Udine Wealth Management, Inc.
Net buyer this quarter
$243M
36
+$9.88M
50.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $24.9M | 10.27% | Not reported | +1.3% | Q4 2021 |
 AAPL | $22.4M | 9.21% | 0.00% | +1.7% | Q4 2021 |
 MSFT | $18.4M | 7.56% | 0.00% | +4.4% | Q4 2021 |
 BAC | $13.2M | 5.44% | 0.00% | +1.6% | Q4 2021 |
 JPM | $10.9M | 4.49% | 0.00% | +1.5% | Q4 2021 |
 BRK.B | $10.2M | 4.22% | Not reported | +3.5% | Q4 2021 |
 AMZN | $6.64M | 2.73% | 0.00% | +7.9% | Q4 2021 |
 BE | $5.67M | 2.33% | 0.01% | -42.0% | Q1 2025 |
 TSLA | $4.91M | 2.02% | 0.00% | +1.1% | Q1 2024 |
 NVDA | $4.84M | 1.99% | 0.00% | -11.0% | Q1 2022 |
 RKLB | $4.2M | 1.73% | 0.01% | -35.1% | Q4 2024 |
 HOOD | $3.94M | 1.62% | 0.02% | +2.9% | Q2 2024 |
 HIMS | $3.66M | 1.51% | Not reported | New | Q2 2026 |
 XOM | $3.6M | 1.48% | 0.00% | +1.8% | Q4 2021 |
 INTC | $3.39M | 1.40% | 0.00% | -56.6% | Q4 2021 |
 UPS | $3.35M | 1.38% | 0.00% | +1.2% | Q2 2025 |
 RIVN | $3.22M | 1.33% | 0.01% | +18.1% | Q4 2023 |
 IBM | $3.18M | 1.31% | 0.00% | New | Q2 2026 |
 UNH | $3.13M | 1.29% | 0.00% | Not reported | Q2 2025 |
 NU | $3.05M | 1.26% | Not reported | +2.7% | Q1 2025 |
 TOST | $3.01M | 1.24% | 0.05% | Not reported | Q2 2025 |
 APO | $3.01M | 1.24% | 0.00% | +2.2% | Q1 2026 |
 RH | $2.96M | 1.22% | 0.10% | +25.7% | Q2 2025 |
 RKT | $2.95M | 1.22% | Not reported | +4.9% | Q2 2025 |
 RDDT | $2.9M | 1.19% | Not reported | New | Q2 2026 |
 PSNL | $2.9M | 1.19% | 0.05% | New | Q2 2026 |
 SPCX | $2.86M | 1.18% | Not reported | New | Q2 2026 |
 BA | $2.82M | 1.16% | 0.00% | +4.8% | Q4 2024 |
 PLTR | $2.67M | 1.10% | 0.00% | +1.2% | Q2 2023 |
 IBIT | $2.58M | 1.06% | 0.01% | +8.6% | Q1 2024 |
 DECK | $2.57M | 1.06% | 0.02% | New | Q2 2026 |
 JOBY | $2.36M | 0.97% | 0.03% | +4.5% | Q3 2025 |
 IREN | $2.2M | 0.91% | 0.01% | New | Q2 2026 |
 LMND | $2.18M | 0.90% | 0.04% | +6.4% | Q1 2025 |
 UBER | $1.61M | 0.66% | 0.00% | +13.1% | Q4 2021 |
 QQQ | $479K | 0.20% | Not reported | Not reported | Q3 2022 |
| Q1 2026 | |||||
| GOOG | $19.8M | 9.68% | Not reported | +3.2% | Q4 2021 |
| AAPL | $19.3M | 9.43% | 0.00% | +4.9% | Q4 2021 |
| MSFT | $17.5M | 8.53% | 0.00% | +11.0% | Q4 2021 |
| BAC | $11.1M | 5.44% | 0.00% | +2.1% | Q4 2021 |
| JPM | $9.66M | 4.72% | 0.00% | +2.6% | Q4 2021 |
| BRK.B | $9.47M | 4.63% | Not reported | +11.1% | Q4 2021 |
| AMZN | $5.38M | 2.63% | 0.00% | +9.9% | Q4 2021 |
| NVDA | $4.74M | 2.32% | 0.00% | +1.1% | Q1 2022 |
