Udine Wealth Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$204.7M
Q ending 2026-03-31
Prior quarter
$212K
Q ending 2025-12-31
Change
+96626.1% QoQ · +36.9% YoY
Positions
35
reported holdings
Largest positions
All 35 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | BIL | Shares | $30.0M | 328K |
| Alphabet Inc | GOOG | Shares | $19.8M | 69K |
| Apple Inc | AAPL | Shares | $19.3M | 76K |
| Microsoft Corp | MSFT | Shares | $17.5M | 47K |
| Ishares Tr | SHV | Shares | $12.2M | 110K |
| Bank America Corp | BAC | Shares | $11.1M | 228K |
| Jpmorgan Chase & Co | JPM | Shares | $9.7M | 33K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $9.5M | 20K |
| Amazon Com Inc | AMZN | Shares | $5.4M | 26K |
| Nvidia Corporation | NVDA | Shares | $4.7M | 27K |
| Exxon Mobil Corp | XOM | Shares | $4.4M | 26K |
| Bloom Energy Corp | BE | Shares | $4.4M | 32K |
| Tesla Inc | TSLA | Shares | $4.3M | 12K |
| Rocket Lab Corp | RKLB | Shares | $4.1M | 64K |
| Palantir Technologies Inc | PLTR | Shares | $3.3M | 23K |
| Nu Hldgs Ltd | Shares | $3.2M | 222K | |
| United Parcel Svcs Inc | UPS | Shares | $3.0M | 31K |
| Home Depot Inc | HD | Shares | $2.8M | 8K |
| Apollo Global Mgmt Inc | APO | Shares | $2.8M | 25K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $2.7M | 71K |
| Robinhood Mkts Inc | HOOD | Shares | $2.6M | 38K |
| Ishares Tr | TLT | Shares | $2.6M | 30K |
| Rocket Cos Inc | RKT | Shares | $2.5M | 179K |
| Ishares Tr | IWM | Shares | $2.5M | 10K |
| Boeing Co | BA | Shares | $2.5M | 12K |
| Intel Corp | INTC | Shares | $2.5M | 56K |
| Rivian Automotive Inc | RIVN | Shares | $2.4M | 157K |
| Joby Aviation Inc | Shares | $2.1M | 253K | |
| Alibaba Group Hldg Ltd | BABA | Shares | $2.1M | 14K |
| Rh | RH | Shares | $2.0M | 14K |
| Lemonade Inc | LMND | Shares | $2.0M | 31K |
| Grab Holdings Limited | Shares | $1.6M | 443K | |
| Uber Technologies Inc | UBER | Shares | $1.4M | 20K |
| Warby Parker Inc | WRBY | Shares | $1.4M | 66K |
| Invesco Qqq Tr | QQQ | Shares | $376K | 651 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.