Udine Wealth Management
Latest statistics and disclosures from Udine Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, GOOG, AAPL, MSFT, BAC, and represent 44.59% of Udine Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: HIMS, IBM, UNH, TOST, RDDT, PSNL, SPCX, DECK, URA, IREN.
- Started 10 new stock positions in SPCX, HIMS, UNH, PSNL, IBM, RDDT, URA, TOST, DECK, IREN.
- Reduced shares in these 10 stocks: INTC, BE, HD, TLT, RKLB, BABA, GRAB, WRBY, SHV, BIL.
- Sold out of its positions in BABA, HD, TLT, WRBY, GRAB.
- Udine Wealth Management was a net buyer of stock by $11M.
- Udine Wealth Management has $243M in assets under management (AUM), dropping by 18.70%.
- Central Index Key (CIK): 0001907240
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Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 12.1 | $29M | -2% | 321k | 91.64 |
|
| Alphabet Cap Stk Cl C (GOOG) | 10.3 | $25M | 70k | 357.37 |
|
|
| Apple (AAPL) | 9.2 | $22M | 77k | 289.36 |
|
|
| Microsoft Corporation (MSFT) | 7.6 | $18M | +4% | 49k | 373.02 |
|
| Bank of America Corporation (BAC) | 5.4 | $13M | 232k | 56.98 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 4.6 | $11M | -7% | 102k | 110.35 |
|
| JPMorgan Chase & Co. (JPM) | 4.5 | $11M | 33k | 327.33 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $10M | +3% | 21k | 500.39 |
|
| Amazon (AMZN) | 2.7 | $6.6M | +7% | 28k | 238.34 |
|
| Bloom Energy Corp Com Cl A (BE) | 2.3 | $5.7M | -41% | 19k | 302.70 |
|
| Tesla Motors (TSLA) | 2.0 | $4.9M | 12k | 420.60 |
|
|
| NVIDIA Corporation (NVDA) | 2.0 | $4.8M | -10% | 24k | 200.09 |
|
| Rocket Lab Corp (RKLB) | 1.7 | $4.2M | -35% | 41k | 101.65 |
|
| Robinhood Mkts Com Cl A (HOOD) | 1.6 | $3.9M | +2% | 39k | 100.28 |
|
| Hims & Hers Health Com Cl A (HIMS) | 1.5 | $3.7M | NEW | 106k | 34.67 |
|
| Exxon Mobil Corporation (XOM) | 1.5 | $3.6M | 26k | 136.72 |
|
|
| Intel Corporation (INTC) | 1.4 | $3.4M | -56% | 24k | 139.63 |
|
| United Parcel Svcs CL B (UPS) | 1.4 | $3.4M | 31k | 107.50 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 1.3 | $3.2M | +18% | 186k | 17.35 |
|
| International Business Machines (IBM) | 1.3 | $3.2M | NEW | 11k | 281.21 |
|
| UnitedHealth (UNH) | 1.3 | $3.1M | NEW | 7.5k | 415.63 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $3.1M | 10k | 300.45 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.3 | $3.0M | +2% | 228k | 13.36 |
|
| Toast Cl A (TOST) | 1.2 | $3.0M | NEW | 108k | 27.82 |
|
| Apollo Global Mgmt (APO) | 1.2 | $3.0M | +2% | 25k | 118.31 |
|
| Rh (RH) | 1.2 | $3.0M | +25% | 18k | 164.73 |
|
| Rocket Cos Com Cl A (RKT) | 1.2 | $3.0M | +4% | 188k | 15.75 |
|
| Reddit Cl A (RDDT) | 1.2 | $2.9M | NEW | 17k | 173.58 |
|
| Personalis Ord (PSNL) | 1.2 | $2.9M | NEW | 50k | 57.93 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 1.2 | $2.9M | NEW | 17k | 170.86 |
|
| Boeing Company (BA) | 1.2 | $2.8M | +4% | 13k | 216.47 |
|
| Palantir Technologies Cl A (PLTR) | 1.1 | $2.7M | 23k | 116.67 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.1 | $2.6M | +8% | 78k | 33.29 |
|
| Deckers Outdoor Corporation (DECK) | 1.1 | $2.6M | NEW | 26k | 99.29 |
|
| Joby Aviation Common Stock (JOBY) | 1.0 | $2.4M | +4% | 264k | 8.92 |
|
| Global X Fds Global X Uranium (URA) | 0.9 | $2.3M | NEW | 52k | 43.70 |
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| Iren Ordinary Shares (IREN) | 0.9 | $2.2M | NEW | 48k | 45.73 |
|
| Lemonade (LMND) | 0.9 | $2.2M | +6% | 34k | 65.05 |
|
| Uber Technologies (UBER) | 0.7 | $1.6M | +13% | 22k | 72.16 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $479k | 651.00 | 736.40 |
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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 2026 Q2 filed July 24, 2026
- Udine Wealth Management 2026 Q1 filed April 14, 2026
- 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