Nolet Wealth Management, LLC
Nolet Wealth Management, LLC reported 112 positions worth $181.1M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: IVV (27.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $49.3M | 27.22% | 65,842 | — | — | |
| ▸ 2 | JMUB | SH | $17.6M | 9.69% | 346,476 | — | — | |
| ▸ 3 | IDEV | SH | $9.0M | 4.96% | 100,895 | — | — | |
| ▸ 4 | DHR | SH | $8.4M | 4.63% | 43,987 | — | — | |
| ▸ 5 | TLT | SH | $5.1M | 2.80% | 58,775 | — | — | |
| ▸ 6 | NVDA | SH | $5.1M | 2.80% | 25,375 | — | — | |
| ▸ 7 | IWF | SH | $4.3M | 2.38% | 34,688 | — | — | |
| ▸ 8 | IVW | SH | $4.0M | 2.20% | 28,970 | — | — | |
| ▸ 9 | IJH | SH | $3.8M | 2.09% | 49,119 | — | — | |
| ▸ 10 | IVE | SH | $3.5M | 1.93% | 15,425 | — | — |
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Frequently Asked Questions
What stocks does Nolet Wealth Management, LLC hold as of Q2 2026?
Nolet Wealth Management, LLC reported 112 positions worth $181.1M in its Q2 2026 13F filing. Largest positions: IVV (27.2%), JMUB (9.7%), IDEV (5.0%), DHR (4.6%) and TLT (2.8%).
What did Nolet Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Nolet Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.