Udine Wealth Management, Inc. holds a focused book of 40 stocks worth $242.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Hims & Hers Health Inc and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 12% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1907240/holdings"
Use Arkolith to show UDINE WEALTH MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +30.4%, a 2.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Udine Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Udine Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 64 / 40 | $378.4B |
| JPMORGAN CHASE & CO | 64 / 40 | $341.8B |
| ROYAL BANK OF CANADA | 64 / 40 | $101.6B |
| UBS Group AG | 64 / 40 | $93.7B |
| CITIGROUP INC | 64 / 40 | $44.2B |
| LPL Financial LLC | 64 / 40 | $41.7B |
| Creative Planning | 64 / 40 | $13.1B |
| OSAIC HOLDINGS, INC. | 64 / 40 | $10.3B |
Ranked by how many of Udine Wealth Management, Inc.'s top 40 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR BLO 1 ETF | $29.4M | 321.1K | 12.1% | ▼−2.0% Reduced · −7K sh | |
| 2 | Alphabet Inc CAP STK CL C | $24.9M | 69.8K | 10.3% | ▲+1.3% Added · +880 sh | |
| 3 | Apple Inc COM | $22.4M | 77.3K | 9.2% | ▲+1.7% Added · +1K sh | |
| 4 | Microsoft Corp COM | $18.4M | 49.2K | 7.6% | ▲+4.4% Added · +2K sh | |
| 5 | Bank Of Amer Corp COM | $13.2M | 232.0K | 5.4% | ▲+1.6% Added · +4K sh | |
| 6 | Ishares TR TRUST ISHARE 0-1 | $11.2M | 101.8K | 4.6% | ▼−7.7% Reduced · −9K sh | |
| 7 | JPMorgan Chase & Co COM | $10.9M | 33.3K | 4.5% | ▲+1.5% Added · +484 sh | |
| 8 | Berkshire Hathaway Inc Del CL B NEW | $10.2M | 20.5K | 4.2% | ▲+3.5% Added · +700 sh | |
| 9 | Amazon Com Inc COM | $6.6M | 27.9K | 2.7% | ▲+7.9% Added · +2K sh | |
| 10 | Bloom Energy Corp COM CL A | $5.7M | 18.7K | 2.3% | ▼−42% Reduced · −14K sh | |
| 11 | Tesla Inc COM | $4.9M | 11.7K | 2.0% | ▲+1.1% Added · +123 sh | |
| 12 | Nvidia Corporation COM | $4.8M | 24.2K | 2.0% | ▼−11% Reduced · −3K sh | |
| 13 | Rocket Lab Corp COM | $4.2M | 41.3K | 1.7% | ▼−35% Reduced · −22K sh | |
| 14 | Robinhood MKTS Inc COM CL A | $3.9M | 39.3K | 1.6% | ▲+2.9% Added · +1K sh | |
| 15 | Hims & Hers Health Inc COM CL A | $3.7M | 105.6K | 1.5% | ▲New New position | |
| 16 | Exxon Mobil Corp COM | $3.6M | 26.3K | 1.5% | ▲+1.8% Added · +472 sh | |
| 17 | Intel Corp COM | $3.4M | 24.3K | 1.4% | ▼−57% Reduced · −32K sh | |
| 18 | United Parcel Svcs Inc CL B | $3.4M | 31.2K | 1.4% | ▲+1.2% Added · +378 sh | |
| 19 | Rivian Automotive Inc COM CL A | $3.2M | 185.5K | 1.3% | ▲+18% Added · +28K sh | |
| 20 | International Business Machs COM | $3.2M | 11.3K | 1.3% | ▲New New position | |
| 21 | Unitedhealth Group Inc COM | $3.1M | 7.5K | 1.3% | ▲New New position | |
| 22 | Ishares TR RUSSELL 2000 ETF | $3.1M | 10.3K | 1.3% | ▲+1.9% Added · +193 sh | |
| 23 | Nu Hldgs Ltd ORD SHS CL A | $3.0M | 228.3K | 1.3% | ▲+2.7% Added · +6K sh | |
| 24 | Toast Inc CL A | $3.0M | 108.3K | 1.2% | ▲New New position | |
| 25 | Apollo Global Mgmt Inc COM | $3.0M | 25.4K | 1.2% | ▲+2.2% Added · +546 sh | |
| 26 | RH COM | $3.0M | 18.0K | 1.2% | ▲+26% Added · +4K sh | |
| 27 | Rocket Cos Inc COM CL A | $3.0M | 187.6K | 1.2% | ▲+4.9% Added · +9K sh | |
| 28 | Reddit Inc CL A | $2.9M | 16.7K | 1.2% | ▲New New position | |
| 29 | Personalis Inc COM | $2.9M | 50.0K | 1.2% | ▲New New position | |
| 30 | Space Exploration Techn Corp CLASS A COM STK | $2.9M | 16.7K | 1.2% | ▲New New position | |
| 31 | Boeing Co COM | $2.8M | 13.0K | 1.2% | ▲+4.8% Added · +595 sh | |
| 32 | Palantir Technologies Inc CL A | $2.7M | 22.9K | 1.1% | ▲+1.2% Added · +265 sh | |
| 33 | Ishares Bitcoin Trust ETF SHS BEN INT | $2.6M | 77.6K | 1.1% | ▲+8.6% Added · +6K sh | |
| 34 | Deckers Outdoor Corp COM | $2.6M | 25.9K | 1.1% | ▲New New position | |
| 35 | Joby Aviation Inc COMMON STOCK | $2.4M | 264.3K | 1.0% | ▲+4.5% Added · +11K sh | |
| 36 | Global X FDS GLOBAL X URANIUM | $2.3M | 52.2K | 0.9% | ▲New New position | |
| 37 | Iren Limited ORDINARY SHARES | $2.2M | 48.1K | 0.9% | ▲New New position | |
| 38 | Lemonade Inc COM | $2.2M | 33.5K | 0.9% | ▲+6.4% Added · +2K sh | |
| 39 | Uber Technologies Inc COM | $1.6M | 22.3K | 0.7% | ▲+13% Added · +3K sh | |
| 40 | Invesco QQQ TR UNIT SER 1 | $479K | 651 | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 40 | $242.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 35 | $204.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 35 | $211.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 37 | $208.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 35 | $189.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 28 | $149.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 31 | $155.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 28 | $141.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.