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 Share Price $91.64 Est. Cost/Share $91.60 Unrealized @ Report Date +0.0%

GOOG ALPHABET INC 9.7%

Value $19.81M Shares 68,901 Share Price $287.56 Est. Cost/Share $134.11 Unrealized @ Report Date +113.9%

AAPL APPLE INC 9.4%

Value $19.3M Shares 76,039 Share Price $253.79 Est. Cost/Share $169.07 Unrealized @ Report Date +50.1%

MSFT MICROSOFT CORP 8.5%

Value $17.45M Shares 47,154 Share Price $370.17 Est. Cost/Share $332.86 Unrealized @ Report Date +11.2%

SHV ISHARES TR 5.9%

Value $12.17M Shares 110,250 Share Price $110.39 Est. Cost/Share $110.24 Unrealized @ Report Date +0.1%

BAC BANK AMERICA CORP 5.4%

Value $11.14M Shares 228,448 Share Price $48.75 Est. Cost/Share $34.00 Unrealized @ Report Date +43.4%

JPM JPMORGAN CHASE & CO 4.7%

Value $9.655M Shares 32,823 Share Price $294.16 Est. Cost/Share $151.61 Unrealized @ Report Date +94.0%

BRK/B BERKSHIRE HATHAWAY INC DEL 4.6%

Value $9.471M Shares 19,765 Share Price $479.20 Est. Cost/Share $351.40 Unrealized @ Report Date +36.4%

AMZN AMAZON COM INC 2.6%

Value $5.381M Shares 25,836 Share Price $208.27 Est. Cost/Share $144.91 Unrealized @ Report Date +43.7%

NVDA NVIDIA CORPORATION 2.3%

Value $4.742M Shares 27,189 Share Price $174.40 Est. Cost/Share $119.55 Unrealized @ Report Date +45.9%

XOM EXXON MOBIL CORP 2.1%

Value $4.386M Shares 25,851 Share Price $169.66 Est. Cost/Share $104.03 Unrealized @ Report Date +63.1%

BE BLOOM ENERGY CORP 2.1%

Value $4.371M Shares 32,258 Share Price $135.49 Est. Cost/Share $28.14 Unrealized @ Report Date +381.5%

TSLA TESLA INC 2.1%

Value $4.291M Shares 11,544 Share Price $371.75 Est. Cost/Share $225.11 Unrealized @ Report Date +65.1%

RKLB ROCKET LAB CORP 2.0%

Value $4.089M Shares 63,675 Share Price $64.22 Est. Cost/Share $26.66 Unrealized @ Report Date +140.9%

PLTR PALANTIR TECHNOLOGIES INC 1.6%

Value $3.31M Shares 22,627 Share Price $146.28 Est. Cost/Share $28.74 Unrealized @ Report Date +408.9%

NU NU HLDGS LTD 1.6%

Value $3.193M Shares 222,192 Share Price $14.37 Est. Cost/Share $12.06 Unrealized @ Report Date +19.2%

UPS UNITED PARCEL SVCS INC 1.5%

Value $3.033M Shares 30,829 Share Price $98.38 Est. Cost/Share $93.22 Unrealized @ Report Date +5.5%

HD HOME DEPOT INC 1.4%

Value $2.773M Shares 8,430 Share Price $328.89 Est. Cost/Share $364.47 Unrealized @ Report Date -9.8%

APO APOLLO GLOBAL MGMT INC 1.4%

Value $2.769M Shares 24,854 Share Price $111.42 Est. Cost/Share $123.67 Unrealized @ Report Date -9.9%

IBIT ISHARES BITCOIN TRUST ETF 1.3%

Value $2.746M Shares 71,471 Share Price $38.42 Est. Cost/Share $36.27 Unrealized @ Report Date +5.9%

HOOD ROBINHOOD MKTS INC 1.3%

Value $2.647M Shares 38,196 Share Price $69.30 Est. Cost/Share $28.64 Unrealized @ Report Date +142.0%

