Nolet Wealth Management, LLC: 13F holdings
CIK 20566562026Q2
| Positions | 112 |
|---|
| Reported value | $181.1m |
|---|
| Filed | 2026-07-10 |
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Change since last quarter
| Positions | 112 (+20 vs prior quarter) |
|---|
| Reported value | $181.1m (+3.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 65,842 | $49.3m | 27.2% |
| JMUB J P MORGAN EXCHANGE TRADED F | 346,476 | $17.6m | 9.7% |
| VGK ISHARES TR | 100,895 | $9.0m | 5.0% |
| DHR DANAHER CORP DEL | 43,987 | $8.4m | 4.6% |
| TLT ISHARES TR | 58,775 | $5.1m | 2.8% |
| NVDA NVIDIA CORPORATION | 25,375 | $5.1m | 2.8% |
| IWF ISHARES TR | 34,688 | $4.3m | 2.4% |
| IWF ISHARES TR | 28,970 | $4.0m | 2.2% |
| IJH ISHARES TR | 49,119 | $3.8m | 2.1% |
| IVE ISHARES TR | 15,425 | $3.5m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056656")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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