We are live on ! Find out more
UWM

Udine Wealth Management Portfolio holdings

AUM $243M
1-Year Est. Return 41.13%
This Fund
S&P 500
This Quarter Est. Return
+18.38%
1 Year Est. Return
+41.13%
3 Year Est. Return
+126.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$243M
AUM Growth
+$38.3M
Cap. Flow
+$8.67M
Cap. Flow %
3.57%
Top 10 Hldgs %
62.99%
Holding
45
New
10
Increased
23
Reduced
6
Closed
5

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$2.85M
2
SPCX
SpaceX
SPCX
+$2.84M
3
HIMS icon
Hims & Hers Health
HIMS
+$2.84M
4
TOST icon
Toast
TOST
+$2.82M
5
UNH icon
UnitedHealth
UNH
+$2.79M

Top Sells

Rank Stock Value
1
BE icon
Bloom Energy
BE
+$3.47M
2
INTC icon
Intel
INTC
+$3.21M
3
HD icon
Home Depot
HD
+$2.77M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M
5
RKLB icon
Rocket Lab Corp
RKLB
+$2.23M

Sector Composition

Rank Sector Weight
1 Technology 24.47%
2 Financials 21.28%
3 Communication Services 11.46%
4 Industrials 8.75%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIL icon
1
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$29.4M 12.11%
321,138
-6,623
-2% -$606K
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.36T
$24.9M 10.27%
69,781
+880
+1% +$315K
AAPL icon
3
Apple
AAPL
$4.54T
$22.4M 9.21%
77,306
+1,267
+2% +$362K
MSFT icon
4
Microsoft
MSFT
$3.45T
$18.4M 7.56%
49,241
+2,087
+4% +$844K
BAC icon
5
Bank of America
BAC
$435B
$13.2M 5.44%
232,035
+3,587
+2% +$191K
SHV icon
6
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$11.2M 4.62%
101,750
-8,500
-8% -$937K
JPM icon
7
JPMorgan Chase
JPM
$935B
$10.9M 4.49%
33,307
+484
+1% +$150K
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.1T
$10.2M 4.22%
20,465
+700
+4% +$337K
AMZN icon
9
Amazon
AMZN
$2.92T
$6.64M 2.73%
27,868
+2,032
+8% +$510K
BE icon
10
Bloom Energy
BE
$60.6B
$5.67M 2.33%
18,723
-13,535
-42% -$3.47M
TSLA icon
11
Tesla
TSLA
$1.23T
$4.91M 2.02%
11,667
+123
+1% +$48.9K
NVDA icon
12
NVIDIA
NVDA
$4.86T
$4.84M 1.99%
24,201
-2,988
-11% -$614K
RKLB icon
13
Rocket Lab Corp
RKLB
$40.6B
$4.2M 1.73%
41,300
-22,375
-35% -$2.23M
HOOD icon
14
Robinhood
HOOD
$77.8B
$3.94M 1.62%
39,320
+1,124
+3% +$94.1K
HIMS icon
15
Hims & Hers Health
HIMS
$6.43B
$3.66M 1.51%
+105,638
New +$2.84M
XOM icon
16
ExxonMobil
XOM
$644B
$3.6M 1.48%
26,323
+472
+2% +$70.6K
INTC icon
17
Intel
INTC
$455B
$3.39M 1.4%
24,288
-31,696
-57% -$3.21M
UPS icon
18
United Parcel Service
UPS
$88.6B
$3.35M 1.38%
31,207
+378
+1% +$39.3K
RIVN icon
19
Rivian
RIVN
$22B
$3.22M 1.33%
185,538
+28,495
+18% +$444K
IBM icon
20
IBM
IBM
$211B
$3.18M 1.31%
+11,303
New +$2.85M
UNH icon
21
UnitedHealth
UNH
$376B
$3.13M 1.29%
+7,530
New +$2.79M
IWM icon
22
iShares Russell 2000 ETF
IWM
$79.8B
$3.1M 1.28%
10,309
+193
+2% +$54.2K
NU icon
23
Nu Holdings
NU
$69.2B
$3.05M 1.26%
228,254
+6,062
+3% +$81.7K
TOST icon
24
Toast
TOST
$18.7B
$3.01M 1.24%
+108,293
New +$2.82M
APO icon
25
Apollo Global Management
APO
$72.4B
$3.01M 1.24%
25,400
+546
+2% +$68.7K
1
2

Similar funds

VG
Visualize Group New York $243M AUM 6.21% 1-Year Est. Return
IFO
Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return
W
WealthCollab Bellevue, Washington $243M AUM 32.93% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
HCM
Hutner Capital Management Manchester, Vermont $243M AUM 10.01% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

Udine Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Udine Wealth Management held 45 positions worth $243M, up 19% from $205M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Udine Wealth Management deployed $8.67M of net new capital in Q2 2026, opening 10 new positions and adding to 23 existing holdings. Its largest new stake was IBM: 11,303 shares worth $3.18M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 25% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Bloom Energy, an estimated $3.47M trimmed.

  • Udine Wealth Management's largest Q2 2026 buy was IBM: 11,303 shares worth $3.18M.
  • Udine Wealth Management added most to Microsoft in Q2 2026, an estimated $844K increase.
  • Udine Wealth Management's biggest Q2 2026 reduction was Bloom Energy, cutting an estimated $3.47M.
  • Udine Wealth Management fully exited Home Depot in Q2 2026, selling an estimated $2.77M.
  • Udine Wealth Management's ten largest holdings make up 63% of its $243M portfolio in Q2 2026.
  • Udine Wealth Management opened 10 new positions and closed 5 in Q2 2026.
  • Udine Wealth Management's portfolio value rose 19% quarter-over-quarter to $243M.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.