TLT ISHARES TR 1.3%

Value $2.592M Shares 29,896 Share Price $86.69 Est. Cost/Share $87.92 Unrealized @ Report Date -1.4%

RKT ROCKET COS INC 1.2%

Value $2.548M Shares 178,801 Share Price $14.25 Est. Cost/Share $15.22 Unrealized @ Report Date -6.4%

IWM ISHARES TR 1.2%

Value $2.509M Shares 10,116 Share Price $248.00 Est. Cost/Share $257.95 Unrealized @ Report Date -3.9%

BA BOEING CO 1.2%

Value $2.479M Shares 12,453 Share Price $199.03 Est. Cost/Share $227.74 Unrealized @ Report Date -12.6%

INTC INTEL CORP 1.2%

Value $2.471M Shares 55,984 Share Price $44.13 Est. Cost/Share $24.52 Unrealized @ Report Date +80.0%

RIVN RIVIAN AUTOMOTIVE INC 1.2%

Value $2.363M Shares 157,043 Share Price $15.05 Est. Cost/Share $14.63 Unrealized @ Report Date +2.9%

JOBY JOBY AVIATION INC 1.0%

Value $2.089M Shares 252,951 Share Price $8.26 Est. Cost/Share $12.77 Unrealized @ Report Date -35.3%

BABA ALIBABA GROUP HLDG LTD 1.0%

Value $2.075M Shares 14,155 Share Price $146.58 * Est. Cost/Share $77.62 Unrealized @ Report Date +61.6%

Value $1.999M Shares 14,300 Share Price $139.82 Est. Cost/Share $185.23 Unrealized @ Report Date -24.5%

LMND LEMONADE INC 1.0%

Value $1.971M Shares 31,438 Share Price $62.68 Est. Cost/Share $35.60 Unrealized @ Report Date +76.1%

GRAB GRAB HOLDINGS LIMITED 0.8%

Value $1.621M Shares 442,914 Share Price $3.66 Est. Cost/Share $4.87 Unrealized @ Report Date -24.8%

UBER UBER TECHNOLOGIES INC 0.7%

Value $1.416M Shares 19,684 Share Price $71.93 Est. Cost/Share $54.62 Unrealized @ Report Date +31.7%

WRBY WARBY PARKER INC 0.7%

Value $1.385M Shares 65,723 Share Price $21.07 Est. Cost/Share $22.07 Unrealized @ Report Date -4.5%

