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CIK: 0001907240
Total reported value
$242.9M
$242.9M
37 檔
39.2%
According to the latest 13F quarterly dataset, Udine Wealth Management, Inc. managed an equity portfolio of $242.9M at the end of Q3 2025, spanning 37 distinct U.S. exchange-listed positions.
In Q3 2025, Udine Wealth Management, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 13.80% | -2.57% | +3.93% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.18% | -0.97% | +2.15% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.63% | -0.22% | +2.08% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.43% | +0.59% | +4.79% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.66% | -1.33% | -0.93% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 5.46% | — | +1.08% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.70% | -0.23% | +1.05% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.17% | -0.41% | +5.28% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.67% | -0.33% | -8.07% | |
| 10 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 2.62% | +0.33% | -29.41% | |
| 11 | BE | Bloom Energy Corp- A | Stock-Industrials | 2.56% | +0.19% | +27.77% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | +0.10% | +2.66% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.31% | -0.08% | +1.15% | |
| 14 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.91% | -0.28% | +5.22% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.83% | -0.52% | -15.05% | |
| 16 | INTC | Intel CORP | Stock-Tech | 1.71% | +0.19% | +2.13% | |
| 17 | NU | Nu Holdings Ltd. | Stock-Financials | 1.63% | -0.30% | +2.38% | |
| 18 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.56% | -0.03% | +86.05% | |
| 19 | RKLB | Rocket Lab CORP | Stock-Industrials | 1.54% | -0.27% | +2.02% | |
| 20 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 1.33% | — | +138.41% | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 1.30% | -0.03% | +3.09% | |
| 22 | BX | Blackstone Inc | Stock-Financials | 1.29% | — | +3.30% | |
| 23 | RH | Rh | Stock-Consumer Disc | 1.28% | +0.24% | +1.22% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.27% | -1.01% | EXIT | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -1.35% | EXIT | |
| 26 | MP | Mp Materials CORP | Stock-Materials | 1.25% | — | — | |
| 27 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.20% | — | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.66% | +8.62% | |
| 29 | GRAB | Grab Holdings Limited | Stock-Tech | 1.12% | -0.79% | EXIT | |
| 30 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.08% | — | +2.94% | |
| 31 | EOSE | Eos Energy Enterprises Inc | Stock-Other | 0.97% | — | — | |
| 32 | LMND | Lemonade Inc | Stock-Financials | 0.85% | -0.06% | +3.60% | |
| 33 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 0.68% | -0.05% | — | |
| 34 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.61% | +0.18% | +27.02% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.23% | -0.05% | +31.74% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.02% | +27.12% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BE | Bloom Energy Corp- A | +2% | +27.77% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +1.3% | +4.79% | Add |
| 3 | TSLA | Tesla Inc | +0.5% | +1.15% | Add |
| 4 | GRAB | Grab Holdings Limited | +0.4% | +58.22% | Add |
| 5 | HOOD | Robinhood Markets Inc - A | +0.3% | -29.41% | Trim |
| 6 | NU | Nu Holdings Ltd. | +0.2% | +2.38% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | -8.07% | Trim |
| 8 | INTC | Intel CORP | +0.2% | +2.13% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | +2.15% | Add |
| 10 | DKNG | Draftkings Inc-cl A | +0.1% | +2.94% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | -15.05% | Trim |
| 12 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +5.22% | Add |
| 13 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -7.04% | Trim |
| 14 | HD | Home Depot Inc | -0.2% | +6.29% | Add |
| 15 | AMZN | Amazon.com Inc | -0.2% | +2.66% | Add |
| 16 | LMND | Lemonade Inc | -0.4% | +3.60% | Trim |
| 17 | UBER | Uber Technologies Inc | -0.4% | +3.09% | Trim |
| 18 | XOM | Exxon Mobil CORP | -0.4% | +8.62% | Add |
| 19 | BAC | Bank Of America CORP | -0.6% | +1.08% | Add |
| 20 | JPM | Jpmorgan Chase & Co | -0.7% | +1.05% | Trim |
| 21 | AAPL | Apple Inc | -1.4% | +2.08% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -1.5% | +5.28% | Add |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | -2.3% | -0.93% | Trim |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -5% | +3.93% | Add |
| 25 | RKT | Rocket Cos Inc-class A | — | NEW | New buy |
| 26 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 27 | OSCR | Oscar Health Inc - Class A | — | NEW | New buy |
| 28 | BX | Blackstone Inc | — | NEW | New buy |
| 29 | RH | Rh | — | NEW | New buy |
| 30 | MP | Mp Materials CORP | — | NEW | New buy |
| 31 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
| 32 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 33 | EOSE | Eos Energy Enterprises Inc | — | NEW | New buy |
| 34 | GM | General Motors Co | — | EXIT | Sold out |
| 35 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 36 | JOBY | Joby Aviation, Inc. | — | NEW | New buy |
| 37 | RIVN | Rivian Automotive Inc-a | — | NEW | New buy |
| 38 | RKLB | Rocket Lab Corporation | — | EXIT | Sold out |
| 39 | BA | Boeing Co/the | — | NEW | New buy |
| 40 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 41 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
According to official SEC Form 13F filings, Udine Wealth Management, Inc. reported a total U.S. public equity portfolio value of $242.9M across 37 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, MSFT, AAPL) accounted for 39.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
RKT
市值: $3.3M
Top Position Liquidated / Trimmed
BMY
前期市值: $2.3M
During Q3 2025, Udine Wealth Management, Inc.'s top holdings by market value included BIL (13.8%)、MSFT (10.2%)、AAPL (8.6%). The largest single position, BIL, represented 13.8% of total portfolio value.
In Q3 2025, Udine Wealth Management, Inc. made 41 total portfolio adjustments, initiating 13 new buys, adding to 16 positions, trimming 8 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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