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Refined Wealth Management

Latest statistics and disclosures from Refined Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VSGX, QQQ, BNDX, COIN, VTV, and represent 49.52% of Refined Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VEA, QQQ, RSP, BITB, VWO, XMAG, MSFT, NVDA, VOT, VBK.
Started 8 new stock positions in VWO, RSP, VOT, MSFT, AVGO, Bed Bath & Beyond, BND, VBK.
Reduced shares in these 9 stocks: BIV, IBIT, VSGX, TLT, VCLT, VTV, FTSM, BNDX, SUSA.
Sold out of its position in IBIT.
Refined Wealth Management was a net buyer of stock by $5.9M.
Refined Wealth Management has $149M in assets under management (AUM), dropping by -4.54%.
Central Index Key (CIK): 0001724729

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Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Esg Intl Stk Etf (VSGX)	11.5	$17M		239k	71.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.6	$16M	+4%	26k	614.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	10.2	$15M		313k	48.32	View chart
Coinbase Global Com Cl A (COIN)	8.9	$13M		59k	226.14	View chart
Vanguard Index Fds Value Etf (VTV)	8.3	$12M		65k	190.99	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	6.4	$9.5M	+6%	200k	47.56	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	6.1	$9.1M		220k	41.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	5.1	$7.6M	-3%	98k	77.88	View chart
Spdr Gold Tr Gold Shs (GLD)	4.4	$6.6M		17k	396.31	View chart
Enovix Corp (ENVX)	4.0	$5.9M		808k	7.31	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.4	$5.1M		67k	75.85	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.4	$5.1M		58k	87.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.6	$3.9M		13k	290.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.5	$3.7M		14k	257.94	View chart
Overstock (BBBY)	1.5	$2.3M		417k	5.46	View chart
Volatility Shs Tr Xrp Etf (XRPI)	1.2	$1.8M	+8%	174k	10.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$1.6M	+206%	25k	62.47	View chart
NVIDIA Corporation (NVDA)	0.9	$1.3M	+39%	6.8k	186.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.2M		2.0k	627.18	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.8	$1.2M		13k	97.80	View chart
Amazon (AMZN)	0.8	$1.2M	+19%	5.1k	230.82	View chart
Apple (AAPL)	0.6	$873k	+12%	3.2k	271.89	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.6	$852k	-4%	14k	59.93	View chart
Tidal Trust Ii Defiance Large (XMAG)	0.5	$780k	+125%	35k	22.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$606k	NEW	3.2k	191.56	View chart
Union Pacific Corporation (UNP)	0.4	$569k		2.5k	231.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$520k	NEW	9.7k	53.76	View chart
Meta Platforms Cl A (META)	0.3	$485k	+99%	735.00	660.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$432k		860.00	502.65	View chart
Microsoft Corporation (MSFT)	0.3	$423k	NEW	875.00	483.62	View chart
Tesla Motors (TSLA)	0.2	$333k	+10%	741.00	449.72	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$319k	NEW	1.1k	279.14	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$285k	NEW	942.00	302.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$262k		3.1k	85.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$261k	NEW	3.5k	74.07	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$253k		1.8k	139.34	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$236k		6.0k	39.02	View chart
Eaton Corp SHS (ETN)	0.1	$204k		641.00	318.51	View chart
Broadcom (AVGO)	0.1	$201k	NEW	581.00	346.10	View chart
Nexgen Energy (NXE)	0.1	$101k		11k	9.20	View chart
Denison Mines Corp (DNN)	0.0	$29k		11k	2.66	View chart
Bed Bath & Beyond *w Exp 10/07/202	0.0	$27k	NEW	41k	0.66	View chart
Ur-energy (URG)	0.0	$15k		11k	1.39	View chart

Past Filings by Refined Wealth Management

SEC 13F filings are viewable for Refined Wealth Management going back to 2021

Refined Wealth Management 2025 Q4 filed Jan. 15, 2026
Refined Wealth Management 2025 Q3 filed Oct. 21, 2025
Refined Wealth Management 2025 Q2 filed July 17, 2025
Refined Wealth Management 2025 Q1 filed April 22, 2025
Refined Wealth Management 2024 Q4 filed Jan. 22, 2025
Refined Wealth Management 2024 Q3 filed Oct. 18, 2024
Refined Wealth Management 2024 Q2 filed July 18, 2024
Refined Wealth Management 2024 Q1 filed April 18, 2024
Refined Wealth Management 2023 Q4 filed Jan. 22, 2024
Refined Wealth Management 2023 Q3 filed Oct. 16, 2023
Refined Wealth Management 2023 Q2 filed July 17, 2023
Refined Wealth Management 2023 Q1 filed April 17, 2023
Refined Wealth Management 2022 Q4 filed Jan. 17, 2023
Refined Wealth Management 2022 Q3 filed Oct. 20, 2022
Refined Wealth Management 2022 Q2 filed July 19, 2022
Refined Wealth Management 2022 Q1 filed April 20, 2022

View all past filings

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