Noble Family Wealth, LLC

RIA/Wealth

Noble Family Wealth, LLC is a RIA/Wealth based in Clearwater, FL led by Sandra Lee Nesbit, managing $453.5M across 83 long positions as of Q3 2025 with 88% ETF concentration and 65% concentrated in top 10 holdings.

CEOSandra Lee Nesbit

Portfolio Value: $453.5M
Positions: 83
Top Holding: VIG at 10.55%
Last Reported: Q3 2025

Address2475 Enterprise Rd., Clearwater, FL, 33763, United States

Top Holdings

Largest long holdings in Noble Family Wealth, LLC's portfolio (65.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Dividend Appreciation VIG	Unknown Unknown	$47.8M	10.55%	+$729.2K Bought	— 221.7K shares	Q1 2023 Held for 2y 8m
2 Vanguard Value VTV	ETF ETF	$42.9M	9.45%	+$2.6M Bought	— 229.9K shares	Q1 2023 Held for 2y 8m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$38.3M	8.45%	+$3.1M Bought	— 639.4K shares	Q1 2023 Held for 2y 8m
4 Schwab US Dividend Equity SCHD	ETF ETF	$37.4M	8.24%	+$2.2M Bought	— 1.4M shares	Q1 2023 Held for 2y 8m
5 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$27.2M	6.01%	+$387.9K Bought	— 976.4K shares	Q1 2023 Held for 2y 8m
6 Vanguard Growth VUG	ETF ETF	$22.8M	5.03%	-$397.6K Sold	— 47.5K shares	Q1 2023 Held for 2y 8m
7 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$21.3M	4.71%	+$290.9K Bought	— 733.3K shares	Q1 2023 Held for 2y 8m
8 Schwab U.S. Mid-Cap ETF SCHM	ETF ETF	$19.9M	4.40%	-$125.9K Sold	— 672.9K shares	Q1 2023 Held for 2y 8m
9 Schwab International Equity SCHF	ETF ETF	$19.9M	4.38%	+$700.5K Bought	— 853.1K shares	Q1 2023 Held for 2y 8m
10 Vanguard Small-Cap ETF VB	ETF ETF	$17.5M	3.85%	+$1.7M Bought	— 68.7K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Noble Family Wealth, LLC's latest filing

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Market Value

$453.5M

Prior: $409.2M

Q/Q Change

+10.81%

+$44.2M

Net Flows % of MV

+4.24%

Turnover Ratio

2.69%

New Purchases

14 stocks

$5.4M

Added To

27 stocks

+$16.3M

Sold Out Of

3 stocks

$1.5M

Reduced Holdings

14 stocks

-$921.9K

Increased Positions

Position	Shares Δ	Change
1 Vanguard Short-Term Treasury VGSH	New	0 → 36.6K +$2.2M
2 Aon plc AON	New	0 → 920.0 +$328.1K
3 Franklin Dynamic Municipal Bond FLMI	New	0 → 12.5K +$308.4K
4 Waste Management WM	New	0 → 1.3K +$282.7K
5 Home Depot HD	New	0 → 643.0 +$260.5K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard S&P 500 ETF VOO	Sold	1.3K → 0 −$749.8K
2 DFUV Dimensional US Marketwide Value DFUV	Sold	11.6K → 0 −$490.1K
3 iShares MSCI Intl Momentum Factor IMTM	Sold	5.1K → 0 −$234.5K
4 Dimensional International Core Equity 2 DFIC	-11.82%	11.4K → 10.1K −$44.2K
5 Vanguard Energy VDE	-8.74%	14.6K → 13.3K −$160.7K