Noble Family Wealth, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Noble Family Wealth, LLC reported 80 stock positions worth $474.4 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 10.5% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 9.7%) and Vanguard Ftse Developed ETF (VEA, 9.0%). Compared with Q3 2025, it opened 1 new position, sold out of 4, added to 32 and reduced 22. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +7%) and the biggest sale Schwab US Large-Cap Value (SCHV, shares −1%).

Most Recent 13F
Q2 2026
Location
Clearwater, FL
CIK
0001976065
Portfolio Value
$474.4M (Q4 2025)
SEC Filing
0001420506-26-000025 ↗ filed Jan 7, 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 $474.4M Q4 2025 Q1 2026: $484.4M Q1 2026 Q2 2026: $558.9M Q2 2026

Holdings 80 stocks · $474.4M
VIG Vanguard Dividend Apprec ETF 10.47% 225,987 $49.7M Add +1.9%
VTV Vanguard Mrngstr Val ETF-Aui 9.68% 240,499 $45.9M Add +4.6%
VEA Vanguard Ftse Developed ETF 8.98% 682,103 $42.6M Add +6.7%
SCHD Schwab US DVD Equity ETF 8.26% 1,427,691 $39.2M Add +4.3%
SCHA Schwab US Small-Cap ETF 5.88% 979,845 $27.9M Add +0.3%
VUG Vanguard Mrngstar GR ETF-Sui 5.01% 48,711 $23.8M Add +2.5%
SCHV Schwab US Large-Cap Value 4.55% 729,490 $21.6M Reduce -0.5%
SCHF Schwab Intl Equity ETF 4.33% 853,571 $20.5M Add +0.1%
SCHM Schwab US Mid Cap ETF 4.31% 680,442 $20.5M Add +1.1%
VB Vanguard Most SM-Cap ETF-Usd 4.29% 78,920 $20.4M Add +14.8%
IWD iShares Russell 1000 Value E 3.74% 84,323 $17.7M Reduce -0.7%
EFA iShares MSCI Eafe ETF 2.82% 139,192 $13.4M Add +0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.48% 40,484 $11.7M No change
AIVL Wisdomtree US AI Enhanced Va 2.15% 88,825 $10.2M Reduce -0.2%
SCHG Schwab US Large-Cap Growth 2.01% 292,410 $9.5M Reduce -2.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.78% 39,971 $8.5M Add +6.5%
IWO iShares Russell 2000 Growth 1.46% 21,468 $6.9M Add +2.4%
EMXC iShares MSCI Emr MRK Ex Chna 1.23% 80,486 $5.8M Add +9.7%
EFV iShares MSCI Eafe Value ETF 1.21% 80,205 $5.7M Add +6.2%
VSS Vanguard Ftse All Wo X-US SC 1.14% 37,641 $5.4M Add +12.1%
IWN iShares Russell 2000 Value E 0.98% 25,703 $4.7M Add +0.7%
IWF iShares Russell 1000 Growth 0.80% 8,027 $3.8M Reduce -6.5%
IWL iShares Russell Top 200 ETF 0.79% 22,007 $3.8M Reduce -11.8%
IWC iShares Micro-Cap ETF 0.71% 21,327 $3.4M Add +2.5%
SCHY Schwab International DVD ETF 0.63% 100,625 $3.0M Add +2.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.57% 8,988 $2.7M Reduce -1.4%
SCZ iShares MSCI Eafe Small-Cap 0.56% 34,375 $2.7M Reduce -1.3%
SCHB Schwab US Broad Market ETF 0.56% 101,128 $2.7M Reduce -0.6%
SHY iShares 1-3 Year Treasury Bo 0.55% 31,745 $2.6M Add +10.5%
SCHC Schwab Intl Small-Cap Equity 0.54% 56,136 $2.6M Add +0.6%
VGSH Vanguard Short-Term Treasury 0.51% 41,310 $2.4M Add +12.9%
