Udine Wealth Management
Latest statistics and disclosures from Udine Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, GOOG, MSFT, AAPL, BAC, and represent 48.42% of Udine Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: UPS, NKE, CRM, ZETA, PATH, WRBY, GOOG, MSFT, AAPL, XOM.
- Started 6 new stock positions in PATH, NKE, CRM, ZETA, WRBY, UPS.
- Reduced shares in these 10 stocks: OSCR, HD, MP, OXY, DKNG, BE, INTC, UBER, NVDA, BA.
- Sold out of its positions in BA, CRWD, DKNG, HD, QQQ, MP, OXY, OSCR.
- Udine Wealth Management was a net seller of stock by $-1.2M.
- Udine Wealth Management has $212M in assets under management (AUM), dropping by 1.53%.
- Central Index Key (CIK): 0001907240
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Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 35 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (BIL) | 13.7 | $29M | 317k | 91.38 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 9.9 | $21M | +4% | 67k | 313.00 |
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| Microsoft Corporation (MSFT) | 9.7 | $21M | +3% | 43k | 483.61 |
|
| Apple (AAPL) | 9.3 | $20M | +2% | 73k | 271.86 |
|
| Bank of America Corporation (BAC) | 5.8 | $12M | 224k | 55.00 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 5.6 | $12M | 107k | 110.15 |
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| JPMorgan Chase & Co. (JPM) | 4.9 | $10M | +2% | 32k | 322.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $8.9M | +2% | 18k | 502.67 |
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| Amazon (AMZN) | 2.6 | $5.4M | +3% | 24k | 230.81 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $5.0M | -9% | 27k | 186.51 |
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| Tesla Motors (TSLA) | 2.3 | $5.0M | 11k | 449.70 |
|
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| Rocket Lab Corp (RKLB) | 2.0 | $4.3M | -8% | 61k | 69.75 |
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| Robinhood Mkts Com Cl A (HOOD) | 1.9 | $4.1M | -4% | 36k | 113.10 |
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| Palantir Technologies Cl A (PLTR) | 1.8 | $3.8M | 21k | 177.73 |
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| Nu Hldgs Ord Shs Cl A (NU) | 1.7 | $3.6M | 216k | 16.74 |
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| Rocket Cos Com Cl A (RKT) | 1.6 | $3.4M | +3% | 173k | 19.36 |
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| Bloom Energy Corp Com Cl A (BE) | 1.5 | $3.3M | -40% | 37k | 86.89 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.5 | $3.2M | +5% | 65k | 49.65 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $3.0M | +13% | 25k | 120.35 |
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| United Parcel Service CL B (UPS) | 1.4 | $3.0M | NEW | 30k | 99.19 |
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| Nike CL B (NKE) | 1.3 | $2.7M | NEW | 42k | 63.71 |
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| salesforce (CRM) | 1.3 | $2.7M | NEW | 10k | 264.89 |
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| Intel Corporation (INTC) | 1.2 | $2.6M | -34% | 70k | 36.89 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 1.2 | $2.6M | NEW | 127k | 20.35 |
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| Blackstone Group Inc Com Cl A (BX) | 1.2 | $2.5M | +3% | 16k | 154.15 |
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| Rh (RH) | 1.2 | $2.5M | +5% | 14k | 179.16 |
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| Lemonade (LMND) | 1.1 | $2.4M | +2% | 34k | 71.18 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 1.0 | $2.1M | -4% | 14k | 146.59 |
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| Grab Holdings Class A Ord (GRAB) | 1.0 | $2.0M | +4% | 404k | 4.99 |
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| Rivian Automotive Com Cl A (RIVN) | 0.9 | $1.8M | +6% | 92k | 19.70 |
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| Eos Energy Enterprises Com Cl A (EOSE) | 0.8 | $1.7M | -14% | 151k | 11.46 |
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| Uipath Cl A (PATH) | 0.7 | $1.6M | NEW | 97k | 16.39 |
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| Uber Technologies (UBER) | 0.7 | $1.4M | -37% | 17k | 81.73 |
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| Warby Parker Cl A Com (WRBY) | 0.6 | $1.3M | NEW | 59k | 21.78 |
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| Joby Aviation Common Stock (JOBY) | 0.6 | $1.3M | +10% | 96k | 13.20 |
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Past Filings by Udine Wealth Management
SEC 13F filings are viewable for Udine Wealth Management going back to 2021
- Udine Wealth Management 2025 Q4 filed Jan. 16, 2026
- Udine Wealth Management 2025 Q3 filed Oct. 28, 2025
- Udine Wealth Management 2025 Q2 filed July 25, 2025
- Udine Wealth Management 2025 Q1 filed April 11, 2025
- Udine Wealth Management 2024 Q4 filed Jan. 15, 2025
- Udine Wealth Management 2024 Q3 filed Oct. 8, 2024
- Udine Wealth Management 2024 Q2 filed July 15, 2024
- Udine Wealth Management 2024 Q1 filed April 18, 2024
- Udine Wealth Management 2023 Q4 filed Jan. 12, 2024
- Udine Wealth Management 2023 Q3 filed Oct. 12, 2023
- Udine Wealth Management 2023 Q2 filed July 13, 2023
- Udine Wealth Management 2023 Q1 filed May 2, 2023
- Udine Wealth Management 2022 Q4 filed Feb. 2, 2023
- Udine Wealth Management 2022 Q3 restated filed Nov. 10, 2022
- Udine Wealth Management 2022 Q3 filed Oct. 27, 2022
- Udine Wealth Management 2022 Q2 filed July 27, 2022