Udine Wealth Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Udine Wealth Management, Inc. reported 35 stock positions worth $204.7 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 14.7% of the portfolio, followed by Alphabet Class C (GOOG, 9.7%) and Apple (AAPL, 9.4%). Compared with Q4 2025, it opened 6 new positions, sold out of 6, added to 25 and reduced 3. The biggest buy was a new position in Home Depot (HD) and the biggest sale an exit from Nike Class B (NKE).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001907240
- Portfolio Value
- $204.7M (Q1 2026)
- SEC Filing
- 0001951757-26-000597 ↗ filed Apr 14, 2026
Holdings Value
Holdings 35 stocks · $204.7M
| BIL SS SPDR BB 1-3M T-Bill ETF | 14.68% | 327,761 | $30.0M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 9.68% | 68,901 | $19.8M | Add +3.2% |
| AAPL Apple Inc. | 9.43% | 76,039 | $19.3M | Add +4.9% |
| MSFT Microsoft Corp. | 8.53% | 47,154 | $17.5M | Add +10.9% |
| SHV iShares 0-1 Year Treasury Bo | 5.95% | 110,250 | $12.2M | Add +3.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 5.44% | 228,448 | $11.1M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 4.72% | 32,823 | $9.7M | Add +2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.63% | 19,765 | $9.5M | Add +11.1% |
| AMZN Amazon.com Inc. | 2.63% | 25,836 | $5.4M | Add +9.9% |
| NVDA Nvidia Corp. | 2.32% | 27,189 | $4.7M | Add +1.1% |
| XOM Exxon Mobil Corp. | 2.14% | 25,851 | $4.4M | Add +2.7% |
| BE Bloom Energy Corp. Class A | 2.14% | 32,258 | $4.4M | Reduce -13.8% |
| TSLA Tesla Inc. | 2.10% | 11,544 | $4.3M | Add +4.7% |
| RKLB Rocket Lab Corp. | 2.00% | 63,675 | $4.1M | Add +3.6% |
| PLTR Palantir Technologies Inc. Class A | 1.62% | 22,627 | $3.3M | Add +6.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.56% | 222,192 | $3.2M | Add +2.8% |
| UPS United Parcel Service Class B | 1.48% | 30,829 | $3.0M | Add +3.6% |
| HD Home Depot Inc. | 1.35% | 8,430 | $2.8M | New |
| APO Apollo Global Management Inc. | 1.35% | 24,854 | $2.8M | New |
| IBIT iShares Bitcoin Trust ETF | 1.34% | 71,471 | $2.7M | Add +10.4% |
| HOOD Robinhood Markets Inc. Class A | 1.29% | 38,196 | $2.6M | Add +4.9% |
| TLT iShares 20+ Year Treasury BD | 1.27% | 29,896 | $2.6M | New |
| RKT Rocket Cos Inc. Class A | 1.25% | 178,801 | $2.5M | Add +3.2% |
| IWM iShares Russell 2000 ETF | 1.23% | 10,116 | $2.5M | New |
| BA The Boeing Co. | 1.21% | 12,453 | $2.5M | New |
| INTC Intel Corp. | 1.21% | 55,984 | $2.5M | Reduce -20.2% |
| RIVN Rivian Automotive Inc. Class A | 1.15% | 157,043 | $2.4M | Add +70.8% |
| JOBY Joby Aviation Inc. | 1.02% | 252,951 | $2.1M | Add +162.3% |
| BABA Alibaba Group Holding-SP ADR | 1.01% | 14,155 | $2.1M | No change |
| RH RH | 0.98% | 14,300 | $2.0M | Add +3.6% |
| LMND Lemonade Inc. | 0.96% | 31,438 | $2.0M | Reduce -7.3% |
| GRAB Grab Holdings Ltd. Class A | 0.79% | 442,914 | $1.6M | Add +9.7% |
| UBER Uber Technologies Inc. | 0.69% | 19,684 | $1.4M | Add +13.6% |
| WRBY Warby Parker Inc. Class A | 0.68% | 65,723 | $1.4M | Add +11.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 651 | $376K | New |
Portfolio Sells Q4 2025 → Q1 2026
| NKE Nike Inc. Class B | Sold out | 0.00% | −1.26 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.26 |
| ZETA Zeta Global Holdings Corp. Class A | Sold out | 0.00% | −1.22 |
| BX Blackstone Inc. | Sold out | 0.00% | −1.19 |
| EOSE Eos Energy Enterprises Inc. | Sold out | 0.00% | −0.82 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.75 |
| LMND Lemonade Inc. | Reduce -7.3% | 0.96% | −0.18 |
| INTC Intel Corp. | Reduce -20.2% | 1.21% | −0.02 |
| BE Bloom Energy Corp. Class A | Reduce -13.8% | 2.14% | +0.60 |
Portfolio Buys Q4 2025 → Q1 2026
| HD Home Depot Inc. | New | 1.35% | +1.35 |
| APO Apollo Global Management Inc. | New | 1.35% | +1.35 |
| TLT iShares 20+ Year Treasury BD | New | 1.27% | +1.27 |
| IWM iShares Russell 2000 ETF | New | 1.23% | +1.23 |
| BA The Boeing Co. | New | 1.21% | +1.21 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +3.3% | 14.68% | +0.98 |
| XOM Exxon Mobil Corp. | Add +2.7% | 2.14% | +0.71 |
| JOBY Joby Aviation Inc. | Add +162.3% | 1.02% | +0.42 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.1% | 4.63% | +0.40 |
| SHV iShares 0-1 Year Treasury Bo | Add +3.3% | 5.95% | +0.39 |
| RIVN Rivian Automotive Inc. Class A | Add +70.8% | 1.15% | +0.30 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.18% | +0.18 |
| AAPL Apple Inc. | Add +4.9% | 9.43% | +0.11 |
| UPS United Parcel Service Class B | Add +3.6% | 1.48% | +0.09 |
| WRBY Warby Parker Inc. Class A | Add +11.5% | 0.68% | +0.07 |
| AMZN Amazon.com Inc. | Add +9.9% | 2.63% | +0.06 |
| UBER Uber Technologies Inc. | Add +13.6% | 0.69% | +0.02 |
| RKLB Rocket Lab Corp. | Add +3.6% | 2.00% | −0.03 |
| NVDA Nvidia Corp. | Add +1.1% | 2.32% | −0.05 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +2.8% | 1.56% | −0.15 |
| JPM JPMorgan Chase & Co. | Add +2.6% | 4.72% | −0.15 |
| GRAB Grab Holdings Ltd. Class A | Add +9.7% | 0.79% | −0.16 |
| PLTR Palantir Technologies Inc. Class A | Add +6.1% | 1.62% | −0.17 |
| IBIT iShares Bitcoin Trust ETF | Add +10.4% | 1.34% | −0.18 |
| RH RH | Add +3.6% | 0.98% | −0.19 |
| GOOG Alphabet Inc. Class C | Add +3.2% | 9.68% | −0.19 |
| TSLA Tesla Inc. | Add +4.7% | 2.10% | −0.25 |
| RKT Rocket Cos Inc. Class A | Add +3.2% | 1.25% | −0.34 |
| BAC Bank of America Corp. | Add +2.1% | 5.44% | −0.37 |
| HOOD Robinhood Markets Inc. Class A | Add +4.9% | 1.29% | −0.65 |
| MSFT Microsoft Corp. | Add +10.9% | 8.53% | −1.19 |
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 |