Noble Family Wealth, LLC — 13F Holdings

2026 Q3  ·  75 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Noble Family Wealth, LLC maintained a portfolio of 75 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 0.10% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE FDS, increasing the position by 91.8%.
Position History hover any row below to update
Loading…
Noble Family Wealth, LLC Greenville, SC RIA AUM $556M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
75
Quarter
2026 Q3
Top Holding
VTV (10.2%)
Top 10 Concentration
67.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 75
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
VTV
VANGUARD INDEX ...
ETF 10.21% 9.96% #1 1
Prev: #2
6.5
—
7,320 2.9%
P
S
262,771 $56,779,558 2023 Q1 13F Filing 2026-09-30 2026-10-26
VEA
VANGUARD TAX-MA...
ETF 9.98% 9.83% #2 1
Prev: #3
6.0
—
14,983 1.9%
P
S
786,141 $55,509,416 2023 Q1 13F Filing 2026-09-30 2026-10-26
VIG
VANGUARD SPECIA...
ETF 9.96% 9.99% #3 2
Prev: #1
5.5
—
1,447 0.6%
P
S
237,428 $55,394,327 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHD
SCHWAB STRATEGI...
ETF 9.58% 9.11% #4
Prev: #4
4.8
—
32,176 2.0%
P
S
1,637,292 $53,261,109 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHA
SCHWAB STRATEGI...
ETF 5.80% 6.39% #5
Prev: #5
3.3
—
534 0.1%
P
S
989,075 $32,273,517 2023 Q1 13F Filing 2026-09-30 2026-10-26
VB
VANGUARD INDEX ...
ETF 4.75% 4.90% #6
Prev: #6
2.4
—
2,550 2.8%
P
S
92,929 $26,437,586 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHF
SCHWAB STRATEGI...
Bond/Debt 4.47% 4.43% #7 1
Prev: #8
2.3
—
10,470 1.2%
P
S
904,054 $24,834,363 2023 Q1 13F Filing 2026-09-30 2026-10-26
VUG
VANGUARD INDEX ...
Warrant 4.39% 4.26% #8 2
Prev: #10
2.3
—
-5,694 -2.1%
P
S
270,824 $24,403,988 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHV
SCHWAB STRATEGI...
ETF 4.34% 4.54% #9 2
Prev: #7
2.2
—
-4,092 -0.6%
P
S
724,256 $24,124,967 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHM
SCHWAB STRATEGI...
ETF 4.08% 4.41% #10 1
Prev: #9
2.1
—
-1,577 -0.2%
P
S
666,328 $22,668,479 2023 Q1 13F Filing 2026-09-30 2026-10-26
IWD
ISHARES TR
ETF 3.63% 3.57% #11
Prev: #11
2.0
—
-706 -0.9%
P
S
81,511 $20,209,022 2023 Q1 13F Filing 2026-09-30 2026-10-26
EFA
ISHARES TR
ETF 2.60% 2.59% #12
Prev: #12
1.5
—
-239 -0.2%
P
S
138,928 $14,433,230 2023 Q1 13F Filing 2026-09-30 2026-10-26
VO
VANGUARD INDEX ...
ETF 2.26% 2.32% #13
Prev: #13
1.4
—
-532 -0.3%
P
S
160,304 $12,571,040 2023 Q1 13F Filing 2026-09-30 2026-10-26
AIVL
WISDOMTREE TR
Unknown 2.01% 2.05% #14
Prev: #14
1.3
—
-62 -0.1%
P
S
87,229 $11,160,384 2023 Q1 13F Filing 2026-09-30 2026-10-26
VBR
VANGUARD INDEX ...
ETF 1.93% 1.97% #15
Prev: #15
1.3
—
1,218 2.7%
P
S
46,574 $10,759,991 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHG
SCHWAB STRATEGI...
