Udine Wealth Management, Inc. Top Holdings and 13F Report (2026) About Udine Wealth Management, Inc.Investment ActivityUdine Wealth Management, Inc. has $242.92 million in total holdings as of June 30, 2026.Udine Wealth Management, Inc. owns shares of 40 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 13.93% of the portfolio was purchased this quarter.About 9.63% of the portfolio was sold this quarter.This quarter, Udine Wealth Management, Inc. has purchased 35 new stocks and bought additional shares in 23 stocks.Udine Wealth Management, Inc. sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $29,429,086Alphabet $24,937,636Apple $22,369,264Microsoft $18,367,878Bank of America $13,221,354 Largest New Holdings this Quarter 433000106 - Hims & Hers Health $3,662,469 Holding459200101 - International Business Machines $3,178,517 Holding91324P102 - UnitedHealth Group $3,129,694 Holding888787108 - Toast $3,012,711 Holding75734B100 - REDDIT INC $2,901,216 Holding Largest Purchases this Quarter Hims & Hers Health 105,638 shares (about $3.66M)International Business Machines 11,303 shares (about $3.18M)UnitedHealth Group 7,530 shares (about $3.13M)Toast 108,293 shares (about $3.01M)REDDIT INC 16,714 shares (about $2.90M) Largest Sales this Quarter Intel 31,696 shares (about $4.43M)Bloom Energy 13,535 shares (about $4.10M)ROCKET LAB CORP 22,375 shares (about $2.27M)iShares Short Treasury Bond ETF 8,500 shares (about $937.97K)SPDR Bloomberg 1-3 Month T-Bill ETF 6,623 shares (about $606.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUdine Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$29,429,086$606,932 â–¼-2.0%321,13812.1%ETFGOOGAlphabet$24,937,636$314,486 â–²1.3%69,78110.3%Computer and TechnologyAAPLApple$22,369,264$366,619 â–²1.7%77,3069.2%Computer and TechnologyMSFTMicrosoft$18,367,878$778,493 â–²4.4%49,2417.6%Computer and TechnologyBACBank of America$13,221,354$204,387 â–²1.6%232,0355.4%FinanceSHViShares Short Treasury Bond ETF$11,228,112$937,975 â–¼-7.7%101,7504.6%ETFJPMJPMorgan Chase & Co.$10,902,380$158,428 â–²1.5%33,3074.5%FinanceBRK.BBerkshire Hathaway$10,240,481$350,273 â–²3.5%20,4654.2%FinanceAMZNAmazon.com$6,642,059$484,307 â–²7.9%27,8682.7%Retail/WholesaleBEBloom Energy$5,667,452$4,097,044 â–¼-42.0%18,7232.3%EnergyTSLATesla$4,907,140$51,734 â–²1.1%11,6672.0%Auto/Tires/TrucksNVDANVIDIA$4,842,378$597,869 â–¼-11.0%24,2012.0%Computer and TechnologyROCKET LAB CORP$4,198,145$2,274,419 â–¼-35.1%41,3001.7%COMHOODRobinhood Markets$3,943,010$112,715 â–²2.9%39,3201.6%FinanceHIMSHims & Hers Health$3,662,469$3,662,469 â–²New Holding105,6381.5%MedicalXOMExxonMobil$3,598,881$64,532 â–²1.8%26,3231.5%EnergyINTCIntel$3,391,333$4,425,712 â–¼-56.6%24,2881.4%Computer and TechnologyUPSUnited Parcel Service$3,354,752$40,635 â–²1.2%31,2071.4%TransportationRIVNRivian Automotive$3,219,084$494,388 â–²18.1%185,5381.3%Auto/Tires/TrucksIBMInternational Business Machines$3,178,517$3,178,517 â–²New Holding11,3031.3%Computer and TechnologyUNHUnitedHealth Group$3,129,694$3,129,694 â–²New Holding7,5301.3%MedicalIWMiShares Russell 2000 ETF$3,097,339$57,987 â–²1.9%10,3091.3%FinanceNUNU$3,049,473$80,988 â–²2.7%228,2541.3%FinanceTOSTToast$3,012,711$3,012,711 â–²New Holding108,2931.2%Computer and TechnologyAPOApollo Global Management$3,005,074$64,597 â–²2.2%25,4001.2%FinanceRHRH$2,960,857$605,218 â–²25.7%17,9741.2%Consumer StaplesRKTRocket Companies$2,954,322$138,206 â–²4.9%187,5761.2%FinanceREDDIT INC$2,901,216$2,901,216 â–²New Holding16,7141.2%CL APSNLPersonalis$2,898,238$2,898,238 â–²New Holding50,0301.2%MedicalSPACE EXPLORATION TECHN CORP$2,860,709$2,860,709 â–²New Holding16,7431.2%CLASS A COM STKBABoeing$2,824,501$128,800 â–²4.8%13,0481.2%AerospacePALANTIR TECHNOLOGIES INC$2,670,810$30,918 â–²1.2%22,8921.1%CL AISHARES BITCOIN TRUST ETF$2,583,770$204,500 â–²8.6%77,6141.1%SHS BEN INTDECKDeckers Outdoor$2,569,625$2,569,625 â–²New Holding25,8801.1%Retail/WholesaleJOBYJoby Aviation$2,357,288$100,965 â–²4.5%264,2701.0%TransportationURAGlobal X Uranium ETF$2,280,091$2,280,091 â–²New Holding52,1760.9%ETFIRENIREN$2,199,933$2,199,933 â–²New Holding48,1070.9%FinanceLMNDLemonade$2,176,638$131,596 â–²6.4%33,4610.9%FinanceUBERUber Technologies$1,606,931$186,534 â–²13.1%22,2690.7%Computer and TechnologyQQQInvesco QQQ$479,3960.0%6510.2%FinanceHDHome Depot$0$2,772,543 â–¼-100.0%00.0%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$0$2,591,684 â–¼-100.0%00.0%ETFBABAAlibaba Group$0$2,074,840 â–¼-100.0%00.0%Retail/WholesaleGRABGrab$0$1,621,065 â–¼-100.0%00.0%Computer and TechnologyWRBYWarby Parker$0$1,384,784 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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