UDINE WEALTH MANAGEMENT, INC.
Sector Allocation
- Technology44.4%$112.6M
- Other20.7%$52.4M
- Financials19.9%$50.5M
- Consumer Discretionary5.7%$14.3M
- Industrials3.0%$7.6M
- Healthcare2.4%$6.0M
- Energy1.7%$4.3M
- Utilities1.1%$2.9M
- Consumer Staples1.1%$2.9M
AUM History
13fpro.ai/research/fund/udine-wealth-management-inc-1907240
Conviction and streaks
Concentrating · top 10 = 64.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$28.3M
MSFT
$25.9MAAPL
$25.8MGOOG
$24.7MBAC
$12.5MJPM
$11.1MBRK.B
$10.4M- ISHARES$9.7M
- ISHARES$7.2M
AMZN
$7.1M
SPCX$5.8MNVDA
$5.5MBE
$5.3MHOOD
$4.4MPLTR
$4.4MTSLA
$4.3MXOM.R34088
$4.3MIBIT
$3.9MHPE
$3.7M- ROUNDHILL$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/udine-wealth-management-inc-1907240
UDINE WEALTH MANAGEMENT, INC. 13F holdings — Q3 2026
$253.5M portfolio (+4.3% QoQ) · 38 holdings · Q3 2026 13F · top 10 are 64% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR BLO 1 ETF
$28.3M
11.2% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $25.9M
10.2% of stocks
+3%This quarter+1.3%Since filed11+ qtrsHeld$25.8M
10.2% of stocks
+0.4%This quarter-0.2%Since filed11+ qtrsHeld$24.7M
9.7% of stocks
+3%This quarter-0.1%Since filed11+ qtrsHeld$12.5M
5.0% of stocks
-0.8%This quarter+0.2%Since filed11+ qtrsHeld$11.1M
4.4% of stocks
+0.3%This quarter+1.3%Since filed11+ qtrsHeld$10.4M
4.1% of stocks
+2%This quarter—Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 8 qtrs in a row- 8
ISHARES TR - TRUST ISHARE 0-1
$9.7M
3.8% of stocks
-13%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - 20 YR TR BD ETF
$7.2M
2.9% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $7.1M
2.8% of stocks
+3%This quarter+2.1%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 10 qtrs in a row
All holdings — UDINE WEALTH MANAGEMENT, INC. (Q3 2026)
38 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $5.8M | 2.3% | 39K | +130% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F |
| 12 | NVIDIA CORP | Technology | $5.5M | 2.2% | 24K | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Bloom Energy Corp | Technology | $5.3M | 2.1% | 19K | +2% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Robinhood Markets, Inc. | Financials | $4.4M | 1.8% | 39K | +0.2% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Palantir Technologies Inc. | Technology | $4.4M | 1.7% | 23K | +2% | 11+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Tesla, Inc. | Consumer Discretionary | $4.3M | 1.7% | 12K | +5% | 11+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | EXXON MOBIL CORP | Energy | $4.3M | 1.7% | 27K | +0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | iShares Bitcoin Trust ETFetf/fund | Financials | $3.9M | 1.5% | 82K | +6% | 11+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Hewlett Packard Enterprise Co | Technology | $3.7M | 1.4% | 58K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ROUNDHILL ETF TRUST - MEMORY ETFetf/fund | — | $3.2M | 1.3% | 54K | New | — | — | 13F |
| 21 | Hims & Hers Health, Inc. | Healthcare | $3.2M | 1.3% | 106K | +0.8% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Toast, Inc. | Technology | $3.2M | 1.3% | 109K | +0.9% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | INTEL CORP | Technology | $3.0M | 1.2% | 25K | +4% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Apollo Global Management, Inc. | Financials | $3.0M | 1.2% | 26K | +2% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Rocket Lab Corp | Industrials | $3.0M | 1.2% | 43K | +4% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $3.0M | 1.2% | 32K | +1% | |||
| 27 | $NU | Nu Holdings Ltd. | Financials | $2.9M | 1.2% | 232K | +2% | |||
| 28 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.9M | 1.1% | 10K | +2% | |||
| 29 | $VST | Vistra Corp. | Utilities | $2.9M | 1.1% | 21K | New | |||
| 30 | $WMT | Walmart Inc. | Consumer Staples | $2.9M | 1.1% | 28K | New | |||
| 31 | $RIVN | Rivian Automotive, Inc. / DE | Consumer Discretionary | $2.8M | 1.1% | 190K | +3% | |||
| 32 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.8M | 1.1% | 7,674 | +2% | |||
| 33 | $UBER | Uber Technologies, Inc | Technology | $2.6M | 1.0% | 38K | +72% | |||
| 34 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.6M | 1.0% | 12K | +5% | |||
| 35 | $RKT | Rocket Companies, Inc. | Financials | $2.2M | 0.9% | 192K | +3% | |||
| 36 | $JOBY | Joby Aviation, Inc. | Industrials | $1.7M | 0.7% | 276K | +4% | |||
| 37 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $497K | 0.2% | 672 | +3% | |||
| 38 | $SPY | SPDR S&P 500 ETF TRUST | — | $477K | 0.2% | 626 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 29 added to, 3 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
- ISHARES TR - 20 YR TR BD ETF$7.2M
first bought this quarter
first bought this quarter
- ROUNDHILL ETF TRUST - MEMORY ETF$3.2M
first bought this quarter
$VSTVistra Corp.$2.9M
first bought this quarter
$WMTWalmart Inc.$2.9M
first bought this quarter
$SPYSPDR S&P 500 ETF TRUST$477K
first bought this quarter
Added to (29)
- $SPCXSPACE EXPLORATION TECHNOLOGIES CORP+130%
now $5.8M · held 2 qtrs, 2 adds in a row
$UBERUber Technologies, Inc+72%
now $2.6M · held 11+ qtrs, 3 adds in a row
now $24.7M · held 11+ qtrs, 7 adds in a row
now $25.9M · held 11+ qtrs, 5 adds in a row
now $10.4M · held 11+ qtrs, 8 adds in a row
now $3.9M · held 11+ qtrs, 5 adds in a row
+23 more in the Excel export
Trimmed (3)
- ISHARES TR - TRUST ISHARE 0-1-13%
now $9.7M
- SPDR SERIES TRUST - ST STR BLO 1 ETF-4%
now $28.3M
now $12.5M · held 11+ qtrs
Holdings by quarter
Every 13F UDINE WEALTH MANAGEMENT, INC. has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow UDINE WEALTH MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of UDINE WEALTH MANAGEMENT's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.2%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter; 36% over the last 4
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
UDINE WEALTH MANAGEMENT, INC. disclosed 38 positions worth $253.5M in its Form 13F-HR for Q3 2026, followed by $MSFT and $AAPL. During the quarter the fund opened 6 new positions and exited 8 and a full exit from $RH. The portfolio is most concentrated in Technology (44.4% of disclosed assets). All figures are sourced directly from UDINE WEALTH MANAGEMENT, INC.’s Form 13F-HR filing with the SEC under CIK 1907240.
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AI-Powered Hedge Fund Analysis: UDINE WEALTH MANAGEMENT, INC.
13F Pro is an AI hedge fund tracker and stock research platform. For UDINE WEALTH MANAGEMENT, INC. (SEC CIK: 1907240), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in UDINE WEALTH MANAGEMENT, INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.