Noble Family Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$484,419
Net value change ($000)
+10,040 (2.1%)
New positions
1
Sold out positions
5
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHD 7,013 17.9%
VEA 3,212 7.5%
VTV 2,487 5.4%
VB 1,167 5.7%
EMXC 1,000 17.1%
VBR 816 9.6%
SCHWAB STRATEGIC TRUST 789 3.8%
SCHA 776 2.8%
VSS 741 13.7%
EFV 626 10.9%
Top Reduces (Value $000, Stocks/ETFs)
VUG -3,213 -13.5%
VGSH -1,958 -80.7%
VIG -1,380 -2.8%
SCHG -1,321 -13.8%
MSFT -664 -34.5%
IWL -543 -14.5%
DUHP -415 -100.0%
IWF -398 -10.5%
KO -295 -100.0%
VOO -248 -100.0%
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