Udine Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Udine Wealth Management, Inc. disclosed 40 stock positions valued at approximately $242.92M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, ALPHABET INC, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 40
- Portfolio Value
- $242.92M
Holdings by Sector
Udine Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | BIL | Other | 12.11% | 321,138 | -6,623 | -2.02% | $29,429,086 |
| ALPHABET INC | GOOG | Communication Services | 10.27% | 69,781 | +880 | +1.28% | $24,937,636 |
| APPLE INC | AAPL | Technology | 9.21% | 77,306 | +1,267 | +1.67% | $22,369,264 |
| MICROSOFT CORP | MSFT | Technology | 7.56% | 49,241 | +2,087 | +4.43% | $18,367,878 |
| BANK OF AMER CORP | BAC | Financial Services | 5.44% | 232,035 | +3,587 | +1.57% | $13,221,354 |
| ISHARES TR | SHV | Other | 4.62% | 101,750 | -8,500 | -7.71% | $11,228,112 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.49% | 33,307 | +484 | +1.47% | $10,902,380 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.22% | 20,465 | +700 | +3.54% | $10,240,481 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.73% | 27,868 | +2,032 | +7.86% | $6,642,059 |
| BLOOM ENERGY CORP | BE | Industrials | 2.33% | 18,723 | -13,535 | -41.96% | $5,667,452 |
| TESLA INC | TSLA | Consumer Cyclical | 2.02% | 11,667 | +123 | +1.07% | $4,907,140 |
| NVIDIA CORPORATION | NVDA | Technology | 1.99% | 24,201 | -2,988 | -10.99% | $4,842,378 |
| ROCKET LAB CORP | RKLB | Other | 1.73% | 41,300 | -22,375 | -35.14% | $4,198,145 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 1.62% | 39,320 | +1,124 | +2.94% | $3,943,010 |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 1.51% | 105,638 | +105,638 | +100.00% | $3,662,469 |
| EXXON MOBIL CORP | XOM | Energy | 1.48% | 26,323 | +472 | +1.83% | $3,598,881 |
| INTEL CORP | INTC | Technology | 1.40% | 24,288 | -31,696 | -56.62% | $3,391,333 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 1.38% | 31,207 | +378 | +1.23% | $3,354,752 |
| RIVIAN AUTOMOTIVE INC | RIVN | Consumer Cyclical | 1.33% | 185,538 | +28,495 | +18.14% | $3,219,084 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.31% | 11,303 | +11,303 | +100.00% | $3,178,517 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.29% | 7,530 | +7,530 | +100.00% | $3,129,694 |
| ISHARES TR | IWM | Other | 1.28% | 10,309 | +193 | +1.91% | $3,097,339 |
| NU HLDGS LTD | NU | Financial Services | 1.26% | 228,254 | +6,062 | +2.73% | $3,049,473 |
| TOAST INC | TOST | Technology | 1.24% | 108,293 | +108,293 | +100.00% | $3,012,711 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 1.24% | 25,400 | +546 | +2.20% | $3,005,074 |
| RH | RH | Consumer Cyclical | 1.22% | 17,974 | +3,674 | +25.69% | $2,960,857 |
| ROCKET COS INC | RKT | Financial Services | 1.22% | 187,576 | +8,775 | +4.91% | $2,954,322 |
| REDDIT INC | RDDT | Communication Services | 1.19% | 16,714 | +16,714 | +100.00% | $2,901,216 |
| PERSONALIS INC | PSNL | Healthcare | 1.19% | 50,030 | +50,030 | +100.00% | $2,898,238 |
| SPACE EXPLORATION TECHN CORP | SPCX | Other | 1.18% | 16,743 | +16,743 | +100.00% | $2,860,709 |
Showing 30 of 40 holdings in the latest reporting period.