Noble Family Wealth
Clearwater, FLfiles as Noble Family Wealth, LLC
$559m in 74 US stocks at the end of 30 June 2026. The top 10 are 67.8% of the money. It changed about 2.5% of the portfolio this quarter.
Value
$559m
Stocks
74
Top 10 share
67.8%
Turnover
2.5%
What changed this quarter
New
Bought for the first time this quarter.
- Advanced Micro DevicesAMD<0.1% of the fund
- Vanguard Scottsdale FDSVGIT<0.1% of the fund
- Vanguard Index FDSVOO<0.1% of the fund
- Vanguard Star FDSVXUS<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Specialized FundsVIG10.0% of the fund+5%
- Vanguard Index FDSVTV10.0% of the fund+4%
- Vanguard Tax-Managed FDSVEA9.8% of the fund+8%
- Schwab Strategic TRSCHD9.1% of the fund+7%
- Vanguard Index FDSVB4.9% of the fund+10%
- Schwab Strategic TRSCHF4.4% of the fund+4%
- Vanguard Index FDSVBR2.0% of the fund+6%
- IsharesEMXC1.7% of the fund+7%
- Vanguard Intl Equity Index FVSS1.3% of the fund+15%
- Ishares TREFV1.3% of the fund+7%
- Schwab Strategic TRSCHY0.6% of the fund+7%
- Vanguard Intl Equity Index FVWO0.5% of the fund+17%
- Vanguard Scottsdale FDSVGSH0.1% of the fund+44%
- Vanguard Whitehall FDSVYM<0.1% of the fund+18%
- Vanguard Index FDSVTI<0.1% of the fund+36%
Cut
Sold some of their stake.
- Vanguard Index FDSVUG4.3% of the fund-2%
- Ishares TRIWL0.5% of the fund-20%
- Ishares TRIWS0.5% of the fund-3%
- Ishares TRSHY0.4% of the fund-3%
- Vanguard World FDVDE0.3% of the fund-14%
- Invesco Exchange Traded FD TPRN0.2% of the fund-18%
- MicrosoftMSFT0.2% of the fund-25%
- Ishares TRAGG<0.1% of the fund-55%
- McDonald'sMCD<0.1% of the fund-18%
- MerckMRK<0.1% of the fund-25%
- JPMorgan ChaseJPM<0.1% of the fund-45%
- AonAON<0.1% of the fund-7%
- American Centy ETF TRAVSC<0.1% of the fund-13%
- Dimensional ETF TrustDIHP<0.1% of the fund-19%
Sold out
Sold their entire stake.
- Franklin Templeton ETF TRFLMI-100%
- Waste ManagementWM-100%
- Bank of New York MellonBNY-100%
- AflacAFL-100%
- FastenalFAST-100%
- Johnson & JohnsonJNJ-100%
Holdings
- Vanguard Specialized FundsVIG
- Share
- 10.0%
- Value
- $56m
- Shares
- 235,981
+5%
- Vanguard Index FDSVTV
- Share
- 10.0%
- Value
- $56m
- Shares
- 255,451
+4%
- Vanguard Tax-Managed FDSVEA
- Share
- 9.8%
- Value
- $55m
- Shares
- 771,158
+8%
- Schwab Strategic TRSCHD
- Share
- 9.1%
- Value
- $51m
- Shares
- 1,605,116
+7%
- Schwab Strategic TRSCHA
- Share
- 6.4%
- Value
- $36m
- Shares
- 988,541
Held
- Vanguard Index FDSVB
- Share
- 4.9%
- Value
- $27m
- Shares
- 90,379
+10%
- Schwab Strategic TRSCHV
- Share
- 4.5%
- Value
- $25m
- Shares
- 728,348
Held
- Schwab Strategic TRSCHF
- Share
- 4.4%
- Value
- $25m
- Shares
- 893,584
+4%
- Schwab Strategic TRSCHM
- Share
- 4.4%
- Value
- $25m
- Shares
- 667,905
Held
- Vanguard Index FDSVUG
- Share
- 4.3%
- Value
- $24m
- Shares
- 276,518
-2%
- Ishares TRIWD
- Share
- 3.6%
- Value
