Inlet Private Wealth, LLC Portfolio Holdings

Inlet Private Wealth, LLC

  • $410 Million
  • Q4 2025

Inlet Private Wealth, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $410 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.9M, Microsoft Corp with a value of $19.9M, Mckesson Corp with a value of $18M, Berkshire Hathaway Inc Class B with a value of $16.4M, and Jpmorgan Chase & CO with a value of $14.6M.

Examining the 13F form we can see an decrease of $15.8M in the current position value, from $425M to 410M.

Below you can find more details about Inlet Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $410 Million
Technology: $120 Million
Financial Services: $78.5 Million
Healthcare: $72 Million
Industrials: $37.6 Million
Consumer Defensive: $32.7 Million
Consumer Cyclical: $22.4 Million
Communication Services: $20.5 Million
Energy: $11 Million
Other: $15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$21.9 Million 5.35% of portfolio
81,931
Q4 2025 Reduced 3.14%
$3.78T
$19.9 Million 4.86% of portfolio
39,195
Q4 2025 Reduced 1.0%
$121B
$18 Million 4.39% of portfolio
21,372
Q4 2025 Reduced 2.97%
$662B
$16.4 Million 4.0% of portfolio
32,235
Q4 2025 Reduced 4.45%
$881B
$14.6 Million 3.57% of portfolio
48,740
Q4 2025 Reduced 3.47%
$1.74T
$12.4 Million 3.04% of portfolio
43,582
Q4 2025 Reduced 6.64%
$53.3B
$12.2 Million 2.97% of portfolio
47,186
Q4 2025 Reduced 20.9%
$319B
$11.4 Million 2.77% of portfolio
145,964
Q4 2025 Reduced 4.26%
$328B
$9.59 Million 2.34% of portfolio
31,949
Q4 2025 Reduced 3.03%
$190B
$9.19 Million 2.24% of portfolio
93,580
Q4 2025 Reduced 6.07%
$17.1B
$8.84 Million 2.16% of portfolio
225,800
Q4 2025 Reduced 3.98%
$100B
$8.54 Million 2.08% of portfolio
30,592
Q4 2025 Reduced 4.14%
$36B
$8.05 Million 1.97% of portfolio
276,774
Q4 2025 Reduced 5.09%
$85.9B
$8.07 Million 1.97% of portfolio
38,583
Q4 2025 Reduced 3.26%
$187B
$7.95 Million 1.94% of portfolio
47,672
Q4 2025 Reduced 3.54%
$123B
$7.72 Million 1.88% of portfolio
141,128
Q4 2025 Reduced 4.08%
$79.5B
$7.62 Million 1.86% of portfolio
60,835
Q4 2025 Added 525.62%
$104B
$7.37 Million 1.8% of portfolio
126,861
Q4 2025 Reduced 4.5%
$49.5B
$6.6 Million 1.61% of portfolio
46,305
Q4 2025 Reduced 2.23%
$413B
$6.54 Million 1.6% of portfolio
126,949
Q4 2025 Reduced 5.65%
$235B
$6.45 Million 1.57% of portfolio
69,410
Q4 2025 Reduced 6.85%
$1.65T
$6.24 Million 1.52% of portfolio
22,571
Q4 2025 Reduced 13.76%
$25.4B
$5.2 Million 1.27% of portfolio
181,530
Q4 2025 Reduced 20.27%
$593B
$5.12 Million 1.25% of portfolio
23,299
Q4 2025 Reduced 8.23%
$751M
$4.86 Million 1.19% of portfolio
132,770
Q4 2025 Reduced 5.3%
$11.1B
$4.87 Million 1.19% of portfolio
40,080
Q4 2025 Reduced 4.24%
$404B
$4.82 Million 1.18% of portfolio
5,280
Q4 2025 Reduced 0.47%
$103B
$4.8 Million 1.17% of portfolio
61,266
Q4 2025 Reduced 10.65%
$60.5B
$4.73 Million 1.15% of portfolio
106,670
Q3 2025 Reduced 0.17%
$522B
$4.56 Million 1.11% of portfolio
22,829
Q4 2025 Reduced 7.1%
$39.1B
$4.46 Million 1.09% of portfolio
69,361
Q4 2025 Reduced 18.55%
$54.5B
$4.32 Million 1.05% of portfolio
22,620
Q4 2025 Added 1,515.71%
$123B
$4.01 Million 0.98% of portfolio
13,574
Q4 2025 Added 2.55%
$414B
$3.84 Million 0.94% of portfolio
16,401
Q4 2025 Reduced 3.53%
$27.2B
$3.77 Million 0.92% of portfolio
62,770
Q4 2025 Reduced 5.99%
$136B
$3.71 Million 0.91% of portfolio
16,795
Q4 2025 Reduced 1.06%
$69.1B
$3.62 Million 0.88% of portfolio
41,570
Q4 2025 Reduced 0.48%
$46.1B
$3.45 Million 0.84% of portfolio
41,200
Q4 2025 Reduced 1.96%
$255B
$3.36 Million 0.82% of portfolio
9,845
Q3 2025 Added 0.51%
$47.1B
$3.15 Million 0.77% of portfolio
30,270
Q4 2025 Reduced 10.89%
$65.3B
$3 Million 0.73% of portfolio
38,929
Q4 2025 Reduced 0.26%
$4.38B
$2.99 Million 0.73% of portfolio
60,750
Q4 2025 Reduced 6.32%
$17.1B
$2.78 Million 0.68% of portfolio
34,415
Q4 2025 Added 869.44%
$9.78B
$2.77 Million 0.68% of portfolio
67,348
Q4 2025 New
$512B
$2.78 Million 0.68% of portfolio
5,184
Q3 2025 Added 0.29%
$952M
$2.8 Million 0.68% of portfolio
384,188
Q4 2025 Reduced 6.75%
$89.3B
$2.63 Million 0.64% of portfolio
23,823
Q4 2025 Reduced 14.68%
$75.4B
$2.53 Million 0.62% of portfolio
19,807
Q4 2025 Reduced 0.5%
$182B
$2.48 Million 0.61% of portfolio
3,842
Q3 2025 Added 0.58%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $410 Million
  • Prior Value $425 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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