Refined Wealth Management

Refined Wealth Management as of Sept. 30, 2026

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 48 positions in its portfolio as reported in the September 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) 11.9 $21M 302k 70.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.1 $18M 24k 739.77
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.5 $15M 73k 208.02
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 6.5 $12M 256k 45.36
Coinbase Global Com Cl A (COIN) 6.1 $11M 58k 186.41
Marathon Petroleum Corp (MPC) 5.4 $9.7M 24k 395.42
Chevron Corporation (CVX) 5.1 $9.1M 45k 204.21
Pimco Etf Tr Multisector Bd (PYLD) 4.9 $8.7M 344k 25.39
Vanguard Index Fds Mrngstr Val Etf (VTV) 4.7 $8.4M 39k 216.08
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 4.7 $8.3M 164k 50.79
Ishares Msci Emrg Chn (EMXC) 4.6 $8.2M 83k 99.08
Spdr Gold Tr Gold Shs (GLD) 3.7 $6.7M 18k 380.84
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.3 $5.9M 127k 46.70
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.2 $5.8M 245k 23.70
Ishares Msci Gbl Etf New (PICK) 2.7 $4.9M 81k 59.96
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $2.7M 23k 117.77
Bitwise Xrp Etf Beneficial Int (XRP) 1.5 $2.7M 161k 16.63
Vaneck Etf Trust Rare Ear Str Etf (REMX) 1.4 $2.6M 40k 64.26
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.4 $2.6M 18k 146.75
Enovix Corp (ENVX) 1.4 $2.5M 851k 2.90
Overstock (BBBY) 0.7 $1.3M 432k 2.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.2M 1.7k 700.75
NVIDIA Corporation (NVDA) 0.6 $1.1M 4.8k 228.37
Apple (AAPL) 0.5 $869k 2.6k 333.02
First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $846k 14k 59.51
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.4 $785k 6.9k 113.70
Amazon (AMZN) 0.4 $727k 2.9k 249.15
Union Pacific Corporation (UNP) 0.4 $679k 2.5k 272.14
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $621k 7.7k 81.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $468k 10k 46.87
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) 0.3 $456k 11k 40.39
Microsoft Corporation (MSFT) 0.3 $449k 875.00 512.90
Meta Platforms Cl A (META) 0.2 $416k 574.00 725.18
Tidal Trust Ii Defiance Large (XMAG) 0.2 $366k 14k 25.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $348k 698.00 497.95
Vanguard Index Fds Mrngstr Mid Cap (VO) 0.2 $322k 4.1k 78.43
Vanguard Index Fds Mrngstr Sml Cap (VB) 0.1 $261k 918.00 284.58
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $253k 3.1k 82.18
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $249k 3.4k 72.86
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $226k 2.9k 77.78
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $226k 3.3k 68.50
Tesla Motors (TSLA) 0.1 $216k 609.00 354.82
Broadcom (AVGO) 0.1 $204k 581.00 351.19
Eaton Corp SHS (ETN) 0.1 $203k 472.00 429.71
Volatility Shs Tr Xrp Etf (XRPI) 0.1 $100k 13k 8.04
Nexgen Energy (NXE) 0.1 $100k 11k 9.12
Denison Mines Corp (DNN) 0.0 $28k 11k 2.59
Ur-energy (URG) 0.0 $12k 11k 1.08