Udine Wealth Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Udine Wealth Management, Inc. reported 35 stock positions worth $189.4 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 14.6% of the portfolio, followed by Blackstone (BX, 11.8%) and Microsoft (MSFT, 10.5%). Compared with Q1 2025, it opened 10 new positions, sold out of 3, added to 17 and reduced 7. The biggest buy was a new position in Blackstone (BX) 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
- $189.4M (Q2 2025)
- SEC Filing
- 0001951757-25-000956 ↗ filed Jul 25, 2025
Holdings Value
Holdings 35 stocks · $189.4M
| BIL SS SPDR BB 1-3M T-Bill ETF | 14.60% | 301,570 | $27.7M | Reduce -1.7% |
| BX Blackstone Inc. | 11.76% | 15,259 | $22.3M | New |
| MSFT Microsoft Corp. | 10.53% | 40,111 | $20.0M | Add +0.4% |
| AAPL Apple Inc. | 7.50% | 69,214 | $14.2M | Add +2.7% |
| SHV iShares 0-1 Year Treasury Bo | 6.28% | 107,750 | $11.9M | No change |
| GOOG Alphabet Inc. Class C | 5.66% | 60,804 | $10.7M | Add +2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 5.45% | 218,149 | $10.3M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 4.71% | 30,752 | $8.9M | Reduce -6.2% |
| NVDA Nvidia Corp. | 2.70% | 32,412 | $5.1M | Reduce -5.5% |
| HOOD Robinhood Markets Inc. Class A | 2.67% | 54,040 | $5.1M | Reduce -33.9% |
| AMZN Amazon.com Inc. | 2.56% | 22,078 | $4.8M | Add +6.7% |
| IBIT iShares Bitcoin Trust ETF | 1.88% | 58,132 | $3.6M | Add +0.9% |
| TSLA Tesla Inc. | 1.79% | 10,690 | $3.4M | Add +1.7% |
| PLTR Palantir Technologies Inc. Class A | 1.77% | 24,634 | $3.4M | Reduce -18.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.63% | 16,411 | $3.1M | Add +3.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.50% | 207,504 | $2.8M | Add +0.3% |
| DKNG Draftkings Inc. Class A | 1.33% | 58,721 | $2.5M | Add +38.3% |
| UBER Uber Technologies Inc. | 1.32% | 26,887 | $2.5M | Reduce -22.4% |
| RH RH | 1.29% | 12,955 | $2.4M | New |
| UNH Unitedhealth Group Inc. | 1.24% | 7,529 | $2.3M | New |
| RKLB Rocket Lab Corp. | 1.24% | 65,491 | $2.3M | Add +2.2% |
| INTC Intel Corp. | 1.23% | 104,274 | $2.3M | Add +3.7% |
| UPS United Parcel Service Class B | 1.18% | 22,140 | $2.2M | New |
| HD Home Depot Inc. | 1.18% | 6,092 | $2.2M | Add +3.3% |
| XOM Exxon Mobil Corp. | 1.16% | 20,334 | $2.2M | Add +1.8% |
| BABA Alibaba Group Holding-SP ADR | 0.95% | 15,890 | $1.8M | Add +0.7% |
| LMND Lemonade Inc. | 0.74% | 32,059 | $1.4M | Reduce -44.3% |
| OSCR Oscar Health Inc. Class A | 0.70% | 61,472 | $1.3M | New |
| RKT Rocket Cos Inc. Class A | 0.68% | 90,334 | $1.3M | New |
| TOST Toast Inc. Class A | 0.68% | 28,901 | $1.3M | New |
| GRAB Grab Holdings Ltd. Class A | 0.65% | 244,845 | $1.2M | Add +4.0% |
| BE Bloom Energy Corp. Class A | 0.62% | 49,283 | $1.2M | Add +22.0% |
| RIVN Rivian Automotive Inc. Class A | 0.49% | 68,174 | $937K | New |
| BA The Boeing Co. | 0.19% | 1,711 | $359K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 472 | $260K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.7% | 14.60% | −4.22 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −1.52 |
| GM General Motors Co. | Sold out | 0.00% | −1.31 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −1.09 |
| JPM JPMorgan Chase & Co. | Reduce -6.2% | 4.71% | −0.68 |
| LMND Lemonade Inc. | Reduce -44.3% | 0.74% | −0.47 |
| UBER Uber Technologies Inc. | Reduce -22.4% | 1.32% | −0.36 |
| PLTR Palantir Technologies Inc. Class A | Reduce -18.3% | 1.77% | +0.07 |
| NVDA Nvidia Corp. | Reduce -5.5% | 2.70% | +0.22 |
| HOOD Robinhood Markets Inc. Class A | Reduce -33.9% | 2.67% | +0.40 |
Portfolio Buys Q1 2025 → Q2 2025
| BX Blackstone Inc. | New | 11.76% | +11.76 |
| RH RH | New | 1.29% | +1.29 |
| UNH Unitedhealth Group Inc. | New | 1.24% | +1.24 |
| UPS United Parcel Service Class B | New | 1.18% | +1.18 |
| OSCR Oscar Health Inc. Class A | New | 0.70% | +0.70 |
| RKT Rocket Cos Inc. Class A | New | 0.68% | +0.68 |
| TOST Toast Inc. Class A | New | 0.68% | +0.68 |
| MSFT Microsoft Corp. | Add +0.4% | 10.53% | +0.50 |
| RIVN Rivian Automotive Inc. Class A | New | 0.49% | +0.49 |
| RKLB Rocket Lab Corp. | Add +2.2% | 1.24% | +0.47 |
| DKNG Draftkings Inc. Class A | Add +38.3% | 1.33% | +0.39 |
| BA The Boeing Co. | New | 0.19% | +0.19 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.14% | +0.14 |
| BE Bloom Energy Corp. Class A | Add +22.0% | 0.62% | +0.09 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +0.3% | 1.50% | +0.09 |
| IBIT iShares Bitcoin Trust ETF | Add +0.9% | 1.88% | +0.07 |
| TSLA Tesla Inc. | Add +1.7% | 1.79% | −0.03 |
| GRAB Grab Holdings Ltd. Class A | Add +4.0% | 0.65% | −0.06 |
| AMZN Amazon.com Inc. | Add +6.7% | 2.56% | −0.08 |
| HD Home Depot Inc. | Add +3.3% | 1.18% | −0.27 |
| INTC Intel Corp. | Add +3.7% | 1.23% | −0.29 |
| XOM Exxon Mobil Corp. | Add +1.8% | 1.16% | −0.43 |
| BABA Alibaba Group Holding-SP ADR | Add +0.7% | 0.95% | −0.45 |
| GOOG Alphabet Inc. Class C | Add +2.1% | 5.66% | −0.50 |
| BAC Bank of America Corp. | Add +0.1% | 5.45% | −0.63 |
| AAPL Apple Inc. | Add +2.7% | 7.50% | −2.52 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.0% | 1.63% | −4.04 |
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 |