IWS iShares Russell Mid-Cap Valu 0.50% 16,956 $2.4M Reduce -1.5%
VWO Vanguard Ftse Emerging Marke 0.41% 36,158 $1.9M Add +14.8%
MSFT Microsoft Corp. 0.41% 3,981 $1.9M Add +8.9%
VDE Vanguard Energy ETF 0.33% 12,257 $1.5M Reduce -8.1%
SCHE Schwab Emrg Mrkts Eqty ETF 0.32% 46,033 $1.5M Reduce -1.1%
IEFA iShares Core MSCI Eafe ETF 0.26% 13,754 $1.2M No change
FDM First Trust Dow J Select Mic 0.25% 14,941 $1.2M Reduce -2.7%
SCHX Schwab US Large-Cap ETF 0.23% 40,905 $1.1M No change
IVE iShares S&P 500 Value ETF 0.22% 5,000 $1.1M No change
AGG iShares Core U.S. Aggregate 0.21% 10,096 $1.0M Reduce -9.1%
HDV iShares Core High Dividend E 0.21% 8,245 $1.0M Add +1.5%
VEU Vanguard Ftse All-World Ex-U 0.21% 13,475 $991K Add +1.1%
PRN Invesco Dorsey Wright Indus 0.21% 5,594 $977K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.20% 5,279 $936K Reduce -2.3%
IWM iShares Russell 2000 ETF 0.18% 3,381 $832K No change
EFG iShares MSCI Eafe Growth ETF 0.17% 7,160 $816K No change
BRK.A Berkshire Hathaway Inc. Class A 0.16% 1 $755K No change
UPS United Parcel Service Class B 0.15% 7,360 $730K Reduce -0.4%
IEI iShares 3-7 Year Treasury Bo 0.13% 5,308 $634K Reduce -0.0%
SCHO Schwab Short-Term US Treas 0.13% 25,842 $630K Add +18.4%
MCD McDonald's Corp. 0.13% 1,945 $594K No change
IDV iShares International Select 0.12% 14,248 $562K No change
JPM JPMorgan Chase & Co. 0.12% 1,715 $553K No change
IYJ iShares U.S. Industrials ETF 0.11% 3,600 $533K No change
SCHR Schwab Intermediate-Term US 0.10% 19,108 $479K Reduce -9.8%
ORCL Oracle Corp. 0.10% 2,400 $468K No change
MRK Merck & Co. Inc. 0.09% 4,226 $445K Reduce -1.2%
DUHP Dimensional US High Profi Et 0.09% 10,917 $415K Reduce -26.8%
DFIC Dimensional International Co. 0.09% 11,927 $411K Add +18.6%
IVV iShares Core S&P 500 ETF 0.08% 533 $365K No change
AON Aon PLC Class A 0.07% 920 $325K No change
DFIV Dimensional International Va 0.07% 6,505 $325K Add +15.5%
DGRO iShares Core Dividend Growth 0.07% 4,516 $314K Add +1.7%
FLMI Franklin Dynamic Municipal B 0.07% 12,450 $310K No change
TT Trane Technologies PLC 0.06% 780 $304K No change
DIHP Dimensional International Hi 0.06% 9,586 $304K Add +17.2%
EEM iShares MSCI Emerging Market 0.06% 5,500 $301K No change
KO The Coca-Cola Co. 0.06% 4,217 $295K Reduce -1.4%
WM Waste Management Inc. 0.06% 1,280 $281K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.06% 2,365 $275K No change
FAST Fastenal Co. 0.06% 6,828 $274K Reduce -1.0%
AVSC Avantis US Small Cap Equity 0.05% 4,321 $254K Add +18.3%
VOO Vanguard S&P 500 ETF 0.05% 396 $248K New
PLD Prologis Inc. 0.05% 1,925 $246K No change
VYM Vanguard High DVD Yield ETF 0.05% 1,685 $242K No change
VTI VG Morningstar TS MKT ETF-US 0.05% 687 $230K Add +10.4%
AFL Aflac Inc. 0.05% 2,030 $224K No change
HD Home Depot Inc. 0.05% 643 $221K No change
IJT iShares S&P Small-Cap 600 GR 0.04% 1,432 $202K No change

