UDINE WEALTH MANAGEMENT, INC.
Filing Date
Global Rank
#4,693
/ 8,232
▲ 67
Top Industry
Banks - Diversified
15.5%
3Y Alpha vs SPY
+1.1%
Period ended 2 months ago
Filed Apr 14, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+81.2%
SPY
+76.5%
Annualised alpha
+1.1%
Max drawdown
−23.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
30 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.1%
+0.4 pts
Top 5
48.8%
+0.9 pts
Top 10
65.7%
+1.9 pts
HHI
645
Diversified+19
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.7% | $50,312,079 |
| Financial Services | 31.6% | $43,391,001 |
| Consumer Cyclical | 13.5% | $18,583,696 |
| Industrials | 11.7% | $16,060,696 |
| Energy | 3.2% | $4,385,880 |
| Unclassified | 2.3% | $3,121,659 |
| Healthcare | 1.0% | $1,384,783 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JOBY | Joby Aviation, Inc. | +156,519 | 252,951 | $2,089,375 | |
| RIVN | Rivian Automotive, Inc. / DE | +65,086 | 157,043 | $2,363,497 | |
| GRAB | Grab Holdings Ltd | +39,148 | 442,914 | $1,621,065 | |
| WRBY | Warby Parker Inc. | +6,777 | 65,723 | $1,384,783 | |
| IBIT | iShares Bitcoin Trust ETF | +6,713 | 71,471 | $2,745,915 | |
| NU | Nu Holdings Ltd. | +6,032 | 222,192 | $3,192,899 | |
| RKT | Rocket Companies, Inc. | +5,475 | 178,801 | $2,547,914 | |
| BAC | Bank Of America Corp /De/ | +4,698 | 228,448 | $11,136,840 | |
| MSFT | Microsoft Corp | +4,653 | 47,154 | $17,454,996 | |
| AAPL | Apple Inc. | +3,536 | 76,039 | $19,297,937 | |
| UBER | Uber Technologies, Inc | +2,359 | 19,684 | $1,415,870 | |
| AMZN | Amazon Com Inc | +2,323 | 25,836 | $5,380,863 | |
| RKLB | Rocket Lab Corp | +2,229 | 63,675 | $4,089,208 | |
| BRK-B | Berkshire Hathaway Inc | +1,976 | 19,765 | $9,471,388 | |
| HOOD | Robinhood Markets, Inc. | +1,785 | 38,196 | $2,646,982 | |
| PLTR | Palantir Technologies Inc. | +1,308 | 22,627 | $3,309,877 | |
| UPS | United Parcel Service Inc | +1,059 | 30,829 | $3,032,957 | |
| JPM | Jpmorgan Chase & Co | +834 | 32,823 | $9,655,213 | |
| XOM | Exxon Mobil Corp | +682 | 25,851 | $4,385,880 | |
| TSLA | Tesla, Inc. | +521 | 11,544 | $4,291,482 | |
| RH | Rh | +491 | 14,300 | $1,999,426 | |
| NVDA | Nvidia Corp | +295 | 27,189 | $4,741,761 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NKE | NIKE, Inc. | 41,923 | $2,670,914 | |
| CRM | Salesforce, Inc. | 10,042 | $2,660,226 | |
| ZETA | Zeta Global Holdings Corp. | 127,104 | $2,586,566 | |
| BX | Blackstone Inc. | 16,393 | $2,526,817 | |
| EOSE | Eos Energy Enterprises, Inc. | 151,006 | $1,730,528 | |
| PATH | UiPath, Inc. | 96,462 | $1,581,012 | |
| No positions match the current search. | ||||
30 positions ·
$137,239,794 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 76,039 | $19,297,937 | 14.06% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 47,154 | $17,454,996 | 12.72% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 228,448 | $11,136,840 | 8.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 32,823 | $9,655,213 | 7.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 19,765 | $9,471,388 | 6.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 25,836 | $5,380,863 | 3.92% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 27,189 | $4,741,761 | 3.46% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 25,851 | $4,385,880 | 3.20% | |
| BE |
Bloom Energy Corp
Industrials
|
Reduced | 32,258 | $4,370,636 | 3.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 11,544 | $4,291,482 | 3.13% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Added | 63,675 | $4,089,208 | 2.98% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 22,627 | $3,309,877 | 2.41% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 222,192 | $3,192,899 | 2.33% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 30,829 | $3,032,957 | 2.21% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 8,430 | $2,772,542 | 2.02% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
NEW | 24,854 | $2,769,232 | 2.02% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 71,471 | $2,745,915 | 2.00% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 38,196 | $2,646,982 | 1.93% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Added | 178,801 | $2,547,914 | 1.86% | |
| BA |
Boeing Co
Industrials
|
NEW | 12,453 | $2,478,520 | 1.81% | |
| INTC |
Intel Corp
Technology
|
Reduced | 55,984 | $2,470,573 | 1.80% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
Added | 157,043 | $2,363,497 | 1.72% | |
| JOBY |
Joby Aviation, Inc.
Industrials
|
Added | 252,951 | $2,089,375 | 1.52% | |
| RH |
Rh
Consumer Cyclical
|
Added | 14,300 | $1,999,426 | 1.46% | |
| LMND |
Lemonade, Inc.
Financial Services
|
Reduced | 31,438 | $1,970,533 | 1.44% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Held | 14,155 | $1,775,886 | 1.29% | |
| GRAB |
Grab Holdings Ltd
Technology
|
Added | 442,914 | $1,621,065 | 1.18% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 19,684 | $1,415,870 | 1.03% | |
| WRBY |
Warby Parker Inc.
Healthcare
|
Added | 65,723 | $1,384,783 | 1.01% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 651 | $375,744 | 0.27% |