DOSSIER · 13F-HR · Q3 2026

Nolet Wealth Management, LLC

$181M in tracked AUM across 203 positions as of Q3 2026.

NW
CIK 0002056656 · last filed Sep 30, 2026
Total AUM
$181M
as of Q3 2026
Holdings
203
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Nolet Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$50M66K27.9%
02
JMUB
J P MORGAN EXCHANGE TRADED F
$14M302K7.9%
03
DHR
DANAHER CORP DEL
$10M44K5.4%
04
IDEV
ISHARES TR
$9M101K5.0%
05
NVDA
NVIDIA CORPORATION
$6M26K3.3%
06
IWF
ISHARES TR
$4M35K2.4%
07
IVW
ISHARES TR
$4M29K2.3%
08
TLT
ISHARES TR
$4M53K2.3%
09
AAPL
APPLE INC
$4M11K2.0%
10
IJH
ISHARES TR
$4M49K2.0%

Filing history

2026Q3Sep 30
$181M▼ 0.3%
203 positionsView →
2026Q2Jun 30
$181M▲ 3.1%
203 positionsView →
2026Q1Mar 31
$176M▼ 2.0%
152 positionsView →
2025Q4Dec 31
$179M—
161 positionsView →