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Q3 2026 13F · SEC CIK 1907240

Udine Wealth Management, Inc.

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$253.5M
Reported positions
38
Top holdings a year, 3 yrs
+14.4%
Assets under management
$273.9M

Udine Wealth Management, Inc. is a wealth manager that reported 38 positions worth $253.5M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Spdr Series Trust (BIL, 11.2%), Microsoft Corp (MSFT, 10.2%), Apple Inc (AAPL, 10.2%). 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 38 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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 Series Trust11.2%-3.9%$28.3M
MSFTMicrosoft Corp10.2%+2.6%$25.9M
AAPLApple Inc10.2%+0.4%$25.8M
GOOGAlphabet Inc9.7%+2.8%$24.7M
BACBank of Amer Corp4.9%-0.8%$12.5M
JPMJpmorgan Chase & Co4.4%+0.3%$11.1M
BRK-BBerkshire Hathaway Inc Del4.1%+2.4%$10.4M
SHVIshares Tr3.8%-13.3%$9.7M
TLTIshares Tr2.9%—$7.2M
AMZNAmazon Com Inc2.8%+2.8%$7.1M
SPCXSpace Exploration Techn Corp2.3%+130.0%$5.8M
NVDANvidia Corporation2.2%+0.4%$5.5M
BEBloom Energy Corp2.1%+2.0%$5.3M
HOODRobinhood Mkts Inc1.7%+0.2%$4.4M
PLTRPalantir Technologies Inc1.7%+1.8%$4.4M
TSLATesla Inc1.7%+4.8%$4.3M
XOMExxonmobil Holdings Corp1.7%—$4.3M
IBITIshares Bitcoin Trust ETF1.5%+6.1%$3.9M
HPEHewlett Packard Enterprise C1.4%—$3.7M
DRAMRoundhill ETF Trust1.3%—$3.2M
HIMSHims & Hers Health Inc1.3%+0.8%$3.2M
TOSTToast Inc1.3%+0.9%$3.2M
INTCIntel Corp1.2%+4.3%$3.0M
APOApollo Global Management Inc1.2%+1.7%$3.0M
RKLBRocket Lab Corp1.2%+3.9%$3.0M
UPSUnited Parcel Svcs Inc1.2%+1.5%$3.0M
NUNu Hldgs Ltd1.2%+1.6%$2.9M
IWMIshares Tr1.2%+1.8%$2.9M
VSTVistra Corp1.1%—$2.9M
WMTWalmart Inc1.1%—$2.9M
RIVNRivian Automotive Inc1.1%+2.5%$2.8M
UNHUnitedhealth Group Inc1.1%+1.9%$2.8M
UBERUber Technologies Inc1.0%+72.5%$2.6M
IBMInternational Business Machs1.0%+5.0%$2.6M
RKTRocket Cos Inc0.9%+2.6%$2.2M
JOBYJoby Aviation Inc0.7%+4.3%$1.7M
QQQInvesco Qqq Tr0.2%+3.2%$497K
SPYState Str Spdr S&p 500 ETF T0.2%—$477K

What Udine Wealth Management, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026$253.5M38
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

Questions about Udine Wealth Management, Inc.'s portfolio

What stocks does Udine Wealth Management, Inc. own?

Udine Wealth Management, Inc.'s latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 38 positions worth $253.5M. The largest are Spdr Series Trust (BIL) at 11.2%, Microsoft Corp (MSFT) at 10.2%, Apple Inc (AAPL) at 10.2%, Alphabet Inc (GOOG) at 9.7% and Bank of Amer Corp (BAC) at 4.9%.

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

In Q3 2026, Udine Wealth Management, Inc. added a new position in Ishares Tr (TLT), a new position in Exxonmobil Holdings Corp (XOM), a new position in Hewlett Packard Enterprise C (HPE), a new position in Roundhill ETF Trust (DRAM), a new position in Vistra Corp (VST), Space Exploration Techn Corp (SPCX) (+130.0% shares), Uber Technologies Inc (UBER) (+72.5% shares) and Ishares Bitcoin Trust ETF (IBIT) (+6.1% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Udine Wealth Management, Inc. sold all of Exxon Mobil Corp (XOM), sold all of Rh Com (RH), sold all of Reddit Inc (RDDT), sold all of Personalis Inc (PSNL), sold all of Boeing Co (BA) and Ishares Tr (SHV) (-13.3% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $253.5M.