- $20m
- Shares
- 82,217
Held
- Ishares TREFA
- Share
- 2.6%
- Value
- $14m
- Shares
- 139,167
Held
- Vanguard Index FDSVO
- Share
- 2.3%
- Value
- $13m
- Shares
- 160,836
Held
- Wisdomtree TRAIVL
- Share
- 2.0%
- Value
- $11m
- Shares
- 87,291
Held
- Vanguard Index FDSVBR
- Share
- 2.0%
- Value
- $11m
- Shares
- 45,356
+6%
- IsharesEMXC
- Share
- 1.7%
- Value
- $10m
- Shares
- 93,311
+7%
- Schwab Strategic TRSCHG
- Share
- 1.7%
- Value
- $9m
- Shares
- 278,570
Held
- Ishares TRIWO
- Share
- 1.5%
- Value
- $8m
- Shares
- 21,418
Held
- Vanguard Intl Equity Index FVSS
- Share
- 1.3%
- Value
- $7m
- Shares
- 48,603
+15%
- Ishares TREFV
- Share
- 1.3%
- Value
- $7m
- Shares
- 91,785
+7%
- Ishares TRIWN
- Share
- 1.0%
- Value
- $6m
- Shares
- 25,619
Held
- Ishares TRIWC
- Share
- 0.8%
- Value
- $4m
- Shares
- 20,998
Held
- Ishares TRIWF
- Share
- 0.7%
- Value
- $4m
- Shares
- 31,880
Held
- Schwab Strategic TRSCHY
- Share
- 0.6%
- Value
- $4m
- Shares
- 112,522
+7%
- Vanguard Index FDSVBK
- Share
- 0.6%
- Value
- $3m
- Shares
- 8,878
Held
- Ishares TRIWL
- Share
- 0.5%
- Value
- $3m
- Shares
- 16,109
-20%
- Schwab Strategic TRSCHB
- Share
- 0.5%
- Value
- $3m
- Shares
- 99,561
Held
- Ishares TRSCZ
- Share
- 0.5%
- Value
- $3m
- Shares
- 34,131
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.5%
- Value
- $3m
- Shares
- 45,539
+17%
- Schwab Strategic TRSCHC
- Share
- 0.5%
- Value
- $3m
- Shares
- 56,360
Held
- Ishares TRIWS
- Share
- 0.5%
- Value
- $3m
- Shares
- 16,244
-3%
- Ishares TRSHY
- Share
- 0.4%
- Value
- $3m
- Shares
- 30,491
-3%
- Schwab Strategic TRSCHE
- Share
- 0.3%
- Value
- $2m
- Shares
- 46,096
Held
- Vanguard World FDVDE
- Share
- 0.3%
- Value
- $2m
- Shares
- 10,113
-14%
- Vanguard Index FDSVOE
- Share
- 0.2%
- Value
- $1m
- Shares
- 6,995
Held
- Ishares TRIEFA
- Share
- 0.2%
- Value
- $1m
- Shares
- 13,754
Held
- First TR Exchange-Traded FDFDM
- Share
- 0.2%
- Value
- $1m
- Shares
- 14,205
Held
- Invesco Exchange Traded FD TPRN
- Share
- 0.2%
- Value
- $1m
- Shares
- 4,594
-18%
- Schwab Strategic TRSCHX
- Share
- 0.2%
- Value
- $1m
- Shares
- 40,442
Held
- Ishares TRHDV
- Share
- 0.2%
- Value
- $1m
- Shares
- 41,975
Held
- Ishares TRIVE
- Share
- 0.2%
- Value
- $1m
- Shares
- 5,000
Held
- Vanguard Intl Equity Index FVEU
- Share
- 0.2%
- Value
- $1m
- Shares
- 12,949
Held
- Ishares TRIWM
- Share
- 0.2%
- Value
- $1m
- Shares
- 3,381
Held
- Ishares TREFG
- Share
- 0.2%
- Value
- $890,848
- Shares
- 7,160
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.1%
- Value
- $748,850
- Shares
- 1
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 0.1%
- Value
- $670,814
- Shares
- 11,526
+44%
- Ishares TRIEI
- Share
- 0.1%
- Value
- $623,425
- Shares
- 5,308
Held
- Schwab Strategic TRSCHO
- Share
- 0.1%
- Value
- $622,161
- Shares
- 25,773
Held
- Ishares TRIYJ
- Share
- 0.1%
- Value
