UDINE WEALTH MANAGEMENT, INC.
SEC Form 13F institutional filer · CIK 0001907240
13F-HR · 20 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
81.6%
UDINE WEALTH MANAGEMENT, INC. — $129M AUM allocation strategy
UDINE WEALTH MANAGEMENT, INC. files SEC Form 13F and reports $129M of long US equity value across 20 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 36.5%, followed by Financials 27.6% and Communication Services 15.3%.
The top 10 holdings account for 82% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
UDINE WEALTH MANAGEMENT, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$129M
total across 20 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
82% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BAC +4.7K sh · +$11.1M+$MSFT +4.65K sh · +$17.4M+$AAPL +3.54K sh · +$19.3M
Exited to nil (held last quarter, gone now)
$NKE ($2.67K last qtr)$CRM ($2.66K last qtr)$BX ($2.53K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks16.1%—
- Interactive Media & Services15.3%—
- Technology Hardware, Storage & Peripherals14.9%—
- Systems Software13.5%—
- Multi-Sector Holdings7.3%—
- Semiconductors5.6%—
- Broadline Retail4.2%—
- Integrated Oil & Gas3.4%—
- Other holdings19.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 68.9K | $19.8M | +2.14K | 15.3% |
| $AAPL | Apple Inc | 76K | $19.3M | +3.54K | 14.9% |
| $MSFT | Microsoft Corporation | 47.2K | $17.5M | +4.65K | 13.5% |
| $BAC | Bank of America Corporation | 228K | $11.1M | +4.7K | 8.6% |
| $JPM | JP Morgan Chase & Co | 32.8K | $9.66M | +834 | 7.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 19.8K | $9.47M | +1.98K | 7.3% |
| $AMZN | Amazon.com Inc | 25.8K | $5.38M | +2.32K | 4.2% |
| $NVDA | NVIDIA Corporation | 27.2K | $4.74M | +295 | 3.7% |
| $XOM | ExxonMobil Holdings Corporation | 25.9K | $4.39M | +682 | 3.4% |
| $TSLA | Tesla Inc | 11.5K | $4.29M | +521 | 3.3% |
…and 10 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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