You're signed outSign in or to get full access.
Udine Wealth Management, Inc.
Udine Wealth Management, Inc. is a registered investment adviser based in Weston, Florida, founded and owned by Scott R. Udine. The firm was established in 2021 and manages investment portfolios primarily for individual and high net worth clients. With a small team of 2 employees, both of whom are investment personnel, Udine Wealth Management delivers tailored advice and portfolio management services. As of July 2025, the firm serves over 500 clients and manages assets exceeding $217 million.
Investment Strategy
Udine Wealth Management, Inc. primarily provides discretionary portfolio management for individual and high-net-worth clients. Its strategy emphasizes equity and ETF selection focused on blue-chip companies and a diversified pool of securities, as evidenced by significant holdings in Microsoft, Apple, Alphabet, and various ETFs. The firm seeks risk-adjusted growth by balancing technology leaders with broad market and short-term bond ETFs, while adapting positions based on market trends and macroeconomic outlook. Udine Wealth works directly with clients to tailor investment strategies to their specific financial objectives and risk tolerances.
Latest 13F Filing Activity
Udine Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions with a total 13F market value of $189M. The fund increased holdings in Blackstone Inc., Microsoft Corp., RH among other positions. Udine Wealth Management, Inc. reduced exposure to Berkshire Hathaway Inc. Del, Bristol-myers Squibb Co., General MTRS Co. among others.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 14.60% | $27.7M | 301,570 | $91.72 | $91.73 | -$473.6K |
B BX | BLACKSTONE INC | 11.76% | $22.3M | 15,259 | $149.58 | $149.58 | +$22.3M |
M MSFT | MICROSOFT CORP | 10.53% | $20.0M | 40,111 | $327.35 | $497.41 | +$5.0M |
A AAPL | APPLE INC | 7.50% | $14.2M | 69,214 | $176.52 | $205.17 | -$768.5K |
S SHV | ISHARES TR | 6.28% | $11.9M | 107,750 | $110.45 | $110.42 | -$4.3K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more