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Q2 2026 13F · SEC CIK 1907240

Udine Wealth Management, Inc.

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$242.9M
Reported positions
40
Top holdings a year, 3 yrs
+14.4%
Assets under management
$273.9M

Udine Wealth Management, Inc. is a wealth manager that reported 40 positions worth $242.9M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were SPDR Brcy1-3 Ser (BIL, 12.1%), Alphabet Inc (GOOG, 10.3%), Apple Inc (AAPL, 9.2%). A portfolio copying its top holdings returned 14.4% a year over the last 3 years, against 20.4% for the S&P 500.

Udine Wealth Management, Inc. holdings all 40 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Udine Wealth Management, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
BILSPDR Brcy1-3 Ser12.1%-2.0%$29.4M
GOOGAlphabet Inc10.3%+1.3%$24.9M
AAPLApple Inc9.2%+1.7%$22.4M
MSFTMicrosoft Corp7.6%+4.4%$18.4M
BACBank of Amer Corp5.4%+1.6%$13.2M
SHVIshares Tr4.6%-7.7%$11.2M
JPMJpmorgan Chase & Co4.5%+1.5%$10.9M
BRK-BBerkshire Hathaway Inc Del4.2%+3.5%$10.2M
AMZNAmazon Com Inc Com2.7%+7.9%$6.6M
BEBloom Energy Corp2.3%-42.0%$5.7M
TSLATesla Inc Com2.0%+1.1%$4.9M
NVDANvidia Corporation Com2.0%-11.0%$4.8M
RKLBRocket Lab Corp Com1.7%-35.1%$4.2M
HOODRobinhood Mkts Inc1.6%+2.9%$3.9M
HIMSHims & Hers Health Inc1.5%—$3.7M
XOMExxon Mobil Corp1.5%+1.8%$3.6M
INTCIntel Corp1.4%-56.6%$3.4M
UPSUnited Parcel Svcs Inc Cl B1.4%+1.2%$3.4M
RIVNRivian Automotive Inc1.3%+18.1%$3.2M
IBMInternational Business Machs1.3%—$3.2M
UNHUnitedhealth Group Inc Com1.3%—$3.1M
IWMIshares1.3%+1.9%$3.1M
NUNu Hldgs Ltd1.3%+2.7%$3.0M
TOSTToast Inc1.2%—$3.0M
APOApollo Global Mgmt Inc Nclass1.2%+2.2%$3.0M
RHRh1.2%+25.7%$3.0M
RKTRocket Cos Inc1.2%+4.9%$3.0M
RDDTReddit Inc1.2%—$2.9M
PSNLPersonalis Inc1.2%—$2.9M
SPCXSpace Ex Tech Spacex Class A1.2%—$2.9M
BABoeing Co1.2%+4.8%$2.8M
PLTRPalantir Technologies Inclass Class A1.1%+1.2%$2.7M
IBITIshares Bitcoin Trust ETF1.1%+8.6%$2.6M
DECKDeckers Outdoor Corp1.1%—$2.6M
JOBYJoby Aviation Inc1.0%+4.5%$2.4M
URAGlobal X Uranium ETF0.9%—$2.3M
IRENIren Limited0.9%—$2.2M
LMNDLemonade Inc0.9%+6.4%$2.2M
UBERUber Technologies Inc0.7%+13.1%$1.6M
QQQInvesco Qqq Tr0.2%+0.0%$479K

What Udine Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+11.7% /yr
S&P 500 +20.1%
3 years
+14.4% /yr
S&P 500 +20.4%
5 years
+9.3% /yr
S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$242.9M40
Q1 2026$204.7M35
Q4 2025$211.6M35
Q3 2025$208.4M37
Q2 2025$189.4M35
Q1 2025$149.5M28
Q4 2024$155.7M31
Q3 2024$141.7M28
Q2 2024$143.6M24
Q1 2024$145.0M27
Q4 2023$125.6M20
Q3 2023$103.4M15

Questions about Udine Wealth Management, Inc.'s portfolio

What stocks does Udine Wealth Management, Inc. own?

Udine Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 40 positions worth $242.9M. The largest are SPDR Brcy1-3 Ser (BIL) at 12.1%, Alphabet Inc (GOOG) at 10.3%, Apple Inc (AAPL) at 9.2%, Microsoft Corp (MSFT) at 7.6% and Bank of Amer Corp (BAC) at 5.4%.

What did Udine Wealth Management, Inc. buy last quarter?

In Q2 2026, Udine Wealth Management, Inc. added a new position in Hims & Hers Health Inc (HIMS), a new position in International Business Machs (IBM), a new position in Unitedhealth Group Inc Com (UNH), a new position in Toast Inc (TOST), a new position in Reddit Inc (RDDT), Rh (RH) (+25.7% shares), Rivian Automotive Inc (RIVN) (+18.1% shares) and Uber Technologies Inc (UBER) (+13.1% shares), compared with its Q1 2026 filing.

What did Udine Wealth Management, Inc. sell last quarter?

In Q2 2026, Udine Wealth Management, Inc. sold all of Home Depot Inc Com (HD), sold all of Ishares 20 Year Treasury Bond ETF (TLT), sold all of Alibaba Group Hldg Ltd (BABA), sold all of Grab Holdings Limited (GRAB), sold all of Warby Parker Inc Class A (WRBY), Intel Corp (INTC) (-56.6% shares), Bloom Energy Corp (BE) (-42.0% shares) and Rocket Lab Corp Com (RKLB) (-35.1% shares), compared with its Q1 2026 filing.

How has Udine Wealth Management, Inc.'s portfolio performed?

A portfolio copying Udine Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.7% against +20.1%. Over 5 years: +9.3% a year against +13.0%.

When is Udine Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Udine Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Udine Wealth Management, Inc. manage?

Udine Wealth Management, Inc. reported $273.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $242.9M.