13F Insight
DOSSIER · 13F-HR · Q2 2026

UDINE WEALTH MANAGEMENT, INC.

$243M in tracked AUM across 40 positions as of Q2 2026.

UW
CIK 0001907240 · last filed Jun 30, 2026
Total AUM
$243M
as of Q2 2026
Holdings
40
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

UDINE WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BIL
SPDR SERIES TRUST
$29M321K12.1%02
GOOG
ALPHABET INC
$25M70K10.3%03
AAPL
APPLE INC
$22M77K9.2%04
MSFT
MICROSOFT CORP
$18M49K7.6%05
BAC
BANK OF AMER CORP
$13M232K5.4%06
SHV
ISHARES TR
$11M102K4.6%07
JPM
JPMORGAN CHASE & CO
$11M33K4.5%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M20K4.2%09
AMZN
AMAZON COM INC
$7M28K2.7%10
BE
BLOOM ENERGY CORP
$6M19K2.3%

Filing history

2026Q2Jun 30
$243M▲ 18.7%
40 positionsView →2026Q1Mar 31
$205M▼ 3.3%
35 positionsView →2025Q4Dec 31
$212M▲ 1.5%
35 positionsView →2025Q3Sep 30
$208M▲ 10.0%
37 positionsLocked2025Q2Jun 30
$189M▲ 26.7%
35 positionsLocked2025Q1Mar 31
$149M▼ 4.0%
28 positionsLocked2024Q4Dec 31
$156M▲ 9.8%
31 positionsLocked2024Q3Sep 30
$142M▼ 1.3%
28 positionsLocked2024Q2Jun 30
$144M▼ 1.0%
24 positionsLocked2024Q1Mar 31
$145M▲ 15.4%
27 positionsLocked2023Q4Dec 31
$126M▲ 21.5%
20 positionsLocked2023Q3Sep 30
$103M▼ 1.8%
15 positionsLocked
Showing 12 of 19