Institutional Fund
Noble Family Wealth, LLC
Clearwater, FLCIK 19760656 filings on record
Portfolio Value
$484.42M
Q1 2026
Holdings
76
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+2.1%
from $474.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.0%
- Vanguard Specialized Funds10.0%
- Schwab Strategic Tr9.5%
- Vanguard Tax-Managed Fds9.5%
- Schwab Strategic Tr5.9%
- Schwab Strategic Tr4.6%
- Other50.6%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 246.8K | $48.42M | 10.0% | +6.3K | Added |
| 2 | Vanguard Specialized Funds | 224.5K | $48.29M | 10.0% | −1.5K | Reduced |
| 3 | Schwab Strategic Tr | 1.51M | $46.18M | 9.5% | +77.4K | Added |
| 4 | Vanguard Tax-Managed Fds | 715.1K | $45.82M | 9.5% | +33.0K | Added |
| 5 | Schwab Strategic Tr | 986.3K | $28.68M | 5.9% | +6.5K | Added |
| 6 | Schwab Strategic Tr | 724.8K | $22.11M | 4.6% | −4.7K | Reduced |
| 7 | Vanguard Index Fds | 82.2K | $21.52M | 4.4% | +3.3K | Added |
| 8 | Schwab Strategic Tr | 861.0K | $21.31M | 4.4% | +7.4K | Added |
| 9 | Schwab Strategic Tr | 672.7K | $20.83M | 4.3% | −7.8K | Reduced |
| 10 | Vanguard Index Fds | 47.0K | $20.55M | 4.2% | −1.7K | Reduced |
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