CIK 2056656
Nolet Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
91
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 91
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 61K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 490K | $1M+ | SH |
| TLT | ISHARES TR | 128K | $1M+ | SH |
| MUB | ISHARES TR | 99K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 44K | $1M+ | SH |
| IDEV | ISHARES TR | 51K | $1M+ | SH |
| IWF | ISHARES TR | 9K | $1M+ | SH |
| IVW | ISHARES TR | 29K | $1M+ | SH |
| IVE | ISHARES TR | 15K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 60K | $1M+ | SH |
| IWD | ISHARES TR | 12K | $1M+ | SH |
| IJH | ISHARES TR | 37K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 41K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 29K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 23K | $1M+ | SH |
| VLTO | VERALTO CORP | 15K | $1M+ | SH |
| IEI | ISHARES TR | 12K | $1M+ | SH |
| IEMG | ISHARES INC | 19K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 21K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 24K | $1M+ | SH |
| BBHY | J P MORGAN EXCHANGE TRADED F | 24K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $1M+ | SH |
| IJR | ISHARES TR | 8K | $500K+ | SH |
| USRT | ISHARES TR | 17K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 14K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 11K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| FTV | FORTIVE CORP | 11K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 6K | $500K+ | SH |
| REET | ISHARES TR | 20K | $500K+ | SH |
| IWR | ISHARES TR | 5K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 5K | $100K–$500K | SH |
| KLAC | KLA CORP | 300 | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 7K | $100K–$500K | SH |
| COMT | ISHARES U S ETF TR | 13K | $100K–$500K | SH |
| VNT | VONTIER CORPORATION | 8K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 976 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 768 | $100K–$500K | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| BBAX | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 3K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| GUNR | FLEXSHARES TR | 6K | $100K–$500K | SH |