Filed: 1/16/2026ACC: 0001951757-26-000206
📋 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 $211.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$211.6K
Total AUM (reported)
2.85M
Total Shares
Allocation by class
COM$99.7K47.1%
STATE STREET SPD$29.0K13.7%
CAP STK CL C$20.9K9.9%
COM CL A$14.3K6.7%
TRUST ISHARE 0-1$11.8K5.6%
CL B NEW$8.9K4.2%
CL A$8.0K3.8%
Portfolio Concentration
Top 3$70.4K33.3%
4–10$73.5K34.7%
11–25$49.6K23.4%
Rest$18.1K8.5%
Top 3 weight
33.3%
Top 10 weight
68.0%
Voting Authority Distribution
Total shares with voting rights: 2.85M
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
2.85M
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
SOLEShares317.20K
TypeSH
Market value$29.0K
13.70%
Sole
0.00
Shared
0.00
None
317.20K
ALPHABET INC
SOLEShares66.76K
TypeSH
Market value$20.9K
9.88%
Sole
0.00
Shared
0.00
None
66.76K
MICROSOFT CORP
SOLEShares42.50K
TypeSH
Market value$20.6K
9.71%
Sole
0.00
Shared
0.00
None
42.50K
APPLE INC
SOLEShares72.50K
TypeSH
Market value$19.7K
9.32%
Sole
0.00
Shared
0.00
None
72.50K
BANK AMERICA CORP
SOLEShares223.75K
TypeSH
Market value$12.3K
5.82%
Sole
0.00
Shared
0.00
None
223.75K
ISHARES TR
SOLEShares106.75K
TypeSH
Market value$11.8K
5.56%
Sole
0.00
Shared
0.00
None
106.75K
JPMORGAN CHASE & CO.
SOLEShares31.99K
TypeSH
Market value$10.3K
4.87%
Sole
0.00
Shared
0.00
None
31.99K
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.79K
TypeSH
Market value$8.9K
4.23%
Sole
0.00
Shared
0.00
None
17.79K
AMAZON COM INC
SOLEShares23.51K
TypeSH
Market value$5.4K
2.56%
Sole
0.00
Shared
0.00
None
23.51K
NVIDIA CORPORATION
SOLEShares26.89K
TypeSH
Market value$5.0K
2.37%
Sole
0.00
Shared
0.00
None
26.89K
TESLA INC
SOLEShares11.02K
TypeSH
Market value$5.0K
2.34%
Sole
0.00
Shared
0.00
None
11.02K
ROCKET LAB CORP
SOLEShares61.45K
TypeSH
Market value$4.3K
2.03%
Sole
0.00
Shared
0.00
None
61.45K
ROBINHOOD MKTS INC
SOLEShares36.41K
TypeSH
Market value$4.1K
1.95%
Sole
0.00
Shared
0.00
None
36.41K
PALANTIR TECHNOLOGIES INC
SOLEShares21.32K
TypeSH
Market value$3.8K
1.79%
Sole
0.00
Shared
0.00
None
21.32K
NU HLDGS LTD
SOLEShares216.16K
TypeSH
Market value$3.6K
1.71%
Sole
0.00
Shared
0.00
None
216.16K
ROCKET COS INC
SOLEShares173.33K
TypeSH
Market value$3.4K
1.59%
Sole
0.00
Shared
0.00
None
173.33K
BLOOM ENERGY CORP
SOLEShares37.43K
TypeSH
Market value$3.3K
1.54%
Sole
0.00
Shared
0.00
None
37.43K
ISHARES BITCOIN TRUST ETF
SOLEShares64.76K
TypeSH
Market value$3.2K
1.52%
Sole
0.00
Shared
0.00
None
64.76K
EXXON MOBIL CORP
SOLEShares25.17K
TypeSH
Market value$3.0K
1.43%
Sole
0.00
Shared
0.00
None
25.17K
UNITED PARCEL SERVICE INC
SOLEShares29.77K
TypeSH
Market value$3.0K
1.40%
Sole
0.00
