Udine Wealth Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Udine Wealth Management, Inc. reported 40 stock positions worth $242.9 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 12.1% of the portfolio, followed by Alphabet Class C (GOOG, 10.3%) and Apple (AAPL, 9.2%). Compared with Q1 2026, it opened 10 new positions, sold out of 5, added to 23 and reduced 6. The biggest buy was a new position in Hims & Hers Health (HIMS) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001907240
- Portfolio Value
- $242.9M (Q2 2026)
- SEC Filing
- 0001951757-26-001060 ↗ filed Jul 24, 2026
Holdings Value
Holdings 40 stocks · $242.9M
| BIL SS SPDR BB 1-3M T-Bill ETF | 12.11% | 321,138 | $29.4M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 10.27% | 69,781 | $24.9M | Add +1.3% |
| AAPL Apple Inc. | 9.21% | 77,306 | $22.4M | Add +1.7% |
| MSFT Microsoft Corp. | 7.56% | 49,241 | $18.4M | Add +4.4% |
| BAC Bank of America Corp. | 5.44% | 232,035 | $13.2M | Add +1.6% |
| SHV iShares 0-1 Year Treasury Bo | 4.62% | 101,750 | $11.2M | Reduce -7.7% |
| JPM JPMorgan Chase & Co. | 4.49% | 33,307 | $10.9M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.22% | 20,465 | $10.2M | Add +3.5% |
| AMZN Amazon.com Inc. | 2.73% | 27,868 | $6.6M | Add +7.9% |
| BE Bloom Energy Corp. Class A | 2.33% | 18,723 | $5.7M | Reduce -42.0% |
| TSLA Tesla Inc. | 2.02% | 11,667 | $4.9M | Add +1.1% |
| NVDA Nvidia Corp. | 1.99% | 24,201 | $4.8M | Reduce -11.0% |
| RKLB Rocket Lab Corp. | 1.73% | 41,300 | $4.2M | Reduce -35.1% |
| HOOD Robinhood Markets Inc. Class A | 1.62% | 39,320 | $3.9M | Add +2.9% |
| HIMS Hims & Hers Health Inc. | 1.51% | 105,638 | $3.7M | New |
| XOM Exxon Mobil Corp. | 1.48% | 26,323 | $3.6M | Add +1.8% |
| INTC Intel Corp. | 1.40% | 24,288 | $3.4M | Reduce -56.6% |
| UPS United Parcel Service Class B | 1.38% | 31,207 | $3.4M | Add +1.2% |
| RIVN Rivian Automotive Inc. Class A | 1.33% | 185,538 | $3.2M | Add +18.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.31% | 11,303 | $3.2M | New |
| UNH Unitedhealth Group Inc. | 1.29% | 7,530 | $3.1M | New |
| IWM iShares Russell 2000 ETF | 1.27% | 10,309 | $3.1M | Add +1.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.26% | 228,254 | $3.0M | Add +2.7% |
| TOST Toast Inc. Class A | 1.24% | 108,293 | $3.0M | New |
| APO Apollo Global Management Inc. | 1.24% | 25,400 | $3.0M | Add +2.2% |
| RH RH | 1.22% | 17,974 | $3.0M | Add +25.7% |
| RKT Rocket Cos Inc. Class A | 1.22% | 187,576 | $3.0M | Add +4.9% |
| RDDT Reddit Inc. Class A | 1.19% | 16,714 | $2.9M | New |
| PSNL Personalis Inc. | 1.19% | 50,030 | $2.9M | New |
| SPCX Space Exploration Techn Class A | 1.18% | 16,743 | $2.9M | New |
| BA The Boeing Co. | 1.16% | 13,048 | $2.8M | Add +4.8% |
| PLTR Palantir Technologies Inc. Class A | 1.10% | 22,892 | $2.7M | Add +1.2% |
| IBIT iShares Bitcoin Trust ETF | 1.06% | 77,614 | $2.6M | Add +8.6% |
| DECK Deckers Outdoor Corp. | 1.06% | 25,880 | $2.6M | New |
| JOBY Joby Aviation Inc. | 0.97% | 264,270 | $2.4M | Add +4.5% |
| URA Global X Uranium ETF | 0.94% | 52,176 | $2.3M | New |
| IREN Iren Ltd. filed as IREN LIMITED | 0.91% | 48,107 | $2.2M | New |
| LMND Lemonade Inc. | 0.90% | 33,461 | $2.2M | Add +6.4% |
