13F Filings History of Nolet Wealth Management, LLC

Latest 13F report
Q4 2025 - 27 Feb 2026
Value $
$179,379,355
Signature - Title
David E. Nolet - Owner / CEO / CCO
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by Nolet Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nolet Wealth Management, LLC reported 91 stock holdings with total value $179,379,355 as of Q4 2025. Top holdings included IVV, JMUB, TLT, MUB, and DHR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 91 $179,379,355 $0 $0 $0 IVV, JMUB, TLT, MUB, DHR Restatement 27 Feb 2026, 12:20