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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.38B
$2.99 Million 0.73% of portfolio
60,750
Q4 2025 Reduced 6.32%
$9.78B
$2.77 Million 0.68% of portfolio
67,348
Q4 2025 New
$3.54B
$936,000 0.23% of portfolio
27,600
Q4 2025 Reduced 45.45%
$9.3B
$926,000 0.23% of portfolio
19,954
Q4 2025 Reduced 55.11%
$7.44B
$828,000 0.2% of portfolio
4,100
Q4 2025 Reduced 15.29%
$9.38B
$791,000 0.19% of portfolio
25,300
Q4 2025 Reduced 73.27%
$2.69B
$154,000 0.04% of portfolio
13,200
Q4 2025 Reduced 93.41%

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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