StockDriftsStockDriftsTop 50 Noble Family Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 10.21% | 262.8K | $56.8M | +2.87%(+7.32K) | $152.28(+47.90%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.98% | 786.1K | $55.5M | +1.94%(+14.98K) | $51.12(+36.70%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 9.96% | 237.4K | $55.4M | +0.61%(+1.45K) | $164.05(+49.25%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 9.58% | 1.64M | $53.3M | +2.00%(+32.18K) | $26.07(+34.72%) | 2026-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 5.8% | 989.1K | $32.3M | +0.05%(+534) | $21.44(+54.08%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 4.75% | 92.9K | $26.4M | +2.82%(+2.55K) | $223.66(+29.89%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 4.47% | 904.1K | $24.8M | +1.17%(+10.47K) | $18.43(+47.18%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 4.39% | 270.8K | $24.4M | -2.06%(-5.69K) | $41.52(+109.25%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 4.34% | 724.3K | $24.1M | -0.56%(-4.09K) | $22.45(+53.92%) | 2026-09-30 | |
| SCHM | SCHWAB STRATEGIC TR | 4.08% | 666.3K | $22.7M | -0.24%(-1.58K) | $22.74(+53.31%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.40% | +57.69% | — | — | +57.75% |
| Top 20 Holdings Unweighted | +17.05% | +60.35% | — | — | +60.19% |
Noble Family Wealth LLC reports $556.13M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are VTV (10.2%), VEA (10.0%) and VIG (10.0%). The top 20 holdings account for 87.59% of reported assets. Its disclosed equity book has returned +57.69% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Noble Family Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1976065). View Noble Family Wealth LLC’s 13F filings on SEC