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, SHV, and represent 48.26% of Udine Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: HD, APO, TLT, IWM, BA, MSFT, JOBY, RIVN, BIL, BRK.B.
- Started 6 new stock positions in BA, APO, TLT, IWM, QQQ, HD.
- Reduced shares in these 9 stocks: NKE, , ZETA, BX, EOSE, PATH, BE, INTC, LMND.
- Sold out of its positions in BX, EOSE, NKE, CRM, PATH, ZETA.
- Udine Wealth Management was a net buyer of stock by $8.9M.
- Udine Wealth Management has $205M in assets under management (AUM), dropping by -3.27%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (BIL) | 14.7 | $30M | +3% | 328k | 91.64 |
|
| Alphabet Cap Stk Cl C (GOOG) | 9.7 | $20M | +3% | 69k | 287.56 |
|
| Apple (AAPL) | 9.4 | $19M | +4% | 76k | 253.79 |
|
| Microsoft Corporation (MSFT) | 8.5 | $18M | +10% | 47k | 370.17 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 5.9 | $12M | +3% | 110k | 110.39 |
|
| Bank of America Corporation (BAC) | 5.4 | $11M | +2% | 228k | 48.75 |
|
| JPMorgan Chase & Co. (JPM) | 4.7 | $9.7M | +2% | 33k | 294.16 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.6 | $9.5M | +11% | 20k | 479.20 |
|
| Amazon (AMZN) | 2.6 | $5.4M | +9% | 26k | 208.27 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $4.7M | 27k | 174.40 |
|
|
| Exxon Mobil Corporation (XOM) | 2.1 | $4.4M | +2% | 26k | 169.66 |
|
| Bloom Energy Corp Com Cl A (BE) | 2.1 | $4.4M | -13% | 32k | 135.49 |
|
| Tesla Motors (TSLA) | 2.1 | $4.3M | +4% | 12k | 371.75 |
|
| Rocket Lab Corp (RKLB) | 2.0 | $4.1M | +3% | 64k | 64.22 |
|
| Palantir Technologies Cl A (PLTR) | 1.6 | $3.3M | +6% | 23k | 146.28 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.6 | $3.2M | +2% | 222k | 14.37 |
|
| United Parcel Svcs CL B (UPS) | 1.5 | $3.0M | +3% | 31k | 98.38 |
|
| Home Depot (HD) | 1.4 | $2.8M | NEW | 8.4k | 328.89 |
|
| Apollo Global Mgmt (APO) | 1.4 | $2.8M | NEW | 25k | 111.42 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.3 | $2.7M | +10% | 72k | 38.42 |
|
| Robinhood Mkts Com Cl A (HOOD) | 1.3 | $2.6M | +4% | 38k | 69.30 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $2.6M | NEW | 30k | 86.69 |
|
| Rocket Cos Com Cl A (RKT) | 1.2 | $2.5M | +3% | 179k | 14.25 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $2.5M | NEW | 10k | 248.00 |
|
| Boeing Company (BA) | 1.2 | $2.5M | NEW | 13k | 199.03 |
|
| Intel Corporation (INTC) | 1.2 | $2.5M | -20% | 56k | 44.13 |
|
| Rivian Automotive Com Cl A (RIVN) | 1.2 | $2.4M | +70% | 157k | 15.05 |
|
| Joby Aviation Common Stock (JOBY) | 1.0 | $2.1M | +162% | 253k | 8.26 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.0 | $2.1M | 14k | 146.58 |
|
|
| Rh (RH) | 1.0 | $2.0M | +3% | 14k | 139.82 |
|
| Lemonade (LMND) | 1.0 | $2.0M | -7% | 31k | 62.68 |
|
| Grab Holdings Class A Ord (GRAB) | 0.8 | $1.6M | +9% | 443k | 3.66 |
|
| Uber Technologies (UBER) | 0.7 | $1.4M | +13% | 20k | 71.93 |
|
| Warby Parker Cl A Com (WRBY) | 0.7 | $1.4M | +11% | 66k | 21.07 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $376k | NEW | 651.00 | 577.18 |
|
Past Filings by Udine Wealth Management
SEC 13F filings are viewable for Udine Wealth Management going back to 2021
- 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
- Udine Wealth Management 2022 Q3 filed Oct. 27, 2022