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Nolet Wealth Management, LLC

13F filer · CIK 0002056656
Reported Jul 10, 2026
Net buyer this quarter
13F portfolio value$181MU.S. long equity reported on 13F
Positions8326 new · 6 closed
Net flow last quarter+$13.5MBuys minus sells
Top 10 positions weight19.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 10, 202683 positions
IDEVEndo Pharmaceuticals Solutions Inc.$8.98M4.96%Not reported+169.7%Q4 2025
DHRDanaher Corp$8.38M4.63%0.01%-1.3%Q4 2025
NVDANvidia Corp$5.08M2.80%0.00%+0.6%Q4 2025
AAPLApple Inc.$3.14M1.74%0.00%+15.1%Q4 2025
MSFTMicrosoft Corp$2.08M1.15%0.00%-6.7%Q4 2025
GOOGLAlphabet Inc.$1.87M1.03%0.00%+89.9%Q4 2025
AMZNAmazon Com Inc$1.71M0.95%0.00%+13.4%Q4 2025
GOOGAlphabet Inc.$1.62M0.89%Not reported+35.6%Q4 2025
VLTOVeralto Corp$1.35M0.75%0.01%+1.0%Q4 2025
USRTEnigma-Bulwark, Ltd.$1.26M0.70%Not reported+0.1%Q4 2025
KLACKla Corp$1.26M0.70%0.00%-3.1%Q4 2025
AVGOBroadcom Inc.$1.25M0.69%0.00%+0.5%Q4 2025
SPYSPDR S&P 500 ETF Trust$1.11M0.61%Not reportedNot reportedQ4 2025
JPMJPMorgan Chase & Co$945K0.52%0.00%+13.8%Q4 2025
METAMeta Platforms, Inc.$938K0.52%Not reported+14.0%Q4 2025
COSTCostco Wholesale Corp$916K0.51%0.00%-0.5%Q4 2025
AMDAdvanced Micro Devices Inc$912K0.50%0.00%+25.3%Q4 2025
LLYELI LILLY & Co$838K0.46%0.00%+9.2%Q4 2025
MRVLMarvell Technology, Inc.$821K0.45%0.00%-16.2%Q4 2025
MUMicron Technology Inc$794K0.44%0.00%NewQ2 2026
LRCXLam Research Corp$775K0.43%0.00%-0.2%Q4 2025
FTVFortive Corp$697K0.38%0.00%+0.1%Q4 2025
JNJJohnson & Johnson$655K0.36%0.00%+6.9%Q4 2025
BRK.BBerkshire Hathaway Inc$621K0.34%Not reported+25.8%Q4 2025
TSLATesla, Inc.$594K0.33%0.00%+0.4%Q4 2025
XOMExxonMobil Holdings Corp$588K0.32%0.00%+4.9%Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$538K0.30%0.00%+2.6%Q4 2025
ABBVAbbVie Inc.$516K0.28%0.00%-0.2%Q4 2025
ASMLAsml Holding NV$491K0.27%0.00%+7.4%Q4 2025
PANWPalo Alto Networks Inc$483K0.27%0.00%+2.0%Q4 2025
BACBank of America Corp$474K0.26%0.00%+11.4%Q4 2025
COMTChina Sky One Medical, Inc.$471K0.26%0.09%+3.2%Q4 2025
INTCIntel Corp$467K0.26%0.00%NewQ2 2026
CVXChevron Corp$448K0.25%0.00%+7.3%Q4 2025
MAMastercard Inc$398K0.22%0.00%+12.5%Q4 2025
PMPhilip Morris International Inc.$391K0.22%0.00%-0.8%Q4 2025
IAUIshares Gold Trust$386K0.21%0.00%Not reportedQ4 2025
MSMorgan Stanley$381K0.21%0.00%Not reportedQ4 2025
CSCOCisco Systems, Inc.$377K0.21%0.00%+2.4%Q4 2025
WMTWalmart Inc.$371K0.20%0.00%+0.8%Q4 2025
CBChubb Ltd$366K0.20%0.00%Not reportedQ4 2025
PGPROCTER & GAMBLE Co$357K0.20%0.00%+51.4%Q4 2025
VVisa Inc.$351K0.19%0.00%+18.0%Q4 2025
RTXRTX Corp$344K0.19%0.00%+25.2%Q4 2025
HDHome Depot, Inc.$338K0.19%0.00%-35.2%Q4 2025
