Filed: 10/28/2025ACC: 0001951757-25-001207
📋 What this filing means
UDINE WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $208.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$208.41M
Total AUM (reported)
2.84M
Total Shares
Allocation by class
COM$100.46M48.2%
BLOOMBERG 1-3 MO$28.76M13.8%
COM CL A$22.19M10.6%
CAP STK CL C$15.49M7.4%
SHORT TREAS BD$11.79M5.7%
CL B NEW$8.69M4.2%
CL A$6.91M3.3%
Portfolio Concentration
Top 3$67.97M32.6%
4–10$68.17M32.7%
11–25$52.45M25.2%
Rest$19.82M9.5%
Top 3 weight
32.6%
Top 10 weight
65.3%
Voting Authority Distribution
Total shares with voting rights: 2.84M
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
2.84M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings37
Rows:
SPDR SERIES TRUST
SOLEShares313.42K
TypeSH
Market value$28.76M
13.80%
Sole
0.00
Shared
0.00
None
313.42K
MICROSOFT CORP
SOLEShares40.97K
TypeSH
Market value$21.22M
10.18%
Sole
0.00
Shared
0.00
None
40.97K
APPLE INC
SOLEShares70.65K
TypeSH
Market value$17.99M
8.63%
Sole
0.00
Shared
0.00
None
70.65K
ALPHABET INC
SOLEShares63.72K
TypeSH
Market value$15.49M
7.43%
Sole
0.00
Shared
0.00
None
63.72K
ISHARES TR
SOLEShares106.75K
TypeSH
Market value$11.79M
5.66%
Sole
0.00
Shared
0.00
None
106.75K
BANK AMERICA CORP
SOLEShares220.50K
TypeSH
Market value$11.38M
5.46%
Sole
0.00
Shared
0.00
None
220.50K
JPMORGAN CHASE & CO.
SOLEShares31.07K
TypeSH
Market value$9.80M
4.70%
Sole
0.00
Shared
0.00
None
31.07K
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.28K
TypeSH
Market value$8.69M
4.17%
Sole
0.00
Shared
0.00
None
17.28K
NVIDIA CORPORATION
SOLEShares29.80K
TypeSH
Market value$5.56M
2.67%
Sole
0.00
Shared
0.00
None
29.80K
ROBINHOOD MKTS INC
SOLEShares38.15K
TypeSH
Market value$5.46M
2.62%
Sole
0.00
Shared
0.00
None
38.15K
BLOOM ENERGY CORP
SOLEShares62.97K
TypeSH
Market value$5.33M
2.56%
Sole
0.00
Shared
0.00
None
62.97K
AMAZON COM INC
SOLEShares22.66K
TypeSH
Market value$4.98M
2.39%
Sole
0.00
Shared
0.00
None
22.66K
TESLA INC
SOLEShares10.81K
TypeSH
Market value$4.81M
2.31%
Sole
0.00
Shared
0.00
None
10.81K
ISHARES BITCOIN TRUST ETF
SOLEShares61.17K
TypeSH
Market value$3.98M
1.91%
Sole
0.00
Shared
0.00
None
61.17K
PALANTIR TECHNOLOGIES INC
SOLEShares20.93K
TypeSH
Market value$3.82M
1.83%
Sole
0.00
Shared
0.00
None
20.93K
INTEL CORP
SOLEShares106.50K
TypeSH
Market value$3.57M
1.71%
Sole
0.00
Shared
0.00
None
106.50K
NU HLDGS LTD
SOLEShares212.44K
TypeSH
Market value$3.40M
1.63%
Sole
0.00
Shared
0.00
None
212.44K
ROCKET COS INC
SOLEShares168.07K
TypeSH
Market value$3.26M
1.56%
Sole
0.00
Shared
0.00
None
168.07K
ROCKET LAB CORP
SOLEShares66.81K
TypeSH
Market value$3.20M
1.54%
Sole
0.00
Shared
0.00
None
66.81K
OSCAR HEALTH INC
SOLEShares146.56K
TypeSH
Market value$2.77M
1.33%
