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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
+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
Cap. Flow
-$2.45M
Cap. Flow %
-1.16%
Top 10 Hldgs %
68.01%
Holding
43
New
6
Increased
20
Reduced
8
Closed
8

Top Buys

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$2.78M
2
NKE icon
Nike
NKE
+$2.73M
3
CRM icon
Salesforce
CRM
+$2.5M
4
ZETA icon
Zeta Global
ZETA
+$2.37M
5
PATH icon
UiPath
PATH
+$1.5M

Top Sells

Rank Stock Value
1
OSCR icon
Oscar Health
OSCR
+$2.77M
2
BE icon
Bloom Energy
BE
+$2.68M
3
HD icon
Home Depot
HD
+$2.62M
4
MP icon
MP Materials
MP
+$2.6M
5
OXY icon
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
BIL icon
1
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$29M 13.7%
317,197
+3,774
+1% +$346K
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.36T
$20.9M 9.88%
66,760
+3,045
+5% +$872K
MSFT icon
3
Microsoft
MSFT
$3.45T
$20.6M 9.71%
42,501
+1,528
+4% +$766K
AAPL icon
4
Apple
AAPL
$4.54T
$19.7M 9.32%
72,503
+1,852
+3% +$497K
BAC icon
5
Bank of America
BAC
$435B
$12.3M 5.82%
223,750
+3,245
+1% +$172K
SHV icon
6
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$11.8M 5.56%
106,750
– –
JPM icon
7
JPMorgan Chase
JPM
$935B
$10.3M 4.87%
31,989
+915
+3% +$283K
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.1T
$8.94M 4.23%
17,789
+512
+3% +$255K
AMZN icon
9
Amazon
AMZN
$2.92T
$5.43M 2.56%
23,513
+848
+4% +$194K
NVDA icon
10
NVIDIA
NVDA
$4.86T
$5.02M 2.37%
26,894
-2,901
-10% -$540K
TSLA icon
11
Tesla
TSLA
$1.23T
$4.96M 2.34%
11,023
+210
+2% +$93.1K
RKLB icon
12
Rocket Lab Corp
RKLB
$40.6B
$4.29M 2.03%
61,446
-5,365
-8% -$308K
HOOD icon
13
Robinhood
HOOD
$77.8B
$4.12M 1.95%
36,411
-1,737
-5% -$226K
PLTR icon
14
Palantir
PLTR
$295B
$3.79M 1.79%
21,319
+392
+2% +$71K
NU icon
15
Nu Holdings
NU
$69.2B
$3.62M 1.71%
216,160
+3,724
+2% +$59.9K
RKT icon
16
Rocket Companies
RKT
$36.5B
$3.36M 1.59%
173,326
+5,256
+3% +$94K
BE icon
17
Bloom Energy
BE
$60.6B
$3.25M 1.54%
37,426
-25,541
-41% -$2.68M
IBIT icon
18
iShares Bitcoin Trust
IBIT
$46.7B
$3.21M 1.52%
64,758
+3,589
+6% +$204K
XOM icon
19
ExxonMobil
XOM
$644B
$3.03M 1.43%
25,169
+3,083
+14% +$358K
UPS icon
20
United Parcel Service
UPS
$88.6B
$2.95M 1.4%
+29,770
New +$2.78M
NKE icon
21
Nike
NKE
$61.9B
$2.67M 1.26%
+41,923
New +$2.73M
CRM icon
22
Salesforce
CRM
$151B
$2.66M 1.26%
+10,042
New +$2.5M
INTC icon
23
Intel
INTC
$455B
$2.59M 1.22%
70,147
-36,349
-34% -$1.37M
ZETA icon
24
Zeta Global
ZETA
$5.38B
$2.59M 1.22%
+127,104
New +$2.37M
BX icon
25
Blackstone
BX
$102B
$2.53M 1.19%
16,393
+630
+4% +$95.7K
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 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.