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Nolet Wealth Management - Q4 2025 13F Filings

NO

Nolet Wealth Management, LLC

CIK: 0002056656
Address: Texas Fort Worth 306 W 7Th St., Suite 640
$179.38 M
Portfolio Value
0
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/27/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$179.38 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Nolet Wealth Management Q4 2025 Filing Summary

Nolet Wealth Management, LLC originally filed its 13F report for Q4 2025 on February 24, 2026. The filing was subsequently amended, with the latest update submitted on February 27, 2026. The portfolio totaled 179.38 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 65.9% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Nolet Wealth Management’s Q4 2025 Filing

Yes. Nolet Wealth Management originally filed on 02/24/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 02/27/2026.

In the Q4 2025 filing, Nolet Wealth Management reported a managed portfolio value of 179.38 M, consisting of 161 individual positions.

Multiple filings indicate that Nolet Wealth Management updated their Q4 2025 report. The initial filing was submitted on 02/24/2026, followed by amendments to correct data or disclose previously confidential holdings.

This page displays the raw filing documents. To see which stocks Nolet Wealth Management bought or sold during Q4 2025, please visit Nolet Wealth Management's Portfolio Analysis page.