Refined Wealth Management

Refined Wealth Management as of June 30, 2025

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 33 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Coinbase Global Com Cl A (COIN) 14.2 $21M 59k 350.49
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 11.4 $17M 335k 49.51
Vanguard World Esg Intl Stk Etf (VSGX) 11.0 $16M 243k 65.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.5 $14M 25k 551.64
Vanguard Index Fds Value Etf (VTV) 7.9 $12M 65k 176.74
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 7.2 $11M 179k 58.59
Ssga Active Etf Tr Blackstone Senr (SRLN) 6.0 $8.8M 211k 41.59
Vanguard Bd Index Fds Intermed Term (BIV) 5.2 $7.5M 97k 77.34
Enovix Corp (ENVX) 4.9 $7.1M 691k 10.34
Spdr Gold Tr Gold Shs (GLD) 3.5 $5.1M 17k 304.83
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.5 $5.0M 57k 88.25
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.4 $5.0M 66k 75.90
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $3.7M 13k 279.82
Vanguard Index Fds Small Cp Etf (VB) 2.3 $3.3M 14k 236.99
Overstock (BBBY) 2.0 $2.9M 419k 6.88
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.8 $1.2M 13k 93.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.1M 2.0k 568.07
Amazon (AMZN) 0.6 $940k 4.3k 219.39
First Tr Exchange-traded First Tr Enh New (FTSM) 0.6 $887k 15k 59.87
NVIDIA Corporation (NVDA) 0.5 $769k 4.9k 157.99
Apple (AAPL) 0.4 $564k 2.8k 205.17
Union Pacific Corporation (UNP) 0.4 $555k 2.4k 230.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $339k 698.00 485.77
Meta Platforms Cl A (META) 0.2 $272k 368.00 738.09
Ishares Tr Esg Optimized (SUSA) 0.2 $232k 1.8k 126.75
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $213k 3.5k 61.21
Tesla Motors (TSLA) 0.1 $212k 668.00 317.66
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $208k 6.0k 34.48
Eaton Corp SHS (ETN) 0.1 $208k 582.00 356.99
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $201k 3.1k 65.52
Nexgen Energy (NXE) 0.1 $76k 11k 6.94
Denison Mines Corp (DNN) 0.0 $20k 11k 1.82
Ur-energy (URG) 0.0 $11k 11k 1.05