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CIK: 0001907240
Total reported value
$242.9M
$242.9M
35 檔
42.2%
In Q4 2025, Udine Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $242.9M, distributed across 35 disclosed stock positions.
In Q4 2025, Udine Wealth Management, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 20 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 | 13.70% | -2.57% | +1.20% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 9.88% | +0.59% | +4.78% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 9.71% | -0.97% | +3.73% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 9.32% | -0.22% | +2.62% | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 5.82% | — | +1.47% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.56% | -1.33% | — | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.87% | -0.23% | +2.94% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.23% | -0.41% | +2.96% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.56% | +0.10% | +3.74% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | -0.33% | -9.74% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.34% | -0.08% | +1.94% | |
| 12 | RKLB | Rocket Lab CORP | Stock-Industrials | 2.03% | -0.27% | -8.03% | |
| 13 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.95% | +0.33% | -4.55% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.79% | -0.52% | +1.87% | |
| 15 | NU | Nu Holdings Ltd. | Stock-Financials | 1.71% | -0.30% | +1.75% | |
| 16 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.59% | -0.03% | +3.13% | |
| 17 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.54% | +0.19% | -40.56% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.52% | -0.28% | +5.87% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.43% | -0.66% | +13.96% | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.40% | -0.10% | — | |
| 21 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.26% | — | — | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.26% | — | — | |
| 23 | INTC | Intel CORP | Stock-Tech | 1.22% | +0.19% | -34.13% | |
| 24 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 1.22% | — | — | |
| 25 | BX | Blackstone Inc | Stock-Financials | 1.19% | — | +4.00% | |
| 26 | RH | Rh | Stock-Consumer Disc | 1.17% | +0.24% | +5.31% | |
| 27 | LMND | Lemonade Inc | Stock-Financials | 1.14% | -0.06% | +2.16% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.98% | -1.01% | EXIT | |
| 29 | GRAB | Grab Holdings Limited | Stock-Tech | 0.95% | -0.79% | EXIT | |
| 30 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.86% | +0.18% | +6.19% | |
| 31 | EOSE | Eos Energy Enterprises Inc | Stock-Other | 0.82% | — | -14.63% | |
| 32 | PATH | Uipath Inc - Class A | Stock-Tech | 0.75% | — | — | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.67% | -0.03% | -37.50% | |
| 34 | WRBY | Warby Parker Inc-class A | Stock-Other | 0.61% | -0.68% | EXIT | |
| 35 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 0.60% | -0.05% | +10.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +2.5% | +4.78% | Add |
| 2 | AAPL | Apple Inc | +0.7% | +2.62% | Add |
| 3 | RKLB | Rocket Lab CORP | +0.5% | -8.03% | Trim |
| 4 | BAC | Bank Of America CORP | +0.4% | +1.47% | Add |
| 5 | LMND | Lemonade Inc | +0.3% | +2.16% | Add |
| 6 | RIVN | Rivian Automotive Inc-a | +0.3% | +6.19% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +13.96% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +2.94% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +3.74% | Add |
| 10 | NU | Nu Holdings Ltd. | +0.1% | +1.75% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.96% | Add |
| 12 | TSLA | Tesla Inc | 0% | +1.94% | Add |
| 13 | RKT | Rocket Cos Inc-class A | 0% | +3.13% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | 0% | +1.87% | Add |
| 15 | JOBY | Joby Aviation, Inc. | -0.1% | +10.11% | Add |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | +1.20% | Add |
| 17 | BX | Blackstone Inc | -0.1% | +4.00% | Add |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | — | Unchanged |
| 19 | RH | Rh | -0.1% | +5.31% | Add |
| 20 | EOSE | Eos Energy Enterprises Inc | -0.2% | -14.63% | Trim |
| 21 | GRAB | Grab Holdings Limited | -0.2% | +4.23% | Add |
| 22 | BABA | Alibaba Group Holding-sp Adr | -0.3% | -4.17% | Trim |
| 23 | NVDA | Nvidia CORP | -0.3% | -9.74% | Trim |
| 24 | IBIT | Ishares Bitcoin Trust ETF | -0.4% | +5.87% | Add |
| 25 | MSFT | Microsoft CORP | -0.5% | +3.73% | Add |
| 26 | INTC | Intel CORP | -0.5% | -34.13% | Trim |
| 27 | UBER | Uber Technologies Inc | -0.6% | -37.50% | Trim |
| 28 | HOOD | Robinhood Markets Inc - A | -0.7% | -4.55% | Trim |
| 29 | BE | Bloom Energy Corp- A | -1% | -40.56% | Trim |
| 30 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 31 | OSCR | Oscar Health Inc - Class A | — | EXIT | Sold out |
| 32 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 33 | CRM | Salesforce Inc | — | NEW | New buy |
| 34 | HD | Home Depot Inc | — | EXIT | Sold out |
| 35 | MP | Mp Materials CORP | — | EXIT | Sold out |
| 36 | ZETA | Zeta Global Holdings Corp-a | — | NEW | New buy |
| 37 | OXY | Occidental Petroleum CORP | — | EXIT | Sold out |
| 38 | DKNG | Draftkings Inc-cl A | — | EXIT | Sold out |
| 39 | PATH | Uipath Inc - Class A | — | NEW | New buy |
| 40 | WRBY | Warby Parker Inc-class A | — | NEW | New buy |
| 41 | BA | Boeing Co/the | — | EXIT | Sold out |
| 42 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 43 | CRWD | Crowdstrike Holdings Inc - A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Udine Wealth Management, Inc. reported a total U.S. public equity portfolio value of $242.9M across 35 disclosed positions in Q4 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, GOOG, MSFT) accounted for 42.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
UPS
市值: $3.0M
Top Position Liquidated / Trimmed
OSCR
前期市值: $2.8M
During Q4 2025, Udine Wealth Management, Inc.'s top holdings by market value included BIL (13.7%)、GOOG (9.9%)、MSFT (9.7%). The largest single position, BIL, represented 13.7% of total portfolio value.
In Q4 2025, Udine Wealth Management, Inc. made 42 total portfolio adjustments, initiating 6 new buys, adding to 20 positions, trimming 8 holdings, and fully liquidating 8 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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