§ 13F · FUND PROFILE
Nolet Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 322Turnover · — · Q4Filed · Feb 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$358.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 61K | $41.7T | 11.6% | NEW |
| 2 | IVV | ISHARES TR | 61K | $41.7T | 11.6% | NEW |
| 3 | JMUB | J P MORGAN EXCHANGE TRADED F | 490K | $24.8T | 6.9% | NEW |
| 4 | JMUB | J P MORGAN EXCHANGE TRADED F | 490K | $24.8T | 6.9% | NEW |
| 5 | TLT | ISHARES TR | 128K | $11.1T | 3.1% | NEW |
| 6 | TLT | ISHARES TR | 128K | $11.1T | 3.1% | NEW |
| 7 | MUB | ISHARES TR | 99K | $10.6T | 2.9% | NEW |
| 8 | MUB | ISHARES TR | 99K | $10.6T | 2.9% | NEW |
| 9 | DHR | DANAHER CORPORATION | 44K | $10.1T | 2.8% | NEW |
| 10 | DHR | DANAHER CORPORATION | 44K | $10.1T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NOLET SIGNAL
AC read
Nolet Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed