Inlet Private Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal business address as 116 Intracoastal Pointe Dr. Suite 400 in Jupiter, Florida, and identifies Ted E. Furniss as the Chief Compliance Officer responsible for the report.
The report details a portfolio consisting of 135 separate holdings. The largest position in the portfolio is Apple Inc., for which the firm holds 65,855 shares. Other notable equity positions include Microsoft Corporation with 37,772 shares, Berkshire Hathaway Inc. Class B with 25,845 shares, and Costco Wholesale Corporation with 5,080 shares.
The filing also includes a significant allocation to exchange-traded funds (ETFs). The firm holds shares in the iShares Gold Trust, holding 34,334 shares, and the iShares Core S&P 500 ETF, holding 354 shares. Other ETF holdings listed include the iShares Core MSCI EAFE ETF, the iShares Core S&P Mid-Cap ETF, and the iShares Russell 1000 Value ETF.
The portfolio is diversified across various sectors. Major industrial holdings include Caterpillar Inc. with 352 shares, Chevron Corporation with 15,511 shares, and Lockheed Martin Corporation with 2,306 shares. The financial sector is represented by holdings in JPMorgan Chase & Co., Bank of America Corporation, and Visa Inc. Additionally, the firm holds shares in consumer staples companies such as Procter & Gamble Co. and Coca-Cola Co., as well as healthcare stocks like Johnson & Johnson and Merck & Co.
