Noble Family Wealth, LLC

CIK

1976065

Location

Clearwater, FL

Portfolio Value

Micro $5,657,776

Diversification

Diversified

Filing Date

Global Rank

#8,306 / 8,588 ▲ 25

Top Industry

Software - Infrastructure 28.5%

3Y Alpha vs SPY

-17.3%

Period ended 3 months ago

Filed Apr 23, 2026 · 55d

13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.1%

SPY

+76.8%

Annualised alpha

-16.7%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.3%

−4.6 pts

Top 5

61.3%

+1.7 pts

Top 10

88.7%

+6.0 pts

HHI

1,084

Diversified−85

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.5%	$1,613,863	2
Industrials	27.3%	$1,543,822	4
Financial Services	23.1%	$1,304,711	4
Healthcare	11.4%	$643,728	2
Consumer Cyclical	9.8%	$551,652	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
FAST	Fastenal Co	−2,230	4,598	$213,347
MSFT	Microsoft Corp	−575	3,406	$1,260,799
MRK	Merck & Co., Inc.	−551	3,675	$442,065
MCD	Mcdonalds Corp	−170	1,775	$551,652
UPS	United Parcel Service Inc	−130	7,230	$711,287
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
JNJ	Johnson & Johnson	825	$201,663
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
KO	Coca Cola Co	4,217	$294,810
PLD	Prologis, Inc.	1,925	$245,745
HD	Home Depot, Inc.	643	$221,256
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $5,657,776 total · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	3,406	-575	$1,260,799	−34.5%	22.28%
UPS	United Parcel Service Inc Industrials	Reduced	7,230	-130	$711,287	−2.6%	12.57%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,775	-170	$551,652	−7.2%	9.75%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,715	0	$504,484	−8.7%	8.92%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,675	-551	$442,065	−0.6%	7.81%
ORCL	Oracle Corp Technology	Held	2,400	0	$353,064	−24.5%	6.24%
TT	Trane Technologies plc Industrials	Held	780	0	$325,057	+7.1%	5.75%
AON	Aon plc Financial Services	Held	920	0	$296,957	−8.5%	5.25%
WM	Waste Management Inc Industrials	Held	1,280	0	$294,131	+4.6%	5.20%
BNY	Bank of New York Mellon Corp Financial Services	Held	2,365	0	$280,559	+2.2%	4.96%
AFL	Aflac Inc Financial Services	Held	2,030	0	$222,711	−0.5%	3.94%
FAST	Fastenal Co Industrials	Reduced	4,598	-2,230	$213,347	−22.1%	3.77%
JNJ	Johnson & Johnson Healthcare	NEW	825	NEW	$201,663	NEW	3.56%