UDINE WEALTH MANAGEMENT, INC. Diversified Active

Location: Boca Raton, FL

CIK: 0001907240 · Show all filings

Period: Q2 2026 (← Previous) (Next →)

Filing Date: Jul 24, 2026

Total Value: $243M (100.0% shares, 0.0% debt)

Holdings (40)

BIL SPDR SERIES TRUST 12.1%

Value $29.43M Shares 321,138 Share Price $91.64 Est. Cost/Share $91.60 Unrealized @ Report Date +0.0%

GOOG ALPHABET INC 10.3%

Value $24.94M Shares 69,781 Share Price $357.37 Est. Cost/Share $136.93 Unrealized @ Report Date +158.0%

AAPL APPLE INC 9.2%

Value $22.37M Shares 77,306 Share Price $289.36 Est. Cost/Share $170.98 Unrealized @ Report Date +69.2%

MSFT MICROSOFT CORP 7.6%

Value $18.37M Shares 49,241 Share Price $373.02 Est. Cost/Share $335.90 Unrealized @ Report Date +11.0%

BAC BANK OF AMER CORP 5.4%

Value $13.22M Shares 232,035 Share Price $56.98 Est. Cost/Share $34.29 Unrealized @ Report Date +66.2%

SHV ISHARES TR 4.6%

Value $11.23M Shares 101,750 Share Price $110.35 Est. Cost/Share $110.24 Unrealized @ Report Date +0.1%

JPM JPMORGAN CHASE & CO 4.5%

Value $10.9M Shares 33,307 Share Price $327.33 Est. Cost/Share $153.92 Unrealized @ Report Date +112.7%

BRK/B BERKSHIRE HATHAWAY INC DEL 4.2%

Value $10.24M Shares 20,465 Share Price $500.39 Est. Cost/Share $355.83 Unrealized @ Report Date +40.6%

AMZN AMAZON COM INC 2.7%

Value $6.642M Shares 27,868 Share Price $238.34 Est. Cost/Share $152.65 Unrealized @ Report Date +56.1%

BE BLOOM ENERGY CORP 2.3%

Value $5.667M Shares 18,723 Share Price $302.70 Est. Cost/Share $28.14 Unrealized @ Report Date +975.7%

TSLA TESLA INC 2.0%

Value $4.907M Shares 11,667 Share Price $420.60 Est. Cost/Share $226.93 Unrealized @ Report Date +85.3%

NVDA NVIDIA CORPORATION 2.0%

Value $4.842M Shares 24,201 Share Price $200.09 Est. Cost/Share $119.55 Unrealized @ Report Date +67.4%

RKLB ROCKET LAB CORP 1.7%

Value $4.198M Shares 41,300 Share Price $101.65 Est. Cost/Share $26.66 Unrealized @ Report Date +281.3%

HOOD ROBINHOOD MKTS INC 1.6%

Value $3.943M Shares 39,320 Share Price $100.28 Est. Cost/Share $30.21 Unrealized @ Report Date +231.9%

HIMS HIMS & HERS HEALTH INC 1.5%

Value $3.662M Shares 105,638 Share Price $34.67 Est. Cost/Share $26.84 Unrealized @ Report Date +29.2%

XOM EXXON MOBIL CORP 1.5%

Value $3.599M Shares 26,323 Share Price $136.72 Est. Cost/Share $104.85 Unrealized @ Report Date +30.4%

INTC INTEL CORP 1.4%

Value $3.391M Shares 24,288 Share Price $139.63 Est. Cost/Share $24.52 Unrealized @ Report Date +469.4%

UPS UNITED PARCEL SVCS INC 1.4%

Value $3.355M Shares 31,207 Share Price $107.50 Est. Cost/Share $93.35 Unrealized @ Report Date +15.2%

RIVN RIVIAN AUTOMOTIVE INC 1.3%

Value $3.219M Shares 185,538 Share Price $17.35 Est. Cost/Share $14.78 Unrealized @ Report Date +17.4%

IBM INTERNATIONAL BUSINESS MACHS 1.3%

Value $3.179M Shares 11,303 Share Price $281.21 Est. Cost/Share $251.95 Unrealized @ Report Date +11.6%

UNH UNITEDHEALTH GROUP INC 1.3%

Value $3.13M Shares 7,530 Share Price $415.63 Est. Cost/Share $370.65 Unrealized @ Report Date +12.1%

IWM ISHARES TR 1.3%

Value $3.097M Shares 10,309 Share Price $300.45 Est. Cost/Share $258.38 Unrealized @ Report Date +16.3%

