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Inlet Private Wealth, LLC

Q3 2025 13F Holdings

  • Location
    jupiter, FL
  • Num holdings

    133

  • Value ($000)

    $443,099

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001759751
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$21.54M
5 %

84,589

M
MSFT

MICROSOFT CORP

COM
594918104
$20.51M
5 %

39,590

M
MCK

MCKESSON CORP

COM
58155Q103
$17.02M
4 %

22,027

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$16.96M
4 %

33,735

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$15.93M
4 %

50,490

S
STX

SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS
G7997R103
$14.08M
3 %

59,650

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$11.37M
3 %

46,682

C
CSCO

CISCO SYS INC

COM
17275R102
$10.43M
2 %

152,464

C
C

CITIGROUP INC

COM NEW
172967424
$10.11M
2 %

99,630

G
GE

GE AEROSPACE

COM NEW
369604301
$9.91M
2 %

32,949

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