Refined Wealth Management Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$145.5B
Holdings
33
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COINCOINBASE GLOBAL INC | 58,748 | $20.6B | 14.15% | |
| 2 | BNDXVANGUARD CHARLOTTE FDS | 335,394 | $16.6B | 11.41% | |
| 3 | VSGXVANGUARD WORLD FD | 243,425 | $15.9B | 10.96% | |
| 4 | NDQINVESCO QQQ TR | 24,987 | $13.8B | 9.47% | |
| 5 | VTVVANGUARD INDEX FDS | 65,211 | $11.5B | 7.92% | |
| 6 | BITBBITWISE BITCOIN ETF TR | 179,375 | $10.5B | 7.22% | |
| 7 | SRLNSSGA ACTIVE ETF TR | 210,651 | $8.8B | 6.02% | |
| 8 | BIVVANGUARD BD INDEX FDS | 97,222 | $7.5B | 5.17% | |
| 9 | ENVXENOVIX CORPORATION | 691,161 | $7.1B | 4.91% | |
| 10 | GQ9SPDR GOLD TR | 16,789 | $5.1B | 3.52% | |
| 11 | TLTISHARES TR | 57,026 | $5.0B | 3.46% | |
| 12 | VCLTVANGUARD SCOTTSDALE FDS | 65,669 | $5.0B | 3.43% | |
| 13 | VOVANGUARD INDEX FDS | 13,285 | $3.7B | 2.56% | |
| 14 | VBVANGUARD INDEX FDS | 14,081 | $3.3B | 2.29% | |
| 15 | OVERBEYOND INC | 419,149 | $2.9B | 1.98% | |
| 16 | NULGNUSHARES ETF TR | 12,853 | $1.2B | 0.83% | |
| 17 | VOOVANGUARD INDEX FDS | 1,959 | $1.1B | 0.76% | |
| 18 | AMZNAMAZON COM INC | 4,283 | $939.6M | 0.65% | |
| 19 | FTSMFIRST TR EXCHANGE-TRADED FD | 14,811 | $886.7M | 0.61% | |
| 20 | NVDANVIDIA CORPORATION | 4,870 | $769.4M | 0.53% | |
| 21 | AAPLAPPLE INC | 2,750 | $564.2M | 0.39% | |
| 22 | UNPUNION PAC CORP | 2,412 | $554.8M | 0.38% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 698 | $339.1M | 0.23% | |
| 24 | METAMETA PLATFORMS INC | 368 | $271.6M | 0.19% | |
| 25 | SUSAISHARES TR | 1,833 | $232.3M | 0.16% | |
| 26 | IBITISHARES BITCOIN TRUST ETF | 3,485 | $213.3M | 0