Noble Family Wealth, LLC holds a focused book of 74 reported positions worth $558.9M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Schwab US Mid Cap ETF. Their largest long position is Vanguard Dividend Apprec ETF at 10% of the reported non-option book.
Noble Family Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Noble Family Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 9 / 74 | $995.9M |
| Mirae Asset Global Investments Co., Ltd. | 35 / 74 | $268.4B |
| LWM Advisors Inc | 17 / 74 | $115.1M |
| Prosperity Advisers, LLC | 13 / 74 | $115.4M |
| Kearns & Associates LLC | 11 / 74 | $178.5M |
| Vestwell Advisors, LLC | 14 / 74 | $302.7M |
| Beacon Wealthcare LLC | 13 / 74 | $252.9M |
| HT Partners LLC | 13 / 74 | $292.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Noble Family Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds DIV APP ETF | $55.8M | 236.0K | 10.0% | ▲+5.1% Added · +11K sh | |
| 2 | Vanguard Index FDS VALUE ETF | $55.7M | 255.5K | 10.0% | ▲+3.5% Added · +9K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $54.9M | 771.2K | 9.8% | ▲+7.8% Added · +56K sh | |
| 4 | Schwab Strategic TR US DIVIDEND EQ | $50.9M | 1.61M | 9.1% | ▲+6.6% Added · +100K sh | |
| 5 | Schwab Strategic TR US SML CAP ETF | $35.7M | 988.5K | 6.4% | ▲+0.2% Added · +2K sh | |
| 6 | Vanguard Index FDS SMALL CP ETF | $27.4M | 90.4K | 4.9% | ▲+10.0% Added · +8K sh | |
| 7 | Schwab Strategic TR US LCAP VA ETF | $25.4M | 728.3K | 4.5% | ▲+0.5% Added · +4K sh | |
| 8 | Schwab Strategic TR INTL EQTY ETF | $24.8M | 893.6K | 4.4% | ▲+3.8% Added · +33K sh | |
| 9 | Schwab Strategic TR US MID-CAP ETF | $24.6M | 667.9K | 4.4% | ▼−0.7% Reduced · −5K sh | |
| 10 | Vanguard Index FDS GROWTH ETF | $23.8M | 276.5K | 4.3% | ▲+488% Added · +229K sh | |
| 11 | Ishares TR RUS 1000 VAL ETF | $19.9M | 82.2K | 3.6% | ▼−0.7% Reduced · −558 sh | |
| 12 | Ishares TR MSCI EAFE ETF | $14.5M | 139.2K | 2.6% | —Held | |
| 13 | Vanguard Index FDS MID CAP ETF | $13.0M | 160.8K | 2.3% | ▲+296% Added · +120K sh | |
| 14 | Wisdomtree TR US AI ENHANCED | $11.4M | 87.3K | 2.0% | ▼−0.9% Reduced · −784 sh | |
| 15 | Vanguard Index FDS SM CP VAL ETF | $11.0M | 45.4K | 2.0% | ▲+6.2% Added · +3K sh | |
| 16 | Ishares Inc MSCI EMRG CHN | $9.5M | 93.3K | 1.7% | ▲+7.1% Added · +6K sh | |
| 17 | Schwab Strategic TR US LCAP GR ETF | $9.4M | 278.6K | 1.7% | ▼−1.2% Reduced · −4K sh | |
| 18 | Ishares TR RUS 2000 GRW ETF | $8.4M | 21.4K | 1.5% | ▼−0.2% Reduced · −50 sh | |
| 19 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $7.5M | 48.6K | 1.3% | ▲+15% Added · +7K sh | |
| 20 | Ishares TR EAFE VALUE ETF | $7.0M | 91.8K | 1.3% | ▲+7.4% Added · +6K sh | |
| 21 | Ishares TR RUS 2000 VAL ETF | $5.7M | 25.6K | 1.0% | ▼−0.3% Reduced · −84 sh | |
| 22 | Ishares TR MICRO-CAP ETF | $4.2M | 21.0K | 0.8% | —Held | |
| 23 | Ishares TR RUS 1000 GRW ETF | $4.0M | 31.9K | 0.7% | ▲+300% Added · +24K sh | |
| 24 | Schwab Strategic TR INTERNL DIVID | $3.6M | 112.5K | 0.6% | ▲+7.0% Added · +7K sh | |
| 25 | Vanguard Index FDS SML CP GRW ETF | $3.2M | 8.9K | 0.6% | —Held | |
| 26 | Ishares TR RUS TOP 200 ETF | $3.0M | 16.1K | 0.5% | ▼−20% Reduced · −4K sh | |
