UDINE WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 242,920
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 40 | 242,920 | 13F-HR | UDINE WEALTH MANAGEMENT, INC. |
| Q1 2026 | 4/14/2026 | 35 | 204,659 | 13F-HR | UDINE WEALTH MANAGEMENT, INC. |
| Q4 2025 | 1/16/2026 | 35 | 211,586 | 13F-HR | UDINE WEALTH MANAGEMENT, INC. |
| Q3 2025 | 10/28/2025 | 37 | 208,407 | 13F-HR | UDINE WEALTH MANAGEMENT, INC. |
| Q2 2025 | 7/25/2025 | 35 | 189,440 | 13F-HR | UDINE WEALTH MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 193.8 K | 79.8% | 39.59 K | 0 | 39.59 K |
| ETFs | 49.1 K | 20.2% | 0 | 1.332 K | -1.332 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
242,920
Holdings
40
QoQ value change ($000)
38,261
(18.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.