Noble Family Wealth, LLC

Est. AUM

$484.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$48.4M	246791	10.00%	SOLE
2	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$48.3M	224526	9.97%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$46.2M	1505055	9.53%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$45.8M	715084	9.46%	SOLE
5	SCHWAB STRATEGIC TR	US SML CAP ETF	$28.7M	986306	5.92%	SOLE
6	SCHWAB STRATEGIC TR	US LCAP VA ETF	$22.1M	724813	4.56%	SOLE
7	VANGUARD INDEX FDS	SMALL CP ETF	$21.5M	82179	4.44%	SOLE
8	SCHWAB STRATEGIC TR	INTL EQTY ETF	$21.3M	860982	4.40%	SOLE
9	SCHWAB STRATEGIC TR	US MID-CAP ETF	$20.8M	672657	4.30%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$20.6M	47049	4.24%	SOLE
11	ISHARES TR	RUS 1000 VAL ETF	$17.7M	82775	3.65%	SOLE
12	ISHARES TR	MSCI EAFE ETF	$13.5M	139167	2.79%	SOLE
13	VANGUARD INDEX FDS	MID CAP ETF	$11.7M	40652	2.41%	SOLE
14	WISDOMTREE TR	US AI ENHANCED	$10.2M	88075	2.10%	SOLE
15	VANGUARD INDEX FDS	SM CP VAL ETF	$9.3M	42722	1.92%	SOLE
16	SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.2M	282089	1.70%	SOLE
17	ISHARES INC	MSCI EMRG CHN	$6.8M	87086	1.41%	SOLE
18	ISHARES TR	RUS 2000 GRW ETF	$6.7M	21468	1.39%	SOLE
19	ISHARES TR	EAFE VALUE ETF	$6.4M	85453	1.31%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$6.1M	42085	1.27%	SOLE
21	ISHARES TR	RUS 2000 VAL ETF	$4.9M	25703	1.01%	SOLE
22	SHARES TR	RUS 1000 GRW ETF	$3.4M	7975	0.70%	SOLE
23	ISHARES TR	MICRO-CAP ETF	$3.4M	20998	0.69%	SOLE
24	SCHWAB STRATEGIC TR	INTERNL DIVID	$3.3M	105112	0.69%	SOLE
25	ISHARES TR	RUS TOP 200 ETF	$3.2M	20015	0.66%	SOLE
26	SHARES TR	EAFE SML CP ETF	$2.7M	34375	0.56%	SOLE
27	VANGUARD INDEX FDS	SML CP GRW ETF	$2.7M	8878	0.55%	SOLE
28	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.6M	56143	0.54%	SOLE
29	ISHARES TR	1 3 YR TREAS BD	$2.6M	31437	0.54%	SOLE
30	CHWAB STRATEGIC TR	US BRD MKT ETF	$2.5M	99349	0.51%	SOLE
31	ISHARES TR	RUS MDCP VAL ETF	$2.5M	16825	0.51%	SOLE
32	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.1M	38997	0.43%	SOLE
33	VANGUARD WORLD FD	ENERGY ETF	$2.0M	11732	0.42%	SOLE
34	CHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.5M	46073	0.31%	SOLE
35	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.3M	6995	0.27%	SOLE
36	MICROSOFT CORP	COM	$1.3M	3406	0.26%	SOLE
37	ISHARES TR	CORE MSCI EAFE	$1.2M	13754	0.26%	SOLE
38	FIRST TR EXCHANGE-TRADED FD	COM SHS ANNUAL	$1.2M	14205	0.24%	SOLE
39	ISHARES TR	CORE HIGH DV ETF	$1.1M	8245	0.23%	SOLE
40	INVESCO EXCHANGE TRADED FD T	DORSEY WRGT INDS	$1.1M	5594	0.22%	SOLE
41	ISHARES TR	S&P 500 VAL ETF	$1.1M	5000	0.22%	SOLE
42	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.0M	40788	0.22%	SOLE
43	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$982K	13080	0.20%	SOLE
44	ISHARES TR	CORE US AGGBD ET	$978K	9861	0.20%	SOLE
45	ISHARES TR	RUSSELL 2000 ETF	$838K	3381	0.17%	SOLE
46	ISHARES TR	EAFE GRWTH ETF	$797K	7160	0.16%	SOLE
47	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.15%	SOLE
48	UNITED PARCEL SVCS INC	CL B	$711K	7230	0.15%	SOLE
49	ISHARES TR	3 7 YR TREAS BD	$629K	5308	0.13%	SOLE
50	SCHWAB STRATEGIC TR	SHT TM US TRES	$625K	25773	0.13%	SOLE

1–50 of 76

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.