13F Filings History of Inlet Private Wealth, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$431,123,159
Signature - Title
Ted E. Furniss - Chief Compliance Officer
Location
Jupiter, FL
Summary
This page shows a list of all the recent 13F filings made by Inlet Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Inlet Private Wealth, LLC reported 131 stock holdings with total value $431,123,159 as of Q4 2025. Top holdings included AAPL, MSFT, MCK, BRKB, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 131 $431,123,159 +$18,761,173 -$43,245,226 -$24,484,053 AAPL, MSFT, MCK, BRKB, JPM 13F-HR 21 Jan 2026, 09:57
Q3 2025 133 $443,099,398 +$11,760,016 -$10,581,966 +$1,178,050 AAPL, MSFT, MCK, BRKB, JPM 13F-HR 31 Oct 2025, 08:18
Q2 2025 127 $406,899,725 +$11,319,516 -$10,998,360 +$321,156 MSFT, AAPL, BRKB, MCK, JPM 13F-HR 05 Aug 2025, 10:59
Q1 2025 127 $384,689,987 +$9,427,828 -$12,391,459 -$2,963,631 AAPL, BRKB, MCK, MSFT, JPM 13F-HR 07 May 2025, 14:33
Q4 2024 125 $378,106,925 +$19,437,902 -$25,425,838 -$5,987,936 AAPL, MSFT, BRKB, MCK, JPM 13F-HR 24 Jan 2025, 10:19
Q3 2024 131 $394,152,434 +$16,025,715 -$12,141,174 +$3,884,541 AAPL, MSFT, BRKB, JPM, MCK 13F-HR 16 Oct 2024, 16:01
Q2 2024 128 $365,460,881 +$16,552,956 -$9,011,699 +$7,541,257 AAPL, MSFT, BRKB, MCK, JPM 13F-HR 23 Jul 2024, 16:45
Q1 2024 124 $358,037,868 +$7,057,582 -$4,326,535 +$2,731,047 MSFT, AAPL, BRKB, MCK, JPM 13F-HR 25 Apr 2024, 17:09
Q4 2023 116 $326,260,657 +$13,215,715 -$19,223,207 -$6,007,492 AAPL, MSFT, BRKB, MCK, JPM 13F-HR 26 Jan 2024, 10:06
Q3 2023 119 $304,104,609 +$7,665,086 -$88,564,638 -$80,899,552 AAPL, MSFT, BRKB, MCK, CSCO 13F-HR 30 Oct 2023, 16:54
Q2 2023 132 $396,331,868 +$11,328,717 -$12,114,453 -$785,736 XOM, AAPL, MSFT, BRKB, MO 13F-HR 27 Jul 2023, 17:15
Q1 2023 129 $384,536,547 +$8,326,133 -$15,562,662 -$7,236,529 XOM, AAPL, MSFT, BRKB, MO 13F-HR 03 May 2023, 14:29
Q4 2022 126 $378,249,219 +$21,415,360 -$17,863,931 +$3,551,429 XOM, AAPL, BRKB, MSFT, MO 13F-HR 23 Jan 2023, 15:54
Q3 2022 127 $335,561,000 +$20,650,633 -$10,043,331 +$10,607,302 XOM, AAPL, MSFT, BRKB, MCK 13F-HR 19 Oct 2022, 21:08
Q2 2022 132 $350,189,000 +$10,817,333 -$8,401,559 +$2,415,774 XOM, AAPL, MSFT, MCK, BRKB 13F-HR 13 Jul 2022, 11:26
Q1 2022 136 $400,196,000 +$8,024,779 -$5,927,414 +$2,097,365 XOM, AAPL, MSFT, BRKB, MO 13F-HR 29 Apr 2022, 09:32
Q4 2021 134 $412,381,000 +$15,733,443 -$10,298,950 +$5,434,493 XOM, AAPL, MSFT, STX, CSCO 13F-HR 31 Jan 2022, 12:54
Q3 2021 131 $373,029,000 +$16,008,496 -$14,366,849 +$1,641,647 XOM, AAPL, MSFT, STX, JPM Restatement 12 Nov 2021, 14:22
Q2 2021 131 $381,355,000 +$28,340,920 -$15,689,492 +$12,651,428 XOM, AAPL, MSFT, STX, BRKB 13F-HR 04 Aug 2021, 10:39
Q1 2021 124 $349,412,000 +$26,415,032 -$15,149,091 +$11,265,941 XOM, AAPL, MSFT, STX, MO 13F-HR 05 May 2021, 15:06
Q4 2020 125 $305,769,000 +$27,172,169 -$16,233,666 +$10,938,503 XOM, AAPL, MSFT, QCOM, BRKB 13F-HR 11 Feb 2021, 13:09
Q3 2020 125 $256,583,000 +$25,734,553 -$14,332,499 +$11,402,054 AAPL, XOM, MSFT, QCOM, BRKB 13F-HR 16 Oct 2020, 12:53
Q2 2020 127 $250,475,000 +$6,983,109 -$7,174,166 -$191,057 XOM, AAPL, MSFT, CSCO, QCOM 13F-HR 10 Aug 2020, 13:44
Q1 2020 125 $215,638,000 +$5,794,068 -$10,735,098 -$4,941,030 XOM, AAPL, MSFT, CSCO, BRKB 13F-HR 28 Apr 2020, 16:17
Q4 2019 144 $302,049,000 +$35,436,576 -$24,046,304 +$11,390,272 XOM, AAPL, JPM, CSCO, MSFT 13F-HR 17 Jan 2020, 15:10
Q3 2019 142 $270,080,000 +$15,884,232 -$16,408,172 -$523,940 XOM, AAPL, JPM, CSCO, MSFT 13F-HR 17 Oct 2019, 14:21
Q2 2019 146 $278,185,000 +$40,084,971 -$20,100,256 +$19,984,715 XOM, CSCO, AAPL, MSFT, SYMC 13F-HR 22 Jul 2019, 09:38
Q1 2019 139 $248,835,000 +$68,544,354 -$28,960,863 +$39,583,491 XOM, CSCO, AAPL, SYMC, BRKB 13F-HR 26 Apr 2019, 13:58
Q4 2018 119 $185,854,000 $0 $0 $0 XOM, CVX, CSCO, BRKB, JPM 13F-HR 25 Jan 2019, 19:22