Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Noble Family Wealth, LLC (CIK 1976065) reported $558.9M across 74 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VIG ($55.8M, 9.99%), VTV ($55.7M, 9.96%), VEA ($54.9M, 9.83%), SCHD ($50.9M, 9.11%), SCHA ($35.7M, 6.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $55.8M | 9.99% | 235,981 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $55.7M | 9.96% | 255,451 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $54.9M | 9.83% | 771,158 | Added |
| 4 | SCHD | SCHWAB STRATEGIC TR | $50.9M | 9.11% | 1.6M | Added |
| 5 | SCHA | SCHWAB STRATEGIC TR | $35.7M | 6.39% | 988,541 | Added |
| 6 | VB | VANGUARD INDEX FDS | $27.4M | 4.90% | 90,379 | Added |
| 7 | SCHV | SCHWAB STRATEGIC TR | $25.4M | 4.54% | 728,348 | Added |
| 8 | SCHF | SCHWAB STRATEGIC TR | $24.8M | 4.43% | 893,584 | Added |
| 9 | SCHM | SCHWAB STRATEGIC TR | $24.6M | 4.41% | 667,905 | Trimmed |
| 10 | VUG | VANGUARD INDEX FDS | $23.8M | 4.26% | 276,518 | Added |
| 11 | IWD | ISHARES TR | $19.9M | 3.57% | 82,217 | Trimmed |
| 12 | EFA | ISHARES TR | $14.5M | 2.59% | 139,167 | Hold |
| 13 | VO | VANGUARD INDEX FDS | $13.0M | 2.32% | 160,836 | Added |
| 14 | AIVL | WISDOMTREE TR | $11.4M | 2.05% | 87,291 | Trimmed |
| 15 | VBR | VANGUARD INDEX FDS | $11.0M | 1.97% | 45,356 | Added |
| 16 | EMXC | ISHARES INC | $9.5M | 1.71% | 93,311 | Added |
| 17 | SCHG | SCHWAB STRATEGIC TR | $9.4M | 1.69% | 278,570 | Trimmed |
| 18 | IWO | ISHARES TR | $8.4M | 1.51% | 21,418 | Trimmed |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $7.5M | 1.34% | 48,603 | Added |
| 20 | EFV | ISHARES TR | $7.0M | 1.26% | 91,785 | Added |
| 21 | IWN | ISHARES TR | $5.7M | 1.01% | 25,619 | Trimmed |
| 22 | IWC | ISHARES TR | $4.2M | 0.75% | 20,998 | Hold |
| 23 | IWF | ISHARES TR | $4.0M | 0.71% | 31,880 | Added |
| 24 | SCHY | SCHWAB STRATEGIC TR | $3.6M | 0.64% | 112,522 | Added |
| 25 | VBK | VANGUARD INDEX FDS | $3.2M | 0.58% | 8,878 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30