Institutional Fund
Udine Wealth Management, Inc.
Boca Raton, FLCIK 19072405 filings on record
Portfolio Value
$204.66M
Q1 2026
Holdings
35
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+96626.1%
from $211.6K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust14.7%
- Alphabet Inc9.7%
- Apple Inc9.4%
- Microsoft Corp8.5%
- Ishares Tr5.9%
- Bank America Corp5.4%
- Other46.3%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 327.8K | $30.04M | 14.7% | +10.6K | Added |
| 2 | Alphabet Inc | 68.9K | $19.81M | 9.7% | +2.1K | Added |
| 3 | Apple Inc | 76.0K | $19.30M | 9.4% | +3.5K | Added |
| 4 | Microsoft Corp | 47.2K | $17.45M | 8.5% | +4.7K | Added |
| 5 | Ishares Tr | 110.3K | $12.17M | 5.9% | +3.5K | Added |
| 6 | Bank America Corp | 228.4K | $11.14M | 5.4% | +4.7K | Added |
| 7 | Jpmorgan Chase & Co. | 32.8K | $9.66M | 4.7% | +834 | Added |
| 8 | Berkshire Hathaway Inc Del | 19.8K | $9.47M | 4.6% | +2.0K | Added |
| 9 | Amazon Com Inc | 25.8K | $5.38M | 2.6% | +2.3K | Added |
| 10 | Nvidia Corporation | 27.2K | $4.74M | 2.3% | +295 | Added |
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