Noble Family Wealth, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $409 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $44.7B, Vanguard Value ETF with a value of $38.1B, Schwab Strategic Tr Us Dividen with a value of $34.2B, Vanguard Ftse Developed Market with a value of $33.5B, and Schwab Strategic Tr Us Small C with a value of $24.4B.

Examining the 13F form we can see an increase of $46B in the current position value, from $363B to 409B.

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 $409 Billion
ETFs: $404 Billion
Technology: $1.8 Billion
Industrials: $1.27 Billion
Financial Services: $1 Billion
Consumer Cyclical: $473 Million
Healthcare: $261 Million
Consumer Defensive: $210 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $409 Billion
  • Prior Value $363 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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