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Noble Family Wealth, LLC — 13F Holdings & Portfolio

CIK 1976065 · latest 13F-HR filed 2026-08-04

Backtest portfolio

Noble Family Wealth, LLC manages $558.9M in 13F-reported U.S. long-equity assets across 74 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VIG (9.99%), VTV (9.96%), VEA (9.83%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions and exited 6; 48 existing positions rose in reported value and 8 fell.

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.

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AUM
$558.9M

Long-equity book

Holdings
74

Distinct positions

Period
2026-06-30

Filed 2026-08-04

Q/Q Activity
+4 / −6 / ↑48 / ↓8

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VIG10.0% · +5%VTV10.0% · +4%VEA9.8% · +8%SCHD9.1% · +7%SCHA6.4% · +0%VB4.9% · +10%SCHV4.5% · +0%SCHF4.4% · +4%SCHM4.4% · -1%VUG4.3% · +488%IWD3.6% · -1%EFA2.6% · 0%VO2.3% · +296%AIVL2.0% · -1%VBR2.0% · +6%EMXC1.7% · +7%SCHG1.7% · -1%IWO1.5% · -0%VSS1.3% · +16%EFV1.3% · +7%IWN1.0% · -0%IWC0.8% · 0%IWF0.7% · +300%SCHY0.6% · +7%VBK0.6% · 0%IWL0.5% · -20%SCHB0.5% · +0%SCZ0.5% · -1%VWO0.5% · +17%SCHC0.5% · +0%IWS0.5% · -4%SHY0.4% · -3%SCHE0.3% · 0%VDE0.3% · -14%VOE0.2% · 0%IEFA0.2% · 0%FDM0.2% · 0%PRN0.2% · -18%SCHX0.2% · -1%HDV0.2% · +409%IVE0.2% · 0%VEU0.2% · -1%IWM0.2% · 0%MSFT0.2% · -25%EFG0.2% · 0%UPS0.1% · 0%BRK.A0.1% · 0%VGSH0.1% · +44%IEI0.1% · 0%SCHO0.1% · 0%IYJ0.1% · 0%IDV0.1% · 0%VYM0.1% · +18%VTI0.1% · +36%AGG0.1% · -55%DFIC0.1% · 0%AMD0.1% · newIVV0.1% · 0%SCHR0.1% · 0%MCD0.1% · -18%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 67.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 27, 2026.

Assets Under Management
$527.5M
Discretionary
$527.5M
Employees
9
Accounts
488
Address
2475 ENTERPRISE RD.
CLEARWATER, FL 33763
Phone
(727) 674-1462
Website
Name Title / Status Ownership Type
GLAS, BRIAN ControlFAMILY WEALTH ADVISOR, PARTNER & CCO
since May 2021
Less than 5%Individual
NESBIT, SANDRA, LEE ControlCEO / MANAGING PARTNER
since Jun 2021
75% or moreIndividual
Ownership & leadership changes · 3 filings with changes since May 28, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

May 6, 2026 filing
  • No longer listedSIMON, JESSICA, HELENE · CCO · Less than 5% · control person · listed since Feb 2026
  • ChangedGLAS, BRIAN · title FAMILY WEALTH ADVISOR & PARTNER → FAMILY WEALTH ADVISOR, PARTNER & CCO
Feb 26, 2026 filing
  • AddedSIMON, JESSICA, HELENE · CCO · Less than 5% · control person
  • ChangedGLAS, BRIAN · title FAMILY WEALTH ADVISOR, PARTNER, AND CHIEF COMPLIANCE OFFICER → FAMILY WEALTH ADVISOR & PARTNER
Jun 29, 2021 filing
  • AddedNESBIT, SANDRA, LEE · CEO / MANAGING PARTNER · 75% or more · control person
  • ChangedGLAS, BRIAN · title MANAGER AND CHIEF COMPLIANCE OFFICER → FAMILY WEALTH ADVISOR, PARTNER, AND CHIEF COMPLIANCE OFFICER; ownership 75% or more → Less than 5%
May 28, 2021 filing (earliest on record)
  • ListedGLAS, BRIAN · MANAGER AND CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 48 →

Top Trims

Show all 8 →

New Positions

Show all 4 →

Exited Positions

Show all 6 →

Noble Family Wealth, LLC Holdings (2026-06-30)

