Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
UDINE WEALTH MANAGEMENT, INC. (CIK 1907240) reported $204.7M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($30.0M, 14.68%), GOOG ($19.8M, 9.68%), AAPL ($19.3M, 9.43%), MSFT ($17.5M, 8.53%), SHV ($12.2M, 5.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $30.0M | 14.68% | 327,761 | Added |
| 2 | GOOG | ALPHABET INC | $19.8M | 9.68% | 68,901 | Added |
| 3 | AAPL | APPLE INC | $19.3M | 9.43% | 76,039 | Added |
| 4 | MSFT | MICROSOFT CORP | $17.5M | 8.53% | 47,154 | Added |
| 5 | SHV | ISHARES TR | $12.2M | 5.95% | 110,250 | Added |
| 6 | BAC | BANK AMERICA CORP | $11.1M | 5.44% | 228,448 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $9.7M | 4.72% | 32,823 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.5M | 4.63% | 19,765 | Added |
| 9 | AMZN | AMAZON COM INC | $5.4M | 2.63% | 25,836 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $4.7M | 2.32% | 27,189 | Added |
| 11 | XOM | EXXON MOBIL CORP | $4.4M | 2.14% | 25,851 | Added |
| 12 | BE | BLOOM ENERGY CORP | $4.4M | 2.14% | 32,258 | Trimmed |
| 13 | TSLA | TESLA INC | $4.3M | 2.10% | 11,544 | Added |
| 14 | RKLB | ROCKET LAB CORP | $4.1M | 2.00% | 63,675 | Added |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $3.3M | 1.62% | 22,627 | Added |
| 16 | NU | NU HLDGS LTD | $3.2M | 1.56% | 222,192 | Added |
| 17 | UPS | UNITED PARCEL SVCS INC | $3.0M | 1.48% | 30,829 | Added |
| 18 | HD | HOME DEPOT INC | $2.8M | 1.35% | 8,430 | New |
| 19 | APO | APOLLO GLOBAL MGMT INC | $2.8M | 1.35% | 24,854 | New |
| 20 | IBIT | ISHARES BITCOIN TRUST ETF | $2.7M | 1.34% | 71,471 | Added |
| 21 | HOOD | ROBINHOOD MKTS INC | $2.6M | 1.29% | 38,196 | Added |
| 22 | TLT | ISHARES TR | $2.6M | 1.27% | 29,896 | New |
| 23 | RKT | ROCKET COS INC | $2.5M | 1.24% | 178,801 | Added |
| 24 | IWM | ISHARES TR | $2.5M | 1.23% | 10,116 | New |
| 25 | BA | BOEING CO | $2.5M | 1.21% | 12,453 | New |
Source: SEC Form 13F filings · as of 2026-03-31