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UDINE WEALTH MANAGEMENT, INC. 13F portfolio summary

UDINE WEALTH MANAGEMENT, INC. of UDINE WEALTH MANAGEMENT, INC. has 40 current stock holdings with a reported portfolio value of $242.9M. The portfolio 1 year return is +20.90%. Top holdings include BIL (12.11%), GOOG (10.27%), AAPL (9.21%), MSFT (7.56%), BAC (5.44%).

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UDINE WEALTH MANAGEMENT, INC.

UDINE WEALTH MANAGEMENT, INC.
Latest filing: 2026-06-30

UDINE WEALTH MANAGEMENT, INC. runs UDINE WEALTH MANAGEMENT, INC. and currently holds 40 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $242.92M. Their top holdings are BIL, GOOG, AAPL, MSFT, BAC. The top five represent 44.6% of reported portfolio weight. UDINE WEALTH MANAGEMENT, INC. ranks #581 out of 1000 investors tracked by Alpha Score. In the most recent quarter, UDINE WEALTH MANAGEMENT, INC. initiated 9 new positions. They added to 23 existing positions. They trimmed 6 positions. Their current best-performing preview position is INTC with returns of +216.41%.

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Top 5 Holdings
BIL12.1%
GOOG10.3%
AAPL9.2%
MSFT7.6%
BAC5.4%
Top 5: 44.6%
Portfolio Returns
1 Year
+20.90%
#633/1000
3 Year
+70.01%
#505/1000
5 Year
+66.16%
#594/1000

Portfolio Value

$242.92M

Alpha Score

53.0

#581 of 1000

Holdings

40

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40 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
BIL
SPDR SERIES TRUST
12.11%$91.71$91.60-0.12%
Trimmed
-2.02%
GOOG
ALPHABET INC
10.27%$157.30$341.75+117.26%
Added
+1.28%
AAPL
APPLE INC
9.21%$185.64$309.35+66.64%
Added
+1.67%
MSFT
MICROSOFT CORP
7.56%$341.52$483.24+41.50%
Added
+4.43%
BAC
BANK OF AMER CORP
5.44%$34.80$61.70+77.30%
Added
+1.57%
SHV
ISHARES TR
4.62%$110.45$110.31-0.13%
Trimmed
-7.71%
JPM
JPMORGAN CHASE & CO
4.49%$160.27$351.64+119.40%
Added
+1.47%
BRK-B
BERKSHIRE HATHAWAY INC DEL
4.22%$358.98$495.77+38.11%
Added
+3.54%
AMZN
AMAZON COM INC
2.73%$158.05$258.63+63.64%
Added
+7.87%
BE
BLOOM ENERGY CORP
2.33%$34.37$201.42+486.03%
Trimmed
-41.96%

Showing 1-10 of 40