UDINE WEALTH MANAGEMENT, INC.

Q2 2026 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$242,920
Net value change ($000)
+38,261 (18.7%)
New positions
10
Sold out positions
5
Turnover %
16.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 5,125 25.9%
HIMS 3,662 NEW
IBM 3,179 NEW
UNH 3,130 NEW
AAPL 3,071 15.9%
TOST 3,013 NEW
RDDT 2,901 NEW
PSNL 2,898 NEW
SPACE EXPLORATION TECHN CORP 2,861 NEW
DECK 2,570 NEW
Top Reduces (Value $000, Stocks/ETFs)
HD -2,773 -100.0%
TLT -2,592 -100.0%
BABA -2,075 -100.0%
GRAB HOLDINGS LIMITED -1,621 -100.0%
WRBY -1,385 -100.0%
SHV -942 -7.7%
XOM -787 -17.9%
PLTR -639 -19.3%
BIL -607 -2.0%
IBIT -162 -5.9%
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