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Inlet Private Wealth, LLC
RIA/Wealth
Inlet Private Wealth, LLC is a RIA/Wealth based in Jupiter, FL led by Victoria Lynn Peaper, reporting $554.9M in AUM as of Q3 2025 with AAPL as the largest holding (5% allocation).
CEOVictoria Lynn Peaper
- Portfolio Value
- $443.1M
- Positions
- 133
- Top Holding
- AAPL at 4.86%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Inlet Private Wealth, LLC's portfolio (33.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $21.5M | 4.86% | +$102.9K Bought | 0.00% 84.6K shares | |
Software - Infrastructure Technology | $20.5M | 4.63% | +$116.5K Bought | 0.00% 39.6K shares | |
Medical - Distribution Healthcare | $17.0M | 3.84% | +$1.5K Bought | 0.02% 22.0K shares | |
Insurance - Diversified Financial Services | $17.0M | 3.83% | -$9.6K Sold | 0.00% 33.7K shares | |
Banks - Diversified Financial Services | $15.9M | 3.59% | +$8.2K Bought | 0.00% 50.5K shares | |
Computer Hardware Technology | $14.1M | 3.18% | — | 0.03% 59.7K shares | |
Internet Content & Information Communication Services | $11.4M | 2.57% | +$20.5K Bought | 0.00% 46.7K shares | |
Communication Equipment Technology | $10.4M | 2.35% | +$7.5K Bought | 0.00% 152.5K shares | |
Banks - Diversified Financial Services | $10.1M | 2.28% | — | 0.01% 99.6K shares | |
Aerospace & Defense Industrials | $9.9M | 2.24% | +$123.9K Bought | 0.00% 32.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Inlet Private Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-74.02% |
Analytics
Portfolio insights and performance metrics for Inlet Private Wealth, LLC
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