UDINE WEALTH MANAGEMENT, INC.

Q4 2025 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$211,586
Net value change ($000)
+3,179 (1.5%)
New positions
6
Sold out positions
8
Turnover %
13.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 5,407 34.9%
UPS 2,953 NEW
NKE 2,671 NEW
CRM 2,660 NEW
ZETA 2,587 NEW
AAPL 1,721 9.6%
PATH 1,581 NEW
WRBY 1,284 NEW
RKLB 1,085 33.9%
BAC 930 8.2%
Top Reduces (Value $000, Stocks/ETFs)
OSCR -2,774 -100.0%
HD -2,624 -100.0%
MP -2,596 -100.0%
OXY -2,499 -100.0%
DKNG -2,261 -100.0%
BE -2,073 -38.9%
HOOD -1,344 -24.6%
UBER -1,300 -47.9%
INTC -985 -27.6%
IBIT -761 -19.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type