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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
-6.85%
1 Year Est. Return
+41.13%
3 Year Est. Return
+126.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$205M
AUM Growth
-$6.93M
Cap. Flow
+$11.1M
Cap. Flow %
5.4%
Top 10 Hldgs %
68%
Holding
41
New
6
Increased
25
Reduced
3
Closed
6

Top Buys

Rank Stock Value
1
APO icon
Apollo Global Management
APO
+$3.08M
2
HD icon
Home Depot
HD
+$3.07M
3
BA icon
Boeing
BA
+$2.84M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.61M

Top Sells

Rank Stock Value
1
NKE icon
Nike
NKE
+$2.67M
2
CRM icon
Salesforce
CRM
+$2.66M
3
ZETA icon
Zeta Global
ZETA
+$2.59M
4
BX icon
Blackstone
BX
+$2.53M
5
EOSE icon
Eos Energy Enterprises
EOSE
+$1.73M

Sector Composition

Rank Sector Weight
1 Technology 24.58%
2 Financials 21.2%
3 Communication Services 9.68%
4 Consumer Discretionary 9.23%
5 Industrials 7.85%
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
$30M 14.68%
327,761
+10,564
+3% +$967K
GOOG icon
2
Alphabet (Google) Class C
GOOG
$3.99T
$19.8M 9.68%
68,901
+2,141
+3% +$673K
AAPL icon
3
Apple
AAPL
$4.95T
$19.3M 9.43%
76,039
+3,536
+5% +$920K
MSFT icon
4
Microsoft
MSFT
$2.91T
$17.5M 8.53%
47,154
+4,653
+11% +$1.95M
SHV icon
5
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$12.2M 5.95%
110,250
+3,500
+3% +$386K
BAC icon
6
Bank of America
BAC
$438B
$11.1M 5.44%
228,448
+4,698
+2% +$242K
JPM icon
7
JPMorgan Chase
JPM
$946B
$9.66M 4.72%
32,823
+834
+3% +$253K
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.47M 4.63%
19,765
+1,976
+11% +$970K
AMZN icon
9
Amazon
AMZN
$2.47T
$5.38M 2.63%
25,836
+2,323
+10% +$511K
NVDA icon
10
NVIDIA
NVDA
$4.7T
$4.74M 2.32%
27,189
+295
+1% +$54.1K
XOM icon
11
ExxonMobil
XOM
$646B
$4.39M 2.14%
25,851
+682
+3% +$99.5K
BE icon
12
Bloom Energy
BE
$47B
$4.37M 2.14%
32,258
-5,168
-14% -$758K
TSLA icon
13
Tesla
TSLA
$1.2T
$4.29M 2.1%
11,544
+521
+5% +$215K
RKLB icon
14
Rocket Lab Corp
RKLB
$38.3B
$4.09M 2%
63,675
+2,229
+4% +$168K
PLTR icon
15
Palantir
PLTR
$286B
$3.31M 1.62%
22,627
+1,308
+6% +$200K
NU icon
16
Nu Holdings
NU
$69.9B
$3.19M 1.56%
222,192
+6,032
+3% +$97.8K
UPS icon
17
United Parcel Service
UPS
$90.2B
$3.03M 1.48%
30,829
+1,059
+4% +$114K
HD icon
18
Home Depot
HD
$346B
$2.77M 1.35%
+8,430
New +$3.07M
APO icon
19
Apollo Global Management
APO
$72B
$2.77M 1.35%
+24,854
New +$3.08M
IBIT icon
20
iShares Bitcoin Trust
IBIT
$46.8B
$2.75M 1.34%
71,471
+6,713
+10% +$291K
HOOD icon
21
Robinhood
HOOD
$79.8B
$2.65M 1.29%
38,196
+1,785
+5% +$157K
TLT icon
22
iShares 20+ Year Treasury Bond ETF
TLT
$43B
$2.59M 1.27%
+29,896
New +$2.63M
RKT icon
23
Rocket Companies
RKT
$37.6B
$2.55M 1.25%
178,801
+5,475
+3% +$99.6K
IWM icon
24
iShares Russell 2000 ETF
IWM
$79.9B
$2.51M 1.23%
+10,116
New +$2.61M
BA icon
25
Boeing
BA
$174B
$2.48M 1.21%
+12,453
New +$2.84M
1
2

Similar funds

VG
Visualize Group New York $243M AUM 6.21% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $243M AUM 20.23% 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

Udine Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Udine Wealth Management held 41 positions worth $205M, down 3.3% from $212M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Udine Wealth Management deployed $11.1M of net new capital in Q1 2026, opening 6 new positions and adding to 25 existing holdings. Its largest new stake was Apollo Global Management: 24,854 shares worth $2.77M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 29% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Bloom Energy, an estimated $758K trimmed.

  • Udine Wealth Management's largest Q1 2026 buy was Apollo Global Management: 24,854 shares worth $2.77M.
  • Udine Wealth Management added most to Microsoft in Q1 2026, an estimated $1.95M increase.
  • Udine Wealth Management's biggest Q1 2026 reduction was Bloom Energy, cutting an estimated $758K.
  • Udine Wealth Management fully exited Nike in Q1 2026, selling an estimated $2.67M.
  • Udine Wealth Management's ten largest holdings make up 68% of its $205M portfolio in Q1 2026.
  • Udine Wealth Management opened 6 new positions and closed 6 in Q1 2026.
  • Udine Wealth Management's portfolio value fell 3.3% quarter-over-quarter to $205M.

Based on Udine Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.