- $599,940
- Shares
- 3,600
Held
- Ishares TRIDV
- Share
- 0.1%
- Value
- $590,295
- Shares
- 14,248
Held
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $522,922
- Shares
- 3,309
+18%
- Vanguard Index FDSVTI
- Share
- <0.1%
- Value
- $491,044
- Shares
- 1,327
+36%
- Ishares TRAGG
- Share
- <0.1%
- Value
- $442,936
- Shares
- 4,475
-55%
- Dimensional ETF TrustDFIC
- Share
- <0.1%
- Value
- $437,619
- Shares
- 11,745
Held
- Ishares TRIVV
- Share
- <0.1%
- Value
- $399,159
- Shares
- 533
Held
- Schwab Strategic TRSCHR
- Share
- <0.1%
- Value
- $394,487
- Shares
- 15,997
Held
- Ishares TREEM
- Share
- <0.1%
- Value
- $376,255
- Shares
- 5,500
Held
- Ishares TRDGRO
- Share
- <0.1%
- Value
- $349,089
- Shares
- 4,606
Held
- Dimensional ETF TrustDFIV
- Share
- <0.1%
- Value
- $315,585
- Shares
- 5,842
Held
- Vanguard Scottsdale FDSVGIT
- Share
- <0.1%
- Value
- $292,010
- Shares
- 4,951
New
- Ishares TRIJT
- Share
- <0.1%
- Value
- $255,756
- Shares
- 1,432
Held
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $253,433
- Shares
- 369
New
- American Centy ETF TRAVSC
- Share
- <0.1%
- Value
- $247,816
- Shares
- 3,379
-13%
- Vanguard Star FDSVXUS
- Share
- <0.1%
- Value
- $245,442
- Shares
- 2,871
New
- Dimensional ETF TrustDIHP
- Share
- <0.1%
- Value
- $236,760
- Shares
- 6,938
-19%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Specialized FundsVIG | 10.0% | $56m | 235,981 | +5% |
| Vanguard Index FDSVTV | 10.0% | $56m | 255,451 | +4% |
| Vanguard Tax-Managed FDSVEA | 9.8% | $55m | 771,158 | +8% |
| Schwab Strategic TRSCHD | 9.1% | $51m | 1,605,116 | +7% |
| Schwab Strategic TRSCHA | 6.4% | $36m | 988,541 | Held |
| Vanguard Index FDSVB | 4.9% | $27m | 90,379 | +10% |
| Schwab Strategic TRSCHV | 4.5% | $25m | 728,348 | Held |
| Schwab Strategic TRSCHF | 4.4% | $25m | 893,584 | +4% |
| Schwab Strategic TRSCHM | 4.4% | $25m | 667,905 | Held |
| Vanguard Index FDSVUG | 4.3% | $24m | 276,518 | -2% |
| Ishares TRIWD | 3.6% | $20m | 82,217 | Held |
| Ishares TREFA | 2.6% | $14m | 139,167 | Held |
| Vanguard Index FDSVO | 2.3% | $13m | 160,836 | Held |
| Wisdomtree TRAIVL | 2.0% | $11m | 87,291 | Held |
| Vanguard Index FDSVBR | 2.0% | $11m | 45,356 | +6% |
| IsharesEMXC | 1.7% | $10m | 93,311 | +7% |
| Schwab Strategic TRSCHG | 1.7% | $9m | 278,570 | Held |
| Ishares TRIWO | 1.5% | $8m | 21,418 | Held |
| Vanguard Intl Equity Index FVSS | 1.3% | $7m | 48,603 | +15% |
| Ishares TREFV | 1.3% | $7m | 91,785 | +7% |
| Ishares TRIWN | 1.0% | $6m | 25,619 | Held |
| Ishares TRIWC | 0.8% | $4m | 20,998 | Held |
| Ishares TRIWF | 0.7% | $4m | 31,880 | Held |
| Schwab Strategic TRSCHY | 0.6% | $4m | 112,522 | +7% |
| Vanguard Index FDSVBK | 0.6% | $3m | 8,878 | Held |
| Ishares TRIWL | 0.5% | $3m | 16,109 | -20% |
| Schwab Strategic TRSCHB | 0.5% | $3m | 99,561 | Held |
| Ishares TRSCZ | 0.5% | $3m | 34,131 | Held |
