StockDriftsStockDriftsTop 35 Udine Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 11.16% | 308.7K | $28.3M | -3.89%(-12.48K) | $91.75(-0.17%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 10.22% | 50.5K | $25.9M | +2.62%(+1.29K) | $340.90(+52.85%) | 2026-09-30 | |
| AAPL | APPLE INC | 10.2% | 77.6K | $25.8M | +0.38%(+297) | $174.87(+99.14%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 9.74% | 71.8K | $24.7M | +2.83%(+1.98K) | $158.03(+102.97%) | 2026-09-30 | |
| BAC | BANK OF AMER CORP | 4.95% | 230.3K | $12.5M | -0.75%(-1.75K) | $36.12(+41.43%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 4.36% | 33.4K | $11.1M | +0.29%(+98) | $164.13(+105.05%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.11% | 20.9K | $10.4M | +2.35%(+481) | $359.46(+52.16%) | 2026-09-30 | |
| SHV | ISHARES TR | 3.84% | 88.3K | $9.7M | -13.27%(-13.50K) | $110.46(-0.14%) | 2026-09-30 | |
| TLT | ISHARES TR | 2.85% | 93.0K | $7.2M | new | $83.65(-2.28%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.82% | 28.7K | $7.1M | +2.83%(+790) | $165.66(+51.14%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.09% | +64.68% | — | — | +38.07% |
| Top 20 Holdings Unweighted | +22.54% | +83.99% | — | — | +49.67% |
Udine Wealth Management INC reports $253.48M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are BIL (11.2%), MSFT (10.2%) and AAPL (10.2%). The top 20 holdings account for 80.4% of reported assets. Its disclosed equity book has returned +64.68% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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