Noble Family Wealth, LLC — 13F Holdings

2026 Q2  ·  80 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Noble Family Wealth, LLC maintained a portfolio of 80 distinct positions. The most significant new addition was ADVANCED MICRO DEVICES INC, now representing 0.07% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 10.0%.
Position History hover any row below to update
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Noble Family Wealth, LLC Greenville, SC RIA AUM $559M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
80
Quarter
2026 Q2
Top Holding
VIG (10.0%)
Top 10 Concentration
67.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 80
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VIG
VANGUARD SPECIA...
ETF 9.99% 9.97% #1 1
Prev: #2
8.0
—
11,455 5.1%
P
S
235,981 $55,837,825 2023 Q1 13F Filing 2026-06-30 2026-08-04
VTV
VANGUARD INDEX ...
ETF 9.96% 10.00% #2 1
Prev: #1
6.0
—
8,660 3.5%
P
S
255,451 $55,670,437 2023 Q1 13F Filing 2026-06-30 2026-08-04
VEA
VANGUARD TAX-MA...
ETF 9.83% 9.46% #3 1
Prev: #4
6.9
—
56,074 7.8%
P
S
771,158 $54,945,008 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHD
SCHWAB STRATEGI...
ETF 9.11% 9.53% #4 1
Prev: #3
6.1
—
100,061 6.6%
P
S
1,605,116 $50,898,229 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHA
SCHWAB STRATEGI...
ETF 6.39% 5.92% #5
Prev: #5
3.6
—
2,235 0.2%
P
S
988,541 $35,715,987 2023 Q1 13F Filing 2026-06-30 2026-08-04
VB
VANGUARD INDEX ...
ETF 4.90% 4.44% #6 1
Prev: #7
4.0
—
8,200 10.0%
P
S
90,379 $27,395,609 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHV
SCHWAB STRATEGI...
ETF 4.54% 4.56% #7 1
Prev: #6
2.3
—
3,535 0.5%
P
S
728,348 $25,353,794 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHF
SCHWAB STRATEGI...
Bond/Debt 4.43% 4.40% #8
Prev: #8
2.3
—
32,602 3.8%
P
S
893,584 $24,752,277 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHM
SCHWAB STRATEGI...
ETF 4.41% 4.30% #9
Prev: #9
2.3
—
-4,752 -0.7%
P
S
667,905 $24,625,658 2023 Q1 13F Filing 2026-06-30 2026-08-04
VUG
VANGUARD INDEX ...
Warrant 4.26% 4.24% #10
Prev: #10
4.7
—
229,469 487.7%
P
S
276,518 $23,819,296 2023 Q1 13F Filing 2026-06-30 2026-08-04
IWD
ISHARES TR
ETF 3.57% 3.65% #11
Prev: #11
1.9
—
-558 -0.7%
P
S
82,217 $19,931,868 2023 Q1 13F Filing 2026-06-30 2026-08-04
EFA
ISHARES TR
ETF 2.59% 2.79% #12
Prev: #12
2.0
—
no change no change
P
S
139,167 $14,456,668 2023 Q1 13F Filing 2026-06-30 2026-08-04
VO
VANGUARD INDEX ...
ETF 2.32% 2.41% #13
Prev: #13
3.9
—
120,184 295.6%
P
S
160,836 $12,958,557 2023 Q1 13F Filing 2026-06-30 2026-08-04
AIVL
WISDOMTREE TR
Unknown 2.05% 2.10% #14
Prev: #14
1.3
—
-784 -0.9%
P
S
87,291 $11,446,583 2023 Q1 13F Filing 2026-06-30 2026-08-04
VBR
VANGUARD INDEX ...
ETF 1.97% 1.92% #15
Prev: #15
2.8
—
2,634 6.2%
P
S
45,356 $11,021,055 2023 Q1 13F Filing 2026-06-30 2026-08-04
EMXC
ISHARES INC
ETF 1.71% 1.41% #16 1
Prev: #17
2.7
—
6,225 7.1%
P
S
93,311 $9,545,716 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHG
SCHWAB STRATEGI...
