Refined Wealth Management

Refined Wealth Management as of June 30, 2026

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 49 positions in its portfolio as reported in the June 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) 12.1 $20M 280k 71.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.2 $17M 23k 736.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.5 $14M 66k 212.77
Coinbase Global Com Cl A (COIN) 5.2 $8.6M 59k 146.19
Pimco Etf Tr Multisector Bd (PYLD) 5.1 $8.4M 318k 26.52
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 4.8 $8.0M 251k 31.86
Vanguard Index Fds Value Etf (VTV) 4.8 $8.0M 37k 217.93
Ishares Msci Emrg Chn (EMXC) 4.8 $7.9M 78k 102.30
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 4.8 $7.9M 151k 52.34
Chevron Corporation (CVX) 4.5 $7.5M 45k 165.76
Spdr Gold Tr Gold Shs (GLD) 3.8 $6.3M 17k 368.38
Marathon Petroleum Corp (MPC) 3.7 $6.2M 24k 255.67
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.5 $5.8M 119k 48.35
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.5 $5.8M 234k 24.66
Enovix Corp (ENVX) 3.1 $5.1M 845k 6.07
Ishares Msci Gbl Etf New (PICK) 2.8 $4.6M 79k 58.15
Vaneck Etf Trust Rare Ear Str Etf (REMX) 2.1 $3.4M 38k 88.50
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.7 $2.8M 16k 170.14
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.7 $2.7M 22k 124.76
Overstock (BBBY) 1.5 $2.4M 421k 5.79
Bitwise Xrp Etf Beneficial Int (XRP) 1.1 $1.8M 154k 11.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.0M 1.5k 687.03
NVIDIA Corporation (NVDA) 0.6 $966k 4.8k 200.09
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.5 $857k 7.3k 117.06
First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $849k 14k 59.73
Apple (AAPL) 0.5 $842k 2.9k 289.36
Amazon (AMZN) 0.4 $696k 2.9k 238.34
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $694k 8.4k 82.34
Union Pacific Corporation (UNP) 0.4 $676k 2.5k 271.99
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $503k 10k 48.43
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) 0.3 $460k 11k 40.29
Tidal Trust Ii Defiance Large (XMAG) 0.2 $376k 14k 26.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $349k 698.00 500.39
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $340k 4.2k 80.58
Microsoft Corporation (MSFT) 0.2 $326k 875.00 373.02
Meta Platforms Cl A (META) 0.2 $323k 574.00 563.29
Vanguard Index Fds Small Cp Etf (VB) 0.2 $272k 898.00 303.05
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $257k 3.0k 86.42
Tesla Motors (TSLA) 0.2 $255k 606.00 420.60
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $254k 3.4k 75.25
Eaton Corp SHS (ETN) 0.1 $245k 574.00 426.12
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $244k 3.1k 79.42
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $225k 4.6k 49.18
Broadcom (AVGO) 0.1 $220k 581.00 377.75
Nexgen Energy (NXE) 0.1 $103k 11k 9.39
Volatility Shs Tr Xrp Etf (XRPI) 0.0 $72k 13k 5.74
Denison Mines Corp (DNN) 0.0 $33k 11k 3.06
Bed Bath & Beyond *w Exp 10/07/202 (BBBY.WS) 0.0 $17k 42k 0.42
Ur-energy (URG) 0.0 $15k 11k 1.36