StockDriftsStockDriftsTop 50 Nolet Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.66% | 66.4K | $43.3M | +8.86%(+5.40K) | $676.47(+10.64%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 13.34% | 469.0K | $23.4M | -4.38%(-21.49K) | $50.49(+0.13%) | 2026-03-31 | |
| TLT | ISHARES TR | 8.67% | 175.7K | $15.2M | +37.38%(+47.80K) | $87.90(-2.72%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 4.81% | 44.6K | $8.5M | +1.30%(+570) | $213.53(-7.31%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.34% | 91.5K | $5.9M | +707.01%(+80.20K) | $63.02(+12.37%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.5% | 25.2K | $4.4M | -2.03%(-523) | $186.54(+4.44%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.16% | 63.7K | $3.8M | +204.65%(+42.76K) | $59.83(-1.72%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.1% | 8.7K | $3.7M | +0.00%(+0) | $470.85(-74.27%) | 2026-03-31 | |
| IJH | ISHARES TR | 1.89% | 49.1K | $3.3M | +32.09%(+11.93K) | $65.91(+15.45%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.86% | 29.0K | $3.3M | +0.00%(+0) | $121.99(+11.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.71% | -40.12% |
| Top 20 Holdings Unweighted | -15.43% | -39.51% |
Sign up free to track Nolet Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.