Noble Family Wealth, LLC reported 10 positions worth $5.13M for the quarter ended Sep 30, 2026, up 3.5% on the prior quarter. It opened 0 new positions, added to 2, trimmed 0 and exited 0. Its largest holding is Microsoft Corp at 25.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 2,562 | $1.31M | 25.64% | +6 | +0.2% | Added | 0% |
| 2 | BRK-A Berkshire Hathaway Inc | Financial Services | 1 | $747.01K | 14.57% | 0 | 0.0% | Unchanged | 0% |
| 3 | UPS United Parcel Service Inc | Industrials | 7,230 | $675.57K | 13.18% | 0 | 0.0% | Unchanged | 0% |
| 4 | AMD Advanced Micro Devices Inc | Technology | 689 | $421.50K | 8.22% | 0 | 0.0% | Unchanged | 0% |
| 5 | MRK Merck & Co., Inc. | Healthcare | 2,740 | $398.15K | 7.77% | 0 | 0.0% | Unchanged | 0% |
| 6 | TT Trane Technologies plc | Industrials | 780 | $352.54K | 6.88% | 0 | 0.0% | Unchanged | 0% |
| 7 | MCD Mcdonalds Corp | Consumer Discretionary | 1,450 | $334.86K | 6.53% | 0 | 0.0% | Unchanged | 0% |
| 8 | ORCL Oracle Corp | Technology | 2,400 | $329.52K | 6.43% | 0 | 0.0% | Unchanged | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 954 | $315.61K | 6.16% | +4 | +0.4% | Added | 0% |
| 10 | AON Aon plc | Financial Services | 855 | $236.64K | 4.62% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Noble Family Wealth.
As of its Q3 2026 13F filing, Noble Family Wealth, LLC’s five largest positions were Microsoft Corp (MSFT) at 25.6%, Berkshire Hathaway Inc (BRK-A) at 14.6%, United Parcel Service Inc (UPS) at 13.2%, Advanced Micro Devices Inc (AMD) at 8.2%, Merck & Co., Inc. (MRK) at 7.8% of the reported portfolio.
Noble Family Wealth, LLC reported a 13F portfolio worth $5.13M across 10 positions for Q3 2026. That is up 3.5% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($3.08K), Jpmorgan Chase & Co ($1.32K). It opened 0 new positions.
From the Form 13F-HR reports Noble Family Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.