Noble Family Wealth, LLC
CIK: 0001976065SEC EDGAR →
Portfolio Value
$474.4B
Holdings
80
As of
Q4 2025
New Positions
80
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 225,987 | $49.7B | 10.47% |
| 2 | VANGUARD INDEX FDS | 240,499 | $45.9B | 9.68% |
| 3 | VANGUARD TAX-MANAGED FDS | 682,103 | $42.6B | 8.98% |
| 4 | SCHWAB STRATEGIC TR | 1,427,691 | $39.2B | 8.26% |
| 5 | SCHWAB STRATEGIC TR | 979,845 | $27.9B | 5.88% |
| 6 | VANGUARD INDEX FDS | 48,711 | $23.8B | 5.01% |
| 7 | SCHWAB STRATEGIC TR | 729,490 | $21.6B | 4.55% |
| 8 | SCHWAB STRATEGIC TR | 853,571 | $20.5B | 4.33% |
| 9 | SCHWAB STRATEGIC TR | 680,442 | $20.5B | 4.31% |
| 10 | VANGUARD INDEX FDS | 78,920 | $20.4B | 4.29% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (80)
$49.7B · 226K shares
$45.9B · 240K shares
$42.6B · 682K shares
$39.2B · 1.4M shares
$27.9B · 980K shares
$23.8B · 49K shares
$21.6B · 729K shares
$20.5B · 854K shares
$20.5B · 680K shares
$20.4B · 79K shares
$17.7B · 84K shares
$13.4B · 139K shares
$11.7B · 40K shares
$10.2B · 89K shares
$9.5B · 292K shares
$8.5B · 40K shares
$6.9B · 21K shares
$5.8B · 80K shares
$5.7B · 80K shares
$5.4B · 38K shares
$4.7B · 26K shares
$3.8B · 8K shares
$3.8B · 22K shares
$3.4B · 21K shares
$3.0B · 101K shares
$2.7B · 9K shares
$2.7B · 34K shares
$2.7B · 101K shares
$2.6B · 32K shares
$2.6B · 56K shares
$2.4B · 41K shares
$2.4B · 17K shares
$1.9B · 36K shares
$1.9B · 4K shares
$1.5B · 12K shares
$1.5B · 46K shares
$1.2B · 14K shares
$1.2B · 15K shares
$1.1B · 41K shares
$1.1B · 5K shares
$1.0B · 10K shares
$1.0B · 8K shares
$991.0M · 13K shares
$976.0M · 6K shares
$936.0M · 5K shares
$832.0M · 3K shares
$815.0M · 7K shares
$754.0M · 1 shares
$730.0M · 7K shares
$633.0M · 5K shares
$629.0M · 26K shares
$594.0M · 2K shares
$562.0M · 14K shares
$552.0M · 2K shares
$533.0M · 4K shares
$479.0M · 19K shares
$467.0M · 2K shares
$444.0M · 4K shares
$415.0M · 11K shares
$411.0M · 12K shares
$365.0M · 533 shares
$324.0M · 920 shares
$324.0M · 7K shares
$313.0M · 5K shares
$309.0M · 12K shares
$303.0M · 780 shares
$303.0M · 10K shares
$300.0M · 6K shares
$294.0M · 4K shares
$281.0M · 1K shares
$274.0M · 2K shares
$274.0M · 7K shares
$253.0M · 4K shares
$248.0M · 396 shares
$245.0M · 2K shares
$241.0M · 2K shares
$230.0M · 687 shares
$223.0M · 2K shares
$221.0M · 643 shares
$202.0M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $462.3B | 97.5% |
| Unknown | 4 | $6.3B | 1.3% |
| Technology | 2 | $2.4B | 0.5% |
| Industrials | 4 | $1.6B | 0.3% |
| Consumer Cyclical | 2 | $815.0M | 0.2% |
| Healthcare | 1 | $444.0M | 0.1% |
| Consumer Defensive | 1 | $294.0M | 0.1% |
| Real Estate | 1 | $245.0M | 0.1% |