Sole
0.00
Shared
0.00
None
146.56K
UBER TECHNOLOGIES INC
SOLEShares27.72K
TypeSH
Market value$2.72M
1.30%
Sole
0.00
Shared
0.00
None
27.72K
BLACKSTONE INC
SOLEShares15.76K
TypeSH
Market value$2.69M
1.29%
Sole
0.00
Shared
0.00
None
15.76K
RH
SOLEShares13.11K
TypeSH
Market value$2.66M
1.28%
Sole
0.00
Shared
0.00
None
13.11K
ALIBABA GROUP HLDG LTD
SOLEShares14.77K
TypeSH
Market value$2.64M
1.27%
Sole
0.00
Shared
0.00
None
14.77K
HOME DEPOT INC
SOLEShares6.47K
TypeSH
Market value$2.62M
1.26%
Sole
0.00
Shared
0.00
None
6.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 313.42K | SH | $28.76M 13.80% | 0.00 | 0.00 | 313.42K |
MICROSOFT CORPSOLE | COM | 40.97K | SH | $21.22M 10.18% | 0.00 | 0.00 | 40.97K |
APPLE INCSOLE | COM | 70.65K | SH | $17.99M 8.63% | 0.00 | 0.00 | 70.65K |
ALPHABET INCSOLE | CAP STK CL C | 63.72K | SH | $15.49M 7.43% | 0.00 | 0.00 | 63.72K |
ISHARES TRSOLE | SHORT TREAS BD | 106.75K | SH | $11.79M 5.66% | 0.00 | 0.00 | 106.75K |
BANK AMERICA CORPSOLE | COM | 220.50K | SH | $11.38M 5.46% | 0.00 | 0.00 | 220.50K |
JPMORGAN CHASE & CO.SOLE | COM | 31.07K | SH | $9.80M 4.70% | 0.00 | 0.00 | 31.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.28K | SH | $8.69M 4.17% | 0.00 | 0.00 | 17.28K |
NVIDIA CORPORATIONSOLE | COM | 29.80K | SH | $5.56M 2.67% | 0.00 | 0.00 | 29.80K |
ROBINHOOD MKTS INCSOLE | COM CL A | 38.15K | SH | $5.46M 2.62% | 0.00 | 0.00 | 38.15K |
BLOOM ENERGY CORPSOLE | COM CL A | 62.97K | SH | $5.33M 2.56% | 0.00 | 0.00 | 62.97K |
AMAZON COM INCSOLE | COM | 22.66K | SH | $4.98M 2.39% | 0.00 | 0.00 | 22.66K |
TESLA INCSOLE | COM | 10.81K | SH | $4.81M 2.31% | 0.00 | 0.00 | 10.81K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 61.17K | SH | $3.98M 1.91% | 0.00 | 0.00 | 61.17K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 20.93K | SH | $3.82M 1.83% | 0.00 | 0.00 | 20.93K |
INTEL CORPSOLE | COM | 106.50K | SH | $3.57M 1.71% | 0.00 | 0.00 | 106.50K |
NU HLDGS LTDSOLE | ORD SHS CL A | 212.44K | SH | $3.40M 1.63% | 0.00 | 0.00 | 212.44K |
ROCKET COS INCSOLE | COM CL A | 168.07K | SH | $3.26M 1.56% | 0.00 | 0.00 | 168.07K |
ROCKET LAB CORPSOLE | COM | 66.81K | SH | $3.20M 1.54% | 0.00 | 0.00 | 66.81K |
OSCAR HEALTH INCSOLE | CL A | 146.56K | SH | $2.77M 1.33% | 0.00 | 0.00 | 146.56K |
UBER TECHNOLOGIES INCSOLE | COM | 27.72K | SH | $2.72M 1.30% | 0.00 | 0.00 | 27.72K |
BLACKSTONE INCSOLE | COM | 15.76K | SH | $2.69M 1.29% | 0.00 | 0.00 | 15.76K |
RHSOLE | COM | 13.11K | SH | $2.66M 1.28% | 0.00 | 0.00 | 13.11K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 14.77K | SH | $2.64M 1.27% | 0.00 | 0.00 | 14.77K |
HOME DEPOT INCSOLE | COM | 6.47K | SH | $2.62M 1.26% | 0.00 | 0.00 | 6.47K |
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