UDINE WEALTH MANAGEMENT, INC.

CIK

1907240

Location

BOCA RATON, FL

Portfolio Value

Small $169,719,919

Diversification

Diversified

Filing Date

Global Rank

#1,442 / 3,203 ▲ 3607

Top Industry

Banks - Diversified 14.5%

3Y Alpha vs SPY

+1.6%

Period ended 30 days ago

Filed Jul 24, 2026 · 6d

19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+71.1%

SPY

+65.3%

Annualised alpha

+1.4%

Max drawdown

−23.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.2%

−0.9 pts

Top 5

44.3%

−4.6 pts

Top 10

59.7%

−6.0 pts

HHI

549

Diversified−97

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.0%	$59,439,819	8
Financial Services	30.5%	$51,692,664	9
Industrials	12.5%	$21,262,845	6
Consumer Cyclical	12.0%	$20,298,765	5
Healthcare	4.4%	$7,462,564	3
Energy	2.1%	$3,598,880	1
Unclassified	1.8%	$3,063,166	2
Communication Services	1.7%	$2,901,216	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
RIVN	Rivian Automotive, Inc. / DE	+28,495	185,538	$3,219,084
JOBY	Joby Aviation, Inc.	+11,319	264,270	$2,357,288
RKT	Rocket Companies, Inc.	+8,775	187,576	$2,954,322
IBIT	iShares Bitcoin Trust ETF	+6,143	77,614	$2,583,770
NU	Nu Holdings Ltd.	+6,062	228,254	$3,049,473
RH	Rh	+3,674	17,974	$2,960,857
BAC	Bank Of America Corp /De/	+3,587	232,035	$13,221,354
UBER	Uber Technologies, Inc	+2,585	22,269	$1,606,931
MSFT	Microsoft Corp	+2,087	49,241	$18,367,877
AMZN	Amazon Com Inc	+2,032	27,868	$6,642,059
LMND	Lemonade, Inc.	+2,023	33,461	$2,176,638
AAPL	Apple Inc.	+1,267	77,306	$22,369,264
HOOD	Robinhood Markets, Inc.	+1,124	39,320	$3,943,009
BRK-B	Berkshire Hathaway Inc	+700	20,465	$10,240,481
BA	Boeing Co	+595	13,048	$2,824,500
APO	Apollo Global Management, Inc.	+546	25,400	$3,005,074
JPM	Jpmorgan Chase & Co	+484	33,307	$10,902,380
XOM	ExxonMobil Holdings Corp	+472	26,323	$3,598,880
UPS	United Parcel Service Inc	+378	31,207	$3,354,752
PLTR	Palantir Technologies Inc.	+265	22,892	$2,670,809
TSLA	Tesla, Inc.	+123	11,667	$4,907,140
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−31,696	24,288	$3,391,333
RKLB	Rocket Lab Corp	−22,375	41,300	$4,198,145
BE	Bloom Energy Corp	−13,535	18,723	$5,667,452
NVDA	Nvidia Corp	−2,988	24,201	$4,842,378
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
HIMS	Hims & Hers Health, Inc.	105,638	$3,662,469
IBM	International Business Machines Corp	11,303	$3,178,516
UNH	Unitedhealth Group Inc	7,530	$3,129,693
TOST	Toast, Inc.	108,293	$3,012,711
RDDT	Reddit, Inc.	16,714	$2,901,216
SPCX	Space Exploration Technologies Corp	16,743	$2,860,708
DECK	Deckers Outdoor Corp	25,880	$2,569,625
IREN	IREN Ltd	48,107	$2,199,933
PSNL	Personalis, Inc.	50,030	$670,402
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	8,430	$2,772,542
BABA	Alibaba Group Holding Ltd	14,155	$1,775,886
GRAB	Grab Holdings Ltd	442,914	$1,621,065
WRBY	Warby Parker Inc.	65,723	$1,384,783
