Noble Family Wealth, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Noble Family Wealth, LLC 13F Holdings
CIK 0001976065 · CLEARWATER, FL
As of Sep 30, 2025, Noble Family Wealth, LLC reported
83 positions worth $453.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 221,670 | $47.8M | 10.55% |
| VANGUARD VALUE INDEX FUND | VTV | — | 229,872 | $42.9M | 9.45% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 639,448 | $38.3M | 8.45% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 1,369,190 | $37.4M | 8.24% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 976,436 | $27.2M | 6.01% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 47,532 | $22.8M | 5.03% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 733,323 | $21.3M | 4.71% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 672,921 |
|
9.9M4.40% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 853,138 |
9.9M | 4.38% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 68,743 |
7.5M | 3.85% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 84,892 |
7.3M | 3.81% |
| ISHARES MSCI EAFE ETF | EFA | — | 139,082 |
3.0M | 2.86% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 40,484 |
1.9M | 2.62% |
| WISDOMTREE TR | — | — | 89,042 |
0.2M | 2.24% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 299,717 | $9.6M | 2.11% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 37,537 | $7.8M | 1.73% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 20,968 | $6.7M | 1.48% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 75,521 | $5.1M | 1.13% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 73,345 | $5.0M | 1.09% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 33,573 | $4.8M | 1.06% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 25,518 | $4.5M | 0.99% |
| ISHARES RUSSELL TOP 200 ETF | IWL | — | 24,961 | $4.1M | 0.91% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 8,580 | $4.0M | 0.89% |
| ISHARES TR | IWC | — | 20,810 | $3.1M | 0.68% |
| SCHWAB STRATEGIC TR | — | — | 97,951 | $2.7M | 0.60% |