Udine Wealth Management, Inc. holds a focused book of 40 reported positions worth $242.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book.
Udine Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
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.
81% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Udine Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 4 / 40 | $4.4B |
| Graticule Asia Macro Advisors LLC | 4 / 40 | $1.3B |
| Prospect Hill Management, LLC | 7 / 40 | $230.8M |
| H&H International Investment, LLC | 8 / 40 | $16.3B |
| Hoffman, Alan N Investment Management | 6 / 40 | $139.9M |
| 9823 Capital, L.P. | 5 / 40 | $119.3M |
| Josh Arnold Investment Consultant, LLC | 6 / 40 | $117.6M |
| Sloy Dahl & Holst, LLC | 19 / 40 | $590.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Udine Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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% | →Listed Newly reportable | |
| 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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 40 | $242.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 35 | $204.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 35 | $211.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 37 | $208.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 25d | 35 | $189.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 28 | $149.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 31 | $155.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 8d | 28 | $141.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.