Latest Noble Family Wealth, LLC Stock Portfolio
$556Million | No. of Holdings #75
Noble Family Wealth, LLC Performance
2026 Q3-1.69%
YTD-5.58%
2025+13.72%
About Noble Family Wealth, LLC and 13F Hedge Fund Stock Holdings
On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, Noble Family Wealth, LLC reported an equity portfolio of $556.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Noble Family Wealth, LLC are VB, VEA, VIG. The fund has invested 10.2% of it's portfolio in VANGUARD INDEX FDS and 10% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), VANGUARD STAR FDS (VXUS) and ISHARES TR (IJR). Noble Family Wealth, LLC opened new stock positions in SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD INDEX FDS (VB).
Noble Family Wealth, LLC Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$556Million
as of Oct 26, 2026Noble Family Wealth, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Noble Family Wealth, LLC made a return of -1.69% in the last quarter. In trailing 12 months, it's portfolio return was -3.72%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| spdr series trust | 567,822 |
New stocks bought by Noble Family Wealth, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard scottsdale fds | 196 |
| vanguard scottsdale fds | 91.84 |
| vanguard intl equity index f | 10.74 |
| vanguard index fds | 10.3 |
| schwab strategic tr | 6.39 |
| schwab strategic tr | 6.38 |
| ishares tr | 4.46 |
| vanguard intl equity index f | 3.76 |
Additions to existing portfolio by Noble Family Wealth, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -11.76 |
| vanguard star fds | -10.69 |
| ishares tr | -5.56 |
| vanguard world fd | -4.02 |
| ishares tr | -2.96 |
| ishares tr | -2.51 |
| vanguard index fds | -2.06 |
| vanguard intl equity index f | -1.67 |
Noble Family Wealth, LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Noble Family Wealth, LLC
Sector Distribution
Noble Family Wealth, LLC has about 99% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99 |
Market Cap. Distribution
Noble Family Wealth, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99 |
Stocks belong to which Index?
About 0% of the stocks held by Noble Family Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 99 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| FNDA | schwab strategic tr | 1.3 M |
| VB | vanguard index fds | 1.1 M |
| FNDA | schwab strategic tr | 0.6 M |
| IJR | ishares tr | 0.5 M |
| MSFT | microsoft corp | 0.4 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| FNDA | schwab strategic tr | -3.5 M |
| FNDA | schwab strategic tr | -1.9 M |
| VB | vanguard index fds | -1.7 M |
| FNDA | schwab strategic tr | -1.1 M |
| IJR | ishares tr | -0.8 M |
Noble Family Wealth, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Noble Family Wealth, LLC
Noble Family Wealth, LLC has 75 stocks in it's portfolio. About 67.6% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Noble Family Wealth, LLC last quarter.
$556.13MTotal Value
75.00Positions
26 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 1.36% | 95,878 | $7.59M 1.36% | 4.46%increased 4.46 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.7% | 20,998 | $3.88M 0.7% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.52% | 33,976 | $2.87M 0.52% | 0.45%decreased 0.45 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.15% | 7,160 | $858.0K 0.15% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.11% | 5,308 | $602.1K 0.11% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.11% | 14,248 | $601.1K 0.11% | 0%unchanged 0 percentunchanged | |
 ACWF Ishares TrIshares TrACWF | 0.06% | 4,606 | $347.2K 0.06% | 0%unchanged 0 percentunchanged | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.04% | 3,379 | $233.6K 0.04% | 0%unchanged 0 percentunchanged | |
 AGZD Wisdomtree TrWisdomtree TrAGZD | 2.01% | 87,229 | $11.16M 2.01% | 0.07%decreased 0.07 percentreduced | |
 Advanced Micro Devices Inc Noble Family Wealth, LLC's holding in Advanced Micro Devices Inc over time | 0.08% | 689 | $421.5K 0.08% | 0%unchanged 0 percentunchanged | |
 Ishares Tr Ishares TrAMPS Noble Family Wealth, LLC's holding in Ishares Tr over time | 0.21% | 42,311 | $1.18M 0.21% | 0.8%increased 0.8 percentadded | |
 AOA Ishares TrIshares TrAOA | 0.54% | 15,845 | $3.01M 0.54% | 1.64%decreased 1.64 percentreduced | |
| 0.04% | 855 | $236.6K 0.04% | 0%unchanged 0 percentunchanged | ||
 BIL Spdr Series TrustSpdr Series TrustBIL | 0.1% | 6,326 | $567.8K 0.1% | Newnew position | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.23% | 22,111 | $1.27M 0.23% | 91.84%increased 91.84 percentadded | |
BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.15% | 14,672 | $831.3K 0.15% | 196.34%increased 196.34 percentadded | |
 CSD Invesco Exchange Traded Fd TInvesco Exchange Traded Fd TCSD | 0.16% | 4,594 | $908.9K 0.16% | 0%unchanged 0 percentunchanged | |
 DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 0.08% | 11,745 | $441.7K 0.08% | 0%unchanged 0 percentunchanged | |
DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 0.06% | 5,842 | $326.3K 0.06% | 0%unchanged 0 percentunchanged | |
DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 0.04% | 6,938 | $233.7K 0.04% | 0%unchanged 0 percentunchanged | |
