Refined Wealth Management
CIK: 0001724729Latest portfolio: $148.6M · Q4 2025
Holdings
43
Total Value
$148.6M
New Positions
43
Closed Positions
0
Top Holdings
View All 43 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VSGXVANGUARD WORLD FD | 238,673 | $17.1M | 11.51% | NEW | |
| 2 | NDQINVESCO QQQ TR | 25,626 | $15.7M | 10.60% | NEW | |
| 3 | BNDXVANGUARD CHARLOTTE FDS | 313,035 | $15.1M | 10.18% | NEW | |
| 4 | COINCOINBASE GLOBAL INC | 58,518 | $13.2M | 8.91% | NEW | |
| 5 | VTVVANGUARD INDEX FDS | 64,777 | $12.4M | 8.33% | NEW | |
| 6 | BITBBITWISE BITCOIN ETF TR | 199,766 | $9.5M | 6.39% | NEW | |
| 7 | SRLNSSGA ACTIVE ETF TR | 219,927 | $9.1M | 6.11% | NEW | |
| 8 | BIVVANGUARD BD INDEX FDS | 98,070 | $7.6M | 5.14% | NEW | |
| 9 | GQ9SPDR GOLD TR | 16,547 | $6.6M | 4.41% | NEW | |
| 10 | ENVXENOVIX CORPORATION | 807,937 | $5.9M | 3.98% | NEW | |
| 11 | VCLTVANGUARD SCOTTSDALE FDS | 66,754 | $5.1M | 3.41% | NEW | |
| 12 | TLTISHARES TR | 58,006 | $5.1M | 3.40% | NEW | |
| 13 | VOVANGUARD INDEX FDS | 13,363 | $3.9M | 2.61% | NEW | |
| 14 | VBVANGUARD INDEX FDS | 14,167 | $3.7M | 2.46% | NEW | |
| 15 | OVERBED BATH & BEYOND INC | 417,346 | $2.3M | 1.53% | NEW | |
| 16 | XRPIVOLATILITY SHS TR | 174,132 | $1.8M | 1.24% | NEW | |
| 17 | VEAVANGUARD TAX-MANAGED FDS | 25,152 | $1.6M | 1.06% | NEW | |
| 18 | NVDANVIDIA CORPORATION | 6,810 | $1.3M | 0.85% | NEW | |
| 19 | VOOVANGUARD INDEX FDS | 1,966 | $1.2M | 0.83% | NEW | |
| 20 | NULGNUSHARES ETF TR | 12,510 | $1.2M | 0.82% | NEW | |
| 21 | AMZNAMAZON COM INC | 5,132 | $1.2M | 0.80% | NEW | |
| 22 | AAPLAPPLE INC | 3,211 | $873K | 0.59% | NEW | |
| 23 | FTSMFIRST TR EXCHANGE-TRADED FD | 14,209 | $851K | 0.57% | NEW | |
| 24 | XMAGTIDAL TRUST II | 34,566 | $780K | 0.53% | NEW | |
| 25 | RSPINVESCO EXCHANGE TRADED FD T | 3,162 | $605K | 0.41% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.7093151251323314e+79T)
Technology0.0% ($95001270873.4T)
Unknown0.0% ($15742655722.8T)
Industrials0.0% ($5.9T)
Consumer Cyclical0.0% ($1.2B)
Communication Services0.0% ($485K)
Energy0.0% ($101K)
Filing History
Fund Information
Refined Wealth Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $148.6M across 43 holdings. The largest position is VANGUARD WORLD FD (VSGX), representing 11.5% of the portfolio. Compared to the previous quarter, the fund opened 43 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.