ETF 1.69% 1.70% #17 1
Prev: #16
1.2
—
-3,519 -1.2%
P
S
278,570 $9,426,795 2023 Q1 13F Filing 2026-06-30 2026-08-04
IWO
ISHARES TR
ETF 1.51% 1.39% #18
Prev: #18
1.1
—
-50 -0.2%
P
S
21,418 $8,437,836 2023 Q1 13F Filing 2026-06-30 2026-08-04
VSS
VANGUARD INTL E...
ETF 1.34% 1.27% #19 1
Prev: #20
2.5
—
6,518 15.5%
P
S
48,603 $7,498,957 2023 Q1 13F Filing 2026-06-30 2026-08-04
EFV
ISHARES TR
ETF 1.26% 1.31% #20 1
Prev: #19
2.5
—
6,332 7.4%
P
S
91,785 $7,026,142 2023 Q1 13F Filing 2026-06-30 2026-08-04
IWN
ISHARES TR
ETF 1.01% 1.01% #21
Prev: #21
0.9
—
-84 -0.3%
P
S
25,619 $5,666,923 2023 Q1 13F Filing 2026-06-30 2026-08-04
IWC
ISHARES TR
ETF 0.75% 0.69% #22 1
Prev: #23
1.3
—
no change no change
P
S
20,998 $4,200,440 2023 Q1 13F Filing 2026-06-30 2026-08-04
IWF
ISHARES TR
ETF 0.71% 0.70% #23 1
Prev: #22
3.3
—
23,905 299.7%
P
S
31,880 $3,958,540 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHY
SCHWAB STRATEGI...
Bond/Debt 0.64% 0.69% #24
Prev: #24
2.3
—
7,410 7.0%
P
S
112,522 $3,570,324 2023 Q1 13F Filing 2026-06-30 2026-08-04
VBK
VANGUARD INDEX ...
ETF 0.58% 0.55% #25 2
Prev: #27
1.2
—
no change no change
P
S
8,878 $3,246,685 2023 Q1 13F Filing 2026-06-30 2026-08-04
IWL
ISHARES TR
ETF 0.53% 0.66% #26 1
Prev: #25
0.7
—
-3,906 -19.5%
P
S
16,109 $2,979,360 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHB
SCHWAB STRATEGI...
ETF 0.52% 0.51% #27 3
Prev: #30
0.7
—
212 0.2%
P
S
99,561 $2,883,287 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCZ
ISHARES TR
ETF 0.50% 0.56% #28 2
Prev: #26
0.7
—
-244 -0.7%
P
S
34,131 $2,807,958 2023 Q1 13F Filing 2026-06-30 2026-08-04
VWO
VANGUARD INTL E...
ETF 0.49% 0.44% #29 3
Prev: #32
2.2
—
6,542 16.8%
P
S
45,539 $2,718,223 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHC
SCHWAB STRATEGI...
Bond/Debt 0.49% 0.54% #30 2
Prev: #28
0.7
—
217 0.4%
P
S
56,360 $2,712,044 2023 Q1 13F Filing 2026-06-30 2026-08-04
IWS
ISHARES TR
ETF 0.48% 0.51% #31
Prev: #31
0.7
—
-581 -3.5%
P
S
16,244 $2,673,763 2023 Q1 13F Filing 2026-06-30 2026-08-04
SHY
ISHARES TR
ETF 0.45% 0.54% #32 3
Prev: #29
0.7
—
-946 -3.0%
P
S
30,491 $2,503,617 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHE
SCHWAB STRATEGI...
ETF 0.30% 0.31% #33 1
Prev: #34
0.6
—
23 0.0%
P
S
46,096 $1,671,441 2023 Q1 13F Filing 2026-06-30 2026-08-04
VDE
VANGUARD WORLD ...
