First seen by DFX
Sep 13, 2026
date not stated
Nolet Wealth Management, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (Nolet Wealth Management describes itself as an independent multi-family office.)
First seen by DFX
Sep 12, 2026
date not stated
Nolet Wealth Management, LLC found on the SEC adviser roster (sfo_shape)
First seen by DFX
Sep 12, 2026
date not stated
Nolet Wealth Management, LLC: PROBABLE_SFO -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))
Nolet Wealth Management, LLC reported $175,735,520 across 152 13(f) positions for the quarter ended 2026-03-31
Nolet Wealth Management, LLC reduced Ishares Tr 51,422 -> 37,417 shares ($4,241,286 -> $3,126,940)
Nolet Wealth Management, LLC increased Ishares Tr 37,187 -> 49,119 shares ($2,454,353 -> $3,317,018)
Nolet Wealth Management, LLC reduced J P Morgan Exchange Traded F 59,598 -> 30,212 shares ($3,015,039 -> $1,529,047)
Nolet Wealth Management, LLC exited Ishares Tr (was $10,559,225, 98,583 shares)
Nolet Wealth Management, LLC increased Ishares Tr 127,885 -> 175,686 shares ($11,146,429 -> $15,230,193)
Nolet Wealth Management, LLC increased Vanguard Scottsdale Fds 20,894 -> 63,653 shares ($1,252,179 -> $3,790,537)
Nolet Wealth Management, LLC increased Vanguard Tax-Managed Fds 11,344 -> 91,547 shares ($708,661 -> $5,866,331)
Nolet Wealth Management, LLC reported $179,379,355 across 161 13(f) positions for the quarter ended 2025-12-31