Institutions / Udine Wealth Management, Inc.
Udine Wealth Management, Inc.
CIK 1907240 · Institution · as of Dec 31, 2025
Portfolio value
$211.6K
Positions
35
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 35 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $29.0K | 13.7% |
| Alphabet Inc. | $20.9K | 9.9% |
| Microsoft Corp | $20.6K | 9.7% |
| Apple Inc. | $19.7K | 9.3% |
| Bank of America Corp /De | $12.3K | 5.8% |
| iShares Tr | $11.8K | 5.6% |
| JPMorgan Chase & Co | $10.3K | 4.9% |
| Warren E. Buffett | $8.9K | 4.2% |
| Amazon.com Inc | $5.4K | 2.6% |
| NVIDIA Corp | $5.0K | 2.4% |
| Tesla Inc | $5.0K | 2.3% |
| Rocket Lab CorpRKLB | $4.3K | 2.0% |
| Robinhood Markets, Inc. | $4.1K | 1.9% |
| Palantir Technologies Inc | $3.8K | 1.8% |
| Nu Hldgs Ltd | $3.6K | 1.7% |
| Rocket Companies, Inc. | $3.4K | 1.6% |
| Bloom Energy Corp | $3.3K | 1.5% |
| iShares Bitcoin Trust ETF | $3.2K | 1.5% |
| Exxon Mobil Corp | $3.0K | 1.4% |
| United Parcel Service Inc | $3.0K | 1.4% |
| NIKE, Inc. | $2.7K | 1.3% |
| Salesforce Inc | $2.7K | 1.3% |
| Intel Corp | $2.6K | 1.2% |
| Zeta Global Holdings Corp. | $2.6K | 1.2% |
| Blackstone Inc | $2.5K | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.