ETF 1.77% 1.69% #16 1
Prev: #17
1.2
—
-4,028 -1.4%
P
S
274,542 $9,864,315 2023 Q1 13F Filing 2026-09-30 2026-10-26
EMXC
ISHARES INC
ETF 1.69% 1.71% #17 1
Prev: #16
1.2
—
1,424 1.5%
P
S
94,735 $9,386,344 2023 Q1 13F Filing 2026-09-30 2026-10-26
VSS
VANGUARD INTL E...
ETF 1.41% 1.34% #18 1
Prev: #19
1.1
—
1,828 3.8%
P
S
50,431 $7,829,413 2023 Q1 13F Filing 2026-09-30 2026-10-26
IWO
ISHARES TR
ETF 1.37% 1.51% #19 1
Prev: #18
1.0
—
-12 -0.1%
P
S
21,406 $7,639,801 2023 Q1 13F Filing 2026-09-30 2026-10-26
EFV
ISHARES TR
ETF 1.36% 1.26% #20
Prev: #20
1.0
—
4,093 4.5%
P
S
95,878 $7,587,785 2023 Q1 13F Filing 2026-09-30 2026-10-26
IWN
ISHARES TR
ETF 0.96% 1.01% #21
Prev: #21
0.9
—
-11 -0.0%
P
S
25,608 $5,363,596 2023 Q1 13F Filing 2026-09-30 2026-10-26
IWF
ISHARES TR
ETF 0.70% 0.71% #22 1
Prev: #23
0.8
—
-799 -2.5%
P
S
31,081 $3,893,206 2023 Q1 13F Filing 2026-09-30 2026-10-26
IWC
ISHARES TR
ETF 0.70% 0.75% #23 1
Prev: #22
1.3
—
no change no change
P
S
20,998 $3,880,430 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHY
SCHWAB STRATEGI...
Bond/Debt 0.64% 0.64% #24
Prev: #24
0.8
—
153 0.1%
P
S
112,675 $3,537,995 2023 Q1 13F Filing 2026-09-30 2026-10-26
IWL
ISHARES TR
ETF 0.54% 0.53% #25 1
Prev: #26
0.7
—
-264 -1.6%
P
S
15,845 $3,013,085 2023 Q1 13F Filing 2026-09-30 2026-10-26
VBK
VANGUARD INDEX ...
ETF 0.54% 0.58% #26 1
Prev: #25
1.2
—
no change no change
P
S
8,878 $2,999,255 2023 Q1 13F Filing 2026-09-30 2026-10-26
VWO
VANGUARD INTL E...
ETF 0.54% 0.49% #27 2
Prev: #29
2.2
—
4,891 10.7%
P
S
50,430 $2,991,003 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHB
SCHWAB STRATEGI...
ETF 0.53% 0.52% #28 1
Prev: #27
0.7
—
188 0.2%
P
S
99,749 $2,923,643 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCZ
ISHARES TR
ETF 0.52% 0.50% #29 1
Prev: #28
0.7
—
-155 -0.5%
P
S
33,976 $2,868,254 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHC
SCHWAB STRATEGI...
Bond/Debt 0.50% 0.49% #30
Prev: #30
0.7
—
-186 -0.3%
P
S
56,174 $2,794,095 2023 Q1 13F Filing 2026-09-30 2026-10-26
IWS
ISHARES TR
ETF 0.47% 0.48% #31
Prev: #31
1.2
—
no change no change
P
S
16,244 $2,611,061 2023 Q1 13F Filing 2026-09-30 2026-10-26
SHY
ISHARES TR
ETF 0.44% 0.45% #32
Prev: #32
0.7
—
-122 -0.4%
P
S
30,369 $2,465,963 2023 Q1 13F Filing 2026-09-30 2026-10-26
VDE
VANGUARD WORLD ...
ETF 0.30% 0.27% #33 1
Prev: #34
0.6
—
-407 -4.0%
P
S
9,706 $1,670,985 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHE
SCHWAB STRATEGI...
