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CIK: 0001907240
Total reported value
$242.9M
$242.9M
35 檔
40.7%
The Q1 2026 SEC filing reveals that Udine Wealth Management, Inc. held a total portfolio value of $242.9M, covering 35 public equity positions.
In Q1 2026, Udine Wealth Management, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 25 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 | 14.68% | -2.57% | +3.33% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 9.68% | +0.59% | +3.21% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.43% | -0.22% | +4.88% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 8.53% | -0.97% | +10.95% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.95% | -1.33% | +3.28% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 5.44% | — | +2.10% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.72% | -0.23% | +2.61% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.63% | -0.41% | +11.11% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | +0.10% | +9.88% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | -0.33% | +1.10% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.14% | -0.66% | +2.71% | |
| 12 | BE | Bloom Energy Corp- A | Stock-Industrials | 2.14% | +0.19% | -13.81% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.10% | -0.08% | +4.73% | |
| 14 | RKLB | Rocket Lab CORP | Stock-Industrials | 2.00% | -0.27% | +3.63% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.62% | -0.52% | +6.14% | |
| 16 | NU | Nu Holdings Ltd. | Stock-Financials | 1.56% | -0.30% | +2.79% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.48% | -0.10% | +3.56% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.35% | -1.35% | EXIT | |
| 19 | APO | Apollo Global Management Inc | Stock-Financials | 1.35% | -0.11% | — | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.34% | -0.28% | +10.37% | |
| 21 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.29% | +0.33% | +4.90% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.27% | -1.27% | EXIT | |
| 23 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.24% | -0.03% | +3.16% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.23% | +0.04% | — | |
| 25 | BA | Boeing Co/the | Stock-Industrials | 1.21% | -0.05% | — | |
| 26 | INTC | Intel CORP | Stock-Tech | 1.21% | +0.19% | -20.19% | |
| 27 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.15% | +0.18% | +70.78% | |
| 28 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 1.02% | -0.05% | +162.31% | |
| 29 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.01% | -1.01% | EXIT | |
| 30 | RH | Rh | Stock-Consumer Disc | 0.98% | +0.24% | +3.56% | |
| 31 | LMND | Lemonade Inc | Stock-Financials | 0.96% | -0.06% | -7.34% | |
| 32 | GRAB | Grab Holdings Limited | Stock-Tech | 0.79% | -0.79% | EXIT | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.69% | -0.03% | +13.62% | |
| 34 | WRBY | Warby Parker Inc-class A | Stock-Other | 0.68% | -0.68% | EXIT | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.18% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1% | +3.33% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.7% | +2.71% | Add |
| 3 | BE | Bloom Energy Corp- A | +0.6% | -13.81% | Trim |
| 4 | JOBY | Joby Aviation, Inc. | +0.4% | +162.31% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +11.11% | Add |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | +0.4% | +3.28% | Add |
| 7 | RIVN | Rivian Automotive Inc-a | +0.3% | +70.78% | Add |
| 8 | AAPL | Apple Inc | +0.1% | +4.88% | Add |
| 9 | UPS | United Parcel Service-cl B | +0.1% | +3.56% | Add |
| 10 | WRBY | Warby Parker Inc-class A | +0.1% | +11.50% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +9.88% | Add |
| 12 | BABA | Alibaba Group Holding-sp Adr | 0% | — | Unchanged |
| 13 | UBER | Uber Technologies Inc | 0% | +13.62% | Add |
| 14 | INTC | Intel CORP | 0% | -20.19% | Trim |
| 15 | RKLB | Rocket Lab CORP | 0% | +3.63% | Add |
| 16 | NVDA | Nvidia CORP | -0.1% | +1.10% | Add |
| 17 | JPM | Jpmorgan Chase & Co | -0.2% | +2.61% | Add |
| 18 | NU | Nu Holdings Ltd. | -0.2% | +2.79% | Add |
| 19 | GRAB | Grab Holdings Limited | -0.2% | +9.70% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | -0.2% | +6.14% | Add |
| 21 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | +10.37% | Add |
| 22 | LMND | Lemonade Inc | -0.2% | -7.34% | Trim |
| 23 | RH | Rh | -0.2% | +3.56% | Add |
| 24 | GOOG | Alphabet Inc-cl C | -0.2% | +3.21% | Add |
| 25 | TSLA | Tesla Inc | -0.2% | +4.73% | Add |
| 26 | RKT | Rocket Cos Inc-class A | -0.3% | +3.16% | Add |
| 27 | BAC | Bank Of America CORP | -0.4% | +2.10% | Add |
| 28 | HOOD | Robinhood Markets Inc - A | -0.7% | +4.90% | Add |
| 29 | MSFT | Microsoft CORP | -1.2% | +10.95% | Add |
| 30 | HD | Home Depot Inc | — | NEW | New buy |
| 31 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 32 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 33 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 34 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 35 | ZETA | Zeta Global Holdings Corp-a | — | EXIT | Sold out |
| 36 | BX | Blackstone Inc | — | EXIT | Sold out |
| 37 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 38 | BA | Boeing Co/the | — | NEW | New buy |
| 39 | EOSE | Eos Energy Enterprises Inc | — | EXIT | Sold out |
| 40 | PATH | Uipath Inc - Class A | — | EXIT | Sold out |
| 41 | QQQ | Invesco Qqq Trust Series 1 | — | 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 35 disclosed positions in Q1 2026.
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, AAPL) accounted for 40.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
HD
市值: $2.8M
Top Position Liquidated / Trimmed
NKE
前期市值: $2.7M
During Q1 2026, Udine Wealth Management, Inc.'s top holdings by market value included BIL (14.7%)、GOOG (9.7%)、AAPL (9.4%). The largest single position, BIL, represented 14.7% of total portfolio value.
In Q1 2026, Udine Wealth Management, Inc. made 40 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 3 holdings, and fully liquidating 6 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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