| 27 | Schwab Strategic TR US BRD MKT ETF | $2.9M | 99.6K | 0.5% | ▲+0.2% Added · +212 sh | |
| 28 | Ishares TR EAFE SML CP ETF | $2.8M | 34.1K | 0.5% | ▼−0.7% Reduced · −244 sh | |
| 29 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.7M | 45.5K | 0.5% | ▲+17% Added · +7K sh | |
| 30 | Schwab Strategic TR INTL SCEQT ETF | $2.7M | 56.4K | 0.5% | ▲+0.4% Added · +217 sh | |
| 31 | Ishares TR RUS MDCP VAL ETF | $2.7M | 16.2K | 0.5% | ▼−3.5% Reduced · −581 sh | |
| 32 | Ishares TR 1 3 YR TREAS BD | $2.5M | 30.5K | 0.4% | ▼−3.0% Reduced · −946 sh | |
| 33 | Schwab Strategic TR EMRG MKTEQ ETF | $1.7M | 46.1K | 0.3% | ▲~0% Added · +23 sh | |
| 34 | Vanguard World FD ENERGY ETF | $1.5M | 10.1K | 0.3% | ▼−14% Reduced · −2K sh | |
| 35 | Vanguard Index FDS MCAP VL IDXVIP | $1.4M | 7.0K | 0.2% | —Held | |
| 36 | Ishares TR CORE MSCI EAFE | $1.3M | 13.8K | 0.2% | —Held | |
| 37 | First TR Exchange-Traded FD COM SHS ANNUAL | $1.3M | 14.2K | 0.2% | —Held | |
| 38 | Invesco Exchange Traded FD T DORSEY WRGT INDS | $1.2M | 4.6K | 0.2% | ▼−18% Reduced · −1K sh | |
| 39 | Schwab Strategic TR US LRG CAP ETF | $1.2M | 40.4K | 0.2% | ▼−0.8% Reduced · −346 sh | |
| 40 | Ishares TR CORE HIGH DV ETF | $1.2M | 42.0K | 0.2% | ▲+409% Added · +34K sh | |
| 41 | Ishares TR S&P 500 VAL ETF | $1.1M | 5.0K | 0.2% | —Held | |
| 42 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.1M | 12.9K | 0.2% | ▼−1.0% Reduced · −131 sh | |
| 43 | Ishares TR RUSSELL 2000 ETF | $1.0M | 3.4K | 0.2% | —Held | |
| 44 | Microsoft Corp COM | $953K | 2.6K | 0.2% | ▼−25% Reduced · −850 sh | |
| 45 | Ishares TR EAFE GRWTH ETF | $891K | 7.2K | 0.2% | —Held | |
| 46 | United Parcel Svcs Inc CL B | $777K | 7.2K | 0.1% | —Held | |
| 47 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.1% | —Held | |
| 48 | Vanguard Scottsdale FDS SHORT TERM TREAS | $671K | 11.5K | 0.1% | ▲+44% Added · +4K sh | |
| 49 | Ishares TR 3 7 YR TREAS BD | $623K | 5.3K | 0.1% | —Held | |
| 50 | Schwab Strategic TR SHT TM US TRES | $622K | 25.8K | 0.1% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1976065/holdings"
Use Arkolith to show Noble Family Wealth, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 35d | 74 | $558.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 76 | $484.4M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 7d | 80 | $474.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 83 | $453.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 70 | $409.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 61 | $363.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 13d | 61 | $363.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 35d | 59 | $371.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 16, 2024 | 16d | 61 | $347.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 16, 2024 | 16d | 61 | $351.2M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 18, 2024 | 18d | 60 | $330.2M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 10, 2023 | 10d | 60 | $296.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 18, 2023 | 18d | 67 | $307.3M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 41d | 59 | $293.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.