Noble Family Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$474,379
Net value change ($000)
+20,900 (4.6%)
New positions
1
Sold out positions
4
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 4,295 11.2%
VTV 3,064 7.1%
VB 2,877 16.5%
VIG 1,833 3.8%
SCHD 1,783 4.8%
VUG 967 4.2%
EMXC 898 18.1%
SCHA 663 2.4%
SCHWAB STRATEGIC TRUST 659 3.3%
VBR 631 8.1%
Top Reduces (Value $000, Stocks/ETFs)
IWL -391 -9.4%
PNC -247 -100.0%
IWF -220 -5.5%
PAYX -211 -100.0%
XOM -210 -100.0%
ORCL -207 -30.7%
SBCF -204 -100.0%
DUHP -148 -26.3%
VO -143 -1.2%
VDE -135 -8.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type