Filed: 4/14/2026ACC: 0001951757-26-000597
📋 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 $204.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$204.66M
Total AUM (reported)
2.80M
Total Shares
Allocation by class
COM$96.31M47.1%
STATE STREET SPD$30.04M14.7%
CAP STK CL C$19.81M9.7%
TRUST ISHARE 0-1$12.17M5.9%
COM CL A$11.93M5.8%
CL B NEW$9.47M4.6%
CL A$3.31M1.6%
Portfolio Concentration
Top 3$69.15M33.8%
4–10$70.01M34.2%
11–25$47.73M23.3%
Rest$17.77M8.7%
Top 3 weight
33.8%
Top 10 weight
68.0%
Voting Authority Distribution
Total shares with voting rights: 2.80M
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
2.80M
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
SOLEShares327.76K
TypeSH
Market value$30.04M
14.68%
Sole
0.00
Shared
0.00
None
327.76K
ALPHABET INC
SOLEShares68.90K
TypeSH
Market value$19.81M
9.68%
Sole
0.00
Shared
0.00
None
68.90K
APPLE INC
SOLEShares76.04K
TypeSH
Market value$19.30M
9.43%
Sole
0.00
Shared
0.00
None
76.04K
MICROSOFT CORP
SOLEShares47.15K
TypeSH
Market value$17.45M
8.53%
Sole
0.00
Shared
0.00
None
47.15K
ISHARES TR
SOLEShares110.25K
TypeSH
Market value$12.17M
5.95%
Sole
0.00
Shared
0.00
None
110.25K
BANK AMERICA CORP
SOLEShares228.45K
TypeSH
Market value$11.14M
5.44%
Sole
0.00
Shared
0.00
None
228.45K
JPMORGAN CHASE & CO
SOLEShares32.82K
TypeSH
Market value$9.66M
4.72%
Sole
0.00
Shared
0.00
None
32.82K
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.77K
TypeSH
Market value$9.47M
4.63%
Sole
0.00
Shared
0.00
None
19.77K
AMAZON COM INC
SOLEShares25.84K
TypeSH
Market value$5.38M
2.63%
Sole
0.00
Shared
0.00
None
25.84K
NVIDIA CORPORATION
SOLEShares27.19K
TypeSH
Market value$4.74M
2.32%
Sole
0.00
Shared
0.00
None
27.19K
EXXON MOBIL CORP
SOLEShares25.85K
TypeSH
Market value$4.39M
2.14%
Sole
0.00
Shared
0.00
None
25.85K
BLOOM ENERGY CORP
SOLEShares32.26K
TypeSH
Market value$4.37M
2.14%
Sole
0.00
Shared
0.00
None
32.26K
TESLA INC
SOLEShares11.54K
TypeSH
Market value$4.29M
2.10%
Sole
0.00
Shared
0.00
None
11.54K
ROCKET LAB CORP
SOLEShares63.67K
TypeSH
Market value$4.09M
2.00%
Sole
0.00
Shared
0.00
None
63.67K
PALANTIR TECHNOLOGIES INC
SOLEShares22.63K
TypeSH
Market value$3.31M
1.62%
Sole
0.00
Shared
0.00
None
22.63K
NU HLDGS LTD
SOLEShares222.19K
TypeSH
Market value$3.19M
1.56%
Sole
0.00
Shared
0.00
None
222.19K
UNITED PARCEL SVCS INC
SOLEShares30.83K
TypeSH
Market value$3.03M
1.48%
Sole
0.00
Shared
0.00
None
30.83K
HOME DEPOT INC
SOLEShares8.43K
TypeSH
Market value$2.77M
1.35%
Sole
0.00
Shared
0.00
None
8.43K
APOLLO GLOBAL MGMT INC
SOLEShares24.85K
TypeSH
Market value$2.77M
1.35%
Sole
0.00
Shared
0.00
None
24.85K
ISHARES BITCOIN TRUST ETF
SOLEShares71.47K
TypeSH
Market value$2.75M
1.34%
Sole
0.00
Shared
0.00
