Nolet Wealth Management, LLC - Portfolio Stock Holdings
Nolet Wealth Management, LLC disclosed 121 stock positions in a recent SEC 13F filing. $180,587,645 of stock holdings were filed, with the largest holdings including IVV, JMUB, and DHR. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
121Est. Stock Holding Value:
$180,587,645Top Stock Holdings By Sector
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Portfolio Stock Holdings - Nolet Wealth Management, LLC
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