Filed: 4/11/2025ACC: 0001951757-25-000337
📋 What this filing means
UDINE WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $149.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$149.49M
Total AUM (reported)
2.01M
Total Shares
Allocation by class
COM$75.64M50.6%
BLOOMBERG 1-3 MO$28.14M18.8%
SHORT TREAS BD$11.90M8.0%
CAP STK CL C$9.21M6.2%
CL B NEW$8.48M5.7%
COM CL A$5.61M3.8%
SHS BEN INT$2.70M1.8%
Portfolio Concentration
Top 3$58.10M38.9%
4–10$54.38M36.4%
11–25$34.01M22.7%
Rest$3.01M2.0%
Top 3 weight
38.9%
Top 10 weight
75.2%
Voting Authority Distribution
Total shares with voting rights: 2.01M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings28
Rows:
SPDR SER TR
SOLEShares306.73K
TypeSH
Market value$28.14M
18.82%
Sole
0.00
Shared
0.00
None
306.73K
MICROSOFT CORP
SOLEShares39.94K
TypeSH
Market value$14.99M
10.03%
Sole
0.00
Shared
0.00
None
39.94K
APPLE INC
SOLEShares67.39K
TypeSH
Market value$14.97M
10.01%
Sole
0.00
Shared
0.00
None
67.39K
ISHARES TR
SOLEShares107.75K
TypeSH
Market value$11.90M
7.96%
Sole
0.00
Shared
0.00
None
107.75K
ALPHABET INC
SOLEShares59.53K
TypeSH
Market value$9.21M
6.16%
Sole
0.00
Shared
0.00
None
59.53K
BANK AMERICA CORP
SOLEShares217.83K
TypeSH
Market value$9.09M
6.08%
Sole
0.00
Shared
0.00
None
217.83K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.93K
TypeSH
Market value$8.48M
5.68%
Sole
0.00
Shared
0.00
None
15.93K
JPMORGAN CHASE & CO.
SOLEShares32.79K
TypeSH
Market value$8.04M
5.38%
Sole
0.00
Shared
0.00
None
32.79K
AMAZON COM INC
SOLEShares20.68K
TypeSH
Market value$3.94M
2.63%
Sole
0.00
Shared
0.00
None
20.68K
NVIDIA CORPORATION
SOLEShares34.29K
TypeSH
Market value$3.72M
2.49%
Sole
0.00
Shared
0.00
None
34.29K
ROBINHOOD MKTS INC
SOLEShares81.74K
TypeSH
Market value$3.40M
2.28%
Sole
0.00
Shared
0.00
None
81.74K
TESLA INC
SOLEShares10.51K
TypeSH
Market value$2.72M
1.82%
Sole
0.00
Shared
0.00
None
10.51K
ISHARES BITCOIN TRUST ETF
SOLEShares57.63K
TypeSH
Market value$2.70M
1.80%
Sole
0.00
Shared
0.00
None
57.63K
PALANTIR TECHNOLOGIES INC
SOLEShares30.17K
TypeSH
Market value$2.55M
1.70%
Sole
0.00
Shared
0.00
None
30.17K
UBER TECHNOLOGIES INC
SOLEShares34.64K
TypeSH
Market value$2.52M
1.69%
Sole
0.00
Shared
0.00
None
34.64K
EXXON MOBIL CORP
SOLEShares19.97K
TypeSH
Market value$2.37M
1.59%
Sole
0.00
Shared
0.00
None
19.97K
INTEL CORP
SOLEShares100.56K
TypeSH
Market value$2.28M
1.53%
Sole
0.00
Shared
0.00
None
100.56K
BRISTOL-MYERS SQUIBB CO
SOLEShares37.33K
TypeSH
Market value$2.28M
1.52%
Sole
0.00
Shared
0.00
None
37.33K
HOME DEPOT INC
SOLEShares5.90K
TypeSH
Market value$2.16M
1.45%
Sole
0.00
Shared
0.00
None
5.90K
NU HLDGS LTD
SOLEShares206.93K
TypeSH
Market value$2.12M
1.42%
Sole
0.00
Shared
0.00
None
