Noble Family Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Noble Family Wealth, LLC reported 70 stock positions worth $409.2 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 10.9% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 9.3%) and Schwab US DVD Equity ETF (SCHD, 8.3%). Compared with Q1 2025, it opened 10 new positions, sold out of 1, added to 33 and reduced 10. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +7%) and the biggest sale Vanguard Energy ETF (VDE, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Clearwater, FL
- CIK
- 0001976065
- Portfolio Value
- $409.2M (Q2 2025)
- SEC Filing
- 0001420506-25-001552 ↗ filed Jul 22, 2025
Holdings Value
Holdings 70 stocks · $409.2M
| VIG Vanguard Dividend Apprec ETF | 10.92% | 218,291 | $44.7M | Add +6.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.31% | 215,675 | $38.1M | Add +6.0% |
| SCHD Schwab US DVD Equity ETF | 8.35% | 1,288,865 | $34.2M | Add +1.5% |
| VEA Vanguard Ftse Developed ETF | 8.18% | 587,396 | $33.5M | Add +1.3% |
| SCHA Schwab US Small-Cap ETF | 5.95% | 962,531 | $24.4M | Add +6.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.18% | 48,361 | $21.2M | Add +7.5% |
| SCHV Schwab US Large-Cap Value | 4.89% | 723,329 | $20.0M | Add +7.8% |
| SCHM Schwab US Mid Cap ETF | 4.64% | 677,169 | $19.0M | Add +8.8% |
| SCHF Schwab Intl Equity ETF | 4.44% | 823,047 | $18.2M | Add +13.2% |
| IWD iShares Russell 1000 Value E | 4.03% | 84,917 | $16.5M | Add +2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.59% | 62,061 | $14.7M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 3.04% | 139,082 | $12.4M | Add +2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.77% | 40,519 | $11.3M | Add +1.3% |
| AIVL Wisdomtree US AI Enhanced Va | 2.46% | 89,042 | $10.1M | Add +9.3% |
| SCHG Schwab US Large-Cap Growth | 2.16% | 302,617 | $8.8M | Reduce -7.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.74% | 36,495 | $7.1M | Add +4.2% |
| IWO iShares Russell 2000 Growth | 1.46% | 20,968 | $6.0M | Add +3.9% |
| EFV iShares MSCI Eafe Value ETF | 1.09% | 70,170 | $4.5M | Add +4.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.05% | 67,992 | $4.3M | Add +1.7% |
| VSS Vanguard Ftse All Wo X-US SC | 1.00% | 30,409 | $4.1M | Add +9.8% |
| IWN iShares Russell 2000 Value E | 0.98% | 25,533 | $4.0M | Reduce -3.4% |
| IWL iShares Russell Top 200 ETF | 0.95% | 25,277 | $3.9M | Reduce -4.6% |
| IWF iShares Russell 1000 Growth | 0.89% | 8,580 | $3.6M | Add +15.5% |
| IWC iShares Micro-Cap ETF | 0.65% | 20,887 | $2.7M | Add +19.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.62% | 34,827 | $2.5M | Reduce -3.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.62% | 9,113 | $2.5M | Add +42.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.58% | 28,737 | $2.4M | Reduce -2.6% |
| SCHC Schwab Intl Small-Cap Equity | 0.57% | 55,220 | $2.4M | Add +0.3% |
| IWS iShares Russell Mid-Cap Valu | 0.56% | 17,213 | $2.3M | Reduce -18.3% |
| SCHY Schwab International DVD ETF | 0.53% | 79,540 | $2.2M | Add +1.9% |
| SCHB Schwab US Broad Market ETF | 0.43% | 74,307 | $1.8M | Add +244.9% |
| VDE Vanguard Energy ETF | 0.43% | 14,612 | $1.7M | Reduce -18.4% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 27,972 | $1.4M | Add +12.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.33% | 44,852 | $1.4M | Reduce -2.4% |
| MSFT Microsoft Corp. | 0.31% | 2,556 | $1.3M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.28% | 13,754 | $1.1M | No change |
| AGG iShares Core U.S. Aggregate | 0.27% | 11,116 | $1.1M | Add +15.0% |
| FDM First Trust Dow J Select Mic | 0.27% | 15,361 | $1.1M | Reduce -4.1% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 40,905 | $1000K | No change |
| IVE iShares S&P 500 Value ETF | 0.24% | 5,000 | $977K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.22% | 13,345 | $897K | Add +17.5% |
| PRN Invesco Dorsey Wright Indus | 0.21% | 5,594 | $879K | Add +21.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 5,263 | $866K | Add +3.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.20% | 7,160 | $802K | No change |
| VOO Vanguard S&P 500 ETF | 0.18% | 1,320 | $750K | New |
| IWM iShares Russell 2000 ETF | 0.18% | 3,409 | $736K | Add +61.3% |
| UPS United Parcel Service Class B | 0.18% | 7,230 | $730K | Add +2.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 1 | $729K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.15% | 5,309 | $632K | No change |
| HDV iShares Core High Dividend E | 0.14% | 4,989 | $585K | New |
| SCHO Schwab Short-Term US Treas | 0.13% | 22,216 | $542K | Reduce -2.2% |
| SCHR Schwab Intermediate-Term US | 0.13% | 21,196 | $531K | Add +0.1% |
