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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
RH icon
26
RH
RH
$3.13B
$2.96M 1.22%
17,974
+3,674
+26% +$506K
RKT icon
27
Rocket Companies
RKT
$36.5B
$2.95M 1.22%
187,576
+8,775
+5% +$127K
RDDT icon
28
Reddit
RDDT
$27.1B
$2.9M 1.19%
+16,714
New +$2.68M
PSNL icon
29
Personalis
PSNL
$1.35B
$2.9M 1.19%
+50,030
New +$407K
SPCX
30
SpaceX
SPCX
$1.43T
$2.86M 1.18%
+16,743
New +$2.84M
BA icon
31
Boeing
BA
$171B
$2.82M 1.16%
13,048
+595
+5% +$132K
PLTR icon
32
Palantir
PLTR
$295B
$2.67M 1.1%
22,892
+265
+1% +$36.1K
IBIT icon
33
iShares Bitcoin Trust
IBIT
$46.7B
$2.58M 1.06%
77,614
+6,143
+9% +$250K
DECK icon
34
Deckers Outdoor
DECK
$13.2B
$2.57M 1.06%
+25,880
New +$2.73M
JOBY icon
35
Joby Aviation
JOBY
$7.03B
$2.36M 0.97%
264,270
+11,319
+4% +$109K
URA icon
36
Global X Uranium ETF
URA
$5.42B
$2.28M 0.94%
+52,176
New +$2.64M
IREN icon
37
Iris Energy
IREN
$13.2B
$2.2M 0.91%
+48,107
New +$2.5M
LMND icon
38
Lemonade
LMND
$3.74B
$2.18M 0.9%
33,461
+2,023
+6% +$118K
UBER icon
39
Uber
UBER
$143B
$1.61M 0.66%
22,269
+2,585
+13% +$190K
QQQ icon
40
Invesco QQQ Trust
QQQ
$453B
$479K 0.2%
651
– –
BABA icon
41
Alibaba
BABA
$293B
– –
-14,155
Closed -$2.07M
GRAB icon
42
Grab
GRAB
$14.3B
– –
-442,914
Closed -$1.62M
HD icon
43
Home Depot
HD
$331B
– –
-8,430
Closed -$2.77M
TLT icon
44
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
– –
-29,896
Closed -$2.59M
WRBY icon
45
Warby Parker
WRBY
$3.28B
– –
-65,723
Closed -$1.38M
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.