206.93K
ALIBABA GROUP HLDG LTD
SOLEShares15.79K
TypeSH
Market value$2.09M
1.40%
Sole
0.00
Shared
0.00
None
15.79K
GENERAL MTRS CO
SOLEShares41.63K
TypeSH
Market value$1.96M
1.31%
Sole
0.00
Shared
0.00
None
41.63K
LEMONADE INC
SOLEShares57.53K
TypeSH
Market value$1.81M
1.21%
Sole
0.00
Shared
0.00
None
57.53K
PAYPAL HLDGS INC
SOLEShares25.01K
TypeSH
Market value$1.63M
1.09%
Sole
0.00
Shared
0.00
None
25.01K
DRAFTKINGS INC NEW
SOLEShares42.45K
TypeSH
Market value$1.41M
0.94%
Sole
0.00
Shared
0.00
None
42.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 306.73K | SH | $28.14M 18.82% | 0.00 | 0.00 | 306.73K |
MICROSOFT CORPSOLE | COM | 39.94K | SH | $14.99M 10.03% | 0.00 | 0.00 | 39.94K |
APPLE INCSOLE | COM | 67.39K | SH | $14.97M 10.01% | 0.00 | 0.00 | 67.39K |
ISHARES TRSOLE | SHORT TREAS BD | 107.75K | SH | $11.90M 7.96% | 0.00 | 0.00 | 107.75K |
ALPHABET INCSOLE | CAP STK CL C | 59.53K | SH | $9.21M 6.16% | 0.00 | 0.00 | 59.53K |
BANK AMERICA CORPSOLE | COM | 217.83K | SH | $9.09M 6.08% | 0.00 | 0.00 | 217.83K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.93K | SH | $8.48M 5.68% | 0.00 | 0.00 | 15.93K |
JPMORGAN CHASE & CO.SOLE | COM | 32.79K | SH | $8.04M 5.38% | 0.00 | 0.00 | 32.79K |
AMAZON COM INCSOLE | COM | 20.68K | SH | $3.94M 2.63% | 0.00 | 0.00 | 20.68K |
NVIDIA CORPORATIONSOLE | COM | 34.29K | SH | $3.72M 2.49% | 0.00 | 0.00 | 34.29K |
ROBINHOOD MKTS INCSOLE | COM CL A | 81.74K | SH | $3.40M 2.28% | 0.00 | 0.00 | 81.74K |
TESLA INCSOLE | COM | 10.51K | SH | $2.72M 1.82% | 0.00 | 0.00 | 10.51K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 57.63K | SH | $2.70M 1.80% | 0.00 | 0.00 | 57.63K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 30.17K | SH | $2.55M 1.70% | 0.00 | 0.00 | 30.17K |
UBER TECHNOLOGIES INCSOLE | COM | 34.64K | SH | $2.52M 1.69% | 0.00 | 0.00 | 34.64K |
EXXON MOBIL CORPSOLE | COM | 19.97K | SH | $2.37M 1.59% | 0.00 | 0.00 | 19.97K |
INTEL CORPSOLE | COM | 100.56K | SH | $2.28M 1.53% | 0.00 | 0.00 | 100.56K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 37.33K | SH | $2.28M 1.52% | 0.00 | 0.00 | 37.33K |
HOME DEPOT INCSOLE | COM | 5.90K | SH | $2.16M 1.45% | 0.00 | 0.00 | 5.90K |
NU HLDGS LTDSOLE | ORD SHS CL A | 206.93K | SH | $2.12M 1.42% | 0.00 | 0.00 | 206.93K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 15.79K | SH | $2.09M 1.40% | 0.00 | 0.00 | 15.79K |
GENERAL MTRS COSOLE | COM | 41.63K | SH | $1.96M 1.31% | 0.00 | 0.00 | 41.63K |
LEMONADE INCSOLE | COM | 57.53K | SH | $1.81M 1.21% | 0.00 | 0.00 | 57.53K |
PAYPAL HLDGS INCSOLE | COM | 25.01K | SH | $1.63M 1.09% | 0.00 | 0.00 | 25.01K |
DRAFTKINGS INC NEWSOLE | COM CL A | 42.45K | SH | $1.41M 0.94% | 0.00 | 0.00 | 42.45K |
Page 1 of 2