Nolet Wealth Management, LLC - Portfolio Stock Holdings
Nolet Wealth Management, LLC disclosed 119 stock positions in a recent SEC 13F filing. $180,927,493 of stock holdings were filed, with the largest holdings including IVV, JMUB, and IDEV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $272,586,305 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
119Est. Stock Holding Value:
$180,927,493Top Stock Holdings By Sector
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Portfolio Stock Holdings - Nolet Wealth Management, LLC
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% of Portfolio
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