NU NU HLDGS LTD 1.3%

Value $3.049M Shares 228,254 Share Price $13.36 Est. Cost/Share $12.09 Unrealized @ Report Date +10.5%

TOST TOAST INC 1.2%

Value $3.013M Shares 108,293 Share Price $27.82 Est. Cost/Share $26.08 Unrealized @ Report Date +6.7%

APO APOLLO GLOBAL MGMT INC 1.2%

Value $3.005M Shares 25,400 Share Price $118.31 Est. Cost/Share $123.71 Unrealized @ Report Date -4.4%

Value $2.961M Shares 17,974 Share Price $164.73 Est. Cost/Share $175.54 Unrealized @ Report Date -6.2%

RKT ROCKET COS INC 1.2%

Value $2.954M Shares 187,576 Share Price $15.75 Est. Cost/Share $15.18 Unrealized @ Report Date +3.7%

RDDT REDDIT INC 1.2%

Value $2.901M Shares 16,714 Share Price $173.58 Est. Cost/Share $160.15 Unrealized @ Report Date +8.4%

PSNL PERSONALIS INC 1.2%

Value $2.898M Shares 50,030 Share Price $57.93 * Est. Cost/Share $8.14 Unrealized @ Report Date +64.6%

SPCX SPACE EXPLORATION TECHN CORP 1.2%

Value $2.861M Shares 16,743 Share Price $170.86 Est. Cost/Share $170.68 Unrealized @ Report Date +0.1%

BA BOEING CO 1.2%

Value $2.825M Shares 13,048 Share Price $216.47 Est. Cost/Share $227.50 Unrealized @ Report Date -4.8%

PLTR PALANTIR TECHNOLOGIES INC 1.1%

Value $2.671M Shares 22,892 Share Price $116.67 Est. Cost/Share $29.99 Unrealized @ Report Date +289.0%

IBIT ISHARES BITCOIN TRUST ETF 1.1%

Value $2.584M Shares 77,614 Share Price $33.29 Est. Cost/Share $36.62 Unrealized @ Report Date -9.1%

DECK DECKERS OUTDOOR CORP 1.1%

Value $2.57M Shares 25,880 Share Price $99.29 Est. Cost/Share $105.30 Unrealized @ Report Date -5.7%

JOBY JOBY AVIATION INC 1.0%

Value $2.357M Shares 264,270 Share Price $8.92 Est. Cost/Share $12.64 Unrealized @ Report Date -29.4%

URA GLOBAL X FDS 0.9%

Value $2.28M Shares 52,176 Share Price $43.70 Est. Cost/Share $50.65 Unrealized @ Report Date -13.7%

IREN IREN LIMITED 0.9%

Value $2.2M Shares 48,107 Share Price $45.73 Est. Cost/Share $51.99 Unrealized @ Report Date -12.0%

LMND LEMONADE INC 0.9%

Value $2.177M Shares 33,461 Share Price $65.05 Est. Cost/Share $36.98 Unrealized @ Report Date +75.9%

UBER UBER TECHNOLOGIES INC 0.7%

Value $1.607M Shares 22,269 Share Price $72.16 Est. Cost/Share $56.79 Unrealized @ Report Date +27.1%

