Noble Family Wealth, LLC — 13F Holdings & Portfolio
CIK 1976065 · latest 13F-HR filed 2026-04-23
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$484.4M
Long-equity book
76
Distinct positions
2026-03-31
Filed 2026-04-23
+0 / −0 / ↑0 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTV | 922908744 | $48.4M | 10.00% | 246,791 | SH |
| 2 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $48.3M | 9.97% | 224,526 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $46.2M | 9.53% | 1,505,055 | SH |
| 4 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $45.8M | 9.46% | 715,084 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $28.7M | 5.92% | 986,306 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $22.1M | 4.56% | 724,813 | SH |
| 7 | VANGUARD INDEX FDS | VB | 922908751 | $21.5M | 4.44% | 82,179 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $21.3M | 4.40% | 860,982 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $20.8M | 4.30% | 672,657 | SH |
| 10 | VANGUARD INDEX FDS | VUG | 922908736 | $20.6M | 4.24% | 47,049 | SH |
| 11 | ISHARES TR | IWD | 464287598 | $17.7M | 3.65% | 82,775 | SH |
| 12 | ISHARES TR | EFA | 464287465 | $13.5M | 2.79% | 139,167 | SH |
| 13 | VANGUARD INDEX FDS | VO | 922908629 | $11.7M | 2.41% | 40,652 | SH |
| 14 | WISDOMTREE TR | AIVL | 97717W406 | $10.2M | 2.10% | 88,075 | SH |
| 15 | VANGUARD INDEX FDS | VBR | 922908611 | $9.3M | 1.92% | 42,722 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $8.2M | 1.70% | 282,089 | SH |
| 17 | ISHARES INC | EMXC | 46434G764 | $6.9M | 1.41% | 87,086 | SH |
| 18 | ISHARES TR | IWO | 464287648 | $6.7M | 1.39% | 21,468 | SH |
| 19 | ISHARES TR | EFV | 464288877 | $6.4M | 1.31% | 85,453 | SH |
| 20 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $6.1M | 1.27% | 42,085 | SH |
| 21 | ISHARES TR | IWN | 464287630 | $4.9M | 1.01% | 25,703 | SH |
| 22 | ISHARES TR | IWF | 464287614 | $3.4M | 0.70% | 7,975 | SH |
| 23 | ISHARES TR | IWC | 464288869 | $3.4M | 0.69% | 20,998 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHY | 808524672 | $3.3M | 0.69% | 105,112 | SH |
| 25 | ISHARES TR | IWL | 464289446 | $3.2M | 0.66% | 20,015 | SH |
| 26 | ISHARES TR | SCZ | 464288273 | $2.7M | 0.56% | 34,375 | SH |
| 27 | VANGUARD INDEX FDS | VBK | 922908595 | $2.7M | 0.55% | 8,878 | SH |
| 28 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $2.6M | 0.54% | 56,143 | SH |
| 29 | ISHARES TR | SHY | 464287457 | $2.6M | 0.54% | 31,437 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $2.5M | 0.51% | 99,349 | SH |
| 31 | ISHARES TR | IWS | 464287473 | $2.5M | 0.51% | 16,825 | SH |
| 32 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.1M | 0.44% | 38,997 | SH |
| 33 | VANGUARD WORLD FD | VDE | 92204A306 | $2.0M | 0.42% | 11,732 | SH |
| 34 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $1.5M | 0.31% | 46,073 | SH |
| 35 | VANGUARD INDEX FDS | VOE | 922908512 | $1.3M | 0.27% | 6,995 | SH |
| 36 | MICROSOFT CORP | MSFT | 594918104 | $1.3M | 0.26% | 3,406 | SH |
| 37 | ISHARES TR | IEFA | 46432F842 | $1.2M | 0.26% | 13,754 | SH |
| 38 | FIRST TR EXCHANGE-TRADED FD | FDM | 33718M105 | $1.2M | 0.24% | 14,205 | SH |
| 39 | ISHARES TR | HDV | 46429B663 | $1.1M | 0.23% | 8,245 | SH |
| 40 | INVESCO EXCHANGE TRADED FD T | PRN | 46137V845 | $1.1M | 0.22% | 5,594 | SH |
| 41 | ISHARES TR | IVE | 464287408 | $1.1M | 0.22% | 5,000 | SH |
| 42 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $1.0M | 0.22% | 40,788 | SH |
| 43 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $982.3K | 0.20% | 13,080 | SH |
| 44 | ISHARES TR | AGG | 464287226 | $978.9K | 0.20% | 9,861 | SH |
| 45 | ISHARES TR | IWM | 464287655 | $838.5K | 0.17% | 3,381 | SH |
| 46 | ISHARES TR | EFG | 464288885 | $797.4K | 0.16% | 7,160 | SH |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $718.1K | 0.15% | 1 | SH |
| 48 | UNITED PARCEL SVCS INC | UPS | 911312106 | $711.3K | 0.15% | 7,230 | SH |
| 49 | ISHARES TR | IEI | 464288661 | $629.5K | 0.13% | 5,308 | SH |
| 50 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $625.5K | 0.13% | 25,773 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $484.4M | 76 | 0001420506-26-000714 |
| 2026-03-31 | 2026-04-09 | $484.4M | 76 | 0001420506-26-000656 |