Noble Family Wealth, LLC
•CIK: 1976065•Filing: Q4 2025
**Noble Family Wealth, LLC** manages $474M across a diversified portfolio of 80 positions. The strategy exhibits a strong tilt toward dividend-paying and established market segments, evidenced by top holdings including VIG ($49.7M) and VTV ($45.9M). Significant allocations are also directed toward international exposure via VEA ($42.6M) and core U.S. equity themes like SCHD ($39.2M). This concentration suggests a disciplined, income-oriented approach within the broad equity landscape.
Total AUM
$474.4M
QoQ Performance
+4.6%
Positions
32
Top 10 Concentration
65.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VIG
VTV
VEA
SCHD
SCHA
VUG
VIG10.5%
VTV9.7%
VEA9.0%
SCHD8.3%
SCHA5.9%
VUG5.0%
SCHV4.6%
SCHF4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.5%
Technology0.5%
Financial0.3%
Consumer0.2%
Industrial0.2%
ETF0.1%
Healthcare0.1%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑32 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023