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
+4.09%
1 Year Est. Return
+41.13%
3 Year Est. Return
+126.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$212M
AUM Growth
+$3.18M
(+1.5%)
Cap. Flow
-$2.45M
Cap. Flow
% of AUM
-1.16%
Top 10 Holdings %
Top 10 Hldgs %
68.01%
Holding
43
New
6
Increased
20
Reduced
8
Closed
8
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Parcel Service
UPS
|
+$2.78M |
| 2 |
Nike
NKE
|
+$2.73M |
| 3 |
Salesforce
CRM
|
+$2.5M |
| 4 |
Zeta Global
ZETA
|
+$2.37M |
| 5 |
UiPath
PATH
|
+$1.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Oscar Health
OSCR
|
+$2.77M |
| 2 |
Bloom Energy
BE
|
+$2.68M |
| 3 |
Home Depot
HD
|
+$2.62M |
| 4 |
MP Materials
MP
|
+$2.6M |
| 5 |
Occidental Petroleum
OXY
|
+$2.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.26% |
| 2 | Financials | 22.49% |
| 3 | Communication Services | 9.88% |
| 4 | Consumer Discretionary | 9.18% |
| 5 | Industrials | 6.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
RH
RH
$3.13B
| $2.47M | 1.17% |
13,809
+696
| +5% | +$119K |
|
27
Lemonade
LMND
$3.74B
| $2.42M | 1.14% |
33,930
+717
| +2% | +$48.2K |
|
28
Alibaba
BABA
$293B
| $2.08M | 0.98% |
14,155
-616
| -4% | -$100K |
|
29
Grab
GRAB
$14.3B
| $2.02M | 0.95% |
403,766
+16,375
| +4% | +$90.5K |
|
30
Rivian
RIVN
$22B
| $1.81M | 0.86% |
91,957
+5,364
| +6% | +$85.1K |
|
31
Eos Energy Enterprises
EOSE
$1.22B
| $1.73M | 0.82% |
151,006
-25,875
| -15% | -$372K |
|
|
32
UiPath
PATH
$6.61B
| $1.58M | 0.75% |
+96,462
| New | +$1.5M |
|
33
Uber
UBER
$143B
| $1.42M | 0.67% |
17,325
-10,394
| -37% | -$936K |
|
34
Warby Parker
WRBY
$3.28B
| $1.28M | 0.61% |
+58,946
| New | +$1.28M |
|
35
Joby Aviation
JOBY
$7.03B
| $1.27M | 0.6% |
96,432
+8,853
| +10% | +$136K |
|
36
Boeing
BA
$171B
| – | – |
-2,254
| Closed | -$486K |
|
37
CrowdStrike
CRWD
$194B
| – | – |
-2,616
| Closed | -$321K |
|
38
DraftKings
DKNG
$11.6B
| – | – |
-60,447
| Closed | -$2.26M |
|
|
39
Home Depot
HD
$331B
| – | – |
-6,475
| Closed | -$2.62M |
|
|
40
MP Materials
MP
$7.36B
| – | – |
-38,710
| Closed | -$2.6M |
|
|
41
Oscar Health
OSCR
$9.41B
| – | – |
-146,555
| Closed | -$2.77M |
|
|
42
Occidental Petroleum
OXY
$56.8B
| – | – |
-52,896
| Closed | -$2.5M |
|
43
Invesco QQQ Trust
QQQ
$453B
| – | – |
-600
| Closed | -$360K |
|
Similar funds
VG
IFO
W
GPC
HBS
HCM
SC
JAM
Udine Wealth Management's Q4 2025 Portfolio in Review
As of Q4 2025, Udine Wealth Management held 43 positions worth $212M, up 1.5% from $208M the previous quarter. Its ten largest holdings account for 68% of the portfolio.
Udine Wealth Management's Q4 2025 filing shows 6 new, 20 increased, 8 reduced and 8 closed positions. Its largest new stake was United Parcel Service: 29,770 shares worth $2.95M. The largest sale was Oscar Health, an estimated $2.77M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 28% a quarter earlier, followed by Financials and Communication Services.
- Udine Wealth Management's largest Q4 2025 buy was United Parcel Service: 29,770 shares worth $2.95M.
- Udine Wealth Management added most to Alphabet (Google) Class C in Q4 2025, an estimated $872K increase.
- Udine Wealth Management's biggest Q4 2025 reduction was Bloom Energy, cutting an estimated $2.68M.
- Udine Wealth Management fully exited Oscar Health in Q4 2025, selling an estimated $2.77M.
- Udine Wealth Management's ten largest holdings make up 68% of its $212M portfolio in Q4 2025.
- Udine Wealth Management opened 6 new positions and closed 8 in Q4 2025.
- Udine Wealth Management's portfolio value rose 1.5% quarter-over-quarter to $212M.
Based on Udine Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.