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UDINE WEALTH MANAGEMENT, INC.
Period ended Sep 30, 2026 · Latest filing Oct 23, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $253,475,814
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPDR SERIES TRUST · ST STR BLO 1 ETF · 78468R663 · shares: $28,284,961
- MICROSOFT CORP · COM · 594918104 · shares: $25,917,350
- APPLE INC · COM · 037833100 · shares: $25,843,351
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $24,689,804
- BANK OF AMER CORP · COM · 060505104 · shares: $12,534,413
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $11,051,376
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $10,430,061
- ISHARES TR · TRUST ISHARE 0-1 · 464288679 · shares: $9,735,740
- ISHARES TR · 20 YR TR BD ETF · 464287432 · shares: $7,235,329
- AMAZON COM INC · COM · 023135106 · shares: $7,140,141
Reported holdings
38 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 308,653 shares | $28,284,961 |
| MICROSOFT CORP | COM | 594918104 | — | 50,531 shares | $25,917,350 |
| APPLE INC | COM | 037833100 | — | 77,603 shares | $25,843,351 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 71,756 shares | $24,689,804 |
| BANK OF AMER CORP | COM | 060505104 | — | 230,285 shares | $12,534,413 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 33,405 shares | $11,051,376 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 20,946 shares | $10,430,061 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 88,250 shares | $9,735,740 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 93,023 shares | $7,235,329 |
| AMAZON COM INC | COM | 023135106 | — | 28,658 shares | $7,140,141 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 38,505 shares | $5,808,864 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 24,301 shares | $5,549,862 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 19,091 shares | $5,287,825 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 39,402 shares | $4,432,725 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 23,299 shares | $4,358,078 |
| TESLA INC | COM | 88160R101 | — | 12,223 shares | $4,336,843 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 26,560 shares | $4,322,640 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 82,369 shares | $3,899,348 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 57,512 shares | $3,674,442 |
| ROUNDHILL ETF TRUST | MEMORY ETF | 77926X320 | — | 53,579 shares | $3,234,028 |
| HIMS & HERS HEALTH INC | COM CL A | 433000106 | — | 106,455 shares | $3,171,294 |
| TOAST INC | CL A | 888787108 | — | 109,319 shares | $3,169,158 |
| INTEL CORP | COM | 458140100 | — | 25,330 shares | $3,045,426 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 25,822 shares | $2,996,901 |
| ROCKET LAB CORP | COM | 773121108 | — | 42,927 shares | $2,991,153 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 31,661 shares | $2,958,404 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 231,804 shares | $2,934,639 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 10,496 shares | $2,916,733 |
| VISTRA CORP | COM | 92840M102 | — | 20,937 shares | $2,896,634 |
| WALMART INC | COM | 931142103 | — | 27,632 shares | $2,871,517 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | — | 190,213 shares | $2,841,782 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 7,674 shares | $2,816,972 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 38,411 shares | $2,631,538 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 11,870 shares | $2,610,569 |
| ROCKET COS INC | COM CL A | 77311W101 | — | 192,403 shares | $2,214,559 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 | — | 275,508 shares | $1,666,823 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 672 shares | $497,125 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 626 shares | $477,406 |