StockDriftsStockDriftsTop 39 Udine Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 12.11% | 321.1K | $29.4M | -2.02%(-6.62K) | $91.75(-0.29%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 10.27% | 69.8K | $24.9M | +1.28%(+880) | $152.68(+129.55%) | 2026-06-30 | |
| AAPL | APPLE INC | 9.21% | 77.3K | $22.4M | +1.67%(+1.27K) | $174.34(+75.90%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 7.56% | 49.2K | $18.4M | +4.43%(+2.09K) | $338.23(+48.65%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 5.44% | 232.0K | $13.2M | +1.57%(+3.59K) | $36.12(+77.56%) | 2026-06-30 | |
| SHV | ISHARES TR | 4.62% | 101.8K | $11.2M | -7.71%(-8.50K) | $110.46(-0.27%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.49% | 33.3K | $10.9M | +1.47%(+484) | $163.64(+120.91%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.22% | 20.5K | $10.2M | +3.54%(+700) | $356.18(+46.94%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.73% | 27.9K | $6.6M | +7.86%(+2.03K) | $163.45(+68.22%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP | 2.33% | 18.7K | $5.7M | -41.96%(-13.54K) | $28.34(+657.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.40% | +61.82% | — | — | +33.97% |
| Top 20 Holdings Unweighted | +23.23% | +87.12% | — | — | +52.52% |
Udine Wealth Management INC reports $242.92M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are BIL (12.1%), GOOG (10.3%) and AAPL (9.2%). The top 20 holdings account for 78.75% of reported assets. Its disclosed equity book has returned +61.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Udine Wealth Management INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Udine Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907240). View Udine Wealth Management INC’s 13F filings on SEC