ETF 0.30% 0.30% #34 1
Prev: #33
0.6
—
-268 -0.6%
P
S
45,828 $1,670,431 2023 Q1 13F Filing 2026-09-30 2026-10-26
VOE
VANGUARD INDEX ...
ETF 0.25% 0.25% #35
Prev: #35
0.6
—
71 1.0%
P
S
7,066 $1,381,615 2023 Q1 13F Filing 2026-09-30 2026-10-26
IEFA
ISHARES TR
ETF 0.24% 0.24% #36
Prev: #36
0.6
—
237 1.7%
P
S
13,991 $1,355,448 2023 Q2 13F Filing 2026-09-30 2026-10-26
MSFT
MICROSOFT CORP
Technology 0.24% 0.17% #37 7
Prev: #44
0.6
—
6 0.2%
P
S
2,562 $1,314,050 2023 Q1 13F Filing 2026-09-30 2026-10-26
VGSH
VANGUARD SCOTTS...
ETF 0.23% 0.12% #38 10
Prev: #48
3.1
—
10,585 91.8%
P
S
22,111 $1,272,709 2025 Q3 13F Filing 2026-09-30 2026-10-26
FDM
FIRST TR EXCHAN...
Unknown 0.22% 0.24% #39 2
Prev: #37
0.6
—
-15 -0.1%
P
S
14,190 $1,242,393 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHX
SCHWAB STRATEGI...
ETF 0.22% 0.21% #40 1
Prev: #39
0.6
—
582 1.4%
P
S
41,024 $1,230,720 2023 Q1 13F Filing 2026-09-30 2026-10-26
HDV
ISHARES TR
ETF 0.21% 0.21% #41 1
Prev: #40
0.6
—
336 0.8%
P
S
42,311 $1,183,016 2025 Q2 13F Filing 2026-09-30 2026-10-26
IVE
ISHARES TR
ETF 0.21% 0.20% #42 1
Prev: #41
1.1
—
no change no change
P
S
5,000 $1,141,400 2023 Q1 13F Filing 2026-09-30 2026-10-26
VEU
VANGUARD INTL E...
ETF 0.19% 0.19% #43 1
Prev: #42
0.6
—
-216 -1.7%
P
S
12,733 $1,056,457 2023 Q1 13F Filing 2026-09-30 2026-10-26
IWM
ISHARES TR
ETF 0.16% 0.18% #44 1
Prev: #43
0.6
—
-100 -3.0%
P
S
3,281 $911,757 2023 Q1 13F Filing 2026-09-30 2026-10-26
PRN
INVESCO EXCHANG...
ETF 0.16% 0.21% #45 7
Prev: #38
1.1
—
no change no change
P
S
4,594 $908,876 2023 Q1 13F Filing 2026-09-30 2026-10-26
EFG
ISHARES TR
Warrant 0.15% 0.16% #46 1
Prev: #45
1.1
—
no change no change
P
S
7,160 $857,983 2023 Q1 13F Filing 2026-09-30 2026-10-26
VGIT
VANGUARD SCOTTS...
Bond/Debt 0.15% 0.05% #47 21
Prev: #68
3.1
—
9,721 196.3%
P
S
14,672 $831,316 2026 Q2 13F Filing 2026-09-30 2026-10-26
BRK/A
BERKSHIRE HATHA...
Financial Services 0.13% 0.13% #48 1
Prev: #47
1.1
—
no change no change
P
S
1 $747,005 2023 Q1 13F Filing 2026-09-30 2026-10-26
UPS
UNITED PARCEL S...
Industrials 0.12% 0.14% #49 3
Prev: #46
1.0
—
no change no change
P
S
7,230 $675,571 2023 Q1 13F Filing 2026-09-30 2026-10-26
SCHO
SCHWAB STRATEGI...
ETF 0.12% 0.11% #50
Prev: #50
2.0
—
1,647 6.4%
P
S
27,420 $654,241 2023 Q1 13F Filing 2026-09-30 2026-10-26
Showing 1-50 of 75 holdings

Unlock Full Noble Family Wealth, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →