Refined Wealth Management

Refined Wealth Management as of March 31, 2026

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 50 positions in its portfolio as reported in the March 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) 11.3 $18M 280k 64.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.5 $13M 23k 577.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 7.9 $13M 66k 191.92
Coinbase Global Com Cl A (COIN) 6.5 $10M 59k 174.61
Chevron Corporation (CVX) 5.8 $9.2M 44k 206.90
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 5.7 $9.0M 246k 36.81
Pimco Etf Tr Multisector Bd (PYLD) 5.1 $8.1M 311k 26.20
Blackrock Etf Trust Ii Ishares Flexible (BINC) 4.9 $7.7M 148k 51.93
Spdr Gold Tr Gold Shs (GLD) 4.6 $7.3M 17k 430.29
Vanguard Index Fds Value Etf (VTV) 4.5 $7.2M 37k 196.20
Marathon Petroleum Corp (MPC) 3.9 $6.1M 25k 244.18
Ishares Msci Emrg Chn (EMXC) 3.8 $6.1M 77k 78.66
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.6 $5.7M 229k 24.91
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.5 $5.6M 117k 47.82
Enovix Corp (ENVX) 2.8 $4.4M 855k 5.18
Ishares Msci Gbl Etf New (PICK) 2.8 $4.4M 78k 56.59
Vaneck Etf Trust Rare Earth And S (REMX) 2.1 $3.3M 38k 88.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $2.4M 22k 110.47
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.5 $2.4M 16k 145.02
Bitwise Xrp Etf Beneficial Int (XRP) 1.4 $2.2M 149k 15.03
Overstock (BBBY) 1.2 $2.0M 423k 4.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $914k 1.5k 597.53
First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $849k 14k 59.78
NVIDIA Corporation (NVDA) 0.5 $846k 4.8k 174.40
Apple (AAPL) 0.5 $764k 3.0k 253.83
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.4 $704k 7.7k 90.94
Amazon (AMZN) 0.4 $610k 2.9k 208.27
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $604k 8.4k 71.73
Union Pacific Corporation (UNP) 0.4 $600k 2.5k 242.63
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $503k 11k 48.05
Ssga Active Etf Tr State Street Bla (SRLN) 0.3 $456k 11k 40.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $412k 860.00 479.20
Meta Platforms Cl A (META) 0.2 $328k 574.00 572.13
Microsoft Corporation (MSFT) 0.2 $324k 875.00 370.17
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $322k 3.7k 86.69
Tidal Trust Ii Defiance Large (XMAG) 0.2 $321k 14k 22.22
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $302k 1.1k 287.19
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $285k 3.1k 92.69
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $256k 3.4k 74.72
Ishares Tr Esg Optimized (SUSA) 0.1 $236k 1.8k 132.10
Vanguard Index Fds Small Cp Etf (VB) 0.1 $235k 897.00 262.00
Tesla Motors (TSLA) 0.1 $225k 606.00 371.75
Cameco Corporation (CCJ) 0.1 $212k 2.0k 108.61
Eaton Corp SHS (ETN) 0.1 $211k 590.00 357.67
Exxon Mobil Corporation (XOM) 0.1 $208k 1.2k 169.66
Nexgen Energy (NXE) 0.1 $128k 11k 11.60
Volatility Shs Tr Xrp Etf (XRPI) 0.1 $98k 13k 7.58
Denison Mines Corp (DNN) 0.0 $38k 11k 3.53
Bed Bath & Beyond *w Exp 10/07/202 (BBBY.WS) 0.0 $23k 42k 0.56
Ur-energy (URG) 0.0 $16k 11k 1.49