Udine Wealth Management, Inc. Portfolio Holdings

Udine Wealth Management, Inc.

  • $212 Million
  • Q4 2025

Udine Wealth Management, Inc. has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $212 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $29M, Alphabet Inc. with a value of $20.9M, Microsoft Corp with a value of $20.6M, Apple Inc. with a value of $19.7M, and Bank Of America Corp with a value of $12.3M.

Examining the 13F form we can see an increase of $10.4M in the current position value, from $201M to 212M.

Below you can find more details about Udine Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $212 Million
Technology: $66 Million
Financial Services: $43.5 Million
ETFs: $40.7 Million
Communication Services: $20.9 Million
Consumer Cyclical: $19.4 Million
Industrials: $9.21 Million
Energy: $3.03 Million
Healthcare: $1.28 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29 Million 13.7% of portfolio
317,197
Q4 2025 Added 1.2%
$1.74T
$20.9 Million 9.88% of portfolio
66,760
Q4 2025 Added 4.78%
$3.78T
$20.6 Million 9.71% of portfolio
42,501
Q4 2025 Added 3.73%
$4.3T
$19.7 Million 9.32% of portfolio
72,503
Q4 2025 Added 2.62%
$413B
$12.3 Million 5.82% of portfolio
223,750
Q4 2025 Added 1.47%
$0
$11.8 Million 5.56% of portfolio
106,750
Q3 2025 Reduced 0.93%
$881B
$10.3 Million 4.87% of portfolio
31,989
Q4 2025 Added 2.94%
$662B
$8.94 Million 4.23% of portfolio
17,789
Q4 2025 Added 2.96%
$2.39T
$5.43 Million 2.56% of portfolio
23,513
Q4 2025 Added 3.74%
$465B
$5.02 Million 2.37% of portfolio
26,894
Q4 2025 Reduced 9.74%
$1.29T
$4.96 Million 2.34% of portfolio
11,023
Q4 2025 Added 1.94%
Rocket Lab Corp
-
$4.29 Million 2.03% of portfolio
-
Q4 2025 Reduced 8.03%
$102B
$4.12 Million 1.95% of portfolio
36,411
Q4 2025 Reduced 4.55%
$342B
$3.79 Million 1.79% of portfolio
21,319
Q4 2025 Added 1.87%
$56.3B
$3.62 Million 1.71% of portfolio
216,160
Q4 2025 Added 1.75%
$2.27B
$3.36 Million 1.59% of portfolio
173,326
Q4 2025 Added 3.13%
Ishares Bitcoin Trust ETF
-
$3.22 Million 1.52% of portfolio
-
Q4 2025 Added 5.87%
$490B
$3.03 Million 1.43% of portfolio
25,169
Q4 2025 Added 13.96%
$68.7B
$2.95 Million 1.4% of portfolio
29,770
Q4 2025 New
$79.2B
$2.67 Million 1.26% of portfolio
41,923
Q4 2025 New
$237B
$2.66 Million 1.26% of portfolio
10,042
Q4 2025 New
$3.16B
$2.59 Million 1.22% of portfolio
127,104
Q4 2025 New
$143B
$2.59 Million 1.22% of portfolio
70,147
Q4 2025 Reduced 34.13%
$98.1B
$2.53 Million 1.19% of portfolio
16,393
Q4 2025 Added 4.0%
$3.54B
$2.47 Million 1.17% of portfolio
13,809
Q4 2025 Added 5.31%
$4.86B
$2.42 Million 1.14% of portfolio
33,930
Q4 2025 Added 2.16%
$418B
$2.08 Million 0.98% of portfolio
14,155
Q4 2025 Reduced 4.17%
$20.1B
$2.02 Million 0.95% of portfolio
403,766
Q4 2025 Added 4.23%
$13.3B
$1.81 Million 0.86% of portfolio
91,957
Q4 2025 Added 6.19%
$874M
$1.73 Million 0.82% of portfolio
151,006
Q4 2025 Reduced 14.63%
$6.55B
$1.58 Million 0.75% of portfolio
96,462
Q4 2025 New
$181B
$1.42 Million 0.67% of portfolio
17,325
Q4 2025 Reduced 37.5%
$1.62B
$1.28 Million 0.61% of portfolio
58,946
Q4 2025 New
$8.76B
$1.27 Million 0.6% of portfolio
96,432
Q4 2025 Added 10.11%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $212 Million
  • Prior Value $201 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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