# UDINE WEALTH MANAGEMENT, INC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1907240. Source: https://holderbook.com/funds/1907240-udine-wealth-management-inc/

- Reported value: $242.9M
- Positions: 40
- Weight of the ten largest: 63.0%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $29.4M | 321,138 | 12.1% | 14 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $24.9M | 69,781 | 10.3% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $22.4M | 77,306 | 9.2% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $18.4M | 49,241 | 7.6% | 19 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $13.2M | 232,035 | 5.4% | 19 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $11.2M | 101,750 | 4.6% | 13 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $10.9M | 33,307 | 4.5% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $10.2M | 20,465 | 4.2% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $6.6M | 27,868 | 2.7% | 14 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $5.7M | 18,723 | 2.3% | 6 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $4.9M | 11,667 | 2.0% | 10 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.8M | 24,201 | 2.0% | 10 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $4.2M | 41,300 | 1.7% | 5 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $3.9M | 39,320 | 1.6% | 9 |
| HIMS & HERS HEALTH INC | [HIMS](https://holderbook.com/stocks/HIMS/) | $3.7M | 105,638 | 1.5% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.6M | 26,323 | 1.5% | 10 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $3.4M | 24,288 | 1.4% | 8 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $3.4M | 31,207 | 1.4% | 3 |
| RIVIAN AUTOMOTIVE INC | [RIVN](https://holderbook.com/stocks/RIVN/) | $3.2M | 185,538 | 1.3% | 5 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $3.2M | 11,303 | 1.3% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $3.1M | 7,530 | 1.3% | 1 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $3.1M | 10,309 | 1.3% | 2 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $3.0M | 228,254 | 1.3% | 6 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $3.0M | 108,293 | 1.2% | 1 |
| APOLLO GLOBAL MGMT INC | [APO](https://holderbook.com/stocks/APO/) | $3.0M | 25,400 | 1.2% | 2 |
| RH | [RH](https://holderbook.com/stocks/RH/) | $3.0M | 17,974 | 1.2% | 5 |
| ROCKET COS INC | [RKT](https://holderbook.com/stocks/RKT/) | $3.0M | 187,576 | 1.2% | 5 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $2.9M | 16,714 | 1.2% | 1 |
| PERSONALIS INC | [PSNL](https://holderbook.com/stocks/PSNL/) | $2.9M | 50,030 | 1.2% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $2.9M | 16,743 | 1.2% | 1 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $2.8M | 13,048 | 1.2% | 2 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $2.7M | 22,892 | 1.1% | 11 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $2.6M | 77,614 | 1.1% | 10 |
| DECKERS OUTDOOR CORP | [DECK](https://holderbook.com/stocks/DECK/) | $2.6M | 25,880 | 1.1% | 1 |
| JOBY AVIATION INC | [JOBY](https://holderbook.com/stocks/JOBY/) | $2.4M | 264,270 | 1.0% | 4 |
| GLOBAL X FDS | [URA](https://holderbook.com/stocks/URA/) | $2.3M | 52,176 | 0.9% | 1 |
| IREN LIMITED | [IREN](https://holderbook.com/stocks/IREN/) | $2.2M | 48,107 | 0.9% | 1 |
| LEMONADE INC | [LMND](https://holderbook.com/stocks/LMND/) | $2.2M | 33,461 | 0.9% | 6 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $1.6M | 22,269 | 0.7% | 19 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $479.4K | 651 | 0.2% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.7% | +14.8% | -1.1% | 100% |
| Q1 2026 | -9.5% | -4.6% | -4.9% | 100% |
| Q4 2025 | +1.0% | +2.4% | -1.3% | 100% |
| Q3 2025 | +13.9% | +7.8% | +6.1% | 92% |
| Q2 2025 | +13.2% | +10.5% | +2.7% | 100% |
| Q1 2025 | -5.0% | -4.6% | -0.5% | 100% |
| Q4 2024 | +6.2% | +2.1% | +4.1% | 100% |
| Q3 2024 | +1.9% | +5.4% | -3.5% | 91% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $242.9M | 40 |
| Q1 2026 | $204.7M | 35 |
| Q4 2025 | $211.6M | 35 |
| Q3 2025 | $208.4M | 37 |
| Q2 2025 | $189.4M | 35 |
| Q1 2025 | $149.5M | 28 |
| Q4 2024 | $155.7M | 31 |
| Q3 2024 | $141.7M | 28 |
| Q2 2024 | $143.6M | 24 |
| Q1 2024 | $145.0M | 27 |
| Q4 2023 | $125.6M | 20 |
| Q3 2023 | $103.4M | 15 |