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 $484.4M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($48.4M, 10.00%), VIG ($48.3M, 9.97%), SCHD ($46.2M, 9.53%), VEA ($45.8M, 9.46%), SCHA ($28.7M, 5.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $48.4M | 10.00% | 246,791 | Added |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $48.3M | 9.97% | 224,526 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $46.2M | 9.53% | 1.5M | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $45.8M | 9.46% | 715,084 | Added |
| 5 | SCHA | SCHWAB STRATEGIC TR | $28.7M | 5.92% | 986,306 | Added |
| 6 | SCHV | SCHWAB STRATEGIC TR | $22.1M | 4.56% | 724,813 | Trimmed |
| 7 | VB | VANGUARD INDEX FDS | $21.5M | 4.44% | 82,179 | Added |
| 8 | SCHF | SCHWAB STRATEGIC TR | $21.3M | 4.40% | 860,982 | Added |
| 9 | SCHM | SCHWAB STRATEGIC TR | $20.8M | 4.30% | 672,657 | Trimmed |
| 10 | VUG | VANGUARD INDEX FDS | $20.6M | 4.24% | 47,049 | Trimmed |
| 11 | IWD | ISHARES TR | $17.7M | 3.65% | 82,775 | Trimmed |
| 12 | EFA | ISHARES TR | $13.5M | 2.79% | 139,167 | Trimmed |
| 13 | VO | VANGUARD INDEX FDS | $11.7M | 2.41% | 40,652 | Added |
| 14 | AIVL | WISDOMTREE TR | $10.2M | 2.10% | 88,075 | Trimmed |
| 15 | VBR | VANGUARD INDEX FDS | $9.3M | 1.92% | 42,722 | Added |
| 16 | SCHG | SCHWAB STRATEGIC TR | $8.2M | 1.70% | 282,089 | Trimmed |
| 17 | EMXC | ISHARES INC | $6.9M | 1.41% | 87,086 | Added |
| 18 | IWO | ISHARES TR | $6.7M | 1.39% | 21,468 | Hold |
| 19 | EFV | ISHARES TR | $6.4M | 1.31% | 85,453 | Added |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $6.1M | 1.27% | 42,085 | Added |
| 21 | IWN | ISHARES TR | $4.9M | 1.01% | 25,703 | Hold |
| 22 | IWF | ISHARES TR | $3.4M | 0.70% | 7,975 | Trimmed |
| 23 | SCHY | SCHWAB STRATEGIC TR | $3.3M | 0.69% | 105,112 | Added |
| 24 | IWC | ISHARES TR | $3.4M | 0.69% | 20,998 | Trimmed |
| 25 | IWL | ISHARES TR | $3.2M | 0.66% | 20,015 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31