Noble Family Wealth, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Noble Family Wealth, LLC reported 74 stock positions worth $558.9 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 10.0% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 10.0%) and Vanguard Ftse Developed ETF (VEA, 9.8%). Compared with Q1 2026, it opened 4 new positions, sold out of 6, added to 22 and reduced 24. The biggest buy was Schwab US Small-Cap ETF (SCHA, shares +0%) and the biggest sale Vanguard Energy ETF (VDE, shares −14%).

Most Recent 13F
Q2 2026
Location
Clearwater, FL
CIK
0001976065
Portfolio Value
$558.9M (Q2 2026)
SEC Filing
0001420506-26-001393 ↗ filed Aug 4, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $351.2M Q1 2024 Q2 2024: $347.4M Q2 2024 Q3 2024: $371.9M Q3 2024 Q4 2024: $363.1M Q4 2024 Q1 2025: $363.2M Q1 2025 Q2 2025: $409.2M Q2 2025 Q3 2025: $453.5M Q3 2025 Q4 2025: $474.4M Q4 2025 Q1 2026: $484.4M Q1 2026 Q2 2026: $558.9M $558.9M Q2 2026

Holdings 74 stocks · $558.9M
VIG Vanguard Dividend Apprec ETF 9.99% 235,981 $55.8M Add +5.1%
VTV Vanguard Mrngstr Val ETF-Aui 9.96% 255,451 $55.7M Add +3.5%
VEA Vanguard Ftse Developed ETF 9.83% 771,158 $54.9M Add +7.8%
SCHD Schwab US DVD Equity ETF 9.11% 1,605,116 $50.9M Add +6.7%
SCHA Schwab US Small-Cap ETF 6.39% 988,541 $35.7M Add +0.2%
VB Vanguard Most SM-Cap ETF-Usd 4.90% 90,379 $27.4M Add +10.0%
SCHV Schwab US Large-Cap Value 4.54% 728,348 $25.4M Add +0.5%
SCHF Schwab Intl Equity ETF 4.43% 893,584 $24.8M Add +3.8%
SCHM Schwab US Mid Cap ETF 4.41% 667,905 $24.6M Reduce -0.7%
VUG Vanguard Mrngstar GR ETF-Sui 4.26% 276,518 $23.8M Reduce -2.0%
IWD iShares Russell 1000 Value E 3.57% 82,217 $19.9M Reduce -0.7%
EFA iShares MSCI Eafe ETF 2.59% 139,167 $14.5M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.32% 160,836 $13.0M Reduce -1.1%
AIVL Wisdomtree US AI Enhanced Va 2.05% 87,291 $11.4M Reduce -0.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.97% 45,356 $11.0M Add +6.2%
EMXC iShares MSCI Emr MRK Ex Chna 1.71% 93,311 $9.5M Add +7.2%
SCHG Schwab US Large-Cap Growth 1.69% 278,570 $9.4M Reduce -1.3%
IWO iShares Russell 2000 Growth 1.51% 21,418 $8.4M Reduce -0.2%
VSS Vanguard Ftse All Wo X-US SC 1.34% 48,603 $7.5M Add +15.5%
EFV iShares MSCI Eafe Value ETF 1.26% 91,785 $7.0M Add +7.4%
IWN iShares Russell 2000 Value E 1.01% 25,619 $5.7M Reduce -0.3%
IWC iShares Micro-Cap ETF 0.75% 20,998 $4.2M No change
IWF iShares Russell 1000 Growth 0.71% 31,880 $4.0M No change
SCHY Schwab International DVD ETF 0.64% 112,522 $3.6M Add +7.0%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.58% 8,878 $3.2M No change
IWL iShares Russell Top 200 ETF 0.53% 16,109 $3.0M Reduce -19.5%
SCHB Schwab US Broad Market ETF 0.52% 99,561 $2.9M Add +0.2%
SCZ iShares MSCI Eafe Small-Cap 0.50% 34,131 $2.8M Reduce -0.7%
VWO Vanguard Ftse Emerging Marke 0.49% 45,539 $2.7M Add +16.8%
SCHC Schwab Intl Small-Cap Equity 0.49% 56,360 $2.7M Add +0.4%
IWS iShares Russell Mid-Cap Valu 0.48% 16,244 $2.7M Reduce -3.5%
SHY iShares 1-3 Year Treasury Bo 0.45% 30,491 $2.5M Reduce -3.0%
SCHE Schwab Emrg Mrkts Eqty ETF 0.30% 46,096 $1.7M Add +0.1%
VDE Vanguard Energy ETF 0.27% 10,113 $1.5M Reduce -13.8%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.25% 6,995 $1.4M No change
IEFA iShares Core MSCI Eafe ETF 0.24% 13,754 $1.3M No change
FDM First Trust Dow J Select Mic 0.24% 14,205 $1.3M No change
PRN Invesco Dorsey Wright Indus 0.21% 4,594 $1.2M Reduce -17.9%
SCHX Schwab US Large-Cap ETF 0.21% 40,442 $1.2M Reduce -0.8%
HDV iShares Core High Dividend E 0.21% 41,975 $1.2M Add +1.8%
IVE iShares S&P 500 Value ETF 0.20% 5,000 $1.1M No change
VEU Vanguard Ftse All-World Ex-U 0.19% 12,949 $1.1M Reduce -1.0%
IWM iShares Russell 2000 ETF 0.18% 3,381 $1.0M No change
MSFT Microsoft Corp. 0.17% 2,556 $953K Reduce -25.0%
EFG iShares MSCI Eafe Growth ETF 0.16% 7,160 $891K No change
UPS United Parcel Service Class B 0.14% 7,230 $777K No change
BRK.A Berkshire Hathaway Inc. Class A 0.13% 1 $749K No change
VGSH Vanguard Short-Term Treasury 0.12% 11,526 $671K Add +44.3%
IEI iShares 3-7 Year Treasury Bo 0.11% 5,308 $623K No change
SCHO Schwab Short-Term US Treas 0.11% 25,773 $622K No change
IYJ iShares U.S. Industrials ETF 0.11% 3,600 $600K No change
IDV iShares International Select 0.11% 14,248 $590K No change
VYM Vanguard High DVD Yield ETF 0.09% 3,309 $523K Add +17.8%
VTI VG Morningstar TS MKT ETF-US 0.09% 1,327 $491K Add +35.8%
AGG iShares Core U.S. Aggregate 0.08% 4,475 $443K Reduce -54.6%
DFIC Dimensional International Co. 0.08% 11,745 $438K No change
AMD Advanced Micro Devices 0.07% 689 $400K New
IVV iShares Core S&P 500 ETF 0.07% 533 $399K No change
SCHR Schwab Intermediate-Term US 0.07% 15,997 $394K No change
MCD McDonald's Corp. 0.07% 1,450 $392K Reduce -18.3%
TT Trane Technologies PLC 0.07% 780 $383K No change
EEM iShares MSCI Emerging Market 0.07% 5,500 $376K No change
MRK Merck & Co. Inc. 0.06% 2,740 $352K Reduce -25.4%
ORCL Oracle Corp. 0.06% 2,400 $352K No change
DGRO iShares Core Dividend Growth 0.06% 4,606 $349K Add +2.0%
DFIV Dimensional International Va 0.06% 5,842 $316K No change
JPM JPMorgan Chase & Co. 0.06% 950 $311K Reduce -44.6%
VGIT Vanguard Intermediate-Term T 0.05% 4,951 $292K New
AON Aon PLC Class A 0.05% 855 $284K Reduce -7.1%
IJT iShares S&P Small-Cap 600 GR 0.05% 1,432 $256K No change
VOO Vanguard S&P 500 ETF 0.05% 369 $253K New
AVSC Avantis US Small Cap Equity 0.04% 3,379 $248K Reduce -13.0%
VXUS Vanguard Total Intl Stock 0.04% 2,871 $245K New
DIHP Dimensional International Hi 0.04% 6,938 $237K Reduce -18.8%

Portfolio Sells Q1 2026 → Q2 2026
VDE Vanguard Energy ETF Reduce -13.8% 0.27% −0.15
IWL iShares Russell Top 200 ETF Reduce -19.5% 0.53% −0.13
AGG iShares Core U.S. Aggregate Reduce -54.6% 0.08% −0.12
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.1% 2.32% −0.09
MSFT Microsoft Corp. Reduce -25.0% 0.17% −0.09
SHY iShares 1-3 Year Treasury Bo Reduce -3.0% 0.45% −0.09
IWD iShares Russell 1000 Value E Reduce -0.7% 3.57% −0.08
FLMI Franklin Dynamic Municipal B Sold out 0.00% −0.06
WM Waste Management Inc. Sold out 0.00% −0.06
BNY Bank of New York Mellon Corp. Sold out 0.00% −0.06
AIVL Wisdomtree US AI Enhanced Va Reduce -0.9% 2.05% −0.06
SCZ iShares MSCI Eafe Small-Cap Reduce -0.7% 0.50% −0.05
JPM JPMorgan Chase & Co. Reduce -44.6% 0.06% −0.05
AFL Aflac Inc. Sold out 0.00% −0.05
FAST Fastenal Co. Sold out 0.00% −0.04
MCD McDonald's Corp. Reduce -18.3% 0.07% −0.04
JNJ Johnson & Johnson Sold out 0.00% −0.04
MRK Merck & Co. Inc. Reduce -25.4% 0.06% −0.03
IWS iShares Russell Mid-Cap Valu Reduce -3.5% 0.48% −0.03
DIHP Dimensional International Hi Reduce -18.8% 0.04% −0.01
AON Aon PLC Class A Reduce -7.1% 0.05% −0.01
PRN Invesco Dorsey Wright Indus Reduce -17.9% 0.21% −0.01
SCHG Schwab US Large-Cap Growth Reduce -1.3% 1.69% −0.01
VEU Vanguard Ftse All-World Ex-U Reduce -1.0% 0.19% −0.01
AVSC Avantis US Small Cap Equity Reduce -13.0% 0.04% −0.01
SCHX Schwab US Large-Cap ETF Reduce -0.8% 0.21% −0.00
IWN iShares Russell 2000 Value E Reduce -0.3% 1.01% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.0% 4.26% +0.02
SCHM Schwab US Mid Cap ETF Reduce -0.7% 4.41% +0.11
IWO iShares Russell 2000 Growth Reduce -0.2% 1.51% +0.12

Portfolio Buys Q1 2026 → Q2 2026
SCHA Schwab US Small-Cap ETF Add +0.2% 6.39% +0.47
VB Vanguard Most SM-Cap ETF-Usd Add +10.0% 4.90% +0.46
VEA Vanguard Ftse Developed ETF Add +7.8% 9.83% +0.37
EMXC iShares MSCI Emr MRK Ex Chna Add +7.2% 1.71% +0.29
VSS Vanguard Ftse All Wo X-US SC Add +15.5% 1.34% +0.08
AMD Advanced Micro Devices New 0.07% +0.07
VBR Vngrd Mrngst SL-CP Val ETF-U Add +6.2% 1.97% +0.06
VGIT Vanguard Intermediate-Term T New 0.05% +0.05
VWO Vanguard Ftse Emerging Marke Add +16.8% 0.49% +0.05
VOO Vanguard S&P 500 ETF New 0.05% +0.05
VXUS Vanguard Total Intl Stock New 0.04% +0.04
SCHF Schwab Intl Equity ETF Add +3.8% 4.43% +0.03
VGSH Vanguard Short-Term Treasury Add +44.3% 0.12% +0.02
VTI VG Morningstar TS MKT ETF-US Add +35.8% 0.09% +0.02
VIG Vanguard Dividend Apprec ETF Add +5.1% 9.99% +0.02
VYM Vanguard High DVD Yield ETF Add +17.8% 0.09% +0.01
SCHB Schwab US Broad Market ETF Add +0.2% 0.52% +0.00
DGRO iShares Core Dividend Growth Add +2.0% 0.06% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.1% 0.30% −0.01
HDV iShares Core High Dividend E Add +1.8% 0.21% −0.03
SCHV Schwab US Large-Cap Value Add +0.5% 4.54% −0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +3.5% 9.96% −0.03
SCHY Schwab International DVD ETF Add +7.0% 0.64% −0.05
EFV iShares MSCI Eafe Value ETF Add +7.4% 1.26% −0.05
SCHC Schwab Intl Small-Cap Equity Add +0.4% 0.49% −0.06
SCHD Schwab US DVD Equity ETF Add +6.7% 9.11% −0.43

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 74$558.9MVIG, VTV, VEA, SCHD, SCHA
Q1 2026Amended 76$484.4MVTV, VIG, SCHD, VEA, SCHA
Q4 2025 80$474.4MVIG, VTV, VEA, SCHD, SCHA
Q3 2025 83$453.5MVIG, VTV, VEA, SCHD, SCHA
Q2 2025 70$409.2MVIG, VTV, SCHD, VEA, SCHA
Q1 2025 61$363.2MVIG, SCHD, VTV, VEA, SCHA
Q4 2024 61$363.1MVIG, VTV, SCHD, VEA, SCHA
Q3 2024 59$371.9MVIG, VTV, SCHD, VEA, SCHA
Q2 2024 61$347.4MVIG, VTV, SCHD, VEA, VUG
Q1 2024 61$351.2MVIG, VTV, SCHD, SCHM, VEA