UDINE WEALTH MANAGEMENT, INC.

Q1 2026 13F Holdings

  • Location
    boca raton, FL
  • Num holdings

    35

  • Value ($000)

    $204,659

  • Date Filed
    04/14/2026
  • Form type
    13F-HR
  • CIK
    0001907240
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE

SPDR SERIES TRUST

STATE STREET SPD
$30.04M
15 %

327,761

GOOG

ALPHABET INC

CAP STK CL C
$19.81M
10 %

68,901

AAPL

APPLE INC

COM
$19.3M
9 %

76,039

MSFT

MICROSOFT CORP

COM
$17.45M
9 %

47,154

SHV

ISHARES TR

TRUST ISHARE 0-1
$12.17M
6 %

110,250

BAC

BANK AMERICA CORP

COM
$11.14M
5 %

228,448

JPM

JPMORGAN CHASE & CO

COM
$9.66M
5 %

32,823

BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$9.47M
5 %

19,765

AMZN

AMAZON COM INC

COM
$5.38M
3 %

25,836

NVDA

NVIDIA CORPORATION

COM
$4.74M
2 %

27,189

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