Noble Family Wealth, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Noble Family Wealth, LLC opened 4 positions, added to 25, reduced 16, sold out of 2 and left 19 unchanged. The largest increase in value was VEA (+$9,122,425); the largest decrease was AGG (-$535,966).
- FLMI: Country of operation —; Class FRANKLIN DYN MUN; Shares 2026-03-31 12,450; Shares 2026-06-30 0.
- AVSC: Country of operation —; Class AVANTIS US SMALL; Shares 2026-03-31 3,883; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1976065): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-08-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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