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13F holdings · Q3 2026

Noble Family Wealth

Clearwater, FL · files as Noble Family Wealth, LLC
Holdings as of Sep 30, 2026Filed Oct 26, 2026Next filing due Feb 15, 2027CIK 1976065

Noble Family Wealth reported 75 stocks worth $556M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VTV (10.2%), VEA (10.0%) and VIG (10.0%). Compared with Q2 2026, the fund opened new positions in SPYM, added to VTV, VEA and VIG and trimmed VUG, SCHV and SCHM.

Reported value$556M−0.5% vs last quarter
Stocks held751 new · 0 sold out
Top 5 weight45.5%fairly concentrated
Turnover2%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VTV
Vanguard Index Fds
$56.8M10.2%263K+7,320 (+3%)8 of 8
2
VEA
Vanguard Tax-Managed Fds
$55.5M10.0%786K+15K (+2%)8 of 8
3
VIG
Vanguard Dividend Appreciation ETF
$55.4M10.0%237K+1,447 (+1%)8 of 8
4
SCHD
Schwab US Dividend Equity ETF
$53.3M9.6%1.6M+32K (+2%)8 of 8
5
SCHA
Schwab US Small Cap ETF
$32.3M5.8%989KNo change8 of 8
6
VB
Vanguard Index Fds
$26.4M4.8%93K+2,550 (+3%)8 of 8
7
SCHF
Schwab International
$24.8M4.5%904K+10K (+1%)8 of 8
8
VUG
Vanguard Index Fds
$24.4M4.4%271K−5,694 (−2%)8 of 8
9
SCHV
Schwab US Large Cap
$24.1M4.3%724K−4,092 (−1%)8 of 8
10
SCHM
Schwab Strategic TR
$22.7M4.1%666K−1,577 (−0%)8 of 8
🔒 65 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$363MQ4 '24
$363MQ1 '25
$409MQ2 '25
$453MQ3 '25
$474MQ4 '25
$484MQ1 '26
$559MQ2 '26
$556MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 26, 202613F-HRQ3 2026SEC filing ↗

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Noble Family Wealth 13F FAQ

What does Noble Family Wealth own?

Noble Family Wealth reported 75 stocks worth $556M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VTV (10.2%), VEA (10.0%) and VIG (10.0%). The table above lists every position in the filing (the top 10 without an account).

What did Noble Family Wealth buy and sell in Q3 2026?

Compared with Q2 2026: 1 new positions, 24 added to, 20 trimmed and 0 sold out. New positions include SPYM.

When will Noble Family Wealth file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Noble Family Wealth's portfolio worth?

The Q3 2026 filing reports $556M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.