Udine Wealth Management
Udine Wealth Management reported 38 stocks worth $253M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are BIL (11.2%), MSFT (10.2%) and AAPL (10.2%). Compared with Q2 2026, the fund opened new positions in TLT, XOM and HPE, added to MSFT, AAPL and GOOG, trimmed BIL, BAC and SHV and sold out of XOM, RH and RDDT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BIL ST Stert Spdr Blmbg 1 3 | $28.3M | 11.2% | 309K | −12K (−4%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $25.9M | 10.2% | 51K | +1,290 (+3%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $25.8M | 10.2% | 78K | +297 (+0%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $24.7M | 9.7% | 72K | +1,975 (+3%) | 8 of 8 | |
| 5 |  BAC Bank of America Corp | $12.5M | 5.0% | 230K | −1,750 (−1%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $11.1M | 4.4% | 33K | +98 (+0%) | 8 of 8 | |
| 7 |  BRK.B Berkshire Hathaway Inc Del | $10.4M | 4.1% | 21K | +481 (+2%) | 8 of 8 | |
| 8 |  SHV Ishares TR | $9.7M | 3.8% | 88K | −14K (−13%) | 8 of 8 | |
| 9 |  TLT Ishares TR | $7.2M | 2.9% | 93K | New position | 2 of 8 | |
| 10 |  AMZN Amazon Com Inc | $7.1M | 2.8% | 29K | +790 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $3.6M | 26K |
 RH RH | $3M | 18K |
 RDDT Reddit Inc | $2.9M | 17K |
 PSNL Personalis Inc | $2.9M | 50K |
 BA Boeing Co | $2.8M | 13K |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Udine Wealth Management 13F FAQ
What does Udine Wealth Management own?
Udine Wealth Management reported 38 stocks worth $253M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are BIL (11.2%), MSFT (10.2%) and AAPL (10.2%). The table above lists every position in the filing (the top 10 without an account).
What did Udine Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 28 added to, 3 trimmed and 9 sold out. New positions include TLT, XOM and HPE. It sold all of XOM, RH and RDDT.
When will Udine Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Udine Wealth Management's portfolio worth?
The Q3 2026 filing reports $253M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.