Inlet Private Wealth, LLC holds a diversified book of 133 reported positions worth $411.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Sanofi-ADR and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +41% (+19.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Inlet Private Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.6 points over this window.
Growth of $10,000 cloning Inlet Private Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+4 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Inlet Private Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 27 / 80 | $437.3M |
| Emerald Advisors, LLC | 29 / 80 | $636.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.0B |
| Ardent Capital Management, Inc. | 14 / 80 | $184.7M |
| Warren Buffett | 9 / 80 | $214.6B |
| Daniel Investment Group, Inc. | 8 / 80 | $114.0M |
| Violich Capital Management, Inc. | 28 / 80 | $609.9M |
| Aljian Capital Management, LLC | 35 / 80 | $355.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Inlet Private Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $19.1M | 65.9K | 4.6% | ▼−10% Reduced · −8K sh | |
| 2 | Microsoft Corp COM | $14.1M | 37.8K | 3.4% | ▼−1.3% Reduced · −513 sh | |
| 3 | Cisco Sys Inc COM | $13.9M | 118.4K | 3.4% | ▼−8.5% Reduced · −11K sh | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $12.9M | 25.8K | 3.1% | ▼−8.7% Reduced · −2K sh | |
| 5 | JPMorgan Chase & Co COM | $12.7M | 38.9K | 3.1% | ▼−10% Reduced · −5K sh | |
| 6 | Royalty Pharma PLC SHS CLASS A | $11.8M | 211.2K | 2.9% | ▼−2.2% Reduced · −5K sh | |
| 7 | Alphabet Inc CAP STK CL C | $11.7M | 33.2K | 2.9% | ▼−13% Reduced · −5K sh | |
| 8 | McKesson Corp COM | $11.5M | 15.3K | 2.8% | ▼−14% Reduced · −2K sh | |
| 9 | Seagate Technology HLDNGS PL ORD SHS | $11.3M | 11.7K | 2.8% | ▼−30% Reduced · −5K sh | |
| 10 | Citigroup Inc COM NEW | $11.3M | 80.7K | 2.7% | ▼−4.7% Reduced · −4K sh | |
| 11 | Flex Ltd ORD | $10.5M | 64.6K | 2.5% | ▼−1.4% Reduced · −915 sh | |
| 12 | Davita Inc COM | $9.0M | 40.5K | 2.2% | ▼−0.1% Reduced · −25 sh | |
| 13 | Ge Aerospace COM NEW | $8.8M | 23.5K | 2.1% | ▼−16% Reduced · −4K sh | |
| 14 | Altria Group Inc COM | $8.1M | 112.3K | 2.0% | ▼−4.9% Reduced · −6K sh | |
| 15 | British Amern Tob PLC SPONSORED ADR | $7.8M | 126.3K | 1.9% | ▼−5.6% Reduced · −8K sh | |
| 16 | Ituran Location And Control SHS | $7.6M | 125.4K | 1.9% | —Held | |
| 17 | Waste Mgmt Inc Del COM | $7.3M | 32.7K | 1.8% | ▼−7.2% Reduced · −3K sh | |
| 18 | Amgen Inc COM | $6.9M | 19.0K | 1.7% | ▼−6.9% Reduced · −1K sh | |
| 19 | Qualcomm Inc COM | $6.7M | 36.5K | 1.6% | ▼−13% Reduced · −6K sh | |
| 20 | Merck & Co Inc COM | $6.6M | 51.2K | 1.6% | ▼−14% Reduced · −8K sh | |
| 21 | Bank Of Amer Corp COM | $6.3M | 110.9K | 1.5% | ▼−6.7% Reduced · −8K sh | |
| 22 | Alphabet Inc CAP STK CL A | $6.2M | 17.5K | 1.5% | ▼−10% Reduced · −2K sh | |
| 23 | CVS Health Corp COM | $5.9M | 57.1K | 1.4% | —Held | |
| 24 | Cme Group Inc COM | $5.9M | 26.7K | 1.4% | ▼−6.7% Reduced · −2K sh | |
| 25 | D R Horton Inc COM | $5.8M | 35.3K | 1.4% | ▼−13% Reduced · −6K sh | |
| 26 | Suncor Energy Inc New COM | $5.5M | 102.8K | 1.3% | —Held | |
| 27 | Sony Group Corp SPONSORED ADR | $5.4M | 267.8K | 1.3% | ▼−1.0% Reduced · −3K sh | |
| 28 | Koninklijke Philips N V NY REGIS SHS NEW | $5.0M | 185.3K | 1.2% | ▲+0.9% Added · +2K sh | |
| 29 | Chubb Limited COM | $4.8M | 14.0K | 1.2% | ▲+0.7% Added · +100 sh | |
| 30 | Costco Wholesale Corporation COM | $4.8M | 5.1K | 1.2% | —Held | |
| 31 | Everus Constr Group COM | $4.5M | 27.4K | 1.1% | —Held | |
| 32 | Block H & R Inc COM | $4.3M | 113.9K | 1.1% | ▲+11% Added · +11K sh | |
| 33 | Becton Dickinson & Co COM | $4.2M | 27.8K | 1.0% | ▲+12% Added · +3K sh | |
| 34 | Johnson & Johnson COM | $4.1M | 15.9K | 1.0% | ▼−6.6% Reduced · −1K sh | |
| 35 | Labcorp Holdings Inc COM SHS | $3.9M | 13.9K | 0.9% | —Held | |
| 36 | Newmont Corp COM | $3.8M | 41.1K | 0.9% | —Held | |
| 37 | Ebay Inc. COM | $3.8M | 34.1K | 0.9% | ▼−13% Reduced · −5K sh | |
| 38 | Abbvie Inc COM | $3.6M | 14.4K | 0.9% | ▼−2.6% Reduced · −380 sh | |
| 39 | Fiserv Inc COM | $3.3M | 68.1K | 0.8% | ▲+0.3% Added · +235 sh | |
| 40 | Textron Inc COM | $3.3M | 36.2K | 0.8% | ▼−0.5% Reduced · −200 sh | |
| 41 | Arcos Dorados Hldgs Inc SHS CLASS -A - | $3.0M | 377.9K | 0.7% | ▼−0.3% Reduced · −1K sh | |
| 42 | Union Pac Corp COM | $2.9M | 10.8K | 0.7% | ▼−22% Reduced · −3K sh | |
| 43 | BlackRock Inc COM | $2.9M | 3.0K | 0.7% | ▼−7.6% Reduced · −250 sh | |
| 44 | Copart Inc COM | $2.9M | 103.5K | 0.7% | ▼−0.1% Reduced · −110 sh | |
| 45 | Booking Holdings Inc COM | $2.9M | 16.1K | 0.7% | ▲+32% Added · +4K sh | |
| 46 | Target Corp COM | $2.8M | 21.6K | 0.7% | —Held | |
| 47 | Fabrinet SHS | $2.6M | 4.6K | 0.6% | ▼−1.1% Reduced · −50 sh | |
| 48 | Ishares Gold TR ISHARES NEW | $2.6M | 34.3K | 0.6% | ▲+0.1% Added · +42 sh | |
| 49 | Chevron Corporation COM | $2.6M | 15.5K | 0.6% | ▲+6.2% Added · +905 sh | |
| 50 | Bank Of NY Mellon Corp COM | $2.6M | 17.7K | 0.6% | ▼−12% Reduced · −3K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Inlet Private Wealth, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 38d | 133 | $411.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 128 | $391.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 131 | $431.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 31d | 133 | $443.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 127 | $406.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 127 | $384.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 125 | $378.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 16d | 131 | $394.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.