UDINE WEALTH MANAGEMENT, INC. Diversified Active

Location: Boca Raton, FL

CIK: 0001907240 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 16, 2026

Total Value: $212M

Holdings (35)

BIL SPDR SERIES TRUST 13.7%

Value $28.98M Shares 317,197 Est. Cost $91.72 Unrealized —

GOOG ALPHABET INC 9.9%

Value $20.9M Shares 66,760 Est. Cost $128.34 Unrealized +123.1%

MSFT MICROSOFT CORP 9.7%

Value $20.55M Shares 42,501 Est. Cost $323.55 Unrealized +54.7%

AAPL APPLE INC 9.3%

Value $19.71M Shares 72,503 Est. Cost $164.62 Unrealized +63.0%

BAC BANK AMERICA CORP 5.8%

Value $12.31M Shares 223,750 Est. Cost $33.63 Unrealized +56.6%

SHV ISHARES TR 5.6%

Value $11.76M Shares 106,750 Est. Cost $110.45 Unrealized —

JPM JPMORGAN CHASE & CO. 4.9%

Value $10.31M Shares 31,989 Est. Cost $147.66 Unrealized +109.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 4.2%

Value $8.942M Shares 17,789 Est. Cost $335.92 Unrealized +48.1%

AMZN AMAZON COM INC 2.6%

Value $5.427M Shares 23,513 Est. Cost $137.48 Unrealized +66.4%

NVDA NVIDIA CORPORATION 2.4%

Value $5.016M Shares 26,894 Est. Cost $118.85 Unrealized +56.6%

TSLA TESLA INC 2.3%

Value $4.957M Shares 11,023 Est. Cost $216.28 Unrealized +105.0%

RKLB ROCKET LAB CORP 2.0%

Value $4.286M Shares 61,446 Est. Cost $24.89 Unrealized +130.3%

HOOD ROBINHOOD MKTS INC 1.9%

Value $4.118M Shares 36,411 Est. Cost $25.74 Unrealized +405.3%

PLTR PALANTIR TECHNOLOGIES INC 1.8%

Value $3.789M Shares 21,319 Est. Cost $21.13 Unrealized +756.9%

NU NU HLDGS LTD 1.7%

Value $3.619M Shares 216,160 Est. Cost $11.94 Unrealized +34.6%

RKT ROCKET COS INC 1.6%

Value $3.356M Shares 173,326 Est. Cost $15.12 Unrealized +18.2%

BE BLOOM ENERGY CORP 1.5%

Value $3.252M Shares 37,426 Est. Cost $28.14 Unrealized +273.4%

IBIT ISHARES BITCOIN TRUST ETF 1.5%

Value $3.215M Shares 64,758 Est. Cost $42.22 Unrealized —

XOM EXXON MOBIL CORP 1.4%

Value $3.029M Shares 25,169 Est. Cost $102.90 Unrealized +12.2%

UPS UNITED PARCEL SERVICE INC 1.4%

Value $2.953M Shares 29,770 Est. Cost $92.75 Unrealized 0.0%

NKE NIKE INC 1.3%

Value $2.671M Shares 41,923 Est. Cost $64.91 Unrealized 0.0%

CRM SALESFORCE INC 1.3%

Value $2.66M Shares 10,042 Est. Cost $248.17 Unrealized 0.0%

INTC INTEL CORP 1.2%

Value $2.588M Shares 70,147 Est. Cost $24.52 Unrealized +54.0%

ZETA ZETA GLOBAL HOLDINGS CORP 1.2%

Value $2.587M Shares 127,104 Est. Cost $18.68 Unrealized 0.0%

BX BLACKSTONE INC 1.2%

Value $2.527M Shares 16,393 Est. Cost $136.79 Unrealized +10.7%

Value $2.474M Shares 13,809 Est. Cost $185.34 Unrealized -7.7%

LMND LEMONADE INC 1.1%

Value $2.415M Shares 33,930 Est. Cost $35.60 Unrealized +88.7%

BABA ALIBABA GROUP HLDG LTD 1.0%

Value $2.075M Shares 14,155 Est. Cost $73.40 Unrealized —

GRAB GRAB HOLDINGS LIMITED 1.0%

Value $2.015M Shares 403,766 Est. Cost $4.93 Unrealized +12.1%

RIVN RIVIAN AUTOMOTIVE INC 0.9%

Value $1.812M Shares 91,957 Est. Cost $13.67 Unrealized +16.1%

