UDINE WEALTH MANAGEMENT, INC.

PrivateCIK: 1907240

Location

BOCA RATON, FL

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

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.80M

% 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

SOLE

STATE STREET SPD

Shares327.76K

TypeSH

Market value$30.04M

14.68%

Sole

0.00

Shared

0.00

None

327.76K

ALPHABET INC

SOLE

CAP STK CL C

Shares68.90K

TypeSH

Market value$19.81M

9.68%

Sole

0.00

Shared

0.00

None

68.90K

APPLE INC

SOLE

COM

Shares76.04K

TypeSH

Market value$19.30M

9.43%

Sole

0.00

Shared

0.00

None

76.04K

MICROSOFT CORP

SOLE

COM

Shares47.15K

TypeSH

Market value$17.45M

8.53%

Sole

0.00

Shared

0.00

None

47.15K

ISHARES TR

SOLE

TRUST ISHARE 0-1

Shares110.25K

TypeSH

Market value$12.17M

5.95%

Sole

0.00

Shared

0.00

None

110.25K

BANK AMERICA CORP

SOLE

COM

Shares228.45K

TypeSH

Market value$11.14M

5.44%

Sole

0.00

Shared

0.00

None

228.45K

JPMORGAN CHASE & CO

SOLE

COM

Shares32.82K

TypeSH

Market value$9.66M

4.72%

Sole

0.00

Shared

0.00

None

32.82K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares19.77K

TypeSH

Market value$9.47M

4.63%

Sole

0.00

Shared

0.00

None

19.77K

AMAZON COM INC

SOLE

COM

Shares25.84K

TypeSH

Market value$5.38M

2.63%

Sole

0.00

Shared

0.00

None

25.84K

NVIDIA CORPORATION

SOLE

COM

Shares27.19K

TypeSH

Market value$4.74M

2.32%

Sole

0.00

Shared

0.00

None

27.19K

EXXON MOBIL CORP

SOLE

COM

Shares25.85K

TypeSH

Market value$4.39M

2.14%

Sole

0.00

Shared

0.00

None

25.85K

BLOOM ENERGY CORP

SOLE

COM CL A

Shares32.26K

TypeSH

Market value$4.37M

2.14%

Sole

0.00

Shared

0.00

None

32.26K

TESLA INC

SOLE

COM

Shares11.54K

TypeSH

Market value$4.29M

2.10%

Sole

0.00

Shared

0.00

None

11.54K

ROCKET LAB CORP

SOLE

COM

Shares63.67K

TypeSH

Market value$4.09M

2.00%

Sole

0.00

Shared

0.00

None

63.67K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares22.63K

TypeSH

Market value$3.31M

1.62%

Sole

0.00

Shared

0.00

None

22.63K

NU HLDGS LTD

SOLE

ORD SHS CL A

Shares222.19K

TypeSH

Market value$3.19M

1.56%

Sole

0.00

Shared

0.00

None

222.19K

UNITED PARCEL SVCS INC

SOLE

CL B

Shares30.83K

TypeSH

Market value$3.03M

1.48%

Sole

0.00

Shared

0.00

None

30.83K

HOME DEPOT INC

SOLE

COM

Shares8.43K

TypeSH

Market value$2.77M

1.35%

Sole

0.00

Shared

0.00

None

8.43K

APOLLO GLOBAL MGMT INC

SOLE

COM

Shares24.85K

TypeSH

Market value$2.77M

1.35%

Sole

0.00

Shared

0.00

None

24.85K

ISHARES BITCOIN TRUST ETF

SOLE

SHS BEN INT

Shares71.47K

TypeSH

Market value$2.75M

1.34%

Sole

0.00

Shared

0.00

None

71.47K

ROBINHOOD MKTS INC

SOLE

COM CL A

Shares38.20K

TypeSH

Market value$2.65M

1.29%

Sole

0.00

Shared

0.00

None

38.20K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares29.90K

TypeSH

Market value$2.59M

1.27%

Sole

0.00

Shared

0.00

None

29.90K

ROCKET COS INC

SOLE

COM CL A

Shares178.80K

TypeSH

Market value$2.55M

1.24%

Sole

0.00

Shared

0.00

None

178.80K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares10.12K

TypeSH

Market value$2.51M

1.23%

Sole

0.00

Shared

0.00

None

10.12K

BOEING CO

SOLE

COM

Shares12.45K

TypeSH

Market value$2.48M

1.21%

Sole

0.00

Shared

0.00

None

12.45K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	STATE STREET SPD	327.76K	SH	$30.04M 14.68%	327.76K
ALPHABET INCSOLE	CAP STK CL C	68.90K	SH	$19.81M 9.68%	68.90K
APPLE INCSOLE	COM	76.04K	SH	$19.30M 9.43%	76.04K
MICROSOFT CORPSOLE	COM	47.15K	SH	$17.45M 8.53%	47.15K
ISHARES TRSOLE	TRUST ISHARE 0-1	110.25K	SH	$12.17M 5.95%	110.25K
BANK AMERICA CORPSOLE	COM	228.45K	SH	$11.14M 5.44%	228.45K
JPMORGAN CHASE & COSOLE	COM	32.82K	SH	$9.66M 4.72%	32.82K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	19.77K	SH	$9.47M 4.63%	19.77K
AMAZON COM INCSOLE	COM	25.84K	SH	$5.38M 2.63%	25.84K
NVIDIA CORPORATIONSOLE	COM	27.19K	SH	$4.74M 2.32%	27.19K
EXXON MOBIL CORPSOLE	COM	25.85K	SH	$4.39M 2.14%	25.85K
BLOOM ENERGY CORPSOLE	COM CL A	32.26K	SH	$4.37M 2.14%	32.26K
TESLA INCSOLE	COM	11.54K	SH	$4.29M 2.10%	11.54K
ROCKET LAB CORPSOLE	COM	63.67K	SH	$4.09M 2.00%	63.67K
PALANTIR TECHNOLOGIES INCSOLE	CL A	22.63K	SH	$3.31M 1.62%	22.63K
NU HLDGS LTDSOLE	ORD SHS CL A	222.19K	SH	$3.19M 1.56%	222.19K
UNITED PARCEL SVCS INCSOLE	CL B	30.83K	SH	$3.03M 1.48%	30.83K
HOME DEPOT INCSOLE	COM	8.43K	SH	$2.77M 1.35%	8.43K
APOLLO GLOBAL MGMT INCSOLE	COM	24.85K	SH	$2.77M 1.35%	24.85K
ISHARES BITCOIN TRUST ETFSOLE	SHS BEN INT	71.47K	SH	$2.75M 1.34%	71.47K
ROBINHOOD MKTS INCSOLE	COM CL A	38.20K	SH	$2.65M 1.29%	38.20K
ISHARES TRSOLE	20 YR TR BD ETF	29.90K	SH	$2.59M 1.27%	29.90K
ROCKET COS INCSOLE	COM CL A	178.80K	SH	$2.55M 1.24%	178.80K
ISHARES TRSOLE	RUSSELL 2000 ETF	10.12K	SH	$2.51M 1.23%	10.12K
BOEING COSOLE	COM	12.45K	SH	$2.48M 1.21%	12.45K

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