Noble Family Wealth, LLC

Registered adviser

CIK

1976065

Location

Clearwater, FL

Portfolio Value

Small $548,670,494

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,590 / 8,827 ▲ 34 · as of Jun 2026

Top Industry

Software - Infrastructure 32.1%

Period ended 38 days ago

Filed Oct 26, 2026 · 12d

15 quarters · since Mar 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 315152

Roster of Nov 1, 2026

Regulatory AUM

$527,467,341

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$527,467,341	Individuals and high net worth (100%)
Apr 2025 to Feb 2026	$400,587,021	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$362,627,821	Individuals and high net worth (100%)
May 2023 to Mar 2024	$315,027,000	Individuals and high net worth (100%)
Apr 2023	$315,027,000	Individuals and high net worth (100%)
Sep 2022 to Mar 2023	$314,150,000	Individuals and high net worth (94%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.1% of the book (60%+)

Turnover

Low turnover

3.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.9 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 91.3%; sector active share 86.2% against the combined 13F book's sector weights.

Over time 14 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

75 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

32.9%

−0.0 pts

Top 5

91.7%

+0.9 pts

Top 10

98.4%

+0.2 pts

HHI

2,103

Moderately concentrated+29

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.1%	$543,545,042	65
Technology	0.4%	$2,065,071	3
Financial Services	0.2%	$1,299,254	3
Industrials	0.2%	$1,028,115	2
Healthcare	0.1%	$398,149	1
Consumer Cyclical	0.1%	$334,863	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	+32,176	1,637,292	$53,261,108
VEA	Vanguard FTSE Developed Markets ETF	+14,983	786,141	$55,509,416
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+10,585	22,111	$1,272,709
SCHF	Schwab International Equity ETF	+10,470	904,054	$24,834,363
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+9,721	14,672	$831,315
VTV	VANGUARD VALUE INDEX FUND	+7,320	262,771	$56,779,557
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+4,891	50,430	$2,991,003
EFV	iShares MSCI EAFE Value ETF	+4,093	95,878	$7,587,784
VB	Vanguard Index Funds	+2,550	92,929	$26,437,371
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	+1,828	50,431	$7,829,412
SCHO	Schwab Short-Term U.S. Treasury ETF	+1,647	27,420	$654,241
VIG	Vanguard Specialized Funds	+1,447	237,428	$55,394,326
EMXC	iShares MSCI Emerging Markets ex China ETF	+1,424	94,735	$9,386,343
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+1,218	46,574	$10,759,991
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+1,021	17,018	$403,326
SCHX	Schwab U.S. Large-Cap ETF	+582	41,024	$1,230,720
SCHA	Schwab U.S. Small-Cap ETF	+534	989,075	$32,273,517
—		+336	42,311	$0
IEFA	iShares Core MSCI EAFE ETF	+237	13,991	$1,355,448
SCHB	Schwab U.S. Broad Market ETF	+188	99,749	$2,923,643
SCHY	Schwab International Dividend Equity ETF	+153	112,675	$3,537,995
VOE	VANGUARD MID-CAP VALUE INDEX FUND	+71	7,066	$1,381,614
VOO	VANGUARD 500 INDEX FUND	+38	407	$285,250
MSFT	Microsoft Corp	+6	2,562	$1,314,049
JPM	Jpmorgan Chase & Co	+4	954	$315,611
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	−5,694	270,824	$24,403,950
SCHV	Schwab U.S. Large-Cap Value ETF	−4,092	724,256	$24,124,967
SCHG	Schwab U.S. Large-Cap Growth ETF	−4,028	274,542	$9,864,294
SCHM	Schwab U.S. Mid-Cap ETF	−1,577	666,328	$22,668,478
IWF	iShares Russell 1000 Growth ETF	−799	31,081	$3,893,206
IWD	iShares Russell 1000 Value ETF	−706	81,511	$20,209,022
VO	VANGUARD MID-CAP INDEX FUND	−532	160,304	$12,571,039
VDE	VANGUARD ENERGY INDEX FUND	−407	9,706	$1,670,984
VXUS	Vanguard Total International Stock ETF	−307	2,564	$217,837
SCHE	Schwab Emerging Markets Equity ETF	−268	45,828	$1,670,430
IWL	iShares Russell Top 200 ETF	−264	15,845	$3,013,085
EFA	iShares MSCI EAFE ETF	−239	138,928	$14,433,229
VEU	Vanguard International Equity Index Funds	−216	12,733	$1,056,457
IYJ	iShares U.S. Industrials ETF	−200	3,400	$521,458
SCHC	Schwab International Small-Cap Equity ETF	−186	56,174	$2,794,094
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−156	1,171	$438,235
SCZ	iShares MSCI EAFE Small-Cap ETF	−155	33,976	$2,868,253
SHY	iShares 1-3 Year Treasury Bond ETF	−122	30,369	$2,465,962
IWM	iShares Russell 2000 ETF	−100	3,281	$911,757
AIVL	WisdomTree U.S. AI Enhanced Value Fund	−62	87,229	$11,160,078
FDM	First Trust Dow Jones Select MicroCap Index Fund	−15	14,190	$1,242,334
IWO	iShares Russell 2000 Growth ETF	−12	21,406	$7,639,801
—		−11	25,608	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	6,326	$567,821
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

75 tracked positions · $548,670,494 total · filing declares 75 positions · $556,126,649 · as of Sep 30, 2026

