Udine Wealth Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Udine Wealth Management, Inc. reported 35 stock positions worth $211.6 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 13.7% of the portfolio, followed by Alphabet Class C (GOOG, 9.9%) and Microsoft (MSFT, 9.7%). Compared with Q3 2025, it opened 6 new positions, sold out of 8, added to 20 and reduced 8. The biggest buy was Alphabet Class C (GOOG, shares +5%) and the biggest sale an exit from Oscar Health Class A (OSCR).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001907240
- Portfolio Value
- $211.6M (Q4 2025)
- SEC Filing
- 0001951757-26-000206 ↗ filed Jan 16, 2026
Holdings Value
Holdings 35 stocks · $211.6M
| BIL SS SPDR BB 1-3M T-Bill ETF | 13.70% | 317,197 | $29.0M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 9.88% | 66,760 | $20.9M | Add +4.8% |
| MSFT Microsoft Corp. | 9.71% | 42,501 | $20.6M | Add +3.7% |
| AAPL Apple Inc. | 9.32% | 72,503 | $19.7M | Add +2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 5.82% | 223,750 | $12.3M | Add +1.5% |
| SHV iShares 0-1 Year Treasury Bo | 5.56% | 106,750 | $11.8M | No change |
| JPM JPMorgan Chase & Co. | 4.87% | 31,989 | $10.3M | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.23% | 17,789 | $8.9M | Add +3.0% |
| AMZN Amazon.com Inc. | 2.56% | 23,513 | $5.4M | Add +3.7% |
| NVDA Nvidia Corp. | 2.37% | 26,894 | $5.0M | Reduce -9.7% |
| TSLA Tesla Inc. | 2.34% | 11,023 | $5.0M | Add +1.9% |
| RKLB Rocket Lab Corp. | 2.03% | 61,446 | $4.3M | Reduce -8.0% |
| HOOD Robinhood Markets Inc. Class A | 1.95% | 36,411 | $4.1M | Reduce -4.5% |
| PLTR Palantir Technologies Inc. Class A | 1.79% | 21,319 | $3.8M | Add +1.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.71% | 216,160 | $3.6M | Add +1.8% |
| RKT Rocket Cos Inc. Class A | 1.59% | 173,326 | $3.4M | Add +3.1% |
| BE Bloom Energy Corp. Class A | 1.54% | 37,426 | $3.3M | Reduce -40.6% |
| IBIT iShares Bitcoin Trust ETF | 1.52% | 64,758 | $3.2M | Add +5.9% |
| XOM Exxon Mobil Corp. | 1.43% | 25,169 | $3.0M | Add +14.0% |
| UPS United Parcel Service Class B | 1.40% | 29,770 | $3.0M | New |
| NKE Nike Inc. Class B | 1.26% | 41,923 | $2.7M | New |
| CRM Salesforce Inc. | 1.26% | 10,042 | $2.7M | New |
| INTC Intel Corp. | 1.22% | 70,147 | $2.6M | Reduce -34.1% |
| ZETA Zeta Global Holdings Corp. Class A | 1.22% | 127,104 | $2.6M | New |
| BX Blackstone Inc. | 1.19% | 16,393 | $2.5M | Add +4.0% |
| RH RH | 1.17% | 13,809 | $2.5M | Add +5.3% |
| LMND Lemonade Inc. | 1.14% | 33,930 | $2.4M | Add +2.2% |
| BABA Alibaba Group Holding-SP ADR | 0.98% | 14,155 | $2.1M | Reduce -4.2% |
| GRAB Grab Holdings Ltd. Class A | 0.95% | 403,766 | $2.0M | Add +4.2% |
| RIVN Rivian Automotive Inc. Class A | 0.86% | 91,957 | $1.8M | Add +6.2% |
| EOSE Eos Energy Enterprises Inc. | 0.82% | 151,006 | $1.7M | Reduce -14.6% |
| PATH Uipath Inc. Class A | 0.75% | 96,462 | $1.6M | New |
| UBER Uber Technologies Inc. | 0.67% | 17,325 | $1.4M | Reduce -37.5% |
| WRBY Warby Parker Inc. Class A | 0.61% | 58,946 | $1.3M | New |
| JOBY Joby Aviation Inc. | 0.60% | 96,432 | $1.3M | Add +10.1% |
Portfolio Sells Q3 2025 → Q4 2025
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −1.33 |
| HD Home Depot Inc. | Sold out | 0.00% | −1.26 |
| MP MP Materials Corp. | Sold out | 0.00% | −1.25 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −1.20 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −1.08 |
| BE Bloom Energy Corp. Class A | Reduce -40.6% | 1.54% | −1.02 |
| HOOD Robinhood Markets Inc. Class A | Reduce -4.5% | 1.95% | −0.67 |
| UBER Uber Technologies Inc. | Reduce -37.5% | 0.67% | −0.63 |
| INTC Intel Corp. | Reduce -34.1% | 1.22% | −0.49 |
| NVDA Nvidia Corp. | Reduce -9.7% | 2.37% | −0.30 |
| BABA Alibaba Group Holding-SP ADR | Reduce -4.2% | 0.98% | −0.29 |
| BA The Boeing Co. | Sold out | 0.00% | −0.23 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.15 |
| EOSE Eos Energy Enterprises Inc. | Reduce -14.6% | 0.82% | −0.15 |
| RKLB Rocket Lab Corp. | Reduce -8.0% | 2.03% | +0.49 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +4.8% | 9.88% | +2.44 |
| UPS United Parcel Service Class B | New | 1.40% | +1.40 |
| NKE Nike Inc. Class B | New | 1.26% | +1.26 |
| CRM Salesforce Inc. | New | 1.26% | +1.26 |
| ZETA Zeta Global Holdings Corp. Class A | New | 1.22% | +1.22 |
| PATH Uipath Inc. Class A | New | 0.75% | +0.75 |
| AAPL Apple Inc. | Add +2.6% | 9.32% | +0.68 |
| WRBY Warby Parker Inc. Class A | New | 0.61% | +0.61 |
| BAC Bank of America Corp. | Add +1.5% | 5.82% | +0.36 |
| LMND Lemonade Inc. | Add +2.2% | 1.14% | +0.29 |
| RIVN Rivian Automotive Inc. Class A | Add +6.2% | 0.86% | +0.25 |
| XOM Exxon Mobil Corp. | Add +14.0% | 1.43% | +0.24 |
| AMZN Amazon.com Inc. | Add +3.7% | 2.56% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 4.87% | +0.17 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +1.8% | 1.71% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.0% | 4.23% | +0.06 |
| TSLA Tesla Inc. | Add +1.9% | 2.34% | +0.04 |
| RKT Rocket Cos Inc. Class A | Add +3.1% | 1.59% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +1.9% | 1.79% | −0.04 |
| JOBY Joby Aviation Inc. | Add +10.1% | 0.60% | −0.08 |
| BX Blackstone Inc. | Add +4.0% | 1.19% | −0.10 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +1.2% | 13.70% | −0.10 |
| RH RH | Add +5.3% | 1.17% | −0.11 |
| GRAB Grab Holdings Ltd. Class A | Add +4.2% | 0.95% | −0.17 |
| IBIT iShares Bitcoin Trust ETF | Add +5.9% | 1.52% | −0.39 |
| MSFT Microsoft Corp. | Add +3.7% | 9.71% | −0.47 |
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 |