Shared
0.00
None
29.77K
NIKE INC
SOLEShares41.92K
TypeSH
Market value$2.7K
1.26%
Sole
0.00
Shared
0.00
None
41.92K
SALESFORCE INC
SOLEShares10.04K
TypeSH
Market value$2.7K
1.26%
Sole
0.00
Shared
0.00
None
10.04K
INTEL CORP
SOLEShares70.15K
TypeSH
Market value$2.6K
1.22%
Sole
0.00
Shared
0.00
None
70.15K
ZETA GLOBAL HOLDINGS CORP
SOLEShares127.10K
TypeSH
Market value$2.6K
1.22%
Sole
0.00
Shared
0.00
None
127.10K
BLACKSTONE INC
SOLEShares16.39K
TypeSH
Market value$2.5K
1.19%
Sole
0.00
Shared
0.00
None
16.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 317.20K | SH | $29.0K 13.70% | 0.00 | 0.00 | 317.20K |
ALPHABET INCSOLE | CAP STK CL C | 66.76K | SH | $20.9K 9.88% | 0.00 | 0.00 | 66.76K |
MICROSOFT CORPSOLE | COM | 42.50K | SH | $20.6K 9.71% | 0.00 | 0.00 | 42.50K |
APPLE INCSOLE | COM | 72.50K | SH | $19.7K 9.32% | 0.00 | 0.00 | 72.50K |
BANK AMERICA CORPSOLE | COM | 223.75K | SH | $12.3K 5.82% | 0.00 | 0.00 | 223.75K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 106.75K | SH | $11.8K 5.56% | 0.00 | 0.00 | 106.75K |
JPMORGAN CHASE & CO.SOLE | COM | 31.99K | SH | $10.3K 4.87% | 0.00 | 0.00 | 31.99K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.79K | SH | $8.9K 4.23% | 0.00 | 0.00 | 17.79K |
AMAZON COM INCSOLE | COM | 23.51K | SH | $5.4K 2.56% | 0.00 | 0.00 | 23.51K |
NVIDIA CORPORATIONSOLE | COM | 26.89K | SH | $5.0K 2.37% | 0.00 | 0.00 | 26.89K |
TESLA INCSOLE | COM | 11.02K | SH | $5.0K 2.34% | 0.00 | 0.00 | 11.02K |
ROCKET LAB CORPSOLE | COM | 61.45K | SH | $4.3K 2.03% | 0.00 | 0.00 | 61.45K |
ROBINHOOD MKTS INCSOLE | COM CL A | 36.41K | SH | $4.1K 1.95% | 0.00 | 0.00 | 36.41K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 21.32K | SH | $3.8K 1.79% | 0.00 | 0.00 | 21.32K |
NU HLDGS LTDSOLE | ORD SHS CL A | 216.16K | SH | $3.6K 1.71% | 0.00 | 0.00 | 216.16K |
ROCKET COS INCSOLE | COM CL A | 173.33K | SH | $3.4K 1.59% | 0.00 | 0.00 | 173.33K |
BLOOM ENERGY CORPSOLE | COM CL A | 37.43K | SH | $3.3K 1.54% | 0.00 | 0.00 | 37.43K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 64.76K | SH | $3.2K 1.52% | 0.00 | 0.00 | 64.76K |
EXXON MOBIL CORPSOLE | COM | 25.17K | SH | $3.0K 1.43% | 0.00 | 0.00 | 25.17K |
UNITED PARCEL SERVICE INCSOLE | CL B | 29.77K | SH | $3.0K 1.40% | 0.00 | 0.00 | 29.77K |
NIKE INCSOLE | CL B | 41.92K | SH | $2.7K 1.26% | 0.00 | 0.00 | 41.92K |
SALESFORCE INCSOLE | COM | 10.04K | SH | $2.7K 1.26% | 0.00 | 0.00 | 10.04K |
INTEL CORPSOLE | COM | 70.15K | SH | $2.6K 1.22% | 0.00 | 0.00 | 70.15K |
ZETA GLOBAL HOLDINGS CORPSOLE | CL A | 127.10K | SH | $2.6K 1.22% | 0.00 | 0.00 | 127.10K |
BLACKSTONE INCSOLE | COM | 16.39K | SH | $2.5K 1.19% | 0.00 | 0.00 | 16.39K |
Page 1 of 2