DOSSIER · 13F-HR · Q2 2026

Inlet Private Wealth, LLC

$411M in tracked AUM across 133 positions as of Q2 2026.

IP
CIK 0001759751 · last filed Jun 30, 2026
Total AUM
$411M
as of Q2 2026
Holdings
133
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Inlet Private Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$19M66K4.6%
02
MSFT
MICROSOFT CORP
$14M38K3.4%
03
CSCO
CISCO SYS INC
$14M118K3.4%
04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$13M26K3.1%
05
JPM
JPMORGAN CHASE & CO
$13M39K3.1%
06
G7709Q104
ROYALTY PHARMA PLC
$12M211K2.9%
07
GOOG
ALPHABET INC
$12M33K2.9%
08
MCK
MCKESSON CORP
$12M15K2.8%
09
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$11M12K2.8%
10
C
CITIGROUP INC
$11M81K2.7%

Filing history

2026Q2Jun 30
$411M 5.0%
133 positionsView →
2026Q1Mar 31
$392M 9.2%
128 positionsView →
2025Q4Dec 31
$431M 2.7%
131 positionsView →
2025Q3Sep 30
$443M 8.9%
133 positionsView →
2025Q2Jun 30
$407M 5.8%
127 positionsLocked
2025Q1Mar 31
$385M 1.7%
127 positionsLocked
2024Q4Dec 31
$378M 4.1%
125 positionsLocked
2024Q3Sep 30
$394M 7.9%
131 positionsLocked
2024Q2Jun 30
$365M 2.1%
128 positionsLocked
2024Q1Mar 31
$358M 9.7%
124 positionsLocked
2023Q4Dec 31
$326M 7.3%
116 positionsLocked
2023Q3Sep 30
$304M 23.3%
119 positionsLocked
Showing 12 of 31