Udine Wealth Management as of Dec. 31, 2025
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 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.9 | $21M | 67k | 313.00 | |
| Microsoft Corporation (MSFT) | 9.7 | $21M | 43k | 483.61 | |
| Apple (AAPL) | 9.3 | $20M | 73k | 271.86 | |
| Bank of America Corporation (BAC) | 5.8 | $12M | 224k | 55.00 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 5.6 | $12M | 107k | 110.15 | |
| JPMorgan Chase & Co. (JPM) | 4.9 | $10M | 32k | 322.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $8.9M | 18k | 502.67 | |
| Amazon (AMZN) | 2.6 | $5.4M | 24k | 230.81 | |
| NVIDIA Corporation (NVDA) | 2.4 | $5.0M | 27k | 186.51 | |
| Tesla Motors (TSLA) | 2.3 | $5.0M | 11k | 449.70 | |
| Rocket Lab Corp (RKLB) | 2.0 | $4.3M | 61k | 69.75 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.9 | $4.1M | 36k | 113.10 | |
| Palantir Technologies Cl A (PLTR) | 1.8 | $3.8M | 21k | 177.73 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.7 | $3.6M | 216k | 16.74 | |
| Rocket Cos Com Cl A (RKT) | 1.6 | $3.4M | 173k | 19.36 | |
| Bloom Energy Corp Com Cl A (BE) | 1.5 | $3.3M | 37k | 86.89 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.5 | $3.2M | 65k | 49.65 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $3.0M | 25k | 120.35 | |
| United Parcel Service CL B (UPS) | 1.4 | $3.0M | 30k | 99.19 | |
| Nike CL B (NKE) | 1.3 | $2.7M | 42k | 63.71 | |
| salesforce (CRM) | 1.3 | $2.7M | 10k | 264.89 | |
| Intel Corporation (INTC) | 1.2 | $2.6M | 70k | 36.89 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 1.2 | $2.6M | 127k | 20.35 | |
| Blackstone Group Inc Com Cl A (BX) | 1.2 | $2.5M | 16k | 154.15 | |
| Rh (RH) | 1.2 | $2.5M | 14k | 179.16 | |
| Lemonade (LMND) | 1.1 | $2.4M | 34k | 71.18 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.0 | $2.1M | 14k | 146.59 | |
| Grab Holdings Class A Ord (GRAB) | 1.0 | $2.0M | 404k | 4.99 | |
| Rivian Automotive Com Cl A (RIVN) | 0.9 | $1.8M | 92k | 19.70 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 0.8 | $1.7M | 151k | 11.46 | |
| Uipath Cl A (PATH) | 0.7 | $1.6M | 97k | 16.39 | |
| Uber Technologies (UBER) | 0.7 | $1.4M | 17k | 81.73 | |
| Warby Parker Cl A Com (WRBY) | 0.6 | $1.3M | 59k | 21.78 | |
| Joby Aviation Common Stock (JOBY) | 0.6 | $1.3M | 96k | 13.20 |
