Udine Wealth Management as of June 30, 2026
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 | 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 | 49k | 373.02 | |
| Bank of America Corporation (BAC) | 5.4 | $13M | 232k | 56.98 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 4.6 | $11M | 102k | 110.35 | |
| JPMorgan Chase & Co. (JPM) | 4.5 | $11M | 33k | 327.33 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $10M | 21k | 500.39 | |
| Amazon (AMZN) | 2.7 | $6.6M | 28k | 238.34 | |
| Bloom Energy Corp Com Cl A (BE) | 2.3 | $5.7M | 19k | 302.70 | |
| Tesla Motors (TSLA) | 2.0 | $4.9M | 12k | 420.60 | |
| NVIDIA Corporation (NVDA) | 2.0 | $4.8M | 24k | 200.09 | |
| Rocket Lab Corp (RKLB) | 1.7 | $4.2M | 41k | 101.65 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.6 | $3.9M | 39k | 100.28 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.5 | $3.7M | 106k | 34.67 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $3.6M | 26k | 136.72 | |
| Intel Corporation (INTC) | 1.4 | $3.4M | 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 | 186k | 17.35 | |
| International Business Machines (IBM) | 1.3 | $3.2M | 11k | 281.21 | |
| UnitedHealth (UNH) | 1.3 | $3.1M | 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 | 228k | 13.36 | |
| Toast Cl A (TOST) | 1.2 | $3.0M | 108k | 27.82 | |
| Apollo Global Mgmt (APO) | 1.2 | $3.0M | 25k | 118.31 | |
| Rh (RH) | 1.2 | $3.0M | 18k | 164.73 | |
| Rocket Cos Com Cl A (RKT) | 1.2 | $3.0M | 188k | 15.75 | |
| Reddit Cl A (RDDT) | 1.2 | $2.9M | 17k | 173.58 | |
| Personalis Ord (PSNL) | 1.2 | $2.9M | 50k | 57.93 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 1.2 | $2.9M | 17k | 170.86 | |
| Boeing Company (BA) | 1.2 | $2.8M | 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 | 78k | 33.29 | |
| Deckers Outdoor Corporation (DECK) | 1.1 | $2.6M | 26k | 99.29 | |
| Joby Aviation Common Stock (JOBY) | 1.0 | $2.4M | 264k | 8.92 | |
| Global X Fds Global X Uranium (URA) | 0.9 | $2.3M | 52k | 43.70 | |
| Iren Ordinary Shares (IREN) | 0.9 | $2.2M | 48k | 45.73 | |
| Lemonade (LMND) | 0.9 | $2.2M | 34k | 65.05 | |
| Uber Technologies (UBER) | 0.7 | $1.6M | 22k | 72.16 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $479k | 651.00 | 736.40 |
