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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
+22.96%
1 Year Est. Return
+41.13%
3 Year Est. Return
+126.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$208M
AUM Growth
+$19M
Cap. Flow
+$7.67M
Cap. Flow %
3.68%
Top 10 Hldgs %
65.32%
Holding
40
New
5
Increased
27
Reduced
5
Closed
3

Top Buys

Rank Stock Value
1
MP icon
MP Materials
MP
+$2.44M
2
OXY icon
Occidental Petroleum
OXY
+$2.39M
3
OSCR icon
Oscar Health
OSCR
+$1.4M
4
RKT icon
Rocket Companies
RKT
+$1.36M
5
JOBY icon
Joby Aviation
JOBY
+$1.33M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$2.35M
2
UPS icon
United Parcel Service
UPS
+$2.23M
3
HOOD icon
Robinhood
HOOD
+$1.73M
4
TOST icon
Toast
TOST
+$1.28M
5
PLTR icon
Palantir
PLTR
+$601K

Sector Composition

Rank Sector Weight
1 Technology 27.6%
2 Financials 22.29%
3 Consumer Discretionary 10.19%
4 Communication Services 7.43%
5 Industrials 5.97%
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
$28.8M 13.8%
313,423
+11,853
+4% +$1.09M
MSFT icon
2
Microsoft
MSFT
$3.45T
$21.2M 10.18%
40,973
+862
+2% +$440K
AAPL icon
3
Apple
AAPL
$4.54T
$18M 8.63%
70,651
+1,437
+2% +$325K
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.36T
$15.5M 7.43%
63,715
+2,911
+5% +$612K
SHV icon
5
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$11.8M 5.66%
106,750
-1,000
-0.9% -$110K
BAC icon
6
Bank of America
BAC
$435B
$11.4M 5.46%
220,505
+2,356
+1% +$115K
JPM icon
7
JPMorgan Chase
JPM
$935B
$9.8M 4.7%
31,074
+322
+1% +$95.8K
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.1T
$8.69M 4.17%
17,277
+866
+5% +$419K
NVDA icon
9
NVIDIA
NVDA
$4.86T
$5.56M 2.67%
29,795
-2,617
-8% -$456K
HOOD icon
10
Robinhood
HOOD
$77.8B
$5.46M 2.62%
38,148
-15,892
-29% -$1.73M
BE icon
11
Bloom Energy
BE
$60.6B
$5.33M 2.56%
62,967
+13,684
+28% +$635K
AMZN icon
12
Amazon
AMZN
$2.92T
$4.98M 2.39%
22,665
+587
+3% +$133K
TSLA icon
13
Tesla
TSLA
$1.23T
$4.81M 2.31%
10,813
+123
+1% +$42.7K
IBIT icon
14
iShares Bitcoin Trust
IBIT
$46.7B
$3.98M 1.91%
61,169
+3,037
+5% +$198K
PLTR icon
15
Palantir
PLTR
$295B
$3.82M 1.83%
20,927
-3,707
-15% -$601K
INTC icon
16
Intel
INTC
$455B
$3.57M 1.71%
106,496
+2,222
+2% +$53.8K
NU icon
17
Nu Holdings
NU
$69.2B
$3.4M 1.63%
212,436
+4,932
+2% +$68.8K
RKT icon
18
Rocket Companies
RKT
$36.5B
$3.26M 1.56%
168,070
+77,736
+86% +$1.36M
RKLB icon
19
Rocket Lab Corp
RKLB
$40.6B
$3.2M 1.54%
66,811
+1,320
+2% +$59.9K
OSCR icon
20
Oscar Health
OSCR
$9.41B
$2.77M 1.33%
146,555
+85,083
+138% +$1.4M
UBER icon
21
Uber
UBER
$143B
$2.72M 1.3%
27,719
+832
+3% +$77.8K
BX icon
22
Blackstone
BX
$102B
$2.69M 1.29%
15,763
+504
+3% +$86.4K
RH icon
23
RH
RH
$3.13B
$2.66M 1.28%
13,113
+158
+1% +$34.3K
BABA icon
24
Alibaba
BABA
$293B
$2.64M 1.27%
14,771
-1,119
-7% -$147K
HD icon
25
Home Depot
HD
$331B
$2.62M 1.26%
6,475
+383
+6% +$151K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Udine Wealth Management held 40 positions worth $208M, up 10% from $189M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Udine Wealth Management deployed $7.67M of net new capital in Q3 2025, opening 5 new positions and adding to 27 existing holdings. Its largest new stake was MP Materials: 38,710 shares worth $2.6M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 26% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Robinhood, an estimated $1.73M trimmed.

  • Udine Wealth Management's largest Q3 2025 buy was MP Materials: 38,710 shares worth $2.6M.
  • Udine Wealth Management added most to Oscar Health in Q3 2025, an estimated $1.4M increase.
  • Udine Wealth Management's biggest Q3 2025 reduction was Robinhood, cutting an estimated $1.73M.
  • Udine Wealth Management fully exited UnitedHealth in Q3 2025, selling an estimated $2.35M.
  • Udine Wealth Management's ten largest holdings make up 65% of its $208M portfolio in Q3 2025.
  • Udine Wealth Management opened 5 new positions and closed 3 in Q3 2025.
  • Udine Wealth Management's portfolio value rose 10% quarter-over-quarter to $208M.

Based on Udine Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.