Holders — by stockHoldings — by fund
Noble Family Wealth, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001976065
$558.9M
disclosed book value
74
positions
10%
largest position share
Positions, as of 2026-06-30
top 74 of 74 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VIGVANGUARD SPECIALIZED FUNDS | 235,981 | $55.8M | 10% |
| 2 | VTVVANGUARD INDEX FDS | 255,451 | $55.7M | 10% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 771,158 | $54.9M | 9.8% |
| 4 | SCHDSCHWAB STRATEGIC TR | 1.6M | $50.9M | 9.1% |
| 5 | SCHASCHWAB STRATEGIC TR | 988,541 | $35.7M | 6.4% |
| 6 | VBVANGUARD INDEX FDS | 90,379 | $27.4M | 4.9% |
| 7 | SCHVSCHWAB STRATEGIC TR | 728,348 | $25.4M | 4.5% |
| 8 | SCHFSCHWAB STRATEGIC TR | 893,584 | $24.8M | 4.4% |
| 9 | SCHMSCHWAB STRATEGIC TR | 667,905 | $24.6M | 4.4% |
| 10 | VUGVANGUARD INDEX FDS | 276,518 | $23.8M | 4.3% |
| 11 | IWDISHARES TR | 82,217 | $19.9M | 3.6% |
| 12 | EFAISHARES TR | 139,167 | $14.5M | 2.6% |
| 13 | VOVANGUARD INDEX FDS | 160,836 | $13.0M | 2.3% |
| 14 | AIVLWISDOMTREE TR | 87,291 | $11.4M | 2% |
| 15 | VBRVANGUARD INDEX FDS | 45,356 | $11.0M | 2% |
| 16 | EMXCISHARES INC | 93,311 | $9.5M | 1.7% |
| 17 | SCHGSCHWAB STRATEGIC TR | 278,570 | $9.4M | 1.7% |
| 18 | IWOISHARES TR | 21,418 | $8.4M | 1.5% |
| 19 | VSSVANGUARD INTL EQUITY INDEX F | 48,603 | $7.5M | 1.3% |
| 20 | EFVISHARES TR | 91,785 | $7.0M | 1.3% |
| 21 | IWNISHARES TR | 25,619 | $5.7M | 1% |
| 22 | IWCISHARES TR | 20,998 | $4.2M | 0.8% |
| 23 | IWFISHARES TR | 31,880 | $4.0M | 0.7% |
| 24 | SCHYSCHWAB STRATEGIC TR | 112,522 | $3.6M | 0.6% |
| 25 | VBKVANGUARD INDEX FDS | 8,878 | $3.2M | 0.6% |
| 26 | IWLISHARES TR | 16,109 | $3.0M | 0.5% |
| 27 | SCHBSCHWAB STRATEGIC TR | 99,561 | $2.9M | 0.5% |
| 28 | SCZISHARES TR | 34,131 | $2.8M | 0.5% |
| 29 | VWOVANGUARD INTL EQUITY INDEX F | 45,539 | $2.7M | 0.5% |
| 30 | SCHCSCHWAB STRATEGIC TR | 56,360 | $2.7M | 0.5% |
| 31 | IWSISHARES TR | 16,244 | $2.7M | 0.5% |
| 32 | SHYISHARES TR | 30,491 | $2.5M | 0.4% |
| 33 | SCHESCHWAB STRATEGIC TR | 46,096 | $1.7M | 0.3% |
| 34 | VDEVANGUARD WORLD FD | 10,113 | $1.5M | 0.3% |
| 35 | VOEVANGUARD INDEX FDS | 6,995 | $1.4M | 0.2% |
| 36 | IEFAISHARES TR | 13,754 | $1.3M | 0.2% |
| 37 | FDMFIRST TR EXCHANGE-TRADED FD | 14,205 | $1.3M | 0.2% |
| 38 | PRNINVESCO EXCHANGE TRADED FD T | 4,594 | $1.2M | 0.2% |
| 39 | SCHXSCHWAB STRATEGIC TR | 40,442 | $1.2M | 0.2% |
| 40 | HDVISHARES TR | 41,975 | $1.2M | 0.2% |
| 41 | IVEISHARES TR | 5,000 | $1.1M | 0.2% |
| 42 | VEUVANGUARD INTL EQUITY INDEX F | 12,949 | $1.1M | 0.2% |
| 43 | IWMISHARES TR | 3,381 | $1.0M | 0.2% |
| 44 | MSFTMICROSOFT CORP | 2,556 | $953,440 | 0.2% |
| 45 | EFGISHARES TR | 7,160 | $890,848 | 0.2% |
| 46 | UPSUNITED PARCEL SVCS INC | 7,230 | $777,225 | 0.1% |
| 47 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.1% |
| 48 | VGSHVANGUARD SCOTTSDALE FDS | 11,526 | $670,814 | 0.1% |
| 49 | IEIISHARES TR | 5,308 | $623,425 | 0.1% |
| 50 | SCHOSCHWAB STRATEGIC TR | 25,773 | $622,161 | 0.1% |
| 51 | IYJISHARES TR | 3,600 | $599,940 | 0.1% |
| 52 | IDVISHARES TR | 14,248 | $590,295 | 0.1% |
| 53 | VYMVANGUARD WHITEHALL FDS | 3,309 | $522,922 | 0.1% |
| 54 | VTIVANGUARD INDEX FDS | 1,327 | $491,044 | 0.1% |
| 55 | AGGISHARES TR | 4,475 | $442,936 | 0.1% |
| 56 | DFICDIMENSIONAL ETF TRUST | 11,745 | $437,619 | 0.1% |
| 57 | AMDADVANCED MICRO DEVICES INC | 689 | $400,247 | 0.1% |
| 58 | IVVISHARES TR | 533 | $399,159 | 0.1% |
| 59 | SCHRSCHWAB STRATEGIC TR | 15,997 | $394,487 | 0.1% |
| 60 | MCDMCDONALDS CORP | 1,450 | $391,950 | 0.1% |
| 61 | TTTRANE TECHNOLOGIES PLC | 780 | $383,105 | 0.1% |
| 62 | EEMISHARES TR | 5,500 | $376,255 | 0.1% |
| 63 | MRKMERCK & CO INC | 2,740 | $352,090 | 0.1% |
| 64 | ORCLORACLE CORP | 2,400 | $351,720 | 0.1% |
| 65 | DGROISHARES TR | 4,606 | $349,089 | 0.1% |
| 66 | DFIVDIMENSIONAL ETF TRUST | 5,842 | $315,585 | 0.1% |
| 67 | JPMJPMORGAN CHASE & CO | 950 | $310,964 | 0.1% |
| 68 | VGITVANGUARD SCOTTSDALE FDS | 4,951 | $292,010 | 0.1% |
| 69 | AONAON PLC | 855 | $283,595 | 0.1% |
| 70 | IJTISHARES TR | 1,432 | $255,756 | 0% |
| 71 | VOOVANGUARD INDEX FDS | 369 | $253,433 | 0% |
| 72 | AVSCAMERICAN CENTY ETF TR | 3,379 | $247,816 | 0% |
| 73 | VXUSVANGUARD STAR FDS | 2,871 | $245,442 | 0% |
| 74 | DIHPDIMENSIONAL ETF TRUST | 6,938 | $236,760 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.