DOSSIER · 13F-HR · Q2 2026

Nolet Wealth Management, LLC

$181M in tracked AUM across 203 positions as of Q2 2026.

NW
CIK 0002056656 · last filed Jun 30, 2026
Total AUM
$181M
as of Q2 2026
Holdings
203
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Nolet Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$49M66K27.2%
02
JMUB
J P MORGAN EXCHANGE TRADED F
$18M346K9.7%
03
IDEV
ISHARES TR
$9M101K5.0%
04
DHR
DANAHER CORP DEL
$8M44K4.6%
05
TLT
ISHARES TR
$5M59K2.8%
06
NVDA
NVIDIA CORPORATION
$5M25K2.8%
07
IWF
ISHARES TR
$4M35K2.4%
08
IVW
ISHARES TR
$4M29K2.2%
09
IJH
ISHARES TR
$4M49K2.1%
10
IVE
ISHARES TR
$4M15K1.9%

Filing history

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