ETF 0.27% 0.42% #34 1
Prev: #33
0.6
—
-1,619 -13.8%
P
S
10,113 $1,518,265 2023 Q1 13F Filing 2026-06-30 2026-08-04
VOE
VANGUARD INDEX ...
ETF 0.25% 0.27% #35
Prev: #35
1.1
—
no change no change
P
S
6,995 $1,382,212 2023 Q1 13F Filing 2026-06-30 2026-08-04
IEFA
ISHARES TR
ETF 0.24% 0.26% #36 1
Prev: #37
1.1
—
no change no change
P
S
13,754 $1,328,362 2023 Q2 13F Filing 2026-06-30 2026-08-04
FDM
FIRST TR EXCHAN...
Unknown 0.24% 0.24% #37 1
Prev: #38
1.1
—
no change no change
P
S
14,205 $1,322,628 2023 Q1 13F Filing 2026-06-30 2026-08-04
PRN
INVESCO EXCHANG...
ETF 0.21% 0.22% #38 2
Prev: #40
0.6
—
-1,000 -17.9%
P
S
4,594 $1,197,699 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHX
SCHWAB STRATEGI...
ETF 0.21% 0.22% #39 3
Prev: #42
0.6
—
-346 -0.8%
P
S
40,442 $1,190,209 2023 Q1 13F Filing 2026-06-30 2026-08-04
HDV
ISHARES TR
ETF 0.21% 0.23% #40 1
Prev: #39
3.1
—
33,730 409.1%
P
S
41,975 $1,150,535 2025 Q2 13F Filing 2026-06-30 2026-08-04
IVE
ISHARES TR
ETF 0.20% 0.22% #41
Prev: #41
1.1
—
no change no change
P
S
5,000 $1,135,300 2023 Q1 13F Filing 2026-06-30 2026-08-04
VEU
VANGUARD INTL E...
ETF 0.19% 0.20% #42 1
Prev: #43
0.6
—
-131 -1.0%
P
S
12,949 $1,084,479 2023 Q1 13F Filing 2026-06-30 2026-08-04
IWM
ISHARES TR
ETF 0.18% 0.17% #43 2
Prev: #45
1.1
—
no change no change
P
S
3,381 $1,015,822 2023 Q1 13F Filing 2026-06-30 2026-08-04
MSFT
MICROSOFT CORP
Technology 0.17% 0.26% #44 8
Prev: #36
0.1
—
-850 -25.0%
P
S
2,556 $953,440 2023 Q1 13F Filing 2026-06-30 2026-08-04
EFG
ISHARES TR
Warrant 0.16% 0.16% #45 1
Prev: #46
1.1
—
no change no change
P
S
7,160 $890,848 2023 Q1 13F Filing 2026-06-30 2026-08-04
UPS
UNITED PARCEL S...
Industrials 0.14% 0.15% #46 2
Prev: #48
1.1
—
no change no change
P
S
7,230 $777,225 2023 Q1 13F Filing 2026-06-30 2026-08-04
BRK/A
BERKSHIRE HATHA...
Financial Services 0.13% 0.15% #47
Prev: #47
1.1
—
no change no change
P
S
1 $748,850 2023 Q1 13F Filing 2026-06-30 2026-08-04
VGSH
VANGUARD SCOTTS...
ETF 0.12% 0.10% #48 7
Prev: #55
2.5
—
3,537 44.3%
P
S
11,526 $670,814 2025 Q3 13F Filing 2026-06-30 2026-08-04
IEI
ISHARES TR
ETF 0.11% 0.13% #49
Prev: #49
1.0
—
no change no change
P
S
5,308 $623,425 2023 Q1 13F Filing 2026-06-30 2026-08-04
SCHO
SCHWAB STRATEGI...
ETF 0.11% 0.13% #50
Prev: #50
1.0
—
no change no change
P
S
25,773 $622,161 2023 Q1 13F Filing 2026-06-30 2026-08-04
Showing 1-50 of 80 holdings

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