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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 VEA, QQQ, RSP, BITB, COIN, and represent 43.07% of Refined Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VEA, RSP, QQQ, PYLD, BINC, VTV, EMXC, JPIB, SCHR, BIV.
Started 1 new stock position in BIV.
Reduced shares in these 10 stocks: XSOE, COIN, CVX, AAPL, VSGX, NULG, ETN, BNDX, BBBY.WS, VO.
Sold out of its positions in BBBY.WS, XSOE.
Refined Wealth Management was a net buyer of stock by $7.6M.
Refined Wealth Management has $179M in assets under management (AUM), dropping by 7.79%.
Central Index Key (CIK): 0001724729

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Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 48 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.9	$21M	+7%	302k	70.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.1	$18M	+5%	24k	739.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.5	$15M	+10%	73k	208.02	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	6.5	$12M		256k	45.36	View chart
Coinbase Global Com Cl A (COIN)	6.1	$11M		58k	186.41	View chart
Marathon Petroleum Corp (MPC)	5.4	$9.7M		24k	395.42	View chart
Chevron Corporation (CVX)	5.1	$9.1M		45k	204.21	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.9	$8.7M	+8%	344k	25.39	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	4.7	$8.4M	+6%	39k	216.08	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	4.7	$8.3M	+8%	164k	50.79	View chart
Ishares Msci Emrg Chn (EMXC)	4.6	$8.2M	+6%	83k	99.08	View chart
Spdr Gold Tr Gold Shs (GLD)	3.7	$6.7M	+2%	18k	380.84	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	3.3	$5.9M	+6%	127k	46.70	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	3.2	$5.8M	+4%	245k	23.70	View chart
Ishares Msci Gbl Etf New (PICK)	2.7	$4.9M	+2%	81k	59.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$2.7M	+5%	23k	117.77	View chart
Bitwise Xrp Etf Beneficial Int (XRP)	1.5	$2.7M	+4%	161k	16.63	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	1.4	$2.6M	+4%	40k	64.26	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.4	$2.6M	+6%	18k	146.75	View chart
Enovix Corp (ENVX)	1.4	$2.5M		851k	2.90	View chart
Overstock (BBBY)	0.7	$1.3M	+2%	432k	2.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.2M	+10%	1.7k	700.75	View chart
NVIDIA Corporation (NVDA)	0.6	$1.1M		4.8k	228.37	View chart
Apple (AAPL)	0.5	$869k	-10%	2.6k	333.02	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$846k		14k	59.51	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.4	$785k	-5%	6.9k	113.70	View chart
Amazon (AMZN)	0.4	$727k		2.9k	249.15	View chart
Union Pacific Corporation (UNP)	0.4	$679k		2.5k	272.14	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$621k	-9%	7.7k	81.07	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$468k	-3%	10k	46.87	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.3	$456k		11k	40.39	View chart
Microsoft Corporation (MSFT)	0.3	$449k		875.00	512.90	View chart
Meta Platforms Cl A (META)	0.2	$416k		574.00	725.18	View chart
Tidal Trust Ii Defiance Large (XMAG)	0.2	$366k		14k	25.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$348k		698.00	497.95	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$322k	-2%	4.1k	78.43	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$261k	+2%	918.00	284.58	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$253k		3.1k	82.18	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$249k	NEW	3.4k	72.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$226k	-2%	2.9k	77.78	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$226k	-2%	3.3k	68.50	View chart
Tesla Motors (TSLA)	0.1	$216k		609.00	354.82	View chart
Broadcom (AVGO)	0.1	$204k		581.00	351.19	View chart
Eaton Corp SHS (ETN)	0.1	$203k	-17%	472.00	429.71	View chart
Volatility Shs Tr Xrp Etf (XRPI)	0.1	$100k		13k	8.04	View chart
Nexgen Energy (NXE)	0.1	$100k		11k	9.12	View chart
Denison Mines Corp (DNN)	0.0	$28k		11k	2.59	View chart
Ur-energy (URG)	0.0	$12k		11k	1.08	View chart

Past Filings by Refined Wealth Management

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

Refined Wealth Management 2026 Q3 filed Oct. 13, 2026
Refined Wealth Management 2026 Q2 filed July 21, 2026
Refined Wealth Management 2026 Q1 filed April 21, 2026
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

View all past filings

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