Inlet Private Wealth, LLC

CIK 0001759751 · JUPITER, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Inlet Private Wealth, LLC reported 133 positions worth $411.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: AAPL (4.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$411.3M
2026 Q2
Positions
133
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.7%
Est. Net Flow (Q)
2026 Q2
10 / 133 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$19.1M4.64%65,930
2MSFTMICROSOFT CORPSH$14.1M3.43%37,772
3CSCOCISCO SYS INCSH$13.9M3.38%118,364
4BRK-BBERKSHIRE HATHAWAY INC DELSH$12.9M3.14%25,845
5JPMJPMORGAN CHASE & COSH$12.7M3.10%38,940
6RPRXROYALTY PHARMA PLCSH$11.8M2.88%211,150
7GOOGALPHABET INCSH$11.7M2.85%33,182
8MCKMCKESSON CORPSH$11.5M2.80%15,262
9STXSEAGATE TECHNOLOGY HLDNGS PLSH$11.3M2.75%11,722
10CCITIGROUP INCSH$11.3M2.75%80,680

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Inlet Private Wealth, LLC hold as of Q2 2026?

Inlet Private Wealth, LLC reported 133 positions worth $411.3M in its Q2 2026 13F filing. Largest positions: AAPL (4.6%), MSFT (3.4%), CSCO (3.4%), BRK-B (3.1%) and JPM (3.1%).

What did Inlet Private Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Inlet Private Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.