Refined Wealth Management

Refined Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 36 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Coinbase Global Com Cl A (COIN) 12.6 $20M 58k 337.49
Vanguard World Esg Intl Stk Etf (VSGX) 10.7 $17M 241k 69.37
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 10.0 $16M 314k 49.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.4 $15M 25k 600.37
Vanguard Index Fds Value Etf (VTV) 7.8 $12M 65k 186.49
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 7.5 $12M 188k 62.22
Ssga Active Etf Tr Blackstone Senr (SRLN) 5.9 $9.1M 219k 41.58
Enovix Corp (ENVX) 5.1 $8.0M 799k 9.97
Vanguard Bd Index Fds Intermed Term (BIV) 5.1 $7.9M 102k 78.09
Spdr Gold Tr Gold Shs (GLD) 3.7 $5.8M 16k 355.47
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.4 $5.3M 59k 89.37
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.4 $5.3M 68k 77.65
Overstock (BBBY) 2.6 $4.1M 416k 9.79
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $3.9M 13k 293.73
Vanguard Index Fds Small Cp Etf (VB) 2.3 $3.6M 14k 254.28
Volatility Shs Tr Xrp Etf (XRPI) 1.8 $2.8M 161k 17.28
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.8 $1.2M 13k 99.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.2M 2.0k 612.31
Amazon (AMZN) 0.6 $943k 4.3k 219.57
NVIDIA Corporation (NVDA) 0.6 $911k 4.9k 186.58
First Tr Exchange-traded First Tr Enh New (FTSM) 0.6 $887k 15k 59.91
Apple (AAPL) 0.5 $726k 2.9k 254.65
Union Pacific Corporation (UNP) 0.4 $577k 2.4k 236.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $492k 8.2k 59.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $432k 860.00 502.74
Tidal Trust Ii Defiance Large (XMAG) 0.2 $340k 15k 22.15
Tesla Motors (TSLA) 0.2 $297k 668.00 444.72
Meta Platforms Cl A (META) 0.2 $270k 368.00 734.38
Ishares Tr Esg Optimized (SUSA) 0.2 $249k 1.8k 135.65
Eaton Corp SHS (ETN) 0.2 $240k 641.00 374.25
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $235k 3.1k 76.45
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $229k 6.0k 37.94
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $228k 3.5k 65.00
Nexgen Energy (NXE) 0.1 $99k 11k 8.95
Denison Mines Corp (DNN) 0.0 $30k 11k 2.75
Ur-energy (URG) 0.0 $19k 11k 1.79