Refined Wealth Management

Refined Wealth Management as of Dec. 31, 2025

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