UDINE WEALTH MANAGEMENT, INC.

CIK 0001907240 · BOCA RATON, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

UDINE WEALTH MANAGEMENT, INC. reported 40 positions worth $242.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: BIL (12.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$242.9M
2026 Q2
Positions
40
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.0%
Est. Net Flow (Q)
2026 Q2
10 / 40 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BILSPDR SERIES TRUSTSH$29.4M12.11%321,138
2GOOGALPHABET INCSH$24.9M10.27%69,781
3AAPLAPPLE INCSH$22.4M9.21%77,306
4MSFTMICROSOFT CORPSH$18.4M7.56%49,241
5BACBANK OF AMER CORPSH$13.2M5.44%232,035
6SHVISHARES TRSH$11.2M4.62%101,750
7JPMJPMORGAN CHASE & COSH$10.9M4.49%33,307
8BRK-BBERKSHIRE HATHAWAY INC DELSH$10.2M4.22%20,465
9AMZNAMAZON COM INCSH$6.6M2.73%27,868
10BEBLOOM ENERGY CORPSH$5.7M2.33%18,723

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does UDINE WEALTH MANAGEMENT, INC. hold as of Q2 2026?

UDINE WEALTH MANAGEMENT, INC. reported 40 positions worth $242.9M in its Q2 2026 13F filing. Largest positions: BIL (12.1%), GOOG (10.3%), AAPL (9.2%), MSFT (7.6%) and BAC (5.4%).

What did UDINE WEALTH MANAGEMENT, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did UDINE WEALTH MANAGEMENT, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.