Quick Takeaways
- Inlet Private Wealth, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $431,123,159.
- Info
- Portfolio
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.
Follow Filing Activity
Follow Inlet Private Wealth, LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 21 Jan 2026, 09:57.
- Reported value moved from $443,099,398 to $431,123,159.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| 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 |