Udine Wealth Management as of March 31, 2026
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 | 328k | 91.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.7 | $20M | 69k | 287.56 | |
| Apple (AAPL) | 9.4 | $19M | 76k | 253.79 | |
| Microsoft Corporation (MSFT) | 8.5 | $18M | 47k | 370.17 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 5.9 | $12M | 110k | 110.39 | |
| Bank of America Corporation (BAC) | 5.4 | $11M | 228k | 48.75 | |
| JPMorgan Chase & Co. (JPM) | 4.7 | $9.7M | 33k | 294.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.6 | $9.5M | 20k | 479.20 | |
| Amazon (AMZN) | 2.6 | $5.4M | 26k | 208.27 | |
| NVIDIA Corporation (NVDA) | 2.3 | $4.7M | 27k | 174.40 | |
| Exxon Mobil Corporation (XOM) | 2.1 | $4.4M | 26k | 169.66 | |
| Bloom Energy Corp Com Cl A (BE) | 2.1 | $4.4M | 32k | 135.49 | |
| Tesla Motors (TSLA) | 2.1 | $4.3M | 12k | 371.75 | |
| Rocket Lab Corp (RKLB) | 2.0 | $4.1M | 64k | 64.22 | |
| Palantir Technologies Cl A (PLTR) | 1.6 | $3.3M | 23k | 146.28 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.6 | $3.2M | 222k | 14.37 | |
| United Parcel Svcs CL B (UPS) | 1.5 | $3.0M | 31k | 98.38 | |
| Home Depot (HD) | 1.4 | $2.8M | 8.4k | 328.89 | |
| Apollo Global Mgmt (APO) | 1.4 | $2.8M | 25k | 111.42 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.3 | $2.7M | 72k | 38.42 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.3 | $2.6M | 38k | 69.30 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $2.6M | 30k | 86.69 | |
| Rocket Cos Com Cl A (RKT) | 1.2 | $2.5M | 179k | 14.25 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $2.5M | 10k | 248.00 | |
| Boeing Company (BA) | 1.2 | $2.5M | 13k | 199.03 | |
| Intel Corporation (INTC) | 1.2 | $2.5M | 56k | 44.13 | |
| Rivian Automotive Com Cl A (RIVN) | 1.2 | $2.4M | 157k | 15.05 | |
| Joby Aviation Common Stock (JOBY) | 1.0 | $2.1M | 253k | 8.26 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.0 | $2.1M | 14k | 146.58 | |
| Rh (RH) | 1.0 | $2.0M | 14k | 139.82 | |
| Lemonade (LMND) | 1.0 | $2.0M | 31k | 62.68 | |
| Grab Holdings Class A Ord (GRAB) | 0.8 | $1.6M | 443k | 3.66 | |
| Uber Technologies (UBER) | 0.7 | $1.4M | 20k | 71.93 | |
| Warby Parker Cl A Com (WRBY) | 0.7 | $1.4M | 66k | 21.07 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $376k | 651.00 | 577.18 |
