Long-term investor

Nolet Wealth Management, LLC @noletwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056656).

Record

  • Tracked since 2025-12-31 (289 days), 93 trades recorded
  • Returns: week n/a · month n/a · 90 days -1.2% · 6 months -1.3% · 1 year n/a · all -1.3%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 27.9% · long · since 2025-12-31
  • 46641Q647 · 7.9% · long · since 2025-12-31
  • DHR · 5.4% · long · since 2025-12-31
  • 46435G326 · 5.0% · long · since 2025-12-31
  • NVDA · 3.3% · long · since 2025-12-31
  • 464287614 · 2.4% · long · since 2025-12-31
  • 464287309 · 2.3% · long · since 2025-12-31
  • 464287432 · 2.3% · long · since 2025-12-31
  • AAPL · 2.0% · long · since 2025-12-31
  • 464287507 · 2.0% · long · since 2025-12-31
  • 464287408 · 1.9% · long · since 2025-12-31
  • MSFT · 1.7% · long · since 2025-12-31

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