Nolet Wealth Management, LLC - Portfolio overview

Nolet Wealth Management, LLC has 92 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 29.32%
2. JMUB - J P MORGAN EXCHANGE TRADED F, 15.86%
3. TLT - ISHARES TR, 10.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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