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 (246 days), 69 trades recorded
• Returns: week — · month — · 90 days +8.0% · 6 months — · 1 year — · all +4.2%
• Max drawdown — · win rate 6% · data quality Good
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• 464287200 · 27.2% · long · since 2025-12-31
• 46641Q647 · 9.7% · long · since 2025-12-31
• 46435G326 · 5.0% · long · since 2025-12-31
• DHR · 4.6% · long · since 2025-12-31
• 464287432 · 2.8% · long · since 2025-12-31
• NVDA · 2.8% · long · since 2025-12-31
• 464287614 · 2.4% · long · since 2025-12-31
• 464287309 · 2.2% · long · since 2025-12-31
• 464287507 · 2.1% · long · since 2025-12-31
• 464287408 · 1.9% · long · since 2025-12-31
• AAPL · 1.7% · long · since 2025-12-31
• 464287598 · 1.6% · long · since 2025-12-31

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