| XOM | $4.39M | 2.14% | 0.00% | +2.7% | Q4 2021 |
| BE | $4.37M | 2.14% | 0.01% | -13.8% | Q1 2025 |
| TSLA | $4.29M | 2.10% | 0.00% | +4.7% | Q1 2024 |
| RKLB | $4.09M | 2.00% | 0.01% | +3.6% | Q4 2024 |
| PLTR | $3.31M | 1.62% | 0.00% | +6.1% | Q2 2023 |
| NU | $3.19M | 1.56% | Not reported | +2.8% | Q1 2025 |
| UPS | $3.03M | 1.48% | 0.00% | +3.6% | Q2 2025 |
 HD | $2.77M | 1.35% | 0.00% | Not reported | Q2 2023 |
| APO | $2.77M | 1.35% | 0.00% | New | Q1 2026 |
| IBIT | $2.75M | 1.34% | 0.01% | +10.4% | Q1 2024 |
| HOOD | $2.65M | 1.29% | 0.02% | +4.9% | Q2 2024 |
| RKT | $2.55M | 1.24% | Not reported | +3.2% | Q2 2025 |
| BA | $2.48M | 1.21% | 0.00% | Not reported | Q4 2024 |
| INTC | $2.47M | 1.21% | 0.00% | -20.2% | Q4 2021 |
| RIVN | $2.36M | 1.15% | 0.01% | +70.8% | Q4 2023 |
| JOBY | $2.09M | 1.02% | 0.03% | +162.3% | Q3 2025 |
 BABA | $2.07M | 1.01% | 0.00% | Not reported | Q2 2024 |
| RH | $2M | 0.98% | 0.08% | +3.6% | Q2 2025 |
| LMND | $1.97M | 0.96% | 0.04% | -7.3% | Q1 2025 |
 GRAB | $1.62M | 0.79% | Not reported | +9.7% | Q1 2025 |
| UBER | $1.42M | 0.69% | 0.00% | +13.6% | Q4 2021 |
 WRBY | $1.38M | 0.68% | 0.06% | +11.5% | Q4 2025 |
| QQQ | $376K | 0.18% | Not reported | Not reported | Q3 2022 |
| Q4 2025 | |||||
| GOOG | $20.9M | 9.88% | Not reported | +4.8% | Q4 2021 |
| MSFT | $20.6M | 9.71% | 0.00% | +3.7% | Q4 2021 |
| AAPL | $19.7M | 9.32% | 0.00% | +2.6% | Q4 2021 |
| BAC | $12.3M | 5.82% | 0.00% | +1.5% | Q4 2021 |
| JPM | $10.3M | 4.87% | 0.00% | +2.9% | Q4 2021 |
| BRK.B | $8.94M | 4.23% | Not reported | +3.0% | Q4 2021 |
| AMZN | $5.43M | 2.56% | 0.00% | +3.7% | Q4 2021 |
| NVDA | $5.02M | 2.37% | 0.00% | -9.7% | Q1 2022 |
| TSLA | $4.96M | 2.34% | 0.00% | +1.9% | Q1 2024 |
| RKLB | $4.29M | 2.03% | 0.01% | -8.0% | Q4 2024 |
| HOOD | $4.12M | 1.95% | 0.02% | -4.6% | Q2 2024 |
| PLTR | $3.79M | 1.79% | 0.00% | +1.9% | Q2 2023 |
| NU | $3.62M | 1.71% | Not reported | +1.8% | Q1 2025 |
| RKT | $3.36M | 1.59% | Not reported | +3.1% | Q2 2025 |
| BE | $3.25M | 1.54% | 0.02% | -40.6% | Q1 2025 |
| IBIT | $3.22M | 1.52% | 0.00% | +5.9% | Q1 2024 |
| XOM | $3.03M | 1.43% | 0.00% | +14.0% | Q4 2021 |
| UPS | $2.95M | 1.40% | 0.00% | Not reported | Q2 2025 |
 NKE | $2.67M | 1.26% | 0.00% | New | Q4 2025 |
 CRM | $2.66M | 1.26% | 0.00% | Not reported | Q3 2024 |
| INTC | $2.59M | 1.22% | 0.00% | -34.1% | Q4 2021 |
 ZETA | $2.59M | 1.22% | Not reported | New | Q4 2025 |
 BX | $2.53M | 1.19% | 0.00% | +4.0% | Q2 2022 |
| RH | $2.47M | 1.17% | 0.07% | +5.3% | Q2 2025 |
| LMND | $2.42M | 1.14% | 0.04% | +2.2% | Q1 2025 |
| BABA | $2.08M | 0.98% | 0.00% | -4.2% | Q2 2024 |
| GRAB | $2.02M | 0.95% | Not reported | +4.2% | Q1 2025 |
| RIVN | $1.81M | 0.86% | 0.01% | +6.2% | Q4 2023 |
 EOSE | $1.73M | 0.82% | 0.04% | -14.6% | Q3 2025 |
 PATH | $1.58M | 0.75% | Not reported | Not reported | Q4 2023 |
| UBER | $1.42M | 0.67% | 0.00% | -37.5% | Q4 2021 |
| WRBY | $1.28M | 0.61% | 0.05% | New | Q4 2025 |
| JOBY | $1.27M | 0.60% | 0.01% | +10.1% | Q3 2025 |
| Q3 2025 | |||||
| MSFT | $21.2M | 10.18% | 0.00% | +2.2% | Q4 2021 |
| AAPL | $18M | 8.63% | 0.00% | +2.1% | Q4 2021 |
| GOOG | $15.5M | 7.43% | Not reported | +4.8% | Q4 2021 |
| BAC | $11.4M | 5.46% | 0.00% | +1.1% | Q4 2021 |
| JPM | $9.8M | 4.70% | 0.00% | +1.1% | Q4 2021 |
| BRK.B | $8.69M | 4.17% | Not reported | +5.3% | Q4 2021 |
| NVDA | $5.56M | 2.67% | 0.00% | -8.1% | Q1 2022 |
| HOOD | $5.46M | 2.62% | 0.02% | -29.4% | Q2 2024 |
| BE | $5.33M | 2.56% | 0.03% | +27.8% | Q1 2025 |
| AMZN | $4.98M | 2.39% | 0.00% | +2.7% | Q4 2021 |
| TSLA | $4.81M | 2.31% | 0.00% | +1.2% | Q1 2024 |
| IBIT | $3.98M | 1.91% | 0.00% | +5.2% | Q1 2024 |
| PLTR | $3.82M | 1.83% | 0.00% | -15.1% | Q2 2023 |
| INTC | $3.57M | 1.71% | 0.00% | +2.1% | Q4 2021 |
| NU | $3.4M | 1.63% | Not reported | +2.4% | Q1 2025 |
| RKT | $3.26M | 1.56% | Not reported | +86.1% | Q2 2025 |
| RKLB | $3.2M | 1.54% | 0.01% | +2.0% | Q4 2024 |
 OSCR | $2.77M | 1.33% | Not reported | +138.4% | Q3 2024 |
| UBER | $2.72M | 1.30% | 0.00% | +3.1% | Q4 2021 |
| BX | $2.69M | 1.29% | 0.00% | +3.3% | Q2 2022 |
| RH | $2.66M | 1.28% | 0.07% | +1.2% | Q2 2025 |
| BABA | $2.64M | 1.27% | 0.00% | -7.0% | Q2 2024 |
| HD | $2.62M | 1.26% | 0.00% | +6.3% | Q2 2023 |
 MP | $2.6M | 1.25% | 0.02% | New | Q3 2025 |
 OXY | $2.5M | 1.20% | 0.01% | New | Q3 2025 |
| XOM | $2.49M | 1.19% | 0.00% | +8.6% | Q4 2021 |
| GRAB | $2.33M | 1.12% | Not reported | +58.2% | Q1 2025 |
 DKNG | $2.26M | 1.08% | Not reported | +2.9% | Q1 2023 |
| EOSE | $2.01M | 0.97% | 0.06% | New | Q3 2025 |
| LMND | $1.78M | 0.85% | 0.04% | +3.6% | Q1 2025 |
| JOBY | $1.41M | 0.68% | 0.01% | New | Q3 2025 |
| RIVN | $1.27M | 0.61% | 0.01% | +27.0% | Q4 2023 |
| BA | $486K | 0.23% | 0.00% | +31.7% | Q4 2024 |
| QQQ | $360K | 0.17% | Not reported | +27.1% | Q3 2022 |
 CRWD | $321K | 0.15% | 0.00% | New | Q3 2025 |