| UBER Uber Technologies Inc. | 0.66% | 22,269 | $1.6M | Add +13.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 651 | $479K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -2.0% | 12.11% | −2.56 |
| HD Home Depot Inc. | Sold out | 0.00% | −1.35 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -7.7% | 4.62% | −1.32 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −1.27 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −1.01 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −0.79 |
| WRBY Warby Parker Inc. Class A | Sold out | 0.00% | −0.68 |
| NVDA Nvidia Corp. | Reduce -11.0% | 1.99% | −0.32 |
| RKLB Rocket Lab Corp. | Reduce -35.1% | 1.73% | −0.27 |
| INTC Intel Corp. | Reduce -56.6% | 1.40% | +0.19 |
| BE Bloom Energy Corp. Class A | Reduce -42.0% | 2.33% | +0.20 |
Portfolio Buys Q1 2026 → Q2 2026
| HIMS Hims & Hers Health Inc. | New | 1.51% | +1.51 |
| IBM Intl Business Machines Corp. | New | 1.31% | +1.31 |
| UNH Unitedhealth Group Inc. | New | 1.29% | +1.29 |
| TOST Toast Inc. Class A | New | 1.24% | +1.24 |
| RDDT Reddit Inc. Class A | New | 1.19% | +1.19 |
| PSNL Personalis Inc. | New | 1.19% | +1.19 |
| SPCX Space Exploration Techn Class A | New | 1.18% | +1.18 |
| DECK Deckers Outdoor Corp. | New | 1.06% | +1.06 |
| URA Global X Uranium ETF | New | 0.94% | +0.94 |
| IREN Iren Ltd. | New | 0.91% | +0.91 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 10.27% | +0.58 |
| HOOD Robinhood Markets Inc. Class A | Add +2.9% | 1.62% | +0.33 |
| RH RH | Add +25.7% | 1.22% | +0.24 |
| RIVN Rivian Automotive Inc. Class A | Add +18.1% | 1.33% | +0.17 |
| AMZN Amazon.com Inc. | Add +7.9% | 2.73% | +0.11 |
| IWM iShares Russell 2000 ETF | Add +1.9% | 1.27% | +0.05 |
| BAC Bank of America Corp. | Add +1.6% | 5.44% | +0.00 |
| RKT Rocket Cos Inc. Class A | Add +4.9% | 1.22% | −0.03 |
| UBER Uber Technologies Inc. | Add +13.1% | 0.66% | −0.03 |
| BA The Boeing Co. | Add +4.8% | 1.16% | −0.05 |
| JOBY Joby Aviation Inc. | Add +4.5% | 0.97% | −0.05 |
| LMND Lemonade Inc. | Add +6.4% | 0.90% | −0.07 |
| TSLA Tesla Inc. | Add +1.1% | 2.02% | −0.08 |
| UPS United Parcel Service Class B | Add +1.2% | 1.38% | −0.10 |
| APO Apollo Global Management Inc. | Add +2.2% | 1.24% | −0.12 |
| AAPL Apple Inc. | Add +1.7% | 9.21% | −0.22 |
| JPM JPMorgan Chase & Co. | Add +1.5% | 4.49% | −0.23 |
| IBIT iShares Bitcoin Trust ETF | Add +8.6% | 1.06% | −0.28 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +2.7% | 1.26% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.5% | 4.22% | −0.41 |
| PLTR Palantir Technologies Inc. Class A | Add +1.2% | 1.10% | −0.52 |
| XOM Exxon Mobil Corp. | Add +1.8% | 1.48% | −0.66 |
| MSFT Microsoft Corp. | Add +4.4% | 7.56% | −0.97 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $242.9M | BIL, GOOG, AAPL, MSFT, BAC |
| Q1 2026 | 35 | $204.7M | BIL, GOOG, AAPL, MSFT, SHV |
| Q4 2025 | 35 | $211.6M | BIL, GOOG, MSFT, AAPL, BAC |
| Q3 2025 | 37 | $208.4M | BIL, MSFT, AAPL, GOOG, SHV |
| Q2 2025 | 35 | $189.4M | BIL, BX, MSFT, AAPL, SHV |
| Q1 2025 | 28 | $149.5M | BIL, MSFT, AAPL, SHV, GOOG |
| Q4 2024 | 31 | $155.7M | BIL, AAPL, MSFT, SHV, GOOG |
| Q3 2024 | 28 | $141.7M | BIL, AAPL, MSFT, SHV, GOOG |
| Q2 2024 | 24 | $143.6M | BIL, AAPL, MSFT, PROSHARES SHORT QQQ, GOOG |
| Q1 2024 | 27 | $145.0M | BIL, MSFT, AAPL, PROSHARES SHORT QQQ, SHV |