Institutional Manager · CIK 0001907240
UDINE WEALTH MANAGEMENT, INC.
FORT LAUDERDALE, FL · File #028-21694
Latest AUM
$211,586
Positions
35
Top-10 Concentration
68.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202535 pos · $211,586
- 13F HOLDINGS REPORTQ/E Sep 202537 pos · $208.4M
- 13F HOLDINGS REPORTQ/E Jun 202535 pos · $189.4M
- 13F HOLDINGS REPORTQ/E Mar 202528 pos · $149.5M
- 13F HOLDINGS REPORTQ/E Dec 202431 pos · $155.7M
- 13F HOLDINGS REPORTQ/E Sep 202428 pos · $141.7M
- 13F HOLDINGS REPORTQ/E Jun 202424 pos · $143.6M
- 13F HOLDINGS REPORTQ/E Mar 202427 pos · $145.0M
- 13F HOLDINGS REPORTQ/E Dec 202315 pos · $103.4M
- 13F HOLDINGS REPORTQ/E Sep 202322 pos · $105.3M
- 13F HOLDINGS REPORTQ/E Jun 202320 pos · $64.8M
- 13F HOLDINGS REPORTQ/E Mar 202311 pos · $81.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78468R663 | 317,197 | $28,985 | 13.70% |
| 2 | ALPHABET INC | GOOG | 66,760 | $20,896 | 9.88% |
| 3 | MICROSOFT CORP | MSFT | 42,501 | $20,554 | 9.71% |
| 4 | APPLE INC | AAPL | 72,503 | $19,711 | 9.32% |
| 5 | BANK AMERICA CORP | 060505104 | 223,750 | $12,306 | 5.82% |
| 6 | ISHARES TR | 464288679 | 106,750 | $11,759 | 5.56% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 31,989 | $10,307 | 4.87% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17,789 | $8,942 | 4.23% |
| 9 | AMAZON COM INC | AMZN | 23,513 | $5,427 | 2.56% |
| 10 | NVIDIA CORPORATION | NVDA | 26,894 | $5,016 | 2.37% |
| 11 | TESLA INC | TSLA | 11,023 | $4,957 | 2.34% |
| 12 | ROCKET LAB CORP | RKLB | 61,446 | $4,286 | 2.03% |
| 13 | ROBINHOOD MKTS INC | 770700102 | 36,411 | $4,118 | 1.95% |
| 14 | PALANTIR TECHNOLOGIES INC | PLTR | 21,319 | $3,789 | 1.79% |
| 15 | NU HLDGS LTD | NU | 216,160 | $3,619 | 1.71% |
| 16 | ROCKET COS INC | 77311W101 | 173,326 | $3,356 | 1.59% |
| 17 | BLOOM ENERGY CORP | BE | 37,426 | $3,252 | 1.54% |
| 18 | ISHARES BITCOIN TRUST ETF | IBIT | 64,758 | $3,215 | 1.52% |
| 19 | EXXON MOBIL CORP | XOM | 25,169 | $3,029 | 1.43% |
| 20 | UNITED PARCEL SERVICE INC | UPS | 29,770 | $2,953 | 1.40% |