| DUHP Dimensional US High Profi Et | 0.13% | 14,904 | $530K | New |
| ORCL Oracle Corp. | 0.13% | 2,400 | $525K | No change |
| IYJ iShares U.S. Industrials ETF | 0.13% | 3,600 | $512K | No change |
| IDV iShares International Select | 0.12% | 14,248 | $492K | No change |
| DFUV Dimensional US Marketwide Va | 0.12% | 11,592 | $490K | New |
| MCD McDonald's Corp. | 0.12% | 1,620 | $473K | No change |
| DFIC Dimensional International Co. | 0.09% | 11,400 | $354K | New |
| TT Trane Technologies PLC | 0.08% | 780 | $341K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 533 | $331K | No change |
| DGRO iShares Core Dividend Growth | 0.07% | 4,441 | $284K | New |
| JPM JPMorgan Chase & Co. | 0.07% | 950 | $275K | No change |
| EEM iShares MSCI Emerging Market | 0.06% | 5,500 | $265K | No change |
| MRK Merck & Co. Inc. | 0.06% | 3,291 | $261K | No change |
| DIHP Dimensional International Hi | 0.06% | 8,181 | $241K | New |
| DFIV Dimensional International Va | 0.06% | 5,631 | $241K | New |
| IMTM iShares MSCI Intl Momentum F | 0.06% | 5,133 | $235K | New |
| KO The Coca-Cola Co. | 0.05% | 2,967 | $210K | No change |
| FAST Fastenal Co. | 0.05% | 4,826 | $203K | New |
Portfolio Sells Q1 2025 → Q2 2025
| VDE Vanguard Energy ETF | Reduce -18.4% | 0.43% | −0.21 |
| IWS iShares Russell Mid-Cap Valu | Reduce -18.3% | 0.56% | −0.17 |
| IWN iShares Russell 2000 Value E | Reduce -3.4% | 0.98% | −0.11 |
| SCHG Schwab US Large-Cap Growth | Reduce -7.7% | 2.16% | −0.10 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.6% | 0.58% | −0.09 |
| SBCF Seacoast Banking Corp. | Sold out | 0.00% | −0.07 |
| IWL iShares Russell Top 200 ETF | Reduce -4.6% | 0.95% | −0.06 |
| SCHO Schwab Short-Term US Treas | Reduce -2.2% | 0.13% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.4% | 0.33% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -3.6% | 0.62% | −0.01 |
| FDM First Trust Dow J Select Mic | Reduce -4.1% | 0.27% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.5% | 5.18% | +0.59 |
| SCHF Schwab Intl Equity ETF | Add +13.2% | 4.44% | +0.48 |
| SCHB Schwab US Broad Market ETF | Add +244.9% | 0.43% | +0.30 |
| VOO Vanguard S&P 500 ETF | New | 0.18% | +0.18 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +42.5% | 0.62% | +0.17 |
| SCHM Schwab US Mid Cap ETF | Add +8.8% | 4.64% | +0.15 |
| IWF iShares Russell 1000 Growth | Add +15.5% | 0.89% | +0.15 |
| HDV iShares Core High Dividend E | New | 0.14% | +0.14 |
| DUHP Dimensional US High Profi Et | New | 0.13% | +0.13 |
| DFUV Dimensional US Marketwide Va | New | 0.12% | +0.12 |
| IWC iShares Micro-Cap ETF | Add +19.6% | 0.65% | +0.12 |
| VSS Vanguard Ftse All Wo X-US SC | Add +9.8% | 1.00% | +0.12 |
| SCHA Schwab US Small-Cap ETF | Add +6.2% | 5.95% | +0.10 |
| DFIC Dimensional International Co. | New | 0.09% | +0.09 |
| DGRO iShares Core Dividend Growth | New | 0.07% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +1.3% | 8.18% | +0.07 |
| IWM iShares Russell 2000 ETF | Add +61.3% | 0.18% | +0.06 |
| DIHP Dimensional International Hi | New | 0.06% | +0.06 |
| DFIV Dimensional International Va | New | 0.06% | +0.06 |
| IMTM iShares MSCI Intl Momentum F | New | 0.06% | +0.06 |
| FAST Fastenal Co. | New | 0.05% | +0.05 |
| IWO iShares Russell 2000 Growth | Add +3.9% | 1.46% | +0.04 |
| PRN Invesco Dorsey Wright Indus | Add +21.8% | 0.21% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +1.7% | 1.05% | +0.04 |
| SCHC Schwab Intl Small-Cap Equity | Add +0.3% | 0.57% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +17.5% | 0.22% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +12.1% | 0.34% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +15.0% | 0.27% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Add +4.4% | 1.09% | −0.00 |
| AIVL Wisdomtree US AI Enhanced Va | Add +9.3% | 2.46% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +3.7% | 0.21% | −0.01 |
| SCHY Schwab International DVD ETF | Add +1.9% | 0.53% | −0.01 |
| SCHR Schwab Intermediate-Term US | Add +0.1% | 0.13% | −0.02 |
| SCHV Schwab US Large-Cap Value | Add +7.8% | 4.89% | −0.02 |
| EFA iShares MSCI Eafe ETF | Add +2.2% | 3.04% | −0.02 |
| UPS United Parcel Service Class B | Add +2.8% | 0.18% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.2% | 1.74% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.3% | 2.77% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Add +6.0% | 10.92% | −0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.2% | 3.59% | −0.15 |
| IWD iShares Russell 1000 Value E | Add +2.4% | 4.03% | −0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.0% | 9.31% | −0.36 |
| SCHD Schwab US DVD Equity ETF | Add +1.5% | 8.35% | −1.43 |
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 |