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INLET PRIVATE WEALTH, LLC 13F portfolio summary

INLET PRIVATE WEALTH, LLC of INLET PRIVATE WEALTH, LLC has 127 current stock holdings with a reported portfolio value of $391.6M. The portfolio 1 year return is +17.45%. Top holdings include UPS (0.00%), SPY (0.00%), AAPL (4.81%), MCK (3.95%), MSFT (3.66%).

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INLET PRIVATE WEALTH, LLC

INLET PRIVATE WEALTH, LLC
Latest filing: 2026-03-31

INLET PRIVATE WEALTH, LLC runs INLET PRIVATE WEALTH, LLC and currently holds 127 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $391.57M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. INLET PRIVATE WEALTH, LLC ranks #826 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, INLET PRIVATE WEALTH, LLC's portfolio at INLET PRIVATE WEALTH, LLC has delivered returns of +17.45%. Their 3-year annualized return is +52.84%. Looking at the 5-year horizon, INLET PRIVATE WEALTH, LLC has achieved +58.10% annualized returns at INLET PRIVATE WEALTH, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.45%
#768/1000
3 Year
+52.84%
#785/1000
5 Year
+58.10%
#734/1000

Portfolio Value

$391.57M

Alpha Score

42.5

#826 of 1000

Holdings

127

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change