UDINE WEALTH MANAGEMENT, INC.

Q3 2026 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$253,476
Net value change ($000)
+10,556 (4.3%)
New positions
7
Sold out positions
9
Turnover %
19.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 7,549 41.1%
TLT 7,235 NEW
EXXONMOBIL HOLDINGS CORP 4,323 NEW
HPE 3,674 NEW
AAPL 3,474 15.5%
ROUNDHILL ETF TRUST 3,234 NEW
SPACE EXPLORATION TECHN CORP 2,948 103.0%
VST 2,897 NEW
WMT 2,872 NEW
PLTR 1,687 63.2%
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,599 -100.0%
RH -2,961 -100.0%
RDDT -2,901 -100.0%
PSNL -2,898 -100.0%
BA -2,825 -100.0%
DECK -2,570 -100.0%
URA -2,280 -100.0%
IREN -2,200 -100.0%
LMND -2,177 -100.0%
SHV -1,492 -13.3%
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