Udine Wealth Management, Inc. reported 31 positions worth $201.09M for the quarter ended Sep 30, 2026, up 4.0% on the prior quarter. It opened 3 new positions, added to 27, trimmed 1 and exited 6. Its largest holding is Microsoft Corp at 12.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HPE Hewlett Packard Enterprise Co | +57.5K | – | $3.67M | 1.83% |
| SPCX Space Exploration Technologies Corp | +21.8K | +130.0% | $3.28M | 2.89% |
| VST Vistra Corp. | +20.9K | – | $2.90M | 1.44% |
| WMT Walmart Inc. | +27.6K | – | $2.87M | 1.43% |
| UBER Uber Technologies, Inc | +16.1K | +72.5% | $1.11M | 1.31% |
| GOOG Alphabet Inc. | +1,975 | +2.8% | $679.56K | 12.28% |
| MSFT Microsoft Corp | +1,290 | +2.6% | $661.64K | 12.89% |
| BRK-B Berkshire Hathaway Inc | +481 | +2.4% | $239.51K | 5.19% |
| IBIT iShares Bitcoin Trust ETF | +4,755 | +6.1% | $225.10K | 1.94% |
| TSLA Tesla, Inc. | +556 | +4.8% | $197.27K | 2.16% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RDDT Reddit, Inc. | -16.7K | -100.0% | $2.90M | Exited |
| PSNL Personalis, Inc. | -50.0K | -100.0% | $2.90M | Exited |
| BA Boeing Co | -13.0K | -100.0% | $2.82M | Exited |
| DECK Deckers Outdoor Corp | -25.9K | -100.0% | $2.57M | Exited |
| IREN IREN Ltd | -48.1K | -100.0% | $2.20M | Exited |
| LMND Lemonade, Inc. | -33.5K | -100.0% | $2.18M | Exited |
| BAC Bank Of America Corp | -1,750 | -0.8% | $95.25K | 6.23% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 50.5K | $25.92M | 12.89% | +1,290 | +2.6% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 77.6K | $25.84M | 12.85% | +297 | +0.4% | Added | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 71.8K | $24.69M | 12.28% | +1,975 | +2.8% | Added | 0% |
| 4 | BAC Bank Of America Corp | Financial Services | 230.3K | $12.53M | 6.23% | -1,750 | -0.8% | Reduced | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 33.4K | $11.05M | 5.5% | +98 | +0.3% | Added | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 20.9K | $10.43M | 5.19% | +481 | +2.4% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 28.7K | $7.14M | 3.55% | +790 | +2.8% | Added | 0% |
| 8 | SPCX Space Exploration Technologies Corp | Industrials | 38.5K | $5.81M | 2.89% | +21.8K | +130.0% | Added | 0% |
| 9 | NVDA Nvidia Corp | Technology | 24.3K | $5.55M | 2.76% | +100 | +0.4% | Added | 0% |
| 10 | BE Bloom Energy Corp | Industrials | 19.1K | $5.29M | 2.63% | +368 | +2.0% | Added | 0.01% |
| 11 | HOOD Robinhood Markets, Inc. | Financial Services | 39.4K | $4.43M | 2.2% | +82 | +0.2% | Added | 0% |
| 12 | PLTR Palantir Technologies Inc. | Technology | 23.3K | $4.36M | 2.17% | +407 | +1.8% | Added | 0% |
| 13 | TSLA Tesla, Inc. | Consumer Discretionary | 12.2K | $4.34M | 2.16% | +556 | +4.8% | Added | 0% |
| 14 | XOM ExxonMobil Holdings Corp | Energy | 26.6K | $4.32M | 2.15% | +237 | +0.9% | Added | 0% |
| 15 | IBIT iShares Bitcoin Trust ETF | Others | 82.4K | $3.90M | 1.94% | +4,755 | +6.1% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Udine Wealth Management.
As of its Q3 2026 13F filing, Udine Wealth Management, Inc.’s five largest positions were Microsoft Corp (MSFT) at 12.9%, Apple Inc. (AAPL) at 12.9%, Alphabet Inc. (GOOG) at 12.3%, Bank Of America Corp (BAC) at 6.2%, Jpmorgan Chase & Co (JPM) at 5.5% of the reported portfolio.
Udine Wealth Management, Inc. reported a 13F portfolio worth $201.09M across 31 positions for Q3 2026. That is up 4.0% from the previous quarter.
Its largest purchases by value were Hewlett Packard Enterprise Co ($3.67M), Space Exploration Technologies Corp ($3.28M), Vistra Corp. ($2.90M). It opened 3 new positions.
Its largest sales by value were Reddit, Inc. ($2.90M), Personalis, Inc. ($2.90M), Boeing Co ($2.82M). It exited 6 positions entirely.
From the Form 13F-HR reports Udine Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.