NVONovo Nordisk A S$335K0.19%Not reported-15.4%Q1 2026
ASXASE Technology Holding Co., Ltd.$332K0.18%0.00%NewQ2 2026
TJXTJX Companies Inc$314K0.17%0.00%+0.7%Q4 2025
GEGeneral Electric Co$314K0.17%0.00%-12.0%Q4 2025
MCDMcdonalds Corp$309K0.17%0.00%+17.3%Q4 2025
Q1 2026Reported May 5, 202663 positions
DHRDanaher Corp$8.45M4.81%0.01%+1.3%Q4 2025
NVDANvidia Corp$4.4M2.50%0.00%-2.0%Q4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$3.13M1.78%Not reported-27.2%Q4 2025
AAPLApple Inc.$2.4M1.36%0.00%+0.6%Q4 2025
MSFTMicrosoft Corp$2.22M1.26%0.00%-2.3%Q4 2025
VLTOVeralto Corp$1.34M0.76%0.01%+0.4%Q4 2025
AMZNAmazon Com Inc$1.32M0.75%0.00%-14.3%Q4 2025
USRTEnigma-Bulwark, Ltd.$1.13M0.64%Not reported+15.2%Q4 2025
AVGOBroadcom Inc.$1.02M0.58%0.00%-3.1%Q4 2025
COSTCostco Wholesale Corp$981K0.56%0.00%+2.1%Q4 2025
GOOGAlphabet Inc.$968K0.55%Not reported+45.0%Q4 2025
SPYSPDR S&P 500 ETF Trust$966K0.55%Not reportedNot reportedQ4 2025
METAMeta Platforms, Inc.$836K0.48%Not reported+19.3%Q4 2025
GOOGLAlphabet Inc.$792K0.45%0.00%-2.2%Q4 2025
JPMJPMorgan Chase & Co$746K0.42%0.00%-0.9%Q4 2025
XOMExxonMobil Holdings Corp$696K0.40%0.00%Not reportedQ4 2025
KLACKla Corp$636K0.36%0.00%-2.5%Q4 2025
FTVFortive Corp$630K0.36%0.00%Not reportedQ4 2025
JNJJohnson & Johnson$590K0.34%0.00%+0.1%Q4 2025
LLYELI LILLY & Co$588K0.33%0.00%Not reportedQ4 2025
TSLATesla, Inc.$523K0.30%0.00%-0.4%Q4 2025
CVXChevron Corp$521K0.30%0.00%+1.3%Q4 2025
COMTChina Sky One Medical, Inc.$508K0.29%0.09%+14.9%Q4 2025
HDHome Depot, Inc.$486K0.28%0.00%+50.3%Q4 2025
BRK.BBerkshire Hathaway Inc$473K0.27%Not reported-16.3%Q4 2025
IAUIshares Gold Trust$451K0.26%0.00%Not reportedQ4 2025
ABBVAbbVie Inc.$447K0.25%0.00%+0.1%Q4 2025
NFLXNetflix Inc$421K0.24%0.00%+39.1%Q4 2025
WMTWalmart Inc.$403K0.23%0.00%+1.2%Q4 2025
LRCXLam Research Corp$383K0.22%0.00%-1.3%Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$371K0.21%0.00%+12.4%Q4 2025
BACBank of America Corp$364K0.21%0.00%-1.3%Q4 2025
PMPhilip Morris International Inc.$360K0.20%0.00%+1.2%Q4 2025
ICEIntercontinental Exchange, Inc.$353K0.20%0.00%+1.4%Q4 2025
CBChubb Ltd$350K0.20%0.00%Not reportedQ4 2025
MAMastercard Inc$344K0.20%0.00%+9.4%Q4 2025
TJXTJX Companies Inc$329K0.19%0.00%Not reportedQ4 2025
MRVLMarvell Technology, Inc.$326K0.19%0.00%Not reportedQ4 2025
NVONovo Nordisk A S$304K0.17%Not reportedNewQ1 2026
ASMLAsml Holding NV$303K0.17%0.00%+9.5%Q4 2025
MCDMcdonalds Corp$303K0.17%0.00%Not reportedQ4 2025
MSMorgan Stanley$300K0.17%0.00%Not reportedQ4 2025
WFCWells Fargo & Company$289K0.16%0.00%-1.9%Q4 2025
VNTVontier Corp$288K0.16%0.01%Not reportedQ4 2025
PDDPDD Holdings Inc.$282K0.16%0.00%NewQ1 2026
RTXRTX Corp$279K0.16%0.00%Not reportedQ4 2025
