Udine Wealth Management
Latest statistics and disclosures from Udine Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, MSFT, AAPL, GOOG, BAC, and represent 46.26% of Udine Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: TLT (+$7.2M), XOM, HPE, SPCX, Roundhill Memory Etf, VST, WMT, UBER, GOOG, MSFT.
- Started 7 new stock positions in SPY, WMT, VST, TLT, XOM, Roundhill Memory Etf, HPE.
- Reduced shares in these 10 stocks: , RH, RDDT, PSNL, BA, DECK, URA, IREN, LMND, SHV.
- Sold out of its positions in BA, DECK, Exxon Mobil Corporation, URA, LMND, PSNL, RH, RDDT, IREN.
- Udine Wealth Management was a net buyer of stock by $5.4M.
- Udine Wealth Management has $254M in assets under management (AUM), dropping by 4.35%.
- Central Index Key (CIK): 0001907240
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Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 38 positions in its portfolio as reported in the September 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) | 11.2 | $28M | -3% | 309k | 91.64 |
|
| Microsoft Corporation (MSFT) | 10.2 | $26M | +2% | 51k | 512.90 |
|
| Apple (AAPL) | 10.2 | $26M | 78k | 333.02 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 9.7 | $25M | +2% | 72k | 344.08 |
|
| Bank of America Corporation (BAC) | 4.9 | $13M | 230k | 54.43 |
|
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| JPMorgan Chase & Co. (JPM) | 4.4 | $11M | 33k | 330.83 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $10M | +2% | 21k | 497.95 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 3.8 | $9.7M | -13% | 88k | 110.32 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.9 | $7.2M | NEW | 93k | 77.78 |
|
| Amazon (AMZN) | 2.8 | $7.1M | +2% | 29k | 249.15 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 2.3 | $5.8M | +129% | 39k | 150.86 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $5.5M | 24k | 228.38 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 2.1 | $5.3M | 19k | 276.98 |
|
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| Robinhood Mkts Com Cl A (HOOD) | 1.7 | $4.4M | 39k | 112.50 |
|
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| Palantir Technologies Cl A (PLTR) | 1.7 | $4.4M | 23k | 187.05 |
|
|
| Tesla Motors (TSLA) | 1.7 | $4.3M | +4% | 12k | 354.81 |
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 1.7 | $4.3M | NEW | 27k | 162.75 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.5 | $3.9M | +6% | 82k | 47.34 |
|
| Hewlett Packard Enterprise (HPE) | 1.4 | $3.7M | NEW | 58k | 63.89 |
|
| Roundhill Etf Trust Memory Etf | 1.3 | $3.2M | NEW | 54k | 60.36 |
|
| Hims & Hers Health Com Cl A (HIMS) | 1.3 | $3.2M | 107k | 29.79 |
|
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| Toast Cl A (TOST) | 1.3 | $3.2M | 109k | 28.99 |
|
|
| Intel Corporation (INTC) | 1.2 | $3.0M | +4% | 25k | 120.23 |
|
| Apollo Global Mgmt (APO) | 1.2 | $3.0M | 26k | 116.06 |
|
|
| Rocket Lab Corp (RKLB) | 1.2 | $3.0M | +3% | 43k | 69.68 |
|
| United Parcel Svcs CL B (UPS) | 1.2 | $3.0M | 32k | 93.44 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.2 | $2.9M | 232k | 12.66 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $2.9M | 11k | 277.89 |
|
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| Vistra Energy (VST) | 1.1 | $2.9M | NEW | 21k | 138.35 |
|
| Wal-Mart Stores (WMT) | 1.1 | $2.9M | NEW | 28k | 103.92 |
|
| Rivian Automotive Com Cl A (RIVN) | 1.1 | $2.8M | +2% | 190k | 14.94 |
|
| UnitedHealth (UNH) | 1.1 | $2.8M | 7.7k | 367.08 |
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|
| Uber Technologies (UBER) | 1.0 | $2.6M | +72% | 38k | 68.51 |
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| International Business Machines (IBM) | 1.0 | $2.6M | +5% | 12k | 219.93 |
|
| Rocket Cos Com Cl A (RKT) | 0.9 | $2.2M | +2% | 192k | 11.51 |
|
| Joby Aviation Common Stock (JOBY) | 0.7 | $1.7M | +4% | 276k | 6.05 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $497k | +3% | 672.00 | 739.77 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $477k | NEW | 626.00 | 762.63 |
|
Past Filings by Udine Wealth Management
SEC 13F filings are viewable for Udine Wealth Management going back to 2021
- Udine Wealth Management 2026 Q3 filed Oct. 23, 2026
- 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