☆UDINE WEALTH MANAGEMENT, INC.
Quality Q
0.420
AUM ($M)
243
Positions
40
Turnover
0.14
Top-10 wt
63%
Herfindahl
0.055
History (qtrs)
6
Excess Return
—
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Holdings · 45 positions · portfolio value $243M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BIL funds › | SPDR SERIES TRUST | TRIM | — | 12.1% | -2.6% | 29.4 | 321,138 | -6,623 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 10.3% | +0.6% | 24.9 | 69,781 | +880 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 9.2% | -0.2% | 22.4 | 77,306 | +1,267 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 7.6% | -1.0% | 18.4 | 49,241 | +2,087 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 5.4% | +0.0% | 13.2 | 232,035 | +3,587 | 5 | — |
| ☆SHV funds › | ISHARES TR | TRIM | — | 4.6% | -1.3% | 11.2 | 101,750 | -8,500 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 4.5% | -0.2% | 10.9 | 33,307 | +484 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 4.2% | -0.4% | 10.2 | 20,465 | +700 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.7% | +0.1% | 6.6 | 27,868 | +2,032 | 5 | — |
| ☆BE funds › | BLOOM ENERGY CORP | TRIM | — | 2.3% | +0.2% | 5.7 | 18,723 | -13,535 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 2.0% | -0.1% | 4.9 | 11,667 | +123 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 2.0% | -0.3% | 4.8 | 24,201 | -2,988 | 5 | — |
| ☆RKLB funds › | ROCKET LAB CORP | TRIM | — | 1.7% | -0.3% | 4.2 | 41,300 | -22,375 | 5 | — |
| ☆HOOD funds › | ROBINHOOD MKTS INC | ADD | — | 1.6% | +0.3% | 3.9 | 39,320 | +1,124 | 5 | — |
| ☆HIMS funds › | HIMS & HERS HEALTH INC | NEW | — | 1.5% | +1.5% | 3.7 | 105,638 | +105,638 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 1.5% | -0.7% | 3.6 | 26,323 | +472 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 1.4% | +0.2% | 3.4 | 24,288 | -31,696 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | ADD | — | 1.4% | -0.1% | 3.4 | 31,207 | +378 | 3 | — |
| ☆RIVN funds › | RIVIAN AUTOMOTIVE INC | ADD | — | 1.3% | +0.2% | 3.2 | 185,538 | +28,495 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | NEW | — | 1.3% | +1.3% | 3.2 | 11,303 | +11,303 | 1 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 1.3% | +1.3% | 3.1 | 7,530 | +7,530 | 1 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 1.3% | +0.0% | 3.1 | 10,309 | +193 | 2 | — |
| ☆NU funds › | NU HLDGS LTD | ADD | — | 1.3% | -0.3% | 3.0 | 228,254 | +6,062 | 5 | — |
| ☆TOST funds › | TOAST INC | NEW | — | 1.2% | +1.2% | 3.0 | 108,293 | +108,293 | 1 | — |
| ☆APO funds › | APOLLO GLOBAL MGMT INC | ADD | — | 1.2% | -0.1% | 3.0 | 25,400 | +546 | 2 | — |
| ☆RH funds › | RH | ADD | — | 1.2% | +0.2% | 3.0 | 17,974 | +3,674 | 5 | — |
| ☆RKT funds › | ROCKET COS INC | ADD | — | 1.2% | -0.0% | 3.0 | 187,576 | +8,775 | 5 | — |
| ☆RDDT funds › | REDDIT INC | NEW | — | 1.2% | +1.2% | 2.9 | 16,714 | +16,714 | 1 | — |
| ☆PSNL funds › | PERSONALIS INC | NEW | — | 1.2% | +1.2% | 2.9 | 50,030 | +50,030 | 1 | — |
| ☆SPCX funds › | SPACE EXPLORATION TECHN CORP | NEW | — | 1.2% | +1.2% | 2.9 | 16,743 | +16,743 | 1 | — |
| ☆BA funds › | BOEING CO | ADD | — | 1.2% | -0.0% | 2.8 | 13,048 | +595 | 2 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 1.1% | -0.5% | 2.7 | 22,892 | +265 | 5 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | ADD | — | 1.1% | -0.3% | 2.6 | 77,614 | +6,143 | 5 | — |
| ☆DECK funds › | DECKERS OUTDOOR CORP | NEW | — | 1.1% | +1.1% | 2.6 | 25,880 | +25,880 | 1 | — |
| ☆JOBY funds › | JOBY AVIATION INC | ADD | — | 1.0% | -0.1% | 2.4 | 264,270 | +11,319 | 4 | — |
| ☆URA funds › | GLOBAL X FDS | NEW | — | 0.9% | +0.9% | 2.3 | 52,176 | +52,176 | 1 | — |
| ☆IREN funds › | IREN LIMITED | NEW | — | 0.9% | +0.9% | 2.2 | 48,107 | +48,107 | 1 | — |
| ☆LMND funds › | LEMONADE INC | ADD | — | 0.9% | -0.1% | 2.2 | 33,461 | +2,023 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.7% | -0.0% | 1.6 | 22,269 | +2,585 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.2% | +0.0% | 0.5 | 651 | +0 | 2 | — |
| ☆HD funds › | HOME DEPOT INC | EXIT | — | 0.0% | -1.4% | 0.0 | 0 | -8,430 | 0 | — |
| ☆WRBY funds › | WARBY PARKER INC | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -65,723 | 0 | — |
| ☆GRAB funds › | GRAB HOLDINGS LIMITED | EXIT | — | 0.0% | -0.8% | 0.0 | 0 | -442,914 | 0 | — |
| ☆TLT funds › | ISHARES TR | EXIT | — | 0.0% | -1.3% | 0.0 | 0 | -29,896 | 0 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -14,155 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 243 | 40 | 0.14 | 63% | 0.055 | 0.419 | — | in |
| 2026Q1 | 205 | 35 | 0.11 | 68% | 0.064 | 0.516 | — | in |
| 2025Q4 | 212 | 35 | 0.12 | 68% | 0.063 | 0.450 | — | in |
| 2025Q3 | 208 | 37 | 0.16 | 65% | 0.059 | 0.345 | — | in |
| 2025Q2 | 189 | 35 | 0.21 | 72% | 0.070 | 0.326 | — | entered |
| 2025Q1 | 149 | 28 | 0.00 | 75% | 0.081 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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