Noble Family Wealth, LLC Portfolio Holdings
Q3 2025•83 long positions•$453.5M portfolio value
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Holding86 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $47.8M 10.55% | +$729.2K Bought | — 221.7K shares | 218.3K → 221.7K +$729.2K | +1.55% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $42.9M 9.45% | +$2.6M Bought | — 229.9K shares | 215.7K → 229.9K +$2.6M | +6.58% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $38.3M 8.45% | +$3.1M Bought | — 639.4K shares | 587.4K → 639.4K +$3.1M | +8.86% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $37.4M 8.24% | +$2.2M Bought | — 1.4M shares | 1.3M → 1.4M +$2.2M | +6.23% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $27.2M 6.01% | +$387.9K Bought | — 976.4K shares | 962.5K → 976.4K +$387.9K | +1.44% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $22.8M 5.03% | -$397.6K Sold | — 47.5K shares | 48.4K → 47.5K −$397.6K | -1.71% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $21.3M 4.71% | +$290.9K Bought | — 733.3K shares | 723.3K → 733.3K +$290.9K | +1.38% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $19.9M 4.4% | -$125.9K Sold | — 672.9K shares | 677.2K → 672.9K −$125.9K | -0.63% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $19.9M 4.38% | +$700.5K Bought | — 853.1K shares | 823.0K → 853.1K +$700.5K | +3.66% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $17.5M 3.85% | +$1.7M Bought | — 68.7K shares | 62.1K → 68.7K +$1.7M | +10.77% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $17.3M 3.81% | -$5.1K Sold | — 84.9K shares | 84.9K → 84.9K −$5.1K | -0.03% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $13.0M 2.86% | — | — 139.1K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $11.9M 2.62% | -$10.3K Sold | — 40.5K shares | 40.5K → 40.5K −$10.3K | -0.09% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.2M 2.24% | — | — 89.0K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $9.6M 2.11% | -$92.5K Sold | — 299.7K shares | 302.6K → 299.7K −$92.5K | -0.96% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.8M 1.73% | +$217.5K Bought | — 37.5K shares | 36.5K → 37.5K +$217.5K | +2.86% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.7M 1.48% | — | — 21.0K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.1M 1.13% | +$363.0K Bought | — 75.5K shares | 70.2K → 75.5K +$363.0K | +7.63% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.0M 1.09% | +$361.4K Bought | — 73.3K shares | 68.0K → 73.3K +$361.4K | +7.87% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.8M 1.06% | +$451.0K Bought | — 33.6K shares | 30.4K → 33.6K +$451.0K | +10.4% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.5M 0.995% | -$2.7K Sold | — 25.5K shares | 25.5K → 25.5K −$2.7K | -0.06% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.1M 0.914% | -$52.5K Sold | — 25.0K shares | 25.3K → 25.0K −$52.5K | -1.25% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.0M 0.886% | — | — 8.6K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.1M 0.684% | -$11.5K Sold | — 20.8K shares | 20.9K → 20.8K −$11.5K | -0.37% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.7M 0.604% | +$514.4K Bought | — 98.0K shares | 79.5K → 98.0K +$514.4K | +23.15% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.7M 0.598% | — | — 9.1K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.7M 0.589% | +$383.6 Bought | — 34.8K shares | 34.8K → 34.8K +$383.6 | +0.01% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.6M 0.577% | +$705.0K Bought | — 101.7K shares | 74.3K → 101.7K +$705.0K | +36.9% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.5M 0.56% | +$26.9K Bought | — 55.8K shares | 55.2K → 55.8K +$26.9K | +1.07% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.4M 0.53% | — | — 17.2K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.4M 0.526% | — | — 28.7K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.2M 0.475% | +$2.2M New | — 36.6K shares | 0 → 36.6K +$2.2M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $1.9M 0.418% | +$569.7K Bought | 0.0% 3.7K shares | 2.6K → 3.7K +$569.7K | +43.04% | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.7M 0.376% | +$191.0K Bought | — 31.5K shares | 28.0K → 31.5K +$191.0K | +12.61% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.7M 0.37% | -$160.7K Sold | — 13.3K shares | 14.6K → 13.3K −$160.7K | -8.74% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.6M 0.342% | +$56.2K Bought | — 46.5K shares | 44.9K → 46.5K +$56.2K | +3.75% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.2M 0.265% | — | — 13.8K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.2M 0.257% | — | — 15.4K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.1M 0.245% | -$1.1K Sold | — 11.1K shares | 11.1K → 11.1K −$1.1K | -0.1% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.1M 0.238% | — | — 40.9K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.0M 0.228% | — | — 5.0K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $994.9K 0.219% | +$384.0K Bought | — 8.1K shares | 5.0K → 8.1K +$384.0K | +62.86% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $966.5K 0.213% | — | — 5.6K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $951.1K 0.21% | -$1.3K Sold | — 13.3K shares | 13.3K → 13.3K −$1.3K | -0.13% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $943.4K 0.208% | +$24.6K Bought | — 5.4K shares | 5.3K → 5.4K +$24.6K | +2.68% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $818.1K 0.18% | -$6.8K Sold | — 3.4K shares | 3.4K → 3.4K −$6.8K | -0.82% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $815.4K 0.18% | — | — 7.2K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
Insurance - Diversified Financial Services | $754.2K 0.166% | — | 0.0% 1.0 shares | — | — | $1.08T Mega Cap | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $675.0K 0.149% | — | 0.0% 2.4K shares | — | — | $801.76B Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $634.5K 0.14% | — | — 5.3K shares | — | — | — — | Q1 2023 Held for 2y 8m |
