Udine Wealth Management, Inc. 13F Holdings · Q2 2026
Udine Wealth Management, Inc. reported 40 securities worth $242.92M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BIL (12.11%), GOOG (10.27%), AAPL (9.21%). Among its top 25 positions this quarter: 4 new, 15 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $29.4M | 12.11% | 321,138 | Trimmed |
| 2 | GOOG | ALPHABET INC | $24.9M | 10.27% | 69,781 | Added |
| 3 | AAPL | APPLE INC | $22.4M | 9.21% | 77,306 | Added |
| 4 | MSFT | MICROSOFT CORP | $18.4M | 7.56% | 49,241 | Added |
| 5 | BAC | BANK OF AMER CORP | $13.2M | 5.44% | 232,035 | Added |
| 6 | SHV | ISHARES TR | $11.2M | 4.62% | 101,750 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $10.9M | 4.49% | 33,307 | Added |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.2M | 4.22% | 20,465 | Added |
| 9 | AMZN | AMAZON COM INC | $6.6M | 2.73% | 27,868 | Added |
| 10 | BE | BLOOM ENERGY CORP | $5.7M | 2.33% | 18,723 | Trimmed |
| 11 | TSLA | TESLA INC | $4.9M | 2.02% | 11,667 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $4.8M | 1.99% | 24,201 | Trimmed |
| 13 | RKLB | ROCKET LAB CORP | $4.2M | 1.73% | 41,300 | Trimmed |
| 14 | HOOD | ROBINHOOD MKTS INC | $3.9M | 1.62% | 39,320 | Added |
| 15 | HIMS | HIMS & HERS HEALTH INC | $3.7M | 1.51% | 105,638 | New |
| 16 | XOM | EXXON MOBIL CORP | $3.6M | 1.48% | 26,323 | Added |
| 17 | INTC | INTEL CORP | $3.4M | 1.40% | 24,288 | Trimmed |
| 18 | UPS | UNITED PARCEL SVCS INC | $3.4M | 1.38% | 31,207 | Added |
| 19 | RIVN | RIVIAN AUTOMOTIVE INC | $3.2M | 1.33% | 185,538 | Added |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $3.2M | 1.31% | 11,303 | New |
| 21 | UNH | UNITEDHEALTH GROUP INC | $3.1M | 1.29% | 7,530 | New |
| 22 | IWM | ISHARES TR | $3.1M | 1.28% | 10,309 | Added |
| 23 | NU | NU HLDGS LTD | $3.0M | 1.26% | 228,254 | Added |
| 24 | APO | APOLLO GLOBAL MGMT INC | $3.0M | 1.24% | 25,400 | Added |
| 25 | TOST | TOAST INC | $3.0M | 1.24% | 108,293 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR