UDINE WEALTH MANAGEMENT, INC.

Q3 2025 13F Holdings

  • Location
    boca raton, FL
  • Num holdings

    37

  • Value ($000)

    $208,407

  • Date Filed
    10/27/2025
  • Form type
    13F-HR
  • CIK
    0001907240
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$28.76 M
14 %

313,423

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$21.22 M
10 %

40,973

AAPL
AAPL

APPLE INC

COM
037833100
$17.99 M
9 %

70,651

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$15.49 M
7 %

63,715

SHV
SHV

ISHARES TR

SHORT TREAS BD
464288679
$11.79 M
6 %

106,750

BAC
BAC

BANK AMERICA CORP

COM
060505104
$11.38 M
6 %

220,505

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$9.80 M
5 %

31,074

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$8.69 M
4 %

17,277

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.56 M
3 %

29,795

HOOD
HOOD

ROBINHOOD MKTS INC

COM CL A
770700102
$5.46 M
3 %

38,148

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