UDINE WEALTH MANAGEMENT, INC.
•CIK: 1907240•Filing: Q4 2025
**UDINE WEALTH MANAGEMENT, INC.** manages $212M across a diversified portfolio of 35 positions. The fund exhibits a significant concentration in mega-cap technology and financial names, notably holding BIL at $29.0M and GOOG at $20.9M. Key allocations include substantial positions in MSFT ($20.6M), AAPL ($19.7M), and BAC ($12.3M). This structure suggests a core focus on established market leaders across technology, finance, and defensive sectors.
Total AUM
$211.6M
QoQ Performance
+1.5%
Positions
35
Top 10 Concentration
68.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BIL
GOOG
MSFT
AAPL
BAC
SHV
BIL13.7%
GOOG9.9%
MSFT9.7%
AAPL9.3%
BAC5.8%
SHV5.6%
JPM4.9%
BRK/B4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.7%
Technology33.8%
Financial14.9%
Consumer6.8%
Energy1.4%
Industrial1.4%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW6 new positions
↑20 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023