UDINE WEALTH MANAGEMENT, INC. — 13F Holdings & Portfolio
CIK 1907240 · latest 13F-HR filed 2026-07-24
UDINE WEALTH MANAGEMENT, INC. manages $242.9M in 13F-reported U.S. long-equity assets across 40 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BIL (12.11%), GOOG (10.27%), AAPL (9.21%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 5, added to 22, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
UNIT 313
BOCA RATON, FL 33432
$242.9M
Long-equity book
40
Distinct positions
2026-06-30
Filed 2026-07-24
+10 / −5 / ↑22 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC$5.1M +25.9%
- APPLE INC$3.1M +15.9%
- BANK OF AMER CORP$2.1M +18.7%
- BLOOM ENERGY CORP$1.3M +29.7%
- ROBINHOOD MKTS INC$1.3M +49.0%
Top Trims
- ISHARES TR-$942.4K -7.7%
- EXXON MOBIL CORP-$787.0K -17.9%
- PALANTIR TECHNOLOGIES INC-$639.1K -19.3%
- ISHARES BITCOIN TRUST ETF-$162.1K -5.9%
New Positions
- HIMS & HERS HEALTH INC$3.7M
- INTERNATIONAL BUSINESS MACHS$3.2M
- UNITEDHEALTH GROUP INC$3.1M
- TOAST INC$3.0M
- REDDIT INC$2.9M
Exited Positions
- HOME DEPOT INC$2.8M
- ISHARES TR$2.6M
- ALIBABA GROUP HLDG LTD$2.1M
- GRAB HOLDINGS LIMITED$1.6M
- WARBY PARKER INC$1.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | BIL | 78468R663 | $29.4M | 12.11% | 321,138 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $24.9M | 10.27% | 69,781 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $22.4M | 9.21% | 77,306 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $18.4M | 7.56% | 49,241 | SH |
| 5 | BANK OF AMER CORP | BAC | 060505104 | $13.2M | 5.44% | 232,035 | SH |
| 6 | ISHARES TR | SHV | 464288679 | $11.2M | 4.62% | 101,750 | SH |
| 7 | JPMORGAN CHASE & CO | JPM | 46625H100 | $10.9M | 4.49% | 33,307 | SH |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $10.2M | 4.22% | 20,465 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $6.6M | 2.73% | 27,868 | SH |
| 10 | BLOOM ENERGY CORP | BE | 093712107 | $5.7M | 2.33% | 18,723 | SH |
| 11 | TESLA INC | TSLA | 88160R101 | $4.9M | 2.02% | 11,667 | SH |
| 12 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.8M | 1.99% | 24,201 | SH |
| 13 | ROCKET LAB CORP | RKLB | 773121108 | $4.2M | 1.73% | 41,300 | SH |
| 14 | ROBINHOOD MKTS INC | HOOD | 770700102 | $3.9M | 1.62% | 39,320 | SH |
| 15 | HIMS & HERS HEALTH INC | HIMS | 433000106 | $3.7M | 1.51% | 105,638 | SH |
| 16 | EXXON MOBIL CORP | XOM | 30231G102 | $3.6M | 1.48% | 26,323 | SH |
| 17 | INTEL CORP | INTC | 458140100 | $3.4M | 1.40% | 24,288 | SH |
| 18 | UNITED PARCEL SVCS INC | UPS | 911312106 | $3.4M | 1.38% | 31,207 | SH |
| 19 | RIVIAN AUTOMOTIVE INC | RIVN | 76954A103 | $3.2M | 1.33% | 185,538 | SH |
| 20 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $3.2M | 1.31% | 11,303 | SH |
| 21 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $3.1M | 1.29% | 7,530 | SH |
| 22 | ISHARES TR | IWM | 464287655 | $3.1M | 1.28% | 10,309 | SH |
| 23 | NU HLDGS LTD | NU | G6683N103 | $3.0M | 1.26% | 228,254 | SH |
| 24 | TOAST INC | TOST | 888787108 | $3.0M | 1.24% | 108,293 | SH |
| 25 | APOLLO GLOBAL MGMT INC | APO | 03769M106 | $3.0M | 1.24% | 25,400 | SH |
| 26 | RH | RH | 74967X103 | $3.0M | 1.22% | 17,974 | SH |
| 27 | ROCKET COS INC | RKT | 77311W101 | $3.0M | 1.22% | 187,576 | SH |
| 28 | REDDIT INC | RDDT | 75734B100 | $2.9M | 1.19% | 16,714 | SH |
| 29 | PERSONALIS INC | PSNL | 71535D106 | $2.9M | 1.19% | 50,030 | SH |
| 30 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $2.9M | 1.18% | 16,743 | SH |
| 31 | BOEING CO | BA | 097023105 | $2.8M | 1.16% | 13,048 | SH |
| 32 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $2.7M | 1.10% | 22,892 | SH |
| 33 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $2.6M | 1.06% | 77,614 | SH |
| 34 | DECKERS OUTDOOR CORP | DECK | 243537107 | $2.6M | 1.06% | 25,880 | SH |
| 35 | JOBY AVIATION INC | JOBY | G65163100 | $2.4M | 0.97% | 264,270 | SH |
| 36 | GLOBAL X FDS | URA | 37954Y871 | $2.3M | 0.94% | 52,176 | SH |
| 37 | IREN LIMITED | IREN | Q4982L109 | $2.2M | 0.91% | 48,107 | SH |
| 38 | LEMONADE INC | LMND | 52567D107 | $2.2M | 0.90% | 33,461 | SH |
| 39 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $1.6M | 0.66% | 22,269 | SH |
| 40 | INVESCO QQQ TR | QQQ | 46090E103 | $479.4K | 0.20% | 651 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-24 | $242.9M | 40 | 0001951757-26-001060 |
| 2026-03-31 | 2026-04-14 | $204.7M | 35 | 0001951757-26-000597 |
| 2025-12-31 | 2026-01-16 | $211.6K | 35 | 0001951757-26-000206 |