All sectors Consumer Cyclical Financial Services Healthcare Industrials Technology

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTV	VANGUARD VALUE INDEX FUND	Added	262,771	+7,320	$56,779,557	+2.0%	10.35%
VEA	Vanguard FTSE Developed Markets ETF	Added	786,141	+14,983	$55,509,416	+1.0%	10.12%
VIG	Vanguard Specialized Funds	Added	237,428	+1,447	$55,394,326	−0.8%	10.10%
SCHD	Schwab U.S. Dividend Equity ETF	Added	1,637,292	+32,176	$53,261,108	+4.6%	9.71%
SCHA	Schwab U.S. Small-Cap ETF	Added	989,075	+534	$32,273,517	−9.6%	5.88%
VB	Vanguard Index Funds	Added	92,929	+2,550	$26,437,371	−3.5%	4.82%
SCHF	Schwab International Equity ETF	Added	904,054	+10,470	$24,834,363	+0.3%	4.53%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	270,824	-5,694	$24,403,950	+2.5%	4.45%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	724,256	-4,092	$24,124,967	−4.8%	4.40%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	666,328	-1,577	$22,668,478	−7.9%	4.13%
IWD	iShares Russell 1000 Value ETF	Reduced	81,511	-706	$20,209,022	+1.4%	3.68%
EFA	iShares MSCI EAFE ETF	Reduced	138,928	-239	$14,433,229	−0.2%	2.63%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	160,304	-532	$12,571,039	−3.0%	2.29%
AIVL	WisdomTree U.S. AI Enhanced Value Fund	Reduced	87,229	-62	$11,160,078	−2.5%	2.03%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	46,574	+1,218	$10,759,991	−2.4%	1.96%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	274,542	-4,028	$9,864,294	+4.6%	1.80%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	94,735	+1,424	$9,386,343	−1.7%	1.71%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Added	50,431	+1,828	$7,829,412	+4.4%	1.43%
IWO	iShares Russell 2000 Growth ETF	Reduced	21,406	-12	$7,639,801	−9.5%	1.39%
EFV	iShares MSCI EAFE Value ETF	Added	95,878	+4,093	$7,587,784	+8.0%	1.38%
IWF	iShares Russell 1000 Growth ETF	Reduced	31,081	-799	$3,893,206	−1.7%	0.71%
IWC	iShares Micro-Cap ETF	Held	20,998	0	$3,880,430	−7.6%	0.71%
SCHY	Schwab International Dividend Equity ETF	Added	112,675	+153	$3,537,995	−0.9%	0.64%
IWL	iShares Russell Top 200 ETF	Reduced	15,845	-264	$3,013,085	+1.1%	0.55%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Held	8,878	0	$2,999,254	−7.6%	0.55%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	50,430	+4,891	$2,991,003	+10.0%	0.55%
SCHB	Schwab U.S. Broad Market ETF	Added	99,749	+188	$2,923,643	+1.4%	0.53%
SCZ	iShares MSCI EAFE Small-Cap ETF	Reduced	33,976	-155	$2,868,253	+2.1%	0.52%
SCHC	Schwab International Small-Cap Equity ETF	Reduced	56,174	-186	$2,794,094	+3.0%	0.51%
IWS	iShares Russell Mid-Cap Value ETF	Held	16,244	0	$2,611,060	−2.3%	0.48%
SHY	iShares 1-3 Year Treasury Bond ETF	Reduced	30,369	-122	$2,465,962	−1.5%	0.45%
VDE	VANGUARD ENERGY INDEX FUND	Reduced	9,706	-407	$1,670,984	+10.1%	0.30%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	45,828	-268	$1,670,430	−0.1%	0.30%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	7,066	+71	$1,381,614	−0.0%	0.25%
IEFA	iShares Core MSCI EAFE ETF	Added	13,991	+237	$1,355,448	+2.0%	0.25%
MSFT	Microsoft Corp Technology	Added	2,562	+6	$1,314,049	+37.8%	0.24%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	22,111	+10,585	$1,272,709	+89.7%	0.23%
FDM	First Trust Dow Jones Select MicroCap Index Fund	Reduced	14,190	-15	$1,242,334	−6.1%	0.23%
SCHX	Schwab U.S. Large-Cap ETF	Added	41,024	+582	$1,230,720	+3.4%	0.22%
IVE	iShares S&P 500 Value ETF	Held	5,000	0	$1,141,400	+0.5%	0.21%
VEU	Vanguard International Equity Index Funds	Reduced	12,733	-216	$1,056,457	−2.6%	0.19%
IWM	iShares Russell 2000 ETF	Reduced	3,281	-100	$911,757	−10.2%	0.17%
EFG	iShares MSCI EAFE Growth ETF	Held	7,160	0	$857,982	−3.7%	0.16%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	14,672	+9,721	$831,315	+184.7%	0.15%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$747,005	−0.2%	0.14%
UPS	United Parcel Service Inc Industrials	Held	7,230	0	$675,571	−13.1%	0.12%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	27,420	+1,647	$654,241	+5.2%	0.12%
IEI	iShares 3-7 Year Treasury Bond ETF	Held	5,308	0	$602,139	−3.4%	0.11%
IDV	iShares International Select Dividend ETF	Held	14,248	0	$601,123	+1.8%	0.11%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	NEW	6,326	NEW	$567,821	NEW	0.10%

Showing the top 50 of 75 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.