Noble Family Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$558,893
Net value change ($000)
+74,474 (15.4%)
New positions
4
Sold out positions
6
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 9,122 19.9%
VIG 7,551 15.6%
VTV 7,250 15.0%
SCHA 7,034 24.5%
VB 5,872 27.3%
SCHD 4,723 10.2%
SCHM 3,801 18.3%
SCHWAB STRATEGIC TRUST 3,443 16.2%
VUG 3,268 15.9%
SCHV 3,247 14.7%
Top Reduces (Value $000, Stocks/ETFs)
AGG -536 -54.7%
VDE -512 -25.2%
FLMI -309 -100.0%
MSFT -308 -24.4%
WM -294 -100.0%
BK -281 -100.0%
IWL -233 -7.3%
AFL -223 -100.0%
FAST -213 -100.0%
JNJ -202 -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