| Vanguard Intl Equity Index FVWO | 0.5% | $3m | 45,539 | +17% |
| Schwab Strategic TRSCHC | 0.5% | $3m | 56,360 | Held |
| Ishares TRIWS | 0.5% | $3m | 16,244 | -3% |
| Ishares TRSHY | 0.4% | $3m | 30,491 | -3% |
| Schwab Strategic TRSCHE | 0.3% | $2m | 46,096 | Held |
| Vanguard World FDVDE | 0.3% | $2m | 10,113 | -14% |
| Vanguard Index FDSVOE | 0.2% | $1m | 6,995 | Held |
| Ishares TRIEFA | 0.2% | $1m | 13,754 | Held |
| First TR Exchange-Traded FDFDM | 0.2% | $1m | 14,205 | Held |
| Invesco Exchange Traded FD TPRN | 0.2% | $1m | 4,594 | -18% |
| Schwab Strategic TRSCHX | 0.2% | $1m | 40,442 | Held |
| Ishares TRHDV | 0.2% | $1m | 41,975 | Held |
| Ishares TRIVE | 0.2% | $1m | 5,000 | Held |
| Vanguard Intl Equity Index FVEU | 0.2% | $1m | 12,949 | Held |
| Ishares TRIWM | 0.2% | $1m | 3,381 | Held |
| MicrosoftMSFT | 0.2% | $953,440 | 2,556 | -25% |
| Ishares TREFG | 0.2% | $890,848 | 7,160 | Held |
| United Parcel ServiceUPS | 0.1% | $777,225 | 7,230 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.1% | $748,850 | 1 | Held |
| Vanguard Scottsdale FDSVGSH | 0.1% | $670,814 | 11,526 | +44% |
| Ishares TRIEI | 0.1% | $623,425 | 5,308 | Held |
| Schwab Strategic TRSCHO | 0.1% | $622,161 | 25,773 | Held |
| Ishares TRIYJ | 0.1% | $599,940 | 3,600 | Held |
| Ishares TRIDV | 0.1% | $590,295 | 14,248 | Held |
| Vanguard Whitehall FDSVYM | <0.1% | $522,922 | 3,309 | +18% |
| Vanguard Index FDSVTI | <0.1% | $491,044 | 1,327 | +36% |
| Ishares TRAGG | <0.1% | $442,936 | 4,475 | -55% |
| Dimensional ETF TrustDFIC | <0.1% | $437,619 | 11,745 | Held |
| Advanced Micro DevicesAMD | <0.1% | $400,247 | 689 | New |
| Ishares TRIVV | <0.1% | $399,159 | 533 | Held |
| Schwab Strategic TRSCHR | <0.1% | $394,487 | 15,997 | Held |
| McDonald'sMCD | <0.1% | $391,950 | 1,450 | -18% |
| Trane TechnologiesTT | <0.1% | $383,105 | 780 | Held |
| Ishares TREEM | <0.1% | $376,255 | 5,500 | Held |
| MerckMRK | <0.1% | $352,090 | 2,740 | -25% |
| OracleORCL | <0.1% | $351,720 | 2,400 | Held |
| Ishares TRDGRO | <0.1% | $349,089 | 4,606 | Held |
| Dimensional ETF TrustDFIV | <0.1% | $315,585 | 5,842 | Held |
| JPMorgan ChaseJPM | <0.1% | $310,964 | 950 | -45% |
| Vanguard Scottsdale FDSVGIT | <0.1% | $292,010 | 4,951 | New |
| AonAON | <0.1% | $283,595 | 855 | -7% |
| Ishares TRIJT | <0.1% | $255,756 | 1,432 | Held |
| Vanguard Index FDSVOO | <0.1% | $253,433 | 369 | New |
| American Centy ETF TRAVSC | <0.1% | $247,816 | 3,379 | -13% |
| Vanguard Star FDSVXUS | <0.1% | $245,442 | 2,871 | New |
| Dimensional ETF TrustDIHP | <0.1% | $236,760 | 6,938 | -19% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 36.6% since 30 June 2025.
Where the money is
Technology0.3%
Industrials0.2%
Financial services0.1%
Retail & consumer0.1%
Health care0.1%
Other99.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.