Nolet Wealth Management, LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 181,123
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 112 | 181,123 | 13F-HR | Nolet Wealth Management, LLC |
| Q1 2026 | 5/5/2026 | 92 | 175,736 | 13F-HR | Nolet Wealth Management, LLC |
| Q4 2025 | 2/27/2026 | 91 | 179,379 | 13F-HR/A - RESTATEMENT | Nolet Wealth Management, LLC |
| Q4 2025 | 2/24/2026 | 91 | 179,379 | 13F-HR | Nolet Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.36 K | 30.0% | 12.84 K | 0 | 12.84 K |
| ETFs | 126.8 K | 70.0% | 0 | 7.448 K | -7.448 K |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
181,123
Holdings
112
QoQ value change ($000)
5,387
(3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.