Udine Wealth Management, Inc. ETF holdings
Boca Raton, FL
Reported $49.1M in 6 ETFs in its Form 13F for June 30, 2026.
ETF value
$49.1M
ETFs held
6
Change from prior quarter
-2.6%
With price moves
ETFs as a share of its 13F
20.2%
of $242.9M
Top 6 of 6 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $29.4M | 321,138 | −6,623 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $11.2M | 101,750 | −8,500 shares |
| IWM | iShares Russell 2000 ETF | $3.1M | 10,309 | +193 shares |
| IBIT | iShares Bitcoin Trust ETF | $2.6M | 77,614 | +6,143 shares |
| URA | Global X Uranium ETF | $2.3M | 52,176 | New position |
| QQQ | Invesco QQQ Trust | $479K | 651 | No change |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001907240. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Udine Wealth Management, Inc. own?
Udine Wealth Management, Inc. reported 6 ETF positions worth $49.1M in its Form 13F for June 30, 2026. The largest was BIL, at $29.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.