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Scott Udine

Udine Wealth Management, Inc.

Assets Managed
$242.92M
Holdings
40
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
18.7%(2Q avg: 7.72%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Udine Wealth Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Udine Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 242.92M in assets, with a quarterly growth rate of 18.7% and a 2-quarter average growth rate of 7.72%. The portfolio is managed by Scott Udine, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -2.02%
12.12%
$29.429M
321,138 shares@ $91.64 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.28%
10.27%
$24.938M
69,781 shares@ $357.38 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.67%
9.21%
$22.369M
77,306 shares@ $289.36 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.43%
7.57%
$18.368M
49,241 shares@ $373.03 avg price
BAC
Bank Of America Corp
Recent Activity
Increased 1.58%
5.45%
$13.221M
232,035 shares@ $56.98 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -7.7%
4.63%
$11.228M
101,750 shares@ $110.35 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.48%
4.49%
$10.902M
33,307 shares@ $327.33 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 3.55%
4.22%
$10.24M
20,465 shares@ $500.39 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 7.87%
2.74%
$6.642M
27,868 shares@ $238.34 avg price
BE
Bloom Energy Corp- A
Recent Activity
Decreased -41.95%
2.34%
$5.667M
18,723 shares@ $302.7 avg price

1-10 of 40