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UDINE WEALTH MANAGEMENT, INC.

Q2 2026 13F Holdings

  • Location
    boca raton, FL
  • Num holdings

    40

  • Value ($000)

    $242,920

  • Date Filed
    07/24/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
78468R663
$29.43M
12 %

321,138

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$24.94M
10 %

69,781

A
AAPL

APPLE INC

COM
037833100
$22.37M
9 %

77,306

M
MSFT

MICROSOFT CORP

COM
594918104
$18.37M
8 %

49,241

B
BAC

BANK OF AMER CORP

COM
060505104
$13.22M
5 %

232,035

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$11.23M
5 %

101,750

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$10.9M
5 %

33,307

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$10.24M
4 %

20,465

A
AMZN

AMAZON COM INC

COM
023135106
$6.64M
3 %

27,868

B
BE

BLOOM ENERGY CORP

COM CL A
093712107
$5.67M
2 %

18,723

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