UDINE WEALTH MANAGEMENT, INC.

Q1 2026 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$204,659
Net value change ($000)
-6,927 (-3.3%)
New positions
6
Sold out positions
6
Turnover %
13.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
HD 2,773 NEW
APO 2,769 NEW
TLT 2,592 NEW
IWM 2,509 NEW
BA 2,479 NEW
XOM 1,357 44.8%
BE 1,119 34.4%
BIL 1,051 3.6%
JOBY 816 64.1%
RIVN 551 30.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,099 -15.1%
NKE -2,671 -100.0%
CRM -2,660 -100.0%
ZETA -2,587 -100.0%
BX -2,527 -100.0%
EOSE -1,731 -100.0%
PATH -1,581 -100.0%
HOOD -1,471 -35.7%
BAC -1,169 -9.5%
GOOGL -1,083 -5.2%
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