StockDriftsStockDriftsTop 50 Nolet Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 27.88% | 65.7K | $50.3M | -0.16%(-103) | $676.47(+13.83%) | 2026-09-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 7.95% | 301.6K | $14.4M | -12.94%(-44.83K) | $50.49(-4.53%) | 2026-09-30 | |
| DHR | DANAHER CORP DEL | 5.38% | 43.8K | $9.7M | -0.36%(-160) | $213.53(+5.10%) | 2026-09-30 | |
| IDEV | ISHARES TR | 5% | 100.9K | $9.0M | -0.00%(-1) | $83.64(+6.40%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.26% | 25.8K | $5.9M | +1.53%(+388) | $186.94(+16.13%) | 2026-09-30 | |
| IWF | ISHARES TR | 2.41% | 34.7K | $4.3M | +0.00%(+0) | $117.71(+4.16%) | 2026-09-30 | |
| IVW | ISHARES TR | 2.28% | 29.0K | $4.1M | +0.00%(+0) | $121.99(+14.94%) | 2026-09-30 | |
| TLT | ISHARES TR | 2.28% | 53.0K | $4.1M | -9.88%(-5.80K) | $87.90(-9.60%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.02% | 11.0K | $3.7M | +1.06%(+115) | $264.36(+29.72%) | 2026-09-30 | |
| IJH | ISHARES TR | 1.96% | 49.1K | $3.5M | +0.00%(+0) | $65.91(+9.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.91% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.13% |
Nolet Wealth Management LLC reports $180.59M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are IVV (27.9%), JMUB (8.0%) and DHR (5.4%). The top 20 holdings account for 73.97% of reported assets. Its disclosed equity book has returned +5.91% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nolet Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056656). View Nolet Wealth Management LLC’s 13F filings on SEC