Udine Wealth Management
BOCA RATON, FLfiles as UDINE WEALTH MANAGEMENT, INC.
$243m in 40 US stocks at the end of 30 June 2026. The top 10 are 63.0% of the money. It changed about 13.7% of the portfolio this quarter.
Value
$243m
Stocks
40
Top 10 share
63.0%
Turnover
13.7%
What changed this quarter
New
Bought for the first time this quarter.
- Hims & Hers HealthHIMS1.5% of the fund
- International Business MachinesIBM1.3% of the fund
- UnitedHealth GroupUNH1.3% of the fund
- ToastTOST1.2% of the fund
- RedditRDDT1.2% of the fund
- PersonalisPSNL1.2% of the fund
- Space Exploration TechnologiesSPCX1.2% of the fund
- Deckers OutdoorDECK1.1% of the fund
- Global X FDSURA0.9% of the fund
- IrenIREN0.9% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT7.6% of the fund+4%
- Berkshire HathawayBRK-B4.2% of the fund+4%
- Amazon.comAMZN2.7% of the fund+8%
- Robinhood MarketsHOOD1.6% of the fund+3%
- Rivian AutomotiveRIVN1.3% of the fund+18%
- Nu HoldingsNU1.3% of the fund+3%
- Apollo Global ManagementAPO1.2% of the fund+2%
- RHRH1.2% of the fund+26%
- Rocket CompaniesRKT1.2% of the fund+5%
- BoeingBA1.2% of the fund+5%
- Ishares Bitcoin Trust ETFIBIT1.1% of the fund+9%
- Joby AviationJOBY1.0% of the fund+4%
- LemonadeLMND0.9% of the fund+6%
- Uber TechnologiesUBER0.7% of the fund+13%
Cut
Sold some of their stake.
- Spdr Series TrustBIL12.1% of the fund-2%
- Ishares TRSHV4.6% of the fund-8%
- Bloom EnergyBE2.3% of the fund-42%
- NvidiaNVDA2.0% of the fund-11%
- Rocket LabRKLB1.7% of the fund-35%
- IntelINTC1.4% of the fund-57%
Sold out
Sold their entire stake.
- Home DepotHD-100%
- Ishares TRTLT-100%
- Alibaba Group HldgBABA-100%
- Grab HoldingsGRAB-100%
- Warby ParkerWRBY-100%
Holdings
- Spdr Series TrustBIL
- Share
- 12.1%
- Value
- $29m
- Shares
- 321,138
-2%
- Ishares TRSHV
- Share
- 4.6%
- Value
- $11m
- Shares
- 101,750
-8%
- Ishares TRIWM
- Share
- 1.3%
- Value
- $3m
- Shares
- 10,309
Held
- Space Exploration TechnologiesSPCX
- Share
- 1.2%
- Value
- $3m
- Shares
- 16,743
New
- Ishares Bitcoin Trust ETFIBIT
- Share
- 1.1%
- Value
- $3m
- Shares
- 77,614
+9%
- Global X FDSURA
- Share
- 0.9%
- Value
- $2m
- Shares
- 52,176
New
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $479,396
- Shares
- 651
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustBIL | 12.1% | $29m | 321,138 | -2% |
| AlphabetGOOG | 10.3% | $25m | 69,781 | Held |
| AppleAAPL | 9.2% | $22m | 77,306 | Held |
| MicrosoftMSFT | 7.6% | $18m | 49,241 | +4% |
| Bank of AmericaBAC | 5.4% | $13m | 232,035 | Held |
| Ishares TRSHV | 4.6% | $11m | 101,750 | -8% |
| JPMorgan ChaseJPM | 4.5% | $11m | 33,307 | Held |
| Berkshire HathawayBRK-B | 4.2% | $10m | 20,465 | +4% |
| Amazon.comAMZN | 2.7% | $7m | 27,868 | +8% |
| Bloom EnergyBE | 2.3% | $6m | 18,723 | -42% |
| TeslaTSLA | 2.0% | $5m | 11,667 | Held |
| NvidiaNVDA | 2.0% | $5m | 24,201 | -11% |
| Rocket LabRKLB | 1.7% | $4m | 41,300 | -35% |
| Robinhood MarketsHOOD | 1.6% | $4m | 39,320 | +3% |
| Hims & Hers HealthHIMS | 1.5% | $4m | 105,638 | New |
| ExxonMobil HoldingsXOM | 1.5% | $4m | 26,323 | Held |
| IntelINTC | 1.4% | $3m | 24,288 | -57% |
| United Parcel ServiceUPS | 1.4% | $3m | 31,207 | Held |
| Rivian AutomotiveRIVN | 1.3% | $3m | 185,538 | +18% |
| International Business MachinesIBM | 1.3% | $3m | 11,303 | New |
| UnitedHealth GroupUNH | 1.3% | $3m | 7,530 | New |
| Ishares TRIWM | 1.3% | $3m | 10,309 | Held |
| Nu HoldingsNU | 1.3% | $3m | 228,254 | +3% |
| ToastTOST | 1.2% | $3m | 108,293 | New |
| Apollo Global ManagementAPO | 1.2% | $3m | 25,400 | +2% |
| RHRH | 1.2% | $3m | 17,974 | +26% |
| Rocket CompaniesRKT | 1.2% | $3m | 187,576 | +5% |
| RedditRDDT | 1.2% | $3m | 16,714 | New |
| PersonalisPSNL | 1.2% | $3m | 50,030 | New |
| Space Exploration TechnologiesSPCX | 1.2% | $3m | 16,743 | New |
| BoeingBA | 1.2% | $3m | 13,048 | +5% |
| Palantir TechnologiesPLTR | 1.1% | $3m | 22,892 | Held |
| Ishares Bitcoin Trust ETFIBIT | 1.1% | $3m | 77,614 | +9% |
| Deckers OutdoorDECK | 1.1% | $3m | 25,880 | New |
| Joby AviationJOBY | 1.0% | $2m | 264,270 | +4% |
| Global X FDSURA | 0.9% | $2m | 52,176 | New |
| IrenIREN | 0.9% | $2m | 48,107 | New |
| LemonadeLMND | 0.9% | $2m | 33,461 | +6% |
| Uber TechnologiesUBER | 0.7% | $2m | 22,269 | +13% |
| Invesco QQQ TRQQQ | 0.2% | $479,396 | 651 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 28.2% since 30 June 2025.
Where the money is
Technology23.7%
Financial services22.5%
Media & telecom11.5%
Retail & consumer8.4%
Industrials8.2%
Health care4.0%
Energy1.5%
Other20.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.