DOSSIER · 13F-HR · Q3 2026

Inlet Private Wealth, LLC

$413M in tracked AUM across 135 positions as of Q3 2026.

IP
CIK 0001759751 · last filed Sep 30, 2026
Total AUM
$413M
as of Q3 2026
Holdings
135
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Inlet Private Wealth, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$22M66K5.3%
02
MSFT
MICROSOFT CORP
$19M38K4.7%
03
MCK
MCKESSON CORP
$13M15K3.2%
04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$13M26K3.1%
05
JPM
JPMORGAN CHASE & CO
$13M39K3.1%
06
CSCO
CISCO SYS INC
$13M118K3.1%
07
G7709Q104
ROYALTY PHARMA PLC
$12M208K2.9%
08
GOOG
ALPHABET INC
$11M33K2.7%
09
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$11M12K2.6%
10
C
CITIGROUP INC
$10M81K2.5%

Filing history

2026Q3Sep 30
$413M▲ 0.3%
135 positionsView →
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 positionsLocked
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
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