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 tracked positions · $169,719,919 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	77,306	+1,267	$22,369,264	+15.9%	13.18%
MSFT	Microsoft Corp Technology	Added	49,241	+2,087	$18,367,877	+5.2%	10.82%
BAC	Bank Of America Corp /De/ Financial Services	Added	232,035	+3,587	$13,221,354	+18.7%	7.79%
JPM	Jpmorgan Chase & Co Financial Services	Added	33,307	+484	$10,902,380	+12.9%	6.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	20,465	+700	$10,240,481	+8.1%	6.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	27,868	+2,032	$6,642,059	+23.4%	3.91%
BE	Bloom Energy Corp Industrials	Reduced	18,723	-13,535	$5,667,452	+29.7%	3.34%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,667	+123	$4,907,140	+14.3%	2.89%
NVDA	Nvidia Corp Technology	Reduced	24,201	-2,988	$4,842,378	+2.1%	2.85%
RKLB	Rocket Lab Corp Industrials	Reduced	41,300	-22,375	$4,198,145	+2.7%	2.47%
HOOD	Robinhood Markets, Inc. Financial Services	Added	39,320	+1,124	$3,943,009	+49.0%	2.32%
HIMS	Hims & Hers Health, Inc. Healthcare	NEW	105,638	NEW	$3,662,469	NEW	2.16%
XOM	ExxonMobil Holdings Corp Energy	Added	26,323	+472	$3,598,880	−17.9%	2.12%
INTC	Intel Corp Technology	Reduced	24,288	-31,696	$3,391,333	+37.3%	2.00%
UPS	United Parcel Service Inc Industrials	Added	31,207	+378	$3,354,752	+10.6%	1.98%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Added	185,538	+28,495	$3,219,084	+36.2%	1.90%
IBM	International Business Machines Corp Technology	NEW	11,303	NEW	$3,178,516	NEW	1.87%
UNH	Unitedhealth Group Inc Healthcare	NEW	7,530	NEW	$3,129,693	NEW	1.84%
NU	Nu Holdings Ltd. Financial Services	Added	228,254	+6,062	$3,049,473	−4.5%	1.80%
TOST	Toast, Inc. Technology	NEW	108,293	NEW	$3,012,711	NEW	1.78%
APO	Apollo Global Management, Inc. Financial Services	Added	25,400	+546	$3,005,074	+8.5%	1.77%
RH	Rh Consumer Cyclical	Added	17,974	+3,674	$2,960,857	+48.1%	1.74%
RKT	Rocket Companies, Inc. Financial Services	Added	187,576	+8,775	$2,954,322	+16.0%	1.74%
RDDT	Reddit, Inc. Communication Services	NEW	16,714	NEW	$2,901,216	NEW	1.71%
SPCX	Space Exploration Technologies Corp Industrials	NEW	16,743	NEW	$2,860,708	NEW	1.69%
BA	Boeing Co Industrials	Added	13,048	+595	$2,824,500	+14.0%	1.66%
PLTR	Palantir Technologies Inc. Technology	Added	22,892	+265	$2,670,809	−19.3%	1.57%
IBIT	iShares Bitcoin Trust ETF	Added	77,614	+6,143	$2,583,770	−5.9%	1.52%
DECK	Deckers Outdoor Corp Consumer Cyclical	NEW	25,880	NEW	$2,569,625	NEW	1.51%
JOBY	Joby Aviation, Inc. Industrials	Added	264,270	+11,319	$2,357,288	+12.8%	1.39%
IREN	IREN Ltd Financial Services	NEW	48,107	NEW	$2,199,933	NEW	1.30%
LMND	Lemonade, Inc. Financial Services	Added	33,461	+2,023	$2,176,638	+10.5%	1.28%
UBER	Uber Technologies, Inc Technology	Added	22,269	+2,585	$1,606,931	+13.5%	0.95%
PSNL	Personalis, Inc. Healthcare	NEW	50,030	NEW	$670,402	NEW	0.40%
QQQ	Invesco Qqq Trust, Series 1	Held	651	0	$479,396	+27.6%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.