH) (+91.8% shares), Vanguard Intl Equity Index F (VWO) (+10.7% shares) and Schwab Strategic Tr (SCHO) (+6.4% shares), compared with its Q2 2026 filing.

What did Noble Family Wealth, LLC sell last quarter?

In Q3 2026, Noble Family Wealth, LLC cut from its top 50 Ishares Tr (IEI), compared with its Q2 2026 filing.

How has Noble Family Wealth, LLC's portfolio performed?

A portfolio copying Noble Family Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.2% against +20.1%.

When is Noble Family Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Noble Family Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Noble Family Wealth, LLC manage?

Noble Family Wealth, LLC reported $527.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $556.1M.