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Inlet Private Wealth, LLC
Inlet Private Wealth, LLC is an SEC-registered investment adviser headquartered in Jupiter, Florida. Founded to provide independent and highly personalized investment management and wealth advisory services, the firm primarily serves high-net-worth individuals, families, and select charitable organizations. With a small team of approximately 5 employees, Inlet Private Wealth is committed to a tailored, client-focused approach to wealth management, emphasizing objective advice free from proprietary product conflicts.
Investment Strategy
Inlet Private Wealth employs a customized investment strategy focused on understanding each client's financial aspirations, risk tolerance, and personal circumstances. The firm delivers objective, independent advice and constructs bespoke portfolios rather than relying on 'style boxes' or proprietary products. The approach centers on long-term capital preservation with prudent growth, using a range of asset classes to create personalized, goal-based solutions that align with client objectives.
Latest 13F Filing Activity
Inlet Private Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 127 equity positions with a total 13F market value of $407M. The fund increased holdings in Microsoft Corp., Seagate Technology Hldngs PL, Arcos Dorados Holdings Inc. among other positions. Inlet Private Wealth, LLC reduced exposure to Crown Castle Inc., Berkshire Hathaway Inc. Del, Apple Inc. among others.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.81% | $19.6M | 39,365 | $117.42 | $497.41 | +$4.8M |
A AAPL | APPLE INC | 4.24% | $17.3M | 84,185 | $44.23 | $205.17 | -$1.4M |
| BERKSHIRE HATHAWAY INC DEL | 4.03% | $16.4M | 33,754 | $220.00 | $485.77 | -$1.6M | |
M MCK | MCKESSON CORP | 3.97% | $16.1M | 22,025 | $119.33 | $732.78 | +$1.3M |
J JPM | JPMORGAN CHASE & CO. | 3.60% | $14.6M | 50,464 | $102.93 | $289.91 | +$2.2M |
Industry Allocation
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