No buy transactions available for this period
No sell transactions available for this period
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.
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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.