2026 Q1 Portfolio Activity
In 2026 Q1, UDINE WEALTH MANAGEMENT, INC. maintained a portfolio of 41 distinct positions. The most significant new addition was HOME DEPOT INC, now representing 1.35% of the total fund value. They heavily accumulated shares in JOBY AVIATION INC, increasing the position by 162.3%. Conversely, UDINE WEALTH MANAGEMENT, INC. completely exited their position in NIKE INC.
Position History
hover any row below to update
Loading…
Total Positions
41
Quarter
2026 Q1
Top Holding
BIL (14.7%)
Top 10 Concentration
68.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-41 of 41
UDINE WEALTH MANAGEMENT, INC. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BIL
SPDR SERIES TRU...
|
ETF | 14.68% | 13.70% |
#1
Prev: #1
|
6.5 |
—
|
10,564 | 3.3% |
P
S
|
327,761 | $30,036,018 |
$82.41
+11.1%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | ||
|
GOOG
ALPHABET INC
|
Communication Services | 9.68% | 9.88% |
#2
Prev: #2
|
5.9 |
—
|
2,141 | 3.2% |
P
S
|
68,901 | $19,813,171 |
$102.65
+274.9%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | ||
|
AAPL
APPLE INC
|
Technology | 9.43% | 9.32% |
#3
1
Prev: #4
|
5.3 |
—
|
3,536 | 4.9% |
P
S
|
76,039 | $19,297,938 |
$161.48
+85.2%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 8.53% | 9.71% |
#4
1
Prev: #3
|
5.9 |
—
|
4,653 | 10.9% |
P
S
|
47,154 | $17,454,996 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SHV
ISHARES TR
|
ETF | 5.95% | 5.56% |
#5
1
Prev: #6
|
3.4 |
—
|
3,500 | 3.3% |
P
S
|
110,250 | $12,170,498 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 5.44% | 5.82% |
#6
1
Prev: #5
|
2.7 |
—
|
4,698 | 2.1% |
P
S
|
228,448 | $11,136,840 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 4.72% | 4.87% |
#7
Prev: #7
|
2.4 |
—
|
834 | 2.6% |
P
S
|
32,823 | $9,655,214 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 4.63% | 4.23% |
#8
Prev: #8
|
3.9 |
—
|
1,976 | 11.1% |
P
S
|
19,765 | $9,471,388 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.63% | 2.56% |
#9
Prev: #9
|
3.1 |
—
|
2,323 | 9.9% |
P
S
|
25,836 | $5,380,864 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.32% | 2.37% |
#10
Prev: #10
|
1.4 |
—
|
295 | 1.1% |
P
S
|
27,189 | $4,741,762 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.14% | 1.43% |
#11
8
Prev: #19
|
1.4 |
—
|
682 | 2.7% |
P
S
|
25,851 | $4,385,881 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 2.14% | 1.54% |
#12
5
Prev: #17
|
1.4 |
—
|
-5,168 | -13.8% |
P
S
|
32,258 | $4,370,636 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.10% | 2.34% |
#13
2
Prev: #11
|
1.3 |
—
|
521 | 4.7% |
P
S
|
11,544 | $4,291,482 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
RKLB
ROCKET LAB CORP
|
Industrials | 2.00% | 2.03% |
#14
2
Prev: #12
|
1.3 |
—
|
2,229 | 3.6% |
P
S
|
63,675 | $4,089,208 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.62% | 1.79% |
#15
1
Prev: #14
|
2.6 |
—
|
1,308 | 6.1% |
P
S
|
22,627 | $3,309,878 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 1.56% | 1.71% |
#16
1
Prev: #15
|
1.1 |
—
|
6,032 | 2.8% |
P
S
|
222,192 | $3,192,899 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 1.48% | 1.40% |
#17
3
Prev: #20
|
1.1 |
—
|
1,059 | 3.6% |
P
S
|
30,829 | $3,032,957 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.35% | — |
#18
Prev: #—
|
4.0 |
—
|
8,430 | — |
NEW
|
8,430 | $2,772,543 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 1.35% | — |
#19
Prev: #—
|
4.0 |
—
|
24,854 | — |
NEW
|
24,854 | $2,769,233 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 1.34% | 1.52% |
#20
2
Prev: #18
|
2.5 |
—
|
6,713 | 10.4% |
P
S
|
71,471 | $2,745,916 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 1.29% | 1.95% |
#21
8
Prev: #13
|
1.0 |
—
|
1,785 | 4.9% |
P
S
|
38,196 | $2,646,983 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TLT
ISHARES TR
|
ETF | 1.27% | — |
#22
Prev: #—
|
4.0 |
—
|
29,896 | — |
NEW
|
29,896 | $2,591,684 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
RKT
ROCKET COS INC
|
Financial Services | 1.24% | 1.59% |
#23
7
Prev: #16
|
1.0 |
—
|
5,475 | 3.2% |
P
S
|
178,801 | $2,547,914 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IWM
ISHARES TR
|
ETF | 1.23% | — |
#24
Prev: #—
|
4.0 |
—
|
10,116 | — |
NEW
|
10,116 | $2,508,768 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BA
BOEING CO
|
Industrials | 1.21% | — |
#25
Prev: #—
|
4.0 |
—
|
12,453 | — |
NEW
|
12,453 | $2,478,521 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
INTC
INTEL CORP
|
Technology | 1.21% | 1.22% |
#26
3
Prev: #23
|
0.5 |
—
|
-14,163 | -20.2% |
P
S
|
55,984 | $2,470,574 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
RIVN
RIVIAN AUTOMOTI...
|
Consumer Cyclical | 1.15% | 0.86% |
#27
3
Prev: #30
|
3.5 |
—
|
65,086 | 70.8% |
P
S
|
157,043 | $2,363,497 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JOBY
JOBY AVIATION I...
|
Industrials | 1.02% | 0.60% |
#28
7
Prev: #35
|
3.4 |
—
|
156,519 | 162.3% |
P
S
|
252,951 | $2,089,375 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 1.01% | 0.98% |
#29
1
Prev: #28
|
1.4 |
—
|
no change | no change |
P
S
|
14,155 | $2,074,840 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
RH
RH
|
Consumer Cyclical | 0.98% | 1.17% |
#30
4
Prev: #26
|
0.9 |
—
|
491 | 3.6% |
P
S
|
14,300 | $1,999,426 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
LMND
LEMONADE INC
|
Financial Services | 0.96% | 1.14% |
#31
4
Prev: #27
|
0.9 |
—
|
-2,492 | -7.3% |
P
S
|
31,438 | $1,970,534 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GRAB
GRAB HOLDINGS L...
|
Technology | 0.79% | 0.95% |
#32
3
Prev: #29
|
2.3 |
—
|
39,148 | 9.7% |
P
S
|
442,914 | $1,621,065 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.69% | 0.67% |
#33
Prev: #33
|
2.3 |
—
|
2,359 | 13.6% |
P
S
|
19,684 | $1,415,870 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
WRBY
WARBY PARKER IN...
|
Healthcare | 0.68% | 0.61% |
#34
Prev: #34
|
2.3 |
—
|
6,777 | 11.5% |
P
S
|
65,723 | $1,384,784 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.18% | — |
#35
Prev: #—
|
3.6 |
—
|
651 | — |
NEW
|
651 | $375,744 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PATH
UIPATH INC
|
Technology | 0.00% | 0.75% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-96,462 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
EOSE
EOS ENERGY ENTE...
|
Industrials | 0.00% | 0.82% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-151,006 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.00% | 1.19% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-16,393 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ZETA
ZETA GLOBAL HOL...
|
Technology | 0.00% | 1.22% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-127,104 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.00% | 1.26% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-10,042 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 0.00% | 1.26% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-41,923 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 |
Showing 1-41 of 41 holdings