Inlet Private Wealth, LLC
All 13F Filings
- Location
- Jupiter, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 431,123
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 426.6 K | 99.0% | 0 | 12.33 K | -12.33 K |
| ETFs | 4.522 K | 1.0% | 343 | 0 | 343 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
431,123
Holdings
131
QoQ value change ($000)
-11,976
(-2.7%)
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.