Udine Wealth Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 38 distinct positions held by the firm, with a total value of $253,475,814.
The largest position in the portfolio is Apple Inc., which accounts for 77,603 shares valued at $25,843,351. Other significant holdings include Amazon.com Inc., with 28,658 shares valued at $7,140,141, and Bank of America Corp., with 230,285 shares valued at $12,534,413.
The portfolio is heavily weighted toward technology and exchange-traded funds. Microsoft Corporation is held in 50,531 shares valued at $25,917,350, while Berkshire Hathaway Inc. (Class B) is held in 20,946 shares valued at $10,430,061. The firm also holds substantial positions in NVIDIA Corporation (24,301 shares), Alphabet Inc. (Class C) (71,756 shares), and Palantir Technologies Inc. (Class A) (23,299 shares).
Among the individual stock holdings, Joby Aviation Inc. is the largest position by share count at 275,508 shares valued at $1,666,823. Other notable individual stock positions include Rivian Automotive Inc. (190,213 shares), Toast Inc. (109,319 shares), and Rocket Cos. Inc. (Class A) (192,403 shares).
The filing also lists several exchange-traded funds, including the SPDR Series Trust S&P 500 ETF Trust (308,653 shares), the Invesco QQQ Trust (672 shares), and the iShares Bitcoin Trust (82,369 shares).
