account_balance

Investment manager · 13F filer · SEC CIK 2056656

Nolet Wealth Management, LLC

Reported value$181Mas of Sep 30, 2026
Positions111 9 new, 10 sold out
Top 10 weight60.4%IVV alone is 28%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 27.9% Held
JMUB J P Morgan Exchange Traded F 7.9% Trimmed −13%
DHR Danaher Corp 5.4% Held
IDEV iShares Tr 5.0% Held
NVDA NVIDIA Corp 3.3% Held
IWF iShares Tr 2.4% Held
IVW iShares Tr 2.3% Held
TLT iShares Tr 2.3% Trimmed −10%
AAPL Apple Inc. 2.0% Held
IJH iShares Tr 2.0% Held
IVE iShares Tr 1.9% Held
MSFT Microsoft Corp 1.7% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • IEI −16%
  • JMUB −13%
  • TLT −10%
  • INTC −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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