Noble Family Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$556,127
Net value change ($000)
-2,766 (-0.5%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHD 2,363 4.6%
VTV 1,110 2.0%
VGSH 602 89.7%
VUG 585 2.5%
SPYM 568 NEW
VEA 564 1.0%
EFV 562 8.0%
VGIT 539 184.6%
SCHG 437 4.6%
MSFT 361 37.9%
Top Reduces (Value $000, Stocks/ETFs)
SCHA -3,442 -9.6%
SCHM -1,958 -8.0%
SCHV -1,229 -4.8%
VB -958 -3.5%
IWO -798 -9.5%
VIG -444 -0.8%
VO -388 -3.0%
IWC -320 -7.6%
IWN -303 -5.3%
PRN -289 -24.1%
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