QQQ INVESCO QQQ TR 0.2%

Value $479K Shares 651 Share Price $736.40 Est. Cost/Share $607.50 Unrealized @ Report Date +21.2%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BIL	SPDR SERIES TRUST	321,138	$29.43M	12.1%	$91.64	$91.60	+0.0%	ST STR BLO 1 ETF	78468R663
GOOG	ALPHABET INC	69,781	$24.94M	10.3%	$357.37	$136.93	+158.0%	CAP STK CL C	02079K107
AAPL	APPLE INC	77,306	$22.37M	9.2%	$289.36	$170.98	+69.2%	COM	037833100
MSFT	MICROSOFT CORP	49,241	$18.37M	7.6%	$373.02	$335.90	+11.0%	COM	594918104
BAC	BANK OF AMER CORP	232,035	$13.22M	5.4%	$56.98	$34.29	+66.2%	COM	060505104
SHV	ISHARES TR	101,750	$11.23M	4.6%	$110.35	$110.24	+0.1%	TRUST ISHARE 0-1	464288679
JPM	JPMORGAN CHASE & CO	33,307	$10.9M	4.5%	$327.33	$153.92	+112.7%	COM	46625H100
BRK/B	BERKSHIRE HATHAWAY INC DEL	20,465	$10.24M	4.2%	$500.39	$355.83	+40.6%	CL B NEW	084670702
AMZN	AMAZON COM INC	27,868	$6.642M	2.7%	$238.34	$152.65	+56.1%	COM	023135106
BE	BLOOM ENERGY CORP	18,723	$5.667M	2.3%	$302.70	$28.14	+975.7%	COM CL A	093712107
TSLA	TESLA INC	11,667	$4.907M	2.0%	$420.60	$226.93	+85.3%	COM	88160R101
NVDA	NVIDIA CORPORATION	24,201	$4.842M	2.0%	$200.09	$119.55	+67.4%	COM	67066G104
RKLB	ROCKET LAB CORP	41,300	$4.198M	1.7%	$101.65	$26.66	+281.3%	COM	773121108
HOOD	ROBINHOOD MKTS INC	39,320	$3.943M	1.6%	$100.28	$30.21	+231.9%	COM CL A	770700102
HIMS	HIMS & HERS HEALTH INC	105,638	$3.662M	1.5%	$34.67	$26.84	+29.2%	COM CL A	433000106
XOM	EXXON MOBIL CORP	26,323	$3.599M	1.5%	$136.72	$104.85	+30.4%	COM	30231G102
INTC	INTEL CORP	24,288	$3.391M	1.4%	$139.63	$24.52	+469.4%	COM	458140100
UPS	UNITED PARCEL SVCS INC	31,207	$3.355M	1.4%	$107.50	$93.35	+15.2%	CL B	911312106
RIVN	RIVIAN AUTOMOTIVE INC	185,538	$3.219M	1.3%	$17.35	$14.78	+17.4%	COM CL A	76954A103
IBM	INTERNATIONAL BUSINESS MACHS	11,303	$3.179M	1.3%	$281.21	$251.95	+11.6%	COM	459200101
UNH	UNITEDHEALTH GROUP INC	7,530	$3.13M	1.3%	$415.63	$370.65	+12.1%	COM	91324P102
IWM	ISHARES TR	10,309	$3.097M	1.3%	$300.45	$258.38	+16.3%	RUSSELL 2000 ETF	464287655
NU	NU HLDGS LTD	228,254	$3.049M	1.3%	$13.36	$12.09	+10.5%	ORD SHS CL A	G6683N103
TOST	TOAST INC	108,293	$3.013M	1.2%	$27.82	$26.08	+6.7%	CL A	888787108
APO	APOLLO GLOBAL MGMT INC	25,400	$3.005M	1.2%	$118.31	$123.71	-4.4%	COM	03769M106
RH	RH	17,974	$2.961M	1.2%	$164.73	$175.54	-6.2%	COM	74967X103
RKT	ROCKET COS INC	187,576	$2.954M	1.2%	$15.75	$15.18	+3.7%	COM CL A	77311W101
RDDT	REDDIT INC	16,714	$2.901M	1.2%	$173.58	$160.15	+8.4%	CL A	75734B100
PSNL	PERSONALIS INC	50,030	$2.898M	1.2%	$57.93 *	$8.14	+64.6%	COM	71535D106
SPCX	SPACE EXPLORATION TECHN CORP	16,743	$2.861M	1.2%	$170.86	$170.68	+0.1%	CLASS A COM STK	84615Q103
BA	BOEING CO	13,048	$2.825M	1.2%	$216.47	$227.50	-4.8%	COM	097023105
PLTR	PALANTIR TECHNOLOGIES INC	22,892	$2.671M	1.1%	$116.67	$29.99	+289.0%	CL A	69608A108
IBIT	ISHARES BITCOIN TRUST ETF	77,614	$2.584M	1.1%	$33.29	$36.62	-9.1%	SHS BEN INT	46438F101
DECK	DECKERS OUTDOOR CORP	25,880	$2.57M	1.1%	$99.29	$105.30	-5.7%	COM	243537107
JOBY	JOBY AVIATION INC	264,270	$2.357M	1.0%	$8.92	$12.64	-29.4%	COMMON STOCK	G65163100
URA	GLOBAL X FDS	52,176	$2.28M	0.9%	$43.70	$50.65	-13.7%	GLOBAL X URANIUM	37954Y871
IREN	IREN LIMITED	48,107	$2.2M	0.9%	$45.73	$51.99	-12.0%	ORDINARY SHARES	Q4982L109
LMND	LEMONADE INC	33,461	$2.177M	0.9%	$65.05	$36.98	+75.9%	COM	52567D107
UBER	UBER TECHNOLOGIES INC	22,269	$1.607M	0.7%	$72.16	$56.79	+27.1%	COM	90353T100
QQQ	INVESCO QQQ TR	651	$479K	0.2%	$736.40	$607.50	+21.2%	UNIT SER 1	46090E103