QQQ INVESCO QQQ TR 0.2%

Value $376K Shares 651 Share Price $577.18 Est. Cost/Share $607.50 Unrealized @ Report Date -5.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BIL	SPDR SERIES TRUST	327,761	$30.04M	14.7%	$91.64	$91.60	+0.0%	STATE STREET SPD	78468R663
GOOG	ALPHABET INC	68,901	$19.81M	9.7%	$287.56	$134.11	+113.9%	CAP STK CL C	02079K107
AAPL	APPLE INC	76,039	$19.3M	9.4%	$253.79	$169.07	+50.1%	COM	037833100
MSFT	MICROSOFT CORP	47,154	$17.45M	8.5%	$370.17	$332.86	+11.2%	COM	594918104
SHV	ISHARES TR	110,250	$12.17M	5.9%	$110.39	$110.24	+0.1%	TRUST ISHARE 0-1	464288679
BAC	BANK AMERICA CORP	228,448	$11.14M	5.4%	$48.75	$34.00	+43.4%	COM	060505104
JPM	JPMORGAN CHASE & CO	32,823	$9.655M	4.7%	$294.16	$151.61	+94.0%	COM	46625H100
BRK/B	BERKSHIRE HATHAWAY INC DEL	19,765	$9.471M	4.6%	$479.20	$351.40	+36.4%	CL B NEW	084670702
AMZN	AMAZON COM INC	25,836	$5.381M	2.6%	$208.27	$144.91	+43.7%	COM	023135106
NVDA	NVIDIA CORPORATION	27,189	$4.742M	2.3%	$174.40	$119.55	+45.9%	COM	67066G104
XOM	EXXON MOBIL CORP	25,851	$4.386M	2.1%	$169.66	$104.03	+63.1%	COM	30231G102
BE	BLOOM ENERGY CORP	32,258	$4.371M	2.1%	$135.49	$28.14	+381.5%	COM CL A	093712107
TSLA	TESLA INC	11,544	$4.291M	2.1%	$371.75	$225.11	+65.1%	COM	88160R101
RKLB	ROCKET LAB CORP	63,675	$4.089M	2.0%	$64.22	$26.66	+140.9%	COM	773121108
PLTR	PALANTIR TECHNOLOGIES INC	22,627	$3.31M	1.6%	$146.28	$28.74	+408.9%	CL A	69608A108
NU	NU HLDGS LTD	222,192	$3.193M	1.6%	$14.37	$12.06	+19.2%	ORD SHS CL A	G6683N103
UPS	UNITED PARCEL SVCS INC	30,829	$3.033M	1.5%	$98.38	$93.22	+5.5%	CL B	911312106
HD	HOME DEPOT INC	8,430	$2.773M	1.4%	$328.89	$364.47	-9.8%	COM	437076102
APO	APOLLO GLOBAL MGMT INC	24,854	$2.769M	1.4%	$111.42	$123.67	-9.9%	COM	03769M106
IBIT	ISHARES BITCOIN TRUST ETF	71,471	$2.746M	1.3%	$38.42	$36.27	+5.9%	SHS BEN INT	46438F101
HOOD	ROBINHOOD MKTS INC	38,196	$2.647M	1.3%	$69.30	$28.64	+142.0%	COM CL A	770700102
TLT	ISHARES TR	29,896	$2.592M	1.3%	$86.69	$87.92	-1.4%	20 YR TR BD ETF	464287432
RKT	ROCKET COS INC	178,801	$2.548M	1.2%	$14.25	$15.22	-6.4%	COM CL A	77311W101
IWM	ISHARES TR	10,116	$2.509M	1.2%	$248.00	$257.95	-3.9%	RUSSELL 2000 ETF	464287655
BA	BOEING CO	12,453	$2.479M	1.2%	$199.03	$227.74	-12.6%	COM	097023105
INTC	INTEL CORP	55,984	$2.471M	1.2%	$44.13	$24.52	+80.0%	COM	458140100
RIVN	RIVIAN AUTOMOTIVE INC	157,043	$2.363M	1.2%	$15.05	$14.63	+2.9%	COM CL A	76954A103
JOBY	JOBY AVIATION INC	252,951	$2.089M	1.0%	$8.26	$12.77	-35.3%	COMMON STOCK	G65163100
BABA	ALIBABA GROUP HLDG LTD	14,155	$2.075M	1.0%	$146.58 *	$77.62	+61.6%	SPONSORED ADS	01609W102
RH	RH	14,300	$1.999M	1.0%	$139.82	$185.23	-24.5%	COM	74967X103
LMND	LEMONADE INC	31,438	$1.971M	1.0%	$62.68	$35.60	+76.1%	COM	52567D107
GRAB	GRAB HOLDINGS LIMITED	442,914	$1.621M	0.8%	$3.66	$4.87	-24.8%	CLASS A ORD	G4124C109
UBER	UBER TECHNOLOGIES INC	19,684	$1.416M	0.7%	$71.93	$54.62	+31.7%	COM	90353T100
WRBY	WARBY PARKER INC	65,723	$1.385M	0.7%	$21.07	$22.07	-4.5%	CL A COM	93403J106
QQQ	INVESCO QQQ TR	651	$376K	0.2%	$577.18	$607.50	-5.0%	UNIT SER 1	46090E103