Nolet Wealth Management, LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 179,379
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 63.58 K | 35.4% | 63.58 K | 0 | 63.58 K |
| ETFs | 114.7 K | 63.9% | 114.7 K | 0 | 114.7 K |
| Other | 1.093 K | 0.6% | 1.093 K | 0 | 1.093 K |
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Fund Snapshot
Q4 2025
Latest filed
2/27/2026
Total value ($000)
179,379
Holdings
91
QoQ value change ($000)
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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.