Noble Family Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm’s principal executive, Brian Glas, as the authorized signatory.
The report indicates that the firm manages a significant number of positions across a diverse range of asset classes. Among the individual stocks disclosed, the largest position is held in Trane Technologies plc, with 780 shares. Other notable individual stock holdings include McDonald's Corporation with 1,450 shares, Merck & Co. Inc. with 2,740 shares, and Microsoft Corporation with 2,562 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The top holdings include the Schwab Strategic Trust U.S. Dividend Equity ETF, which comprises 1,637,292 shares, and the Schwab Strategic Trust U.S. Small-Cap ETF with 989,075 shares. Other significant ETF positions include the Schwab Strategic Trust International Equity ETF (904,054 shares) and the Schwab Strategic Trust U.S. Large-Cap Value ETF (724,256 shares).
The filing also includes positions in various Vanguard ETFs, such as the Vanguard Total Stock Market ETF (117,1 shares) and the Vanguard International Equity Index Fund FTSE Developed Markets ETF (786,141 shares). Additionally, the report lists holdings in WisdomTree Trust U.S. AI Enhanced ETF with 87,229 shares.