None
71.47K
ROBINHOOD MKTS INC
SOLEShares38.20K
TypeSH
Market value$2.65M
1.29%
Sole
0.00
Shared
0.00
None
38.20K
ISHARES TR
SOLEShares29.90K
TypeSH
Market value$2.59M
1.27%
Sole
0.00
Shared
0.00
None
29.90K
ROCKET COS INC
SOLEShares178.80K
TypeSH
Market value$2.55M
1.24%
Sole
0.00
Shared
0.00
None
178.80K
ISHARES TR
SOLEShares10.12K
TypeSH
Market value$2.51M
1.23%
Sole
0.00
Shared
0.00
None
10.12K
BOEING CO
SOLEShares12.45K
TypeSH
Market value$2.48M
1.21%
Sole
0.00
Shared
0.00
None
12.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 327.76K | SH | $30.04M 14.68% | 0.00 | 0.00 | 327.76K |
ALPHABET INCSOLE | CAP STK CL C | 68.90K | SH | $19.81M 9.68% | 0.00 | 0.00 | 68.90K |
APPLE INCSOLE | COM | 76.04K | SH | $19.30M 9.43% | 0.00 | 0.00 | 76.04K |
MICROSOFT CORPSOLE | COM | 47.15K | SH | $17.45M 8.53% | 0.00 | 0.00 | 47.15K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 110.25K | SH | $12.17M 5.95% | 0.00 | 0.00 | 110.25K |
BANK AMERICA CORPSOLE | COM | 228.45K | SH | $11.14M 5.44% | 0.00 | 0.00 | 228.45K |
JPMORGAN CHASE & COSOLE | COM | 32.82K | SH | $9.66M 4.72% | 0.00 | 0.00 | 32.82K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.77K | SH | $9.47M 4.63% | 0.00 | 0.00 | 19.77K |
AMAZON COM INCSOLE | COM | 25.84K | SH | $5.38M 2.63% | 0.00 | 0.00 | 25.84K |
NVIDIA CORPORATIONSOLE | COM | 27.19K | SH | $4.74M 2.32% | 0.00 | 0.00 | 27.19K |
EXXON MOBIL CORPSOLE | COM | 25.85K | SH | $4.39M 2.14% | 0.00 | 0.00 | 25.85K |
BLOOM ENERGY CORPSOLE | COM CL A | 32.26K | SH | $4.37M 2.14% | 0.00 | 0.00 | 32.26K |
TESLA INCSOLE | COM | 11.54K | SH | $4.29M 2.10% | 0.00 | 0.00 | 11.54K |
ROCKET LAB CORPSOLE | COM | 63.67K | SH | $4.09M 2.00% | 0.00 | 0.00 | 63.67K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 22.63K | SH | $3.31M 1.62% | 0.00 | 0.00 | 22.63K |
NU HLDGS LTDSOLE | ORD SHS CL A | 222.19K | SH | $3.19M 1.56% | 0.00 | 0.00 | 222.19K |
UNITED PARCEL SVCS INCSOLE | CL B | 30.83K | SH | $3.03M 1.48% | 0.00 | 0.00 | 30.83K |
HOME DEPOT INCSOLE | COM | 8.43K | SH | $2.77M 1.35% | 0.00 | 0.00 | 8.43K |
APOLLO GLOBAL MGMT INCSOLE | COM | 24.85K | SH | $2.77M 1.35% | 0.00 | 0.00 | 24.85K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 71.47K | SH | $2.75M 1.34% | 0.00 | 0.00 | 71.47K |
ROBINHOOD MKTS INCSOLE | COM CL A | 38.20K | SH | $2.65M 1.29% | 0.00 | 0.00 | 38.20K |
ISHARES TRSOLE | 20 YR TR BD ETF | 29.90K | SH | $2.59M 1.27% | 0.00 | 0.00 | 29.90K |
ROCKET COS INCSOLE | COM CL A | 178.80K | SH | $2.55M 1.24% | 0.00 | 0.00 | 178.80K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 10.12K | SH | $2.51M 1.23% | 0.00 | 0.00 | 10.12K |
BOEING COSOLE | COM | 12.45K | SH | $2.48M 1.21% | 0.00 | 0.00 | 12.45K |
Page 1 of 2