Portfolio Sells Q3 2025 → Q4 2025
SCHV Schwab US Large-Cap Value Reduce -0.5% 4.55% −0.15
IWL iShares Russell Top 200 ETF Reduce -11.8% 0.79% −0.12
SCHG Schwab US Large-Cap Growth Reduce -2.4% 2.01% −0.10
AIVL Wisdomtree US AI Enhanced Va Reduce -0.2% 2.15% −0.09
IWF iShares Russell 1000 Growth Reduce -6.5% 0.80% −0.09
IWD iShares Russell 1000 Value E Reduce -0.7% 3.74% −0.07
PNC PNC Financial Services Group Sold out 0.00% −0.05
PAYX Paychex Inc. Sold out 0.00% −0.05
XOM Exxon Mobil Corp. Sold out 0.00% −0.05
SBCF Seacoast Banking Corp. Sold out 0.00% −0.04
VDE Vanguard Energy ETF Reduce -8.1% 0.33% −0.04
DUHP Dimensional US High Profi Et Reduce -26.8% 0.09% −0.04
AGG iShares Core U.S. Aggregate Reduce -9.1% 0.21% −0.03
SCZ iShares MSCI Eafe Small-Cap Reduce -1.3% 0.56% −0.03
IWS iShares Russell Mid-Cap Valu Reduce -1.5% 0.50% −0.03
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -1.4% 0.57% −0.03
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.1% 0.32% −0.02
SCHB Schwab US Broad Market ETF Reduce -0.6% 0.56% −0.02
FAST Fastenal Co. Reduce -1.0% 0.06% −0.02
SCHR Schwab Intermediate-Term US Reduce -9.8% 0.10% −0.02
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -2.3% 0.20% −0.01
IEI iShares 3-7 Year Treasury Bo Reduce -0.0% 0.13% −0.01
FDM First Trust Dow J Select Mic Reduce -2.7% 0.25% −0.01
KO The Coca-Cola Co. Reduce -1.4% 0.06% −0.00
MRK Merck & Co. Inc. Reduce -1.2% 0.09% +0.01
UPS United Parcel Service Class B Reduce -0.4% 0.15% +0.02

Portfolio Buys Q3 2025 → Q4 2025
VEA Vanguard Ftse Developed ETF Add +6.7% 8.98% +0.53
VB Vanguard Most SM-Cap ETF-Usd Add +14.8% 4.29% +0.44
VTV Vanguard Mrngstr Val ETF-Aui Add +4.6% 9.68% +0.23
EMXC iShares MSCI Emr MRK Ex Chna Add +9.7% 1.23% +0.14
VSS Vanguard Ftse All Wo X-US SC Add +12.1% 1.14% +0.08
EFV iShares MSCI Eafe Value ETF Add +6.2% 1.21% +0.08
VBR Vngrd Mrngst SL-CP Val ETF-U Add +6.5% 1.78% +0.06
VOO Vanguard S&P 500 ETF New 0.05% +0.05
VGSH Vanguard Short-Term Treasury Add +12.9% 0.51% +0.04
VWO Vanguard Ftse Emerging Marke Add +14.8% 0.41% +0.03
SCHY Schwab International DVD ETF Add +2.7% 0.63% +0.03
SHY iShares 1-3 Year Treasury Bo Add +10.5% 0.55% +0.03
IWC iShares Micro-Cap ETF Add +2.5% 0.71% +0.02
SCHO Schwab Short-Term US Treas Add +18.4% 0.13% +0.02
DFIC Dimensional International Co. Add +18.6% 0.09% +0.01
SCHD Schwab US DVD Equity ETF Add +4.3% 8.26% +0.01
DFIV Dimensional International Va Add +15.5% 0.07% +0.01
DIHP Dimensional International Hi Add +17.2% 0.06% +0.01
AVSC Avantis US Small Cap Equity Add +18.3% 0.05% +0.01
VTI VG Morningstar TS MKT ETF-US Add +10.4% 0.05% +0.00
DGRO iShares Core Dividend Growth Add +1.7% 0.07% −0.00
VEU Vanguard Ftse All-World Ex-U Add +1.1% 0.21% −0.00
HDV iShares Core High Dividend E Add +1.5% 0.21% −0.01
MSFT Microsoft Corp. Add +8.9% 0.41% −0.01
IWN iShares Russell 2000 Value E Add +0.7% 0.98% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +2.5% 5.01% −0.02
IWO iShares Russell 2000 Growth Add +2.4% 1.46% −0.02
SCHC Schwab Intl Small-Cap Equity Add +0.6% 0.54% −0.02
EFA iShares MSCI Eafe ETF Add +0.1% 2.82% −0.05
SCHF Schwab Intl Equity ETF Add +0.1% 4.33% −0.05
VIG Vanguard Dividend Apprec ETF Add +1.9% 10.47% −0.08
SCHM Schwab US Mid Cap ETF Add +1.1% 4.31% −0.09
SCHA Schwab US Small-Cap ETF Add +0.3% 5.88% −0.12

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