§ 13F · FUND PROFILE
Noble Family Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $409.2T (13F)Positions · 70Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$248.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 226K | $49.7T | 10.5% | +2% |
| 2 | VTV | VANGUARD INDEX FDS | 240K | $45.9T | 9.7% | +5% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 682K | $42.6T | 9.0% | +7% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 1.43M | $39.2T | 8.3% | +4% |
| 5 | SCHA | SCHWAB STRATEGIC TR | 980K | $27.9T | 5.9% | ±0% |
| 6 | VUG | VANGUARD INDEX FDS | 49K | $23.8T | 5.0% | +2% |
| 7 | SCHV | SCHWAB STRATEGIC TR | 729K | $21.6T | 4.6% | −1% |
| 8 | SCHF | SCHWAB STRATEGIC TR | 854K | $20.5T | 4.3% | ±0% |
| 9 | SCHM | SCHWAB STRATEGIC TR | 680K | $20.5T | 4.3% | +1% |
| 10 | VB | VANGUARD INDEX FDS | 79K | $20.4T | 4.3% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NOBLE SIGNAL
AC read
Noble Family Wealth, LLC is a Other fund managing $409245.0 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed