Noble Family Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Noble Family Wealth, LLC reported 61 stock positions worth $363.2 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 11.0% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 9.8%) and Vanguard Mrngstr Val ETF-Aui (VTV, 9.7%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 15 and reduced 27. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +12%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Clearwater, FL
- CIK
- 0001976065
- Portfolio Value
- $363.2M (Q1 2025)
- SEC Filing
- 0001420506-25-000786 ↗ filed Apr 16, 2025
Holdings Value
Holdings 61 stocks · $363.2M
| VIG Vanguard Dividend Apprec ETF | 11.00% | 206,039 | $40.0M | Add +1.2% |
| SCHD Schwab US DVD Equity ETF | 9.78% | 1,269,979 | $35.5M | Add +5.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.68% | 203,511 | $35.2M | Add +2.9% |
| VEA Vanguard Ftse Developed ETF | 8.12% | 579,917 | $29.5M | Add +12.1% |
| SCHA Schwab US Small-Cap ETF | 5.85% | 906,377 | $21.2M | Add +4.5% |
| SCHV Schwab US Large-Cap Value | 4.91% | 671,320 | $17.8M | Reduce -2.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.59% | 45,000 | $16.7M | Reduce -10.5% |
| SCHM Schwab US Mid Cap ETF | 4.49% | 622,368 | $16.3M | Reduce -7.2% |
| IWD iShares Russell 1000 Value E | 4.30% | 82,971 | $15.6M | Reduce -2.1% |
| SCHF Schwab Intl Equity ETF | 3.96% | 727,153 | $14.4M | Add +8.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.74% | 61,310 | $13.6M | Add +9.6% |
| EFA iShares MSCI Eafe ETF | 3.06% | 136,081 | $11.1M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.85% | 39,984 | $10.3M | Reduce -1.8% |
| AIVL Wisdomtree US AI Enhanced Va | 2.46% | 81,502 | $8.9M | Reduce -0.2% |
| SCHG Schwab US Large-Cap Growth | 2.26% | 327,844 | $8.2M | Reduce -7.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.80% | 35,023 | $6.5M | Add +2.1% |
| IWO iShares Russell 2000 Growth | 1.42% | 20,188 | $5.2M | Reduce -0.3% |
| IWN iShares Russell 2000 Value E | 1.10% | 26,435 | $4.0M | No change |
| EFV iShares MSCI Eafe Value ETF | 1.09% | 67,200 | $4.0M | Add +5.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.01% | 66,846 | $3.7M | Add +7.9% |
| IWL iShares Russell Top 200 ETF | 1.00% | 26,502 | $3.6M | Reduce -2.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.88% | 27,687 | $3.2M | Add +14.6% |
| IWF iShares Russell 1000 Growth | 0.74% | 7,431 | $2.7M | Reduce -9.5% |
| IWS iShares Russell Mid-Cap Valu | 0.73% | 21,069 | $2.7M | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.67% | 29,499 | $2.4M | Reduce -7.2% |
| VDE Vanguard Energy ETF | 0.64% | 17,914 | $2.3M | Reduce -14.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.63% | 36,144 | $2.3M | Reduce -0.6% |
| SCHY Schwab International DVD ETF | 0.55% | 78,064 | $2.0M | Add +4.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.54% | 55,037 | $2.0M | Add +3.0% |
| IWC iShares Micro-Cap ETF | 0.53% | 17,469 | $1.9M | Reduce -7.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.44% | 6,397 | $1.6M | Reduce -6.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.35% | 45,958 | $1.3M | Reduce -0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.31% | 24,944 | $1.1M | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 13,754 | $1.0M | No change |
| FDM First Trust Dow J Select Mic | 0.27% | 16,021 | $996K | Reduce -17.4% |
| MSFT Microsoft Corp. | 0.26% | 2,556 | $959K | No change |
| AGG iShares Core U.S. Aggregate | 0.26% | 9,666 | $956K | Reduce -0.1% |
| IVE iShares S&P 500 Value ETF | 0.26% | 5,000 | $953K | No change |
| SCHX Schwab US Large-Cap ETF | 0.25% | 40,905 | $903K | Reduce -2.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.22% | 5,074 | $815K | Reduce -7.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.22% | 1 | $798K | No change |
| UPS United Parcel Service Class B | 0.21% | 7,030 | $773K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.20% | 7,160 | $716K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 11,357 | $689K | Add +3.5% |
| PRN Invesco Dorsey Wright Indus | 0.17% | 4,594 | $633K | Reduce -0.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.17% | 5,309 | $627K | Reduce -10.2% |
| SCHO Schwab Short-Term US Treas | 0.15% | 22,716 | $553K | Reduce -4.2% |
| SCHR Schwab Intermediate-Term US | 0.14% | 21,178 | $526K | Reduce -0.1% |
| MCD McDonald's Corp. | 0.14% | 1,620 | $506K | No change |
| IYJ iShares U.S. Industrials ETF | 0.13% | 3,600 | $469K | No change |
| SCHB Schwab US Broad Market ETF | 0.13% | 21,546 | $464K | Reduce -3.3% |
| IDV iShares International Select | 0.12% | 14,248 | $442K | No change |
| IWM iShares Russell 2000 ETF | 0.12% | 2,114 | $422K | Reduce -2.1% |
| ORCL Oracle Corp. | 0.09% | 2,400 | $336K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 533 | $299K | No change |
| MRK Merck & Co. Inc. | 0.08% | 3,291 | $295K | No change |
| TT Trane Technologies PLC | 0.07% | 780 | $263K | No change |
| EEM iShares MSCI Emerging Market | 0.07% | 5,500 | $240K | No change |
| SBCF Seacoast Banking Corp. | 0.07% | 9,272 | $239K | Reduce -24.2% |
| JPM JPMorgan Chase & Co. | 0.06% | 950 | $233K | No change |
| KO The Coca-Cola Co. | 0.06% | 2,967 | $212K | New |
Portfolio Sells Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.5% | 4.59% | −1.14 |
| SCHM Schwab US Mid Cap ETF | Reduce -7.2% | 4.49% | −0.62 |
| SCHG Schwab US Large-Cap Growth | Reduce -7.2% | 2.26% | −0.48 |
| IWO iShares Russell 2000 Growth | Reduce -0.3% | 1.42% | −0.19 |
| IWF iShares Russell 1000 Growth | Reduce -9.5% | 0.74% | −0.18 |
| IWC iShares Micro-Cap ETF | Reduce -7.5% | 0.53% | −0.15 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.8% | 2.85% | −0.12 |
| GUNR NT Mstar GLBL NR ETF | Sold out | 0.00% | −0.11 |
| FDM First Trust Dow J Select Mic | Reduce -17.4% | 0.27% | −0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -6.3% | 0.44% | −0.08 |
| IWL iShares Russell Top 200 ETF | Reduce -2.0% | 1.00% | −0.08 |
| VDE Vanguard Energy ETF | Reduce -14.6% | 0.64% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -7.2% | 0.67% | −0.05 |
| SBCF Seacoast Banking Corp. | Reduce -24.2% | 0.07% | −0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -2.8% | 4.91% | −0.03 |
| PRN Invesco Dorsey Wright Indus | Reduce -0.9% | 0.17% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.0% | 0.25% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -7.2% | 0.22% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -10.2% | 0.17% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -2.1% | 0.12% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -3.3% | 0.13% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -2.1% | 4.30% | −0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -4.2% | 0.15% | −0.01 |
| SCHR Schwab Intermediate-Term US | Reduce -0.1% | 0.14% | +0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -0.1% | 0.26% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.2% | 0.35% | +0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.6% | 0.63% | +0.02 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -0.2% | 2.46% | +0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +12.1% | 8.12% | +1.30 |
| SCHD Schwab US DVD Equity ETF | Add +5.6% | 9.78% | +0.76 |
| SCHF Schwab Intl Equity ETF | Add +8.1% | 3.96% | +0.53 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.9% | 9.68% | +0.48 |
| EFV iShares MSCI Eafe Value ETF | Add +5.1% | 1.09% | +0.17 |
| VSS Vanguard Ftse All Wo X-US SC | Add +14.6% | 0.88% | +0.12 |
| SCHY Schwab International DVD ETF | Add +4.3% | 0.55% | +0.07 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +7.9% | 1.01% | +0.07 |
| KO The Coca-Cola Co. | New | 0.06% | +0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +9.6% | 3.74% | +0.04 |
| SCHC Schwab Intl Small-Cap Equity | Add +3.0% | 0.54% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +1.2% | 11.00% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +3.5% | 0.19% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +0.9% | 0.31% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.1% | 1.80% | −0.07 |
| SCHA Schwab US Small-Cap ETF | Add +4.5% | 5.85% | −0.32 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 74 | $558.9M | VIG, VTV, VEA, SCHD, SCHA |
| Q1 2026Amended | 76 | $484.4M | VTV, VIG, SCHD, VEA, SCHA |
| Q4 2025 | 80 | $474.4M | VIG, VTV, VEA, SCHD, SCHA |
| Q3 2025 | 83 | $453.5M | VIG, VTV, VEA, SCHD, SCHA |
| Q2 2025 | 70 | $409.2M | VIG, VTV, SCHD, VEA, SCHA |
| Q1 2025 | 61 | $363.2M | VIG, SCHD, VTV, VEA, SCHA |
| Q4 2024 | 61 | $363.1M | VIG, VTV, SCHD, VEA, SCHA |
| Q3 2024 | 59 | $371.9M | VIG, VTV, SCHD, VEA, SCHA |
| Q2 2024 | 61 | $347.4M | VIG, VTV, SCHD, VEA, VUG |
| Q1 2024 | 61 | $351.2M | VIG, VTV, SCHD, SCHM, VEA |