GEGeneral Electric Co$271K0.15%0.00%+8.1%Q4 2025
VVisa Inc.$262K0.15%0.00%-7.3%Q4 2025
AMDAdvanced Micro Devices Inc$255K0.15%0.00%-0.2%Q4 2025
NVSNovartis AG$255K0.14%0.00%NewQ1 2026
Q4 2025Reported Feb 27, 202659 positions
DHRDanaher Corp$10.1M5.62%0.01%NewQ4 2025
NVDANvidia Corp$4.8M2.68%0.00%NewQ4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$4.24M2.36%Not reportedNewQ4 2025
MSFTMicrosoft Corp$2.97M1.65%0.00%NewQ4 2025
AAPLApple Inc.$2.55M1.42%0.00%NewQ4 2025
AMZNAmazon Com Inc$1.71M0.95%0.00%NewQ4 2025
VLTOVeralto Corp$1.5M0.84%0.01%NewQ4 2025
AVGOBroadcom Inc.$1.18M0.66%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$1.01M0.56%Not reportedNewQ4 2025
USRTEnigma-Bulwark, Ltd.$941K0.52%Not reportedNewQ4 2025
GOOGLAlphabet Inc.$881K0.49%0.00%NewQ4 2025
COSTCostco Wholesale Corp$832K0.46%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$824K0.46%0.00%NewQ4 2025
METAMeta Platforms, Inc.$808K0.45%Not reportedNewQ4 2025
GOOGAlphabet Inc.$730K0.41%Not reportedNewQ4 2025
LLYELI LILLY & Co$687K0.38%0.00%NewQ4 2025
TSLATesla, Inc.$636K0.35%0.00%NewQ4 2025
FTVFortive Corp$629K0.35%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$593K0.33%Not reportedNewQ4 2025
KLACKla Corp$538K0.30%0.00%NewQ4 2025
JNJJohnson & Johnson$499K0.28%0.00%NewQ4 2025
XOMExxonMobil Holdings Corp$494K0.28%0.00%NewQ4 2025
ABBVAbbVie Inc.$469K0.26%0.00%NewQ4 2025
BACBank of America Corp$416K0.23%0.00%NewQ4 2025
IAUIshares Gold Trust$415K0.23%0.00%NewQ4 2025
CVXChevron Corp$379K0.21%0.00%NewQ4 2025
MAMastercard Inc$359K0.20%0.00%NewQ4 2025
ICEIntercontinental Exchange, Inc.$358K0.20%0.00%NewQ4 2025
WMTWalmart Inc.$358K0.20%0.00%NewQ4 2025
PMPhilip Morris International Inc.$345K0.19%0.00%NewQ4 2025
WFCWells Fargo & Company$345K0.19%0.00%NewQ4 2025
HDHome Depot, Inc.$338K0.19%0.00%NewQ4 2025
CBChubb Ltd$336K0.19%0.00%NewQ4 2025
VVisa Inc.$328K0.18%0.00%NewQ4 2025
COMTChina Sky One Medical, Inc.$325K0.18%0.08%NewQ4 2025
MSMorgan Stanley$324K0.18%0.00%NewQ4 2025
TJXTJX Companies Inc$316K0.18%0.00%NewQ4 2025
LRCXLam Research Corp$311K0.17%0.00%NewQ4 2025
PANWPalo Alto Networks Inc$310K0.17%0.00%NewQ4 2025
VNTVontier Corp$301K0.17%0.01%NewQ4 2025
MCDMcdonalds Corp$298K0.17%0.00%NewQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$297K0.17%0.00%NewQ4 2025
NFLXNetflix Inc$295K0.16%0.00%NewQ4 2025
PGPROCTER & GAMBLE Co$289K0.16%0.00%NewQ4 2025
AXPAmerican Express Co$284K0.16%0.00%NewQ4 2025
INTUIntuit Inc.$284K0.16%0.00%NewQ4 2025
MRVLMarvell Technology, Inc.$279K0.16%0.00%NewQ4 2025
GEGeneral Electric Co$272K0.15%0.00%NewQ4 2025
AMDAdvanced Micro Devices Inc$269K0.15%0.00%NewQ4 2025
RTXRTX Corp$265K0.15%0.00%NewQ4 2025
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