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 SPECIALIZED FUNDS VIG 921908844 $55.8M 9.99% 235,981 SH
2 VANGUARD INDEX FDS VTV 922908744 $55.7M 9.96% 255,451 SH
3 VANGUARD TAX-MANAGED FDS VEA 921943858 $54.9M 9.83% 771,158 SH
4 SCHWAB STRATEGIC TR SCHD 808524797 $50.9M 9.11% 1,605,116 SH
5 SCHWAB STRATEGIC TR SCHA 808524607 $35.7M 6.39% 988,541 SH
6 VANGUARD INDEX FDS VB 922908751 $27.4M 4.90% 90,379 SH
7 SCHWAB STRATEGIC TR SCHV 808524409 $25.4M 4.54% 728,348 SH
8 SCHWAB STRATEGIC TR SCHF 808524805 $24.8M 4.43% 893,584 SH
9 SCHWAB STRATEGIC TR SCHM 808524508 $24.6M 4.41% 667,905 SH
10 VANGUARD INDEX FDS VUG 922908736 $23.8M 4.26% 276,518 SH
11 ISHARES TR IWD 464287598 $19.9M 3.57% 82,217 SH
12 ISHARES TR EFA 464287465 $14.5M 2.59% 139,167 SH
13 VANGUARD INDEX FDS VO 922908629 $13.0M 2.32% 160,836 SH
14 WISDOMTREE TR AIVL 97717W406 $11.4M 2.05% 87,291 SH
15 VANGUARD INDEX FDS VBR 922908611 $11.0M 1.97% 45,356 SH
16 ISHARES INC EMXC 46434G764 $9.5M 1.71% 93,311 SH
17 SCHWAB STRATEGIC TR SCHG 808524300 $9.4M 1.69% 278,570 SH
18 ISHARES TR IWO 464287648 $8.4M 1.51% 21,418 SH
19 VANGUARD INTL EQUITY INDEX F VSS 922042718 $7.5M 1.34% 48,603 SH
20 ISHARES TR EFV 464288877 $7.0M 1.26% 91,785 SH
21 ISHARES TR IWN 464287630 $5.7M 1.01% 25,619 SH
22 ISHARES TR IWC 464288869 $4.2M 0.75% 20,998 SH
23 ISHARES TR IWF 464287614 $4.0M 0.71% 31,880 SH
24 SCHWAB STRATEGIC TR SCHY 808524672 $3.6M 0.64% 112,522 SH
25 VANGUARD INDEX FDS VBK 922908595 $3.2M 0.58% 8,878 SH
26 ISHARES TR IWL 464289446 $3.0M 0.53% 16,109 SH
27 SCHWAB STRATEGIC TR SCHB 808524102 $2.9M 0.52% 99,561 SH
28 ISHARES TR SCZ 464288273 $2.8M 0.50% 34,131 SH
29 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.7M 0.49% 45,539 SH
30 SCHWAB STRATEGIC TR SCHC 808524888 $2.7M 0.49% 56,360 SH
31 ISHARES TR IWS 464287473 $2.7M 0.48% 16,244 SH
32 ISHARES TR SHY 464287457 $2.5M 0.45% 30,491 SH
33 SCHWAB STRATEGIC TR SCHE 808524706 $1.7M 0.30% 46,096 SH
34 VANGUARD WORLD FD VDE 92204A306 $1.5M 0.27% 10,113 SH
35 VANGUARD INDEX FDS VOE 922908512 $1.4M 0.25% 6,995 SH
36 ISHARES TR IEFA 46432F842 $1.3M 0.24% 13,754 SH
37 FIRST TR EXCHANGE-TRADED FD FDM 33718M105 $1.3M 0.24% 14,205 SH
38 INVESCO EXCHANGE TRADED FD T PRN 46137V845 $1.2M 0.21% 4,594 SH
39 SCHWAB STRATEGIC TR SCHX 808524201 $1.2M 0.21% 40,442 SH
40 ISHARES TR HDV 46429B663 $1.2M 0.21% 41,975 SH
41 ISHARES TR IVE 464287408 $1.1M 0.20% 5,000 SH
42 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.1M 0.19% 12,949 SH
43 ISHARES TR IWM 464287655 $1.0M 0.18% 3,381 SH
44 MICROSOFT CORP MSFT 594918104 $953.4K 0.17% 2,556 SH
45 ISHARES TR EFG 464288885 $890.8K 0.16% 7,160 SH
46 UNITED PARCEL SVCS INC UPS 911312106 $777.2K 0.14% 7,230 SH
47 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $748.9K 0.13% 1 SH
48 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $670.8K 0.12% 11,526 SH
49 ISHARES TR IEI 464288661 $623.4K 0.11% 5,308 SH
50 SCHWAB STRATEGIC TR SCHO 808524862 $622.2K 0.11% 25,773 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $558.9M 74 0001420506-26-001393
2026-03-31 2026-04-23 $484.4M 76 0001420506-26-000714
2026-03-31 2026-04-09 $484.4M 76 0001420506-26-000656
Filer Information
Address
2475 ENTERPRISE RD.
CLEARWATER, FL 33763
Phone
(727) 674-1462
Filing Manager
Noble Family Wealth, LLC
Clearwater, FL
Signatory
Brian Glas
Partner