Nolet Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Fort Worth, TX
CIK
0002056656
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 92 175,735 IVV, JMUB, TLT, DHR 13F-HR 5/5/2026 000205665626000005
Q4 2025 91 179,379 IVV, JMUB, TLT, MUB RESTATEMENT 2/27/2026 000205665626000004
Additional filings from Nolet Wealth Management, LLC that have since been restated