UDINE WEALTH MANAGEMENT, INC. Diversified Active

Location: Boca Raton, FL

CIK: 0001907240 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 14, 2026

Total Value: $205M (100.0% shares, 0.0% debt)

Holdings (35)

BIL SPDR SERIES TRUST 14.7%

Value $30.04M Shares 327,761 Est. Cost $91.71 Unrealized —

GOOG ALPHABET INC 9.7%

Value $19.81M Shares 68,901 Est. Cost $134.40 Unrealized +140.8%

AAPL APPLE INC 9.4%

Value $19.3M Shares 76,039 Est. Cost $169.19 Unrealized +55.3%

MSFT MICROSOFT CORP 8.5%

Value $17.45M Shares 47,154 Est. Cost $334.51 Unrealized +29.9%

SHV ISHARES TR 5.9%

Value $12.17M Shares 110,250 Est. Cost $110.45 Unrealized —

BAC BANK AMERICA CORP 5.4%

Value $11.14M Shares 228,448 Est. Cost $34.04 Unrealized +57.7%

JPM JPMORGAN CHASE & CO 4.7%

Value $9.655M Shares 32,823 Est. Cost $151.82 Unrealized +105.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 4.6%

Value $9.471M Shares 19,765 Est. Cost $351.67 Unrealized +40.3%

AMZN AMAZON COM INC 2.6%

Value $5.381M Shares 25,836 Est. Cost $145.51 Unrealized +55.9%

NVDA NVIDIA CORPORATION 2.3%

Value $4.742M Shares 27,189 Est. Cost $119.59 Unrealized +56.1%

XOM EXXON MOBIL CORP 2.1%

Value $4.386M Shares 25,851 Est. Cost $103.84 Unrealized +33.6%

BE BLOOM ENERGY CORP 2.1%

Value $4.371M Shares 32,258 Est. Cost $28.14 Unrealized +414.0%

TSLA TESLA INC 2.1%

Value $4.291M Shares 11,544 Est. Cost $225.74 Unrealized +88.7%

RKLB ROCKET LAB CORP 2.0%

Value $4.089M Shares 63,675 Est. Cost $26.79 Unrealized +195.9%

PLTR PALANTIR TECHNOLOGIES INC 1.6%

Value $3.31M Shares 22,627 Est. Cost $28.82 Unrealized +435.0%

NU NU HLDGS LTD 1.6%

Value $3.193M Shares 222,192 Est. Cost $12.09 Unrealized +43.4%

UPS UNITED PARCEL SVCS INC 1.5%

Value $3.033M Shares 30,829 Est. Cost $93.33 Unrealized +17.7%

HD HOME DEPOT INC 1.4%

Value $2.773M Shares 8,430 Est. Cost $376.98 Unrealized 0.0%

APO APOLLO GLOBAL MGMT INC 1.4%

Value $2.769M Shares 24,854 Est. Cost $133.41 Unrealized 0.0%

IBIT ISHARES BITCOIN TRUST ETF 1.3%

Value $2.746M Shares 71,471 Est. Cost $41.87 Unrealized —

HOOD ROBINHOOD MKTS INC 1.3%

Value $2.647M Shares 38,196 Est. Cost $29.01 Unrealized +230.1%

TLT ISHARES TR 1.3%

Value $2.592M Shares 29,896 Est. Cost $86.69 Unrealized —

RKT ROCKET COS INC 1.2%

Value $2.548M Shares 178,801 Est. Cost $15.28 Unrealized +31.9%

IWM ISHARES TR 1.2%

Value $2.509M Shares 10,116 Est. Cost $248.00 Unrealized —

BA BOEING CO 1.2%

Value $2.479M Shares 12,453 Est. Cost $238.54 Unrealized 0.0%

INTC INTEL CORP 1.2%

Value $2.471M Shares 55,984 Est. Cost $24.52 Unrealized +89.3%

RIVN RIVIAN AUTOMOTIVE INC 1.2%

Value $2.363M Shares 157,043 Est. Cost $14.77 Unrealized +10.5%

JOBY JOBY AVIATION INC 1.0%

Value $2.089M Shares 252,951 Est. Cost $13.46 Unrealized -8.0%

BABA ALIBABA GROUP HLDG LTD 1.0%

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

Value $1.999M Shares 14,300 Est. Cost $186.12 Unrealized +11.8%

LMND LEMONADE INC 1.0%

Value $1.971M Shares 31,438 Est. Cost $35.60 Unrealized +111.4%

GRAB GRAB HOLDINGS LIMITED 0.8%

Value $1.621M Shares 442,914 Est. Cost $4.89 Unrealized -8.1%

UBER UBER TECHNOLOGIES INC 0.7%

Value $1.416M Shares 19,684 Est. Cost $54.83 Unrealized +43.6%

WRBY WARBY PARKER INC 0.7%

Value $1.385M Shares 65,723 Est. Cost $22.12 Unrealized +14.0%

QQQ INVESCO QQQ TR 0.2%

Value $376K Shares 651 Est. Cost $577.18 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BIL	SPDR SERIES TRUST	327,761	$30.04M	14.7%	$91.71	—	STATE STREET SPD	78468R663
GOOG	ALPHABET INC	68,901	$19.81M	9.7%	$134.40	+140.8%	CAP STK CL C	02079K107
AAPL	APPLE INC	76,039	$19.3M	9.4%	$169.19	+55.3%	COM	037833100
MSFT	MICROSOFT CORP	47,154	$17.45M	8.5%	$334.51	+29.9%	COM	594918104
SHV	ISHARES TR	110,250	$12.17M	5.9%	$110.45	—	TRUST ISHARE 0-1	464288679
BAC	BANK AMERICA CORP	228,448	$11.14M	5.4%	$34.04	+57.7%	COM	060505104
JPM	JPMORGAN CHASE & CO	32,823	$9.655M	4.7%	$151.82	+105.1%	COM	46625H100
BRK/B	BERKSHIRE HATHAWAY INC DEL	19,765	$9.471M	4.6%	$351.67	+40.3%	CL B NEW	084670702
AMZN	AMAZON COM INC	25,836	$5.381M	2.6%	$145.51	+55.9%	COM	023135106
NVDA	NVIDIA CORPORATION	27,189	$4.742M	2.3%	$119.59	+56.1%	COM	67066G104
XOM	EXXON MOBIL CORP	25,851	$4.386M	2.1%	$103.84	+33.6%	COM	30231G102
BE	BLOOM ENERGY CORP	32,258	$4.371M	2.1%	$28.14	+414.0%	COM CL A	093712107
TSLA	TESLA INC	11,544	$4.291M	2.1%	$225.74	+88.7%	COM	88160R101
RKLB	ROCKET LAB CORP	63,675	$4.089M	2.0%	$26.79	+195.9%	COM	773121108
PLTR	PALANTIR TECHNOLOGIES INC	22,627	$3.31M	1.6%	$28.82	+435.0%	CL A	69608A108
NU	NU HLDGS LTD	222,192	$3.193M	1.6%	$12.09	+43.4%	ORD SHS CL A	G6683N103
UPS	UNITED PARCEL SVCS INC	30,829	$3.033M	1.5%	$93.33	+17.7%	CL B	911312106
HD	HOME DEPOT INC	8,430	$2.773M	1.4%	$376.98	0.0%	COM	437076102
APO	APOLLO GLOBAL MGMT INC	24,854	$2.769M	1.4%	$133.41	0.0%	COM	03769M106
IBIT	ISHARES BITCOIN TRUST ETF	71,471	$2.746M	1.3%	$41.87	—	SHS BEN INT	46438F101
HOOD	ROBINHOOD MKTS INC	38,196	$2.647M	1.3%	$29.01	+230.1%	COM CL A	770700102
TLT	ISHARES TR	29,896	$2.592M	1.3%	$86.69	—	20 YR TR BD ETF	464287432
RKT	ROCKET COS INC	178,801	$2.548M	1.2%	$15.28	+31.9%	COM CL A	77311W101
IWM	ISHARES TR	10,116	$2.509M	1.2%	$248.00	—	RUSSELL 2000 ETF	464287655
BA	BOEING CO	12,453	$2.479M	1.2%	$238.54	0.0%	COM	097023105
INTC	INTEL CORP	55,984	$2.471M	1.2%	$24.52	+89.3%	COM	458140100
RIVN	RIVIAN AUTOMOTIVE INC	157,043	$2.363M	1.2%	$14.77	+10.5%	COM CL A	76954A103
JOBY	JOBY AVIATION INC	252,951	$2.089M	1.0%	$13.46	-8.0%	COMMON STOCK	G65163100
BABA	ALIBABA GROUP HLDG LTD	14,155	$2.075M	1.0%	$73.40	—	SPONSORED ADS	01609W102
RH	RH	14,300	$1.999M	1.0%	$186.12	+11.8%	COM	74967X103
LMND	LEMONADE INC	31,438	$1.971M	1.0%	$35.60	+111.4%	COM	52567D107
GRAB	GRAB HOLDINGS LIMITED	442,914	$1.621M	0.8%	$4.89	-8.1%	CLASS A ORD	G4124C109
UBER	UBER TECHNOLOGIES INC	19,684	$1.416M	0.7%	$54.83	+43.6%	COM	90353T100
WRBY	WARBY PARKER INC	65,723	$1.385M	0.7%	$22.12	+14.0%	CL A COM	93403J106
QQQ	INVESCO QQQ TR	651	$376K	0.2%	$577.18	—	UNIT SER 1	46090E103