account_balance
Investment manager · 13F filer · SEC CIK 1907240
Udine Wealth Management, Inc.
Reported value$253Mas of Sep 30, 2026
Positions38 6 new, 8 sold out
Top 10 weight64.3%BIL alone is 11%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILSPDR Series Trust
11.2%Trimmed −4%
MSFTMicrosoft Corp
10.2%Added +3%
AAPLApple Inc.
10.2%
GOOGAlphabet Inc.
9.7%Added +3%
BACBank of America Corp
4.9%
JPMJPMorgan Chase & Co
4.4%
BRK-BBerkshire Hathaway Inc
4.1%Added +2%
SHViShares Tr
3.8%Trimmed −13%
TLTiShares Tr
2.9%
AMZNAmazon.com Inc
2.8%
SPCXSpace Exploration Technologies Corp
2.3%
NVDANVIDIA Corp
2.2%
BILSPDR Series Trust
11.2%Trimmed −4%
MSFTMicrosoft Corp
10.2%Added +3%
AAPLApple Inc.
10.2%
GOOGAlphabet Inc.
9.7%Added +3%
BACBank of America Corp
4.9%
JPMJPMorgan Chase & Co
4.4%
BRK-BBerkshire Hathaway Inc
4.1%
SHViShares Tr
3.8%
TLT2.9%
AMZN2.8%SPCX2.3%NVDA2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BIL SPDR Series Trust 11.2% Trimmed −4%
MSFT Microsoft Corp 10.2% Added +3%AAPL Apple Inc. 10.2% HeldGOOG Alphabet Inc. 9.7% Added +3%BAC Bank of America Corp 4.9% HeldJPM JPMorgan Chase & Co 4.4% HeldBRK-B Berkshire Hathaway Inc 4.1% Added +2%SHV iShares Tr 3.8% Trimmed −13%
TLT iShares Tr 2.9% New
AMZN Amazon.com Inc 2.8% Added +3%SPCX Space Exploration Technologies Corp 2.3% Added +130%NVDA NVIDIA Corp 2.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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