Noble Family Wealth, LLC Portfolio Holdings

Noble Family Wealth, LLC

  • $474 Billion
  • Q4 2025

Noble Family Wealth, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $474 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $49.7B, Vanguard Value ETF with a value of $45.9B, Vanguard Ftse Developed Market with a value of $42.6B, Schwab Strategic Tr Us Dividen with a value of $39.2B, and Schwab Strategic Tr Us Small C with a value of $27.9B.

Examining the 13F form we can see an increase of $20.9B in the current position value, from $453B to 474B.

Noble Family Wealth, LLC is based out at Clearwater, FL

Below you can find more details about Noble Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $474 Billion
ETFs: $466 Billion
Technology: $2.39 Billion
Financial Services: $2.13 Billion
Industrials: $1.59 Billion
Consumer Cyclical: $816 Million
Healthcare: $445 Million
Consumer Defensive: $295 Million
Real Estate: $246 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.7 Billion 10.47% of portfolio
225,987
Q4 2025 Added 1.95%
$0
$45.9 Billion 9.68% of portfolio
240,499
Q4 2025 Added 4.62%
$0
$42.6 Billion 8.98% of portfolio
682,103
Q4 2025 Added 6.67%
$0
$39.2 Billion 8.26% of portfolio
1,427,691
Q4 2025 Added 4.27%
$0
$27.9 Billion 5.88% of portfolio
979,845
Q4 2025 Added 0.35%
$0
$23.8 Billion 5.01% of portfolio
48,711
Q4 2025 Added 2.48%
$0
$21.6 Billion 4.55% of portfolio
729,490
Q4 2025 Reduced 0.52%
$0
$20.5 Billion 4.33% of portfolio
853,571
Q4 2025 Added 0.05%
$0
$20.5 Billion 4.31% of portfolio
680,442
Q4 2025 Added 1.12%
$0
$20.4 Billion 4.29% of portfolio
78,920
Q4 2025 Added 14.8%
$0
$17.7 Billion 3.74% of portfolio
84,323
Q4 2025 Reduced 0.67%
$0
$13.4 Billion 2.82% of portfolio
139,192
Q4 2025 Added 0.08%
$0
$11.7 Billion 2.48% of portfolio
40,484
Q3 2025 Reduced 0.09%
$0
$10.2 Billion 2.15% of portfolio
88,825
Q4 2025 Reduced 0.24%
$0
$9.54 Billion 2.01% of portfolio
292,410
Q4 2025 Reduced 2.44%
$0
$8.47 Billion 1.78% of portfolio
39,971
Q4 2025 Added 6.48%
$0
$5.85 Billion 1.23% of portfolio
80,486
Q4 2025 Added 9.74%
$0
$5.73 Billion 1.21% of portfolio
80,205
Q4 2025 Added 6.2%
$0
$5.4 Billion 1.14% of portfolio
37,641
Q4 2025 Added 12.12%
$0
$4.66 Billion 0.98% of portfolio
25,703
Q4 2025 Added 0.72%
$0
$3.8 Billion 0.8% of portfolio
8,027
Q4 2025 Reduced 6.45%
$0
$3.76 Billion 0.79% of portfolio
22,007
Q4 2025 Reduced 11.83%
$0
$3.36 Billion 0.71% of portfolio
21,327
Q4 2025 Added 2.48%
$0
$3 Billion 0.63% of portfolio
100,625
Q4 2025 Added 2.73%
$0
$2.72 Billion 0.57% of portfolio
8,988
Q4 2025 Reduced 1.37%
$0
$2.67 Billion 0.56% of portfolio
34,375
Q4 2025 Reduced 1.31%
$0
$2.65 Billion 0.56% of portfolio
101,128
Q4 2025 Reduced 0.59%
$0
$2.63 Billion 0.55% of portfolio
31,745
Q4 2025 Added 10.47%
$0
$2.56 Billion 0.54% of portfolio
56,136
Q4 2025 Added 0.58%
$0
$2.43 Billion 0.51% of portfolio
41,310
Q4 2025 Added 12.89%
$0
$2.39 Billion 0.5% of portfolio
16,956
Q4 2025 Reduced 1.49%
$0
$1.94 Billion 0.41% of portfolio
36,158
Q4 2025 Added 14.79%
$0
$1.54 Billion 0.33% of portfolio
12,257
Q4 2025 Reduced 8.08%
$0
$1.51 Billion 0.32% of portfolio
46,033
Q4 2025 Reduced 1.08%
$0
$1.23 Billion 0.26% of portfolio
13,754
Q4 2024 Added 8.41%
$0
$1.19 Billion 0.25% of portfolio
14,941
Q4 2025 Reduced 2.73%
$0
$1.1 Billion 0.23% of portfolio
40,905
Q1 2025 Reduced 2.02%
$0
$1.06 Billion 0.22% of portfolio
5,000
Q1 2023 New
$0
$991 Million 0.21% of portfolio
13,475
Q4 2025 Added 1.11%
$0
$1 Billion 0.21% of portfolio
8,245
Q4 2025 Added 1.48%
$0
$977 Million 0.21% of portfolio
5,594
Q2 2025 Added 21.77%
$0
$1.01 Billion 0.21% of portfolio
10,096
Q4 2025 Reduced 9.09%
$0
$936 Million 0.2% of portfolio
5,279
Q4 2025 Reduced 2.31%
$0
$832 Million 0.18% of portfolio
3,381
Q3 2025 Reduced 0.82%
$0
$816 Million 0.17% of portfolio
7,160
Q1 2023 New
$0
$634 Million 0.13% of portfolio
5,308
Q4 2025 Reduced 0.02%
$0
$630 Million 0.13% of portfolio
25,842
Q4 2025 Added 18.45%
$0
$562 Million 0.12% of portfolio
14,248
Q1 2023 New
$0
$533 Million 0.11% of portfolio
3,600
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $474 Billion
  • Prior Value $453 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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