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CIK: 0001907240
Total reported value
$253.5M
$253.5M
40 檔
42.7%
At the close of Q2 2026, Udine Wealth Management, Inc. disclosed equity holdings valued at approximately $253.5M, spread across 40 reported holdings.
In Q2 2026, Udine Wealth Management, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 23 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 | 12.11% | -0.95% | -2.02% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 10.27% | -0.53% | +1.28% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.21% | +0.99% | +1.67% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.56% | +2.66% | +4.43% | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 5.44% | -0.50% | +1.57% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.62% | -0.78% | -7.71% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.49% | -0.13% | +1.47% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.22% | -0.11% | +3.54% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | +0.09% | +7.87% | |
| 10 | BE | Bloom Energy Corp- A | Stock-Industrials | 2.33% | -0.24% | -41.96% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.02% | -0.31% | +1.07% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | +0.20% | -10.99% | |
| 13 | RKLB | Rocket Lab CORP | Stock-Industrials | 1.73% | -0.55% | -35.14% | |
| 14 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.62% | +0.13% | +2.94% | |
| 15 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.51% | -0.26% | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.48% | -1.48% | EXIT | |
| 17 | INTC | Intel CORP | Stock-Tech | 1.40% | -0.20% | -56.62% | |
| 18 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.38% | -0.21% | +1.23% | |
| 19 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.33% | -0.21% | +18.14% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.31% | -0.28% | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.29% | -0.18% | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.28% | -0.12% | +1.91% | |
| 23 | NU | Nu Holdings Ltd. | Stock-Financials | 1.26% | -0.10% | +2.73% | |
| 24 | TOST | Toast Inc-class A | Stock-Tech | 1.24% | +0.01% | — | |
| 25 | APO | Apollo Global Management Inc | Stock-Financials | 1.24% | -0.06% | +2.20% | |
| 26 | RH | Rh | Stock-Consumer Disc | 1.22% | -1.22% | EXIT | |
| 27 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.22% | -0.35% | +4.91% | |
| 28 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.19% | -1.19% | EXIT | |
| 29 | PSNL | Personalis Inc | Stock-Other | 1.19% | -1.19% | EXIT | |
| 30 | ✓ | Stock-Other | 1.18% | +1.11% | — | ||
| 31 | BA | Boeing Co/the | Stock-Industrials | 1.16% | -1.16% | EXIT | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.10% | +0.62% | +1.17% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.06% | +0.48% | +8.60% | |
| 34 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.06% | -1.06% | EXIT | |
| 35 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 0.97% | -0.31% | +4.47% | |
| 36 | URA | Global X Uranium ETF | ETF-Other | 0.94% | -0.94% | EXIT | |
| 37 | IREN | IREN Limited | Stock-Other | 0.91% | -0.91% | EXIT | |
| 38 | LMND | Lemonade Inc | Stock-Financials | 0.90% | -0.90% | EXIT | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.66% | +0.38% | +13.13% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HIMS | Hims & Hers Health Inc | +1.5% | NEW | New buy |
| 2 | IBM | Intl Business Machines CORP | +1.3% | NEW | New buy |
| 3 | UNH | Unitedhealth Group Inc | +1.3% | NEW | New buy |
| 4 | TOST | Toast Inc-class A | +1.2% | NEW | New buy |
| 5 | RDDT | Reddit Inc-cl A | +1.2% | NEW | New buy |
| 6 | PSNL | Personalis Inc | +1.2% | NEW | New buy |
| 7 | ✓ | +1.2% | NEW | New buy | |
| 8 | DECK | Deckers Outdoor CORP | +1.1% | NEW | New buy |
| 9 | URA | Global X Uranium ETF | +0.9% | NEW | New buy |
| 10 | IREN | IREN Limited | +0.9% | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | +0.6% | +1.28% | Add |
| 12 | HOOD | Robinhood Markets Inc - A | +0.3% | +2.94% | Add |
| 13 | RH | Rh | +0.2% | +25.69% | Add |
| 14 | BE | Bloom Energy Corp- A | +0.2% | -41.96% | Trim |
| 15 | INTC | Intel CORP | +0.2% | -56.62% | Trim |
| 16 | RIVN | Rivian Automotive Inc-a | +0.2% | +18.14% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +7.87% | Add |
| 18 | IWM | Ishares Russell 2000 ETF | 0% | +1.91% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 20 | BAC | Bank Of America CORP | — | +1.57% | Add |
| 21 | RKT | Rocket Cos Inc-class A | 0% | +4.91% | Add |
| 22 | UBER | Uber Technologies Inc | 0% | +13.13% | Add |
| 23 | BA | Boeing Co/the | -0.1% | +4.78% | Add |
| 24 | JOBY | Joby Aviation, Inc. | -0.1% | +4.47% | Add |
| 25 | LMND | Lemonade Inc | -0.1% | +6.43% | Add |
| 26 | TSLA | Tesla Inc | -0.1% | +1.07% | Add |
| 27 | UPS | United Parcel Service-cl B | -0.1% | +1.23% | Add |
| 28 | APO | Apollo Global Management Inc | -0.1% | +2.20% | Add |
| 29 | AAPL | Apple Inc | -0.2% | +1.67% | Add |
| 30 | JPM | Jpmorgan Chase & Co | -0.2% | +1.47% | Add |
| 31 | RKLB | Rocket Lab CORP | -0.3% | -35.14% | Trim |
| 32 | IBIT | Ishares Bitcoin Trust ETF | -0.3% | +8.60% | Add |
| 33 | NU | Nu Holdings Ltd. | -0.3% | +2.73% | Add |
| 34 | NVDA | Nvidia CORP | -0.3% | -10.99% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +3.54% | Add |
| 36 | PLTR | Palantir Technologies Inc-a | -0.5% | +1.17% | Add |
| 37 | XOM | Exxon Mobil CORP | -0.7% | +1.83% | Add |
| 38 | WRBY | Warby Parker Inc-class A | -0.7% | EXIT | Sold out |
| 39 | GRAB | Grab Holdings Limited | -0.8% | EXIT | Sold out |
| 40 | MSFT | Microsoft CORP | -1% | +4.43% | Add |
| 41 | BABA | Alibaba Group Holding-sp Adr | -1% | EXIT | Sold out |
| 42 | TLT | Ishares 20+ Year Treasury Bd | -1.3% | EXIT | Sold out |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | -1.3% | -7.71% | Trim |
| 44 | HD | Home Depot Inc | -1.4% | EXIT | Sold out |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -2.6% | -2.02% | Trim |
According to official SEC Form 13F filings, Udine Wealth Management, Inc. reported a total U.S. public equity portfolio value of $253.5M across 40 disclosed positions in Q2 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 42.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
HIMS
市值: $3.7M
Top Position Liquidated / Trimmed
HD
前期市值: $2.8M
During Q2 2026, Udine Wealth Management, Inc.'s top holdings by market value included BIL (12.1%)、GOOG (10.3%)、AAPL (9.2%). The largest single position, BIL, represented 12.1% of total portfolio value.
In Q2 2026, Udine Wealth Management, Inc. made 44 total portfolio adjustments, initiating 10 new buys, adding to 23 positions, trimming 6 holdings, and fully liquidating 5 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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