Udine Wealth Management, Inc.
Udine Wealth Management, Inc. reported 40 holdings worth US$243M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Udine Wealth Management, Inc. reported 40 holdings worth US$243M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 40
- Value as reported
- US$243M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 68,992 | US$24.9M | 10.3% |
| Apple Inc | 77,306 | US$22.4M | 9.2% |
| Microsoft Corp. | 49,241 | US$18.4M | 7.6% |
| Bank Of America Corporation | 232K | US$13.2M | 5.4% |
| Jp Morgan Chase & Co. | 33,307 | US$10.9M | 4.5% |
| Berkshire Hathaway Inc. | 20,465 | US$10.2M | 4.2% |
| Amazon.com, Inc. | 27,868 | US$6.64M | 2.7% |
| Bloom Energy Corporation | 18,723 | US$5.67M | 2.3% |
| Tesla, Inc. | 11,667 | US$4.91M | 2.0% |
| Nvidia Corporation | 24,201 | US$4.84M | 2.0% |
| Rocket Lab Corporation | 41,300 | US$4.2M | 1.7% |
| Robinhood Markets, Inc. | 39,320 | US$3.94M | 1.6% |
| Hims & Hers Health, Inc. | 106K | US$3.66M | 1.5% |
| Exxon Mobil Corporation | 26,323 | US$3.6M | 1.5% |
| Intel Corporation | 24,288 | US$3.39M | 1.4% |
| United Parcel Service, Inc. | 31,207 | US$3.35M | 1.4% |
| Rivian Automotive, Inc. | 186K | US$3.22M | 1.3% |
| International Business Machines Corporation | 11,303 | US$3.18M | 1.3% |
| Unitedhealth Group Incorporated | 7,530 | US$3.13M | 1.3% |
| Nu Holdings Ltd. | 228K | US$3.05M | 1.3% |
| Toast, Inc. | 108K | US$3.01M | 1.2% |
| Apollo Global Management, Inc. (new) | 25,400 | US$3.01M | 1.2% |
| Rh | 17,974 | US$2.96M | 1.2% |
| Rocket Companies, Inc. | 188K | US$2.95M | 1.2% |
| Reddit, Inc. | 16,714 | US$2.9M | 1.2% |
| Personalis, Inc. | 50,030 | US$2.9M | 1.2% |
| Space Exploration Technologies Corp | 16,743 | US$2.86M | 1.2% |
| Boeing Company (the) | 13,048 | US$2.82M | 1.2% |
| Palantir Technologies Inc. | 22,892 | US$2.67M | 1.1% |
| Deckers Outdoor Corporation | 25,880 | US$2.57M | 1.1% |
| Joby Aviation, Inc. | 264K | US$2.36M | 0.97% |
| Lemonade, Inc. | 33,461 | US$2.18M | 0.90% |
| Uber Technologies, Inc. | 22,269 | US$1.61M | 0.66% |
| Grab Holdings Limited | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Warby Parker Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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