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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, exited 6, added to 48, and trimmed 8.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD TAX-MANAGED FDS$9.1M +19.9%
  • VANGUARD SPECIALIZED FUNDS$7.6M +15.6%
  • VANGUARD INDEX FDS$7.3M +15.0%
  • SCHWAB STRATEGIC TR$7.0M +24.5%
  • VANGUARD INDEX FDS$5.9M +27.3%
Show all 48 →

Top Trims

  • ISHARES TR-$536.0K -54.8%
  • VANGUARD WORLD FD-$511.8K -25.2%
  • MICROSOFT CORP-$307.4K -24.4%
  • ISHARES TR-$232.6K -7.2%
  • JPMORGAN CHASE & CO-$193.5K -38.4%
Show all 8 →

New Positions

  • ADVANCED MICRO DEVICES INC$400.2K
  • VANGUARD SCOTTSDALE FDS$292.0K
  • VANGUARD INDEX FDS$253.4K
  • VANGUARD STAR FDS$245.4K
Show all 4 →

Exited Positions

  • FRANKLIN TEMPLETON ETF TR$308.6K
  • WASTE MGMT INC DEL$294.1K
  • BANK NEW YORK MELLON CORP$280.6K
  • AFLAC INC$222.7K
  • FASTENAL CO$213.3K
Show all 6 →
All Holdings

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