Filed: 7/25/2025ACC: 0001951757-25-000956
📋 What this filing means
UDINE WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $189.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$189.44M
Total AUM (reported)
2.19M
Total Shares
Allocation by class
COM$107.21M56.6%
BLOOMBERG 1-3 MO$27.66M14.6%
SHORT TREAS BD$11.90M6.3%
COM CL A$10.97M5.8%
CAP STK CL C$10.72M5.7%
CL A$5.96M3.1%
SHS BEN INT$3.56M1.9%
Portfolio Concentration
Top 3$69.90M36.9%
4–10$66.23M35.0%
11–25$42.26M22.3%
Rest$11.05M5.8%
Top 3 weight
36.9%
Top 10 weight
71.9%
Voting Authority Distribution
Total shares with voting rights: 2.19M
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
2.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings35
Rows:
SPDR SERIES TRUST
SOLEShares301.57K
TypeSH
Market value$27.66M
14.60%
Sole
0.00
Shared
0.00
None
301.57K
BLACKSTONE INC
SOLEShares15.26K
TypeSH
Market value$22.28M
11.76%
Sole
0.00
Shared
0.00
None
15.26K
MICROSOFT CORP
SOLEShares40.11K
TypeSH
Market value$19.95M
10.53%
Sole
0.00
Shared
0.00
None
40.11K
APPLE INC
SOLEShares69.21K
TypeSH
Market value$14.20M
7.50%
Sole
0.00
Shared
0.00
None
69.21K
ISHARES TR
SOLEShares107.75K
TypeSH
Market value$11.90M
6.28%
Sole
0.00
Shared
0.00
None
107.75K
ALPHABET INC
SOLEShares60.80K
TypeSH
Market value$10.72M
5.66%
Sole
0.00
Shared
0.00
None
60.80K
BANK AMERICA CORP
SOLEShares218.15K
TypeSH
Market value$10.32M
5.45%
Sole
0.00
Shared
0.00
None
218.15K
JPMORGAN CHASE & CO.
SOLEShares30.75K
TypeSH
Market value$8.92M
4.71%
Sole
0.00
Shared
0.00
None
30.75K
NVIDIA CORPORATION
SOLEShares32.41K
TypeSH
Market value$5.12M
2.70%
Sole
0.00
Shared
0.00
None
32.41K
ROBINHOOD MKTS INC
SOLEShares54.04K
TypeSH
Market value$5.06M
2.67%
Sole
0.00
Shared
0.00
None
54.04K
AMAZON COM INC
SOLEShares22.08K
TypeSH
Market value$4.84M
2.56%
Sole
0.00
Shared
0.00
None
22.08K
ISHARES BITCOIN TRUST ETF
SOLEShares58.13K
TypeSH
Market value$3.56M
1.88%
Sole
0.00
Shared
0.00
None
58.13K
TESLA INC
SOLEShares10.69K
TypeSH
Market value$3.40M
1.79%
Sole
0.00
Shared
0.00
None
10.69K
PALANTIR TECHNOLOGIES INC
SOLEShares24.63K
TypeSH
Market value$3.36M
1.77%
Sole
0.00
Shared
0.00
None
24.63K
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.41K
TypeSH
Market value$3.09M
1.63%
Sole
0.00
Shared
0.00
None
16.41K
NU HLDGS LTD
SOLEShares207.50K
TypeSH
Market value$2.85M
1.50%
Sole
0.00
Shared
0.00
None
207.50K
DRAFTKINGS INC NEW
SOLEShares58.72K
TypeSH
Market value$2.52M
1.33%
Sole
0.00
Shared
0.00
None
58.72K
UBER TECHNOLOGIES INC
SOLEShares26.89K
TypeSH
Market value$2.51M
1.32%
Sole
0.00
Shared
0.00
None
26.89K
RH
SOLEShares12.96K
TypeSH
Market value$2.45M
1.29%
Sole
0.00
Shared
0.00
None
12.96K
UNITEDHEALTH GROUP INC
SOLEShares7.53K
TypeSH
Market value$2.35M
1.24%
Sole
0.00
Shared
0.00
None
7.53K
ROCKET LAB CORP
SOLEShares65.49K
TypeSH
Market value$2.34M
1.24%
Sole
0.00
Shared
0.00
None
65.49K
INTEL CORP
SOLEShares104.27K
TypeSH
Market value$2.34M
1.23%
Sole
0.00
Shared
0.00
None
104.27K
UNITED PARCEL SERVICE INC
SOLEShares22.14K
TypeSH
Market value$2.23M
1.18%
Sole
0.00
Shared
0.00
None
22.14K
HOME DEPOT INC
SOLEShares6.09K
TypeSH
Market value$2.23M
1.18%
Sole
0.00
Shared
0.00
None
6.09K
EXXON MOBIL CORP
SOLEShares20.33K
TypeSH
Market value$2.19M
1.16%
Sole
0.00
Shared
0.00
None
20.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 301.57K | SH | $27.66M 14.60% | 0.00 | 0.00 | 301.57K |
BLACKSTONE INCSOLE | COM | 15.26K | SH | $22.28M 11.76% | 0.00 | 0.00 | 15.26K |
MICROSOFT CORPSOLE | COM | 40.11K | SH | $19.95M 10.53% | 0.00 | 0.00 | 40.11K |
APPLE INCSOLE | COM | 69.21K | SH | $14.20M 7.50% | 0.00 | 0.00 | 69.21K |
ISHARES TRSOLE | SHORT TREAS BD | 107.75K | SH | $11.90M 6.28% | 0.00 | 0.00 | 107.75K |
ALPHABET INCSOLE | CAP STK CL C | 60.80K | SH | $10.72M 5.66% | 0.00 | 0.00 | 60.80K |
BANK AMERICA CORPSOLE | COM | 218.15K | SH | $10.32M 5.45% | 0.00 | 0.00 | 218.15K |
JPMORGAN CHASE & CO.SOLE | COM | 30.75K | SH | $8.92M 4.71% | 0.00 | 0.00 | 30.75K |
NVIDIA CORPORATIONSOLE | COM | 32.41K | SH | $5.12M 2.70% | 0.00 | 0.00 | 32.41K |
ROBINHOOD MKTS INCSOLE | COM CL A | 54.04K | SH | $5.06M 2.67% | 0.00 | 0.00 | 54.04K |
AMAZON COM INCSOLE | COM | 22.08K | SH | $4.84M 2.56% | 0.00 | 0.00 | 22.08K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 58.13K | SH | $3.56M 1.88% | 0.00 | 0.00 | 58.13K |
TESLA INCSOLE | COM | 10.69K | SH | $3.40M 1.79% | 0.00 | 0.00 | 10.69K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 24.63K | SH | $3.36M 1.77% | 0.00 | 0.00 | 24.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.41K | SH | $3.09M 1.63% | 0.00 | 0.00 | 16.41K |
NU HLDGS LTDSOLE | ORD SHS CL A | 207.50K | SH | $2.85M 1.50% | 0.00 | 0.00 | 207.50K |
DRAFTKINGS INC NEWSOLE | COM CL A | 58.72K | SH | $2.52M 1.33% | 0.00 | 0.00 | 58.72K |
UBER TECHNOLOGIES INCSOLE | COM | 26.89K | SH | $2.51M 1.32% | 0.00 | 0.00 | 26.89K |
RHSOLE | COM | 12.96K | SH | $2.45M 1.29% | 0.00 | 0.00 | 12.96K |
UNITEDHEALTH GROUP INCSOLE | COM | 7.53K | SH | $2.35M 1.24% | 0.00 | 0.00 | 7.53K |
ROCKET LAB CORPSOLE | COM | 65.49K | SH | $2.34M 1.24% | 0.00 | 0.00 | 65.49K |
INTEL CORPSOLE | COM | 104.27K | SH | $2.34M 1.23% | 0.00 | 0.00 | 104.27K |
UNITED PARCEL SERVICE INCSOLE | CL B | 22.14K | SH | $2.23M 1.18% | 0.00 | 0.00 | 22.14K |
HOME DEPOT INCSOLE | COM | 6.09K | SH | $2.23M 1.18% | 0.00 | 0.00 | 6.09K |
EXXON MOBIL CORPSOLE | COM | 20.33K | SH | $2.19M 1.16% | 0.00 | 0.00 | 20.33K |
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