Udine Wealth Management, Inc. Portfolio Stock Holdings
Udine Wealth Management, Inc. disclosed 40 stock positions valued at approximately $242.9 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ALPHABET INC, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 40
- Portfolio Value
- $242.9M
Holdings by Sector
Udine Wealth Management, Inc. Portfolio Holdings in Q2 2026
37 holdings in the latest reporting period.
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| 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 |
| 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 | G6683N103 | Other | 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 |
| BOEING CO | BA | Industrials | 1.16% | 13,048 | +595 | +4.78% | $2,824,501 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.10% | 22,892 | +265 | +1.17% | $2,670,810 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 1.06% | 77,614 | +6,143 | +8.60% | $2,583,770 |
| DECKERS OUTDOOR CORP | DECK | Consumer Cyclical | 1.06% | 25,880 | +25,880 | +100.00% | $2,569,625 |
| JOBY AVIATION INC | G65163100 | Other | 0.97% | 264,270 | +11,319 | +4.47% | $2,357,288 |
| GLOBAL X FDS | URA | Other | 0.94% | 52,176 | +52,176 | +100.00% | $2,280,091 |
| LEMONADE INC | LMND | Financial Services | 0.90% | 33,461 | +2,023 | +6.43% | $2,176,638 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.66% | 22,269 | +2,585 | +13.13% | $1,606,931 |
| INVESCO QQQ TR | QQQ | Other | 0.20% | 651 | - | - | $479,396 |