Inlet Private Wealth, LLC
All 13F Filings
- Location
- Jupiter, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 411,329
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 133 | 411,329 | 13F-HR | Inlet Private Wealth, LLC |
| Q1 2026 | 5/13/2026 | 128 | 391,567 | 13F-HR | Inlet Private Wealth, LLC |
| Q4 2025 | 1/21/2026 | 131 | 431,123 | 13F-HR | Inlet Private Wealth, LLC |
| Q3 2025 | 10/31/2025 | 133 | 443,099 | 13F-HR | Inlet Private Wealth, LLC |
| Q2 2025 | 8/5/2025 | 127 | 406,900 | 13F-HR | Inlet Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 405.1 K | 98.5% | 19.62 K | 0 | 19.62 K |
| ETFs | 6.263 K | 1.5% | 132 | 0 | 132 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
411,329
Holdings
133
QoQ value change ($000)
19,762
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.