13F Filings History of UDINE WEALTH MANAGEMENT, INC.

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$211,586,000
Signature - Title
Scott Udine - Chief Compliance Officer
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by UDINE WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UDINE WEALTH MANAGEMENT, INC. reported 35 stock holdings with total value $211,586,000 as of Q4 2025. Top holdings included BIL, GOOG, MSFT, AAPL, and BAC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 35 $211,586,000 +$18,657,346 -$19,830,154 -$1,172,808 BIL, GOOG, MSFT, AAPL, BAC 13F-HR 16 Jan 2026, 16:47
Q3 2025 37 $208,406,931 +$18,462,560 -$9,614,076 +$8,848,484 BIL, MSFT, AAPL, GOOG, SHV 13F-HR 27 Oct 2025, 19:04
Q2 2025 35 $164,064,777 +$17,070,946 -$13,561,997 +$3,508,949 BIL, MSFT, AAPL, SHV, GOOG 13F-HR 25 Jul 2025, 09:26
Q1 2025 28 $149,489,894 +$14,972,121 -$15,629,571 -$657,450 BIL, MSFT, AAPL, SHV, GOOG 13F-HR 11 Apr 2025, 10:45
Q4 2024 31 $155,684,983 +$16,629,032 -$12,937,885 +$3,691,147 BIL, AAPL, MSFT, SHV, GOOG 13F-HR 15 Jan 2025, 16:32
Q3 2024 28 $141,730,191 +$11,534,875 -$15,943,297 -$4,408,422 BIL, AAPL, MSFT, SHV, GOOG 13F-HR 08 Oct 2024, 16:38
Q2 2024 24 $143,554,314 +$8,847,041 -$62,993,675 -$54,146,634 BIL, AAPL, MSFT, PSQ, GOOG 13F-HR 15 Jul 2024, 09:54
Q1 2024 27 $141,461,925 +$24,668,707 -$14,170,360 +$10,498,347 BIL, MSFT, AAPL, PSQ, SHV 13F-HR 18 Apr 2024, 13:00
Q4 2023 20 $125,623,752 +$16,598,473 -$5,034,456 +$11,564,017 BIL, AAPL, MSFT, SHV, GOOG 13F-HR 12 Jan 2024, 15:26
Q3 2023 15 $103,387,006 +$8,124,498 -$6,050,276 +$2,074,222 BIL, AAPL, MSFT, SHV, GOOG 13F-HR 12 Oct 2023, 10:25
Q2 2023 22 $103,044,230 +$38,944,847 -$7,549,353 +$31,395,494 AAPL, BIL, MSFT, SHV, GOOG 13F-HR 13 Jul 2023, 13:28
Q1 2023 20 $64,792,735 +$15,691,044 -$9,137,959 +$6,553,085 AAPL, MSFT, GOOG, JPM, BRKB 13F-HR 01 May 2023, 18:43
Q4 2022 11 $46,177,000 +$3,146,382 -$15,233,100 -$12,086,718 GOOG, AAPL, MSFT, BRKB, BAC 13F-HR 02 Feb 2023, 16:50
Q3 2022 18 $63,304,000 +$23,148,332 -$1,191,000 +$21,957,332 AAPL, GOOG, MSFT, JPM, BAC Restatement 09 Nov 2022, 17:46
Q2 2022 11 $55,196,000 +$6,798,272 -$29,367,182 -$22,568,910 AAPL, GOOG, MSFT, BRKB, JPM 13F-HR 26 Jul 2022, 20:26
Q1 2022 17 $91,736,000 +$19,144,334 -$22,552,804 -$3,408,470 AAPL, GOOG, MSFT, AMZN, WMT 13F-HR 13 May 2022, 14:19
Q4 2021 20 $96,867,000 $0 $0 $0 AAPL, GOOG, SH, MSFT, AMZN 13F-HR 09 Feb 2022, 15:36