Refined Wealth Management
CIK: 0001724729SEC EDGAR →
Portfolio Value
$148.6M
Holdings
43
As of
Q4 2025
New Positions
43
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 238,673 | $17.1M | 11.51% |
| 2 | INVESCO QQQ TR | 25,626 | $15.7M | 10.60% |
| 3 | VANGUARD CHARLOTTE FDS | 313,035 | $15.1M | 10.18% |
| 4 | COINBASE GLOBAL INC | 58,518 | $13.2M | 8.91% |
| 5 | VANGUARD INDEX FDS | 64,777 | $12.4M | 8.33% |
| 6 | BITWISE BITCOIN ETF TR | 199,766 | $9.5M | 6.39% |
| 7 | SSGA ACTIVE ETF TR | 219,927 | $9.1M | 6.11% |
| 8 | VANGUARD BD INDEX FDS | 98,070 | $7.6M | 5.14% |
| 9 | SPDR GOLD TR | 16,547 | $6.6M | 4.41% |
| 10 | ENOVIX CORPORATION | 807,937 | $5.9M | 3.98% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (43)
$17.1M · 239K shares
$15.7M · 26K shares
$15.1M · 313K shares
$13.2M · 59K shares
$12.4M · 65K shares
$9.5M · 200K shares
$9.1M · 220K shares
$7.6M · 98K shares
$6.6M · 17K shares
$5.9M · 808K shares
$5.1M · 67K shares
$5.1M · 58K shares
$3.9M · 13K shares
$3.7M · 14K shares
$2.3M · 417K shares
$1.8M · 174K shares
$1.6M · 25K shares
$1.3M · 7K shares
$1.2M · 2K shares
$1.2M · 13K shares
$1.2M · 5K shares
$873K · 3K shares
$851K · 14K shares
$780K · 35K shares
$605K · 3K shares
$568K · 2K shares
$520K · 10K shares
$485K · 735 shares
$432K · 860 shares
$423K · 875 shares
$333K · 741 shares
$319K · 1K shares
$284K · 942 shares
$262K · 3K shares
$260K · 4K shares
$252K · 2K shares
$235K · 6K shares
$204K · 641 shares
$201K · 581 shares
$101K · 11K shares
$28K · 11K shares
$27K · 41K shares
$15K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $102.2M | 68.8% |
| Unknown | 6 | $25.1M | 16.9% |
| Technology | 6 | $12.5M | 8.4% |
| Industrials | 3 | $6.7M | 4.5% |
| Consumer Cyclical | 2 | $1.5M | 1.0% |
| Communication Services | 1 | $485K | 0.3% |
| Energy | 1 | $101K | 0.1% |