Udine Wealth Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Udine Wealth Management, Inc. reported 37 stock positions worth $208.4 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 13.8% of the portfolio, followed by Microsoft (MSFT, 10.2%) and Apple (AAPL, 8.6%). Compared with Q2 2025, it opened 5 new positions, sold out of 3, added to 27 and reduced 5. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +5%) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001907240
- Portfolio Value
- $208.4M (Q3 2025)
- SEC Filing
- 0001951757-25-001207 ↗ filed Oct 28, 2025
Holdings Value
Holdings 37 stocks · $208.4M
| BIL SS SPDR BB 1-3M T-Bill ETF | 13.80% | 313,423 | $28.8M | Add +3.9% |
| MSFT Microsoft Corp. | 10.18% | 40,973 | $21.2M | Add +2.1% |
| AAPL Apple Inc. | 8.63% | 70,651 | $18.0M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 7.43% | 63,715 | $15.5M | Add +4.8% |
| SHV iShares 0-1 Year Treasury Bo | 5.66% | 106,750 | $11.8M | Reduce -0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 5.46% | 220,505 | $11.4M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 4.70% | 31,074 | $9.8M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.17% | 17,277 | $8.7M | Add +5.3% |
| NVDA Nvidia Corp. | 2.67% | 29,795 | $5.6M | Reduce -8.1% |
| HOOD Robinhood Markets Inc. Class A | 2.62% | 38,148 | $5.5M | Reduce -29.4% |
| BE Bloom Energy Corp. Class A | 2.56% | 62,967 | $5.3M | Add +27.8% |
| AMZN Amazon.com Inc. | 2.39% | 22,665 | $5.0M | Add +2.7% |
| TSLA Tesla Inc. | 2.31% | 10,813 | $4.8M | Add +1.1% |
| IBIT iShares Bitcoin Trust ETF | 1.91% | 61,169 | $4.0M | Add +5.2% |
| PLTR Palantir Technologies Inc. Class A | 1.83% | 20,927 | $3.8M | Reduce -15.1% |
| INTC Intel Corp. | 1.71% | 106,496 | $3.6M | Add +2.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.63% | 212,436 | $3.4M | Add +2.4% |
| RKT Rocket Cos Inc. Class A | 1.56% | 168,070 | $3.3M | Add +86.0% |
| RKLB Rocket Lab Corp. | 1.54% | 66,811 | $3.2M | Add +2.0% |
| OSCR Oscar Health Inc. Class A | 1.33% | 146,555 | $2.8M | Add +138.4% |
| UBER Uber Technologies Inc. | 1.30% | 27,719 | $2.7M | Add +3.1% |
| BX Blackstone Inc. | 1.29% | 15,763 | $2.7M | Add +3.3% |
| RH RH | 1.28% | 13,113 | $2.7M | Add +1.2% |
| BABA Alibaba Group Holding-SP ADR | 1.27% | 14,771 | $2.6M | Reduce -7.0% |
| HD Home Depot Inc. | 1.26% | 6,475 | $2.6M | Add +6.3% |
| MP MP Materials Corp. | 1.25% | 38,710 | $2.6M | New |
| OXY Occidental Petroleum Corp. | 1.20% | 52,896 | $2.5M | New |
| XOM Exxon Mobil Corp. | 1.19% | 22,086 | $2.5M | Add +8.6% |
| GRAB Grab Holdings Ltd. Class A | 1.12% | 387,391 | $2.3M | Add +58.2% |
| DKNG Draftkings Inc. Class A | 1.08% | 60,447 | $2.3M | Add +2.9% |
| EOSE Eos Energy Enterprises Inc. | 0.97% | 176,881 | $2.0M | New |
| LMND Lemonade Inc. | 0.85% | 33,213 | $1.8M | Add +3.6% |
| JOBY Joby Aviation Inc. | 0.68% | 87,579 | $1.4M | New |
| RIVN Rivian Automotive Inc. Class A | 0.61% | 86,593 | $1.3M | Add +27.0% |
| BA The Boeing Co. | 0.23% | 2,254 | $486K | Add +31.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 600 | $360K | Add +27.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.15% | 654 | $321K | New |
Portfolio Sells Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.24 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −1.18 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.68 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.9% | 5.66% | −0.62 |
| HOOD Robinhood Markets Inc. Class A | Reduce -29.4% | 2.62% | −0.05 |
| NVDA Nvidia Corp. | Reduce -8.1% | 2.67% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -15.1% | 1.83% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | Reduce -7.0% | 1.27% | +0.32 |
Portfolio Buys Q2 2025 → Q3 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.3% | 4.17% | +2.54 |
| BE Bloom Energy Corp. Class A | Add +27.8% | 2.56% | +1.93 |
| GOOG Alphabet Inc. Class C | Add +4.8% | 7.43% | +1.78 |
| MP MP Materials Corp. | New | 1.25% | +1.25 |
| OXY Occidental Petroleum Corp. | New | 1.20% | +1.20 |
| AAPL Apple Inc. | Add +2.1% | 8.63% | +1.14 |
| EOSE Eos Energy Enterprises Inc. | New | 0.97% | +0.97 |
| RKT Rocket Cos Inc. Class A | Add +86.0% | 1.56% | +0.89 |
| JOBY Joby Aviation Inc. | New | 0.68% | +0.68 |
| OSCR Oscar Health Inc. Class A | Add +138.4% | 1.33% | +0.64 |
| TSLA Tesla Inc. | Add +1.1% | 2.31% | +0.51 |
| INTC Intel Corp. | Add +2.1% | 1.71% | +0.48 |
| GRAB Grab Holdings Ltd. Class A | Add +58.2% | 1.12% | +0.47 |
| RKLB Rocket Lab Corp. | Add +2.0% | 1.54% | +0.30 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.15% | +0.15 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +2.4% | 1.63% | +0.13 |
| RIVN Rivian Automotive Inc. Class A | Add +27.0% | 0.61% | +0.12 |
| LMND Lemonade Inc. | Add +3.6% | 0.85% | +0.11 |
| HD Home Depot Inc. | Add +6.3% | 1.26% | +0.08 |
| BA The Boeing Co. | Add +31.7% | 0.23% | +0.04 |
| XOM Exxon Mobil Corp. | Add +8.6% | 1.19% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +27.1% | 0.17% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +5.2% | 1.91% | +0.03 |
| BAC Bank of America Corp. | Add +1.1% | 5.46% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 4.70% | −0.00 |
| RH RH | Add +1.2% | 1.28% | −0.01 |
| UBER Uber Technologies Inc. | Add +3.1% | 1.30% | −0.02 |
| AMZN Amazon.com Inc. | Add +2.7% | 2.39% | −0.17 |
| DKNG Draftkings Inc. Class A | Add +2.9% | 1.08% | −0.24 |
| MSFT Microsoft Corp. | Add +2.1% | 10.18% | −0.35 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +3.9% | 13.80% | −0.80 |
| BX Blackstone Inc. | Add +3.3% | 1.29% | −10.47 |
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 |