EOSE EOS ENERGY ENTERPRISES INC 0.8%

Value $1.731M Shares 151,006 Est. Cost $6.84 Unrealized +110.1%

PATH UIPATH INC 0.7%

Value $1.581M Shares 96,462 Est. Cost $15.56 Unrealized 0.0%

UBER UBER TECHNOLOGIES INC 0.7%

Value $1.416M Shares 17,325 Est. Cost $51.57 Unrealized +74.6%

WRBY WARBY PARKER INC 0.6%

Value $1.284M Shares 58,946 Est. Cost $21.76 Unrealized 0.0%

JOBY JOBY AVIATION INC 0.6%

Value $1.273M Shares 96,432 Est. Cost $15.20 Unrealized +1.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BIL	SPDR SERIES TRUST	317,197	$28.98M	13.7%	$91.72	—	—	78468R663
GOOG	ALPHABET INC	66,760	$20.9M	9.9%	$128.34	+123.1%	—	02079K107
MSFT	MICROSOFT CORP	42,501	$20.55M	9.7%	$323.55	+54.7%	—	594918104
AAPL	APPLE INC	72,503	$19.71M	9.3%	$164.62	+63.0%	—	037833100
BAC	BANK AMERICA CORP	223,750	$12.31M	5.8%	$33.63	+56.6%	—	060505104
SHV	ISHARES TR	106,750	$11.76M	5.6%	$110.45	—	—	464288679
JPM	JPMORGAN CHASE & CO.	31,989	$10.31M	4.9%	$147.66	+109.6%	—	46625H100
BRK/B	BERKSHIRE HATHAWAY INC DEL	17,789	$8.942M	4.2%	$335.92	+48.1%	—	084670702
AMZN	AMAZON COM INC	23,513	$5.427M	2.6%	$137.48	+66.4%	—	023135106
NVDA	NVIDIA CORPORATION	26,894	$5.016M	2.4%	$118.85	+56.6%	—	67066G104
TSLA	TESLA INC	11,023	$4.957M	2.3%	$216.28	+105.0%	—	88160R101
RKLB	ROCKET LAB CORP	61,446	$4.286M	2.0%	$24.89	+130.3%	—	773121108
HOOD	ROBINHOOD MKTS INC	36,411	$4.118M	1.9%	$25.74	+405.3%	—	770700102
PLTR	PALANTIR TECHNOLOGIES INC	21,319	$3.789M	1.8%	$21.13	+756.9%	—	69608A108
NU	NU HLDGS LTD	216,160	$3.619M	1.7%	$11.94	+34.6%	—	G6683N103
RKT	ROCKET COS INC	173,326	$3.356M	1.6%	$15.12	+18.2%	—	77311W101
BE	BLOOM ENERGY CORP	37,426	$3.252M	1.5%	$28.14	+273.4%	—	093712107
IBIT	ISHARES BITCOIN TRUST ETF	64,758	$3.215M	1.5%	$42.22	—	—	46438F101
XOM	EXXON MOBIL CORP	25,169	$3.029M	1.4%	$102.90	+12.2%	—	30231G102
UPS	UNITED PARCEL SERVICE INC	29,770	$2.953M	1.4%	$92.75	0.0%	—	911312106
NKE	NIKE INC	41,923	$2.671M	1.3%	$64.91	0.0%	—	654106103
CRM	SALESFORCE INC	10,042	$2.66M	1.3%	$248.17	0.0%	—	79466L302
INTC	INTEL CORP	70,147	$2.588M	1.2%	$24.52	+54.0%	—	458140100
ZETA	ZETA GLOBAL HOLDINGS CORP	127,104	$2.587M	1.2%	$18.68	0.0%	—	98956A105
BX	BLACKSTONE INC	16,393	$2.527M	1.2%	$136.79	+10.7%	—	09260D107
RH	RH	13,809	$2.474M	1.2%	$185.34	-7.7%	—	74967X103
LMND	LEMONADE INC	33,930	$2.415M	1.1%	$35.60	+88.7%	—	52567D107
BABA	ALIBABA GROUP HLDG LTD	14,155	$2.075M	1.0%	$73.40	—	—	01609W102
GRAB	GRAB HOLDINGS LIMITED	403,766	$2.015M	1.0%	$4.93	+12.1%	—	G4124C109
RIVN	RIVIAN AUTOMOTIVE INC	91,957	$1.812M	0.9%	$13.67	+16.1%	—	76954A103
EOSE	EOS ENERGY ENTERPRISES INC	151,006	$1.731M	0.8%	$6.84	+110.1%	—	29415C101
PATH	UIPATH INC	96,462	$1.581M	0.7%	$15.56	0.0%	—	90364P105
UBER	UBER TECHNOLOGIES INC	17,325	$1.416M	0.7%	$51.57	+74.6%	—	90353T100
WRBY	WARBY PARKER INC	58,946	$1.284M	0.6%	$21.76	0.0%	—	93403J106
JOBY	JOBY AVIATION INC	96,432	$1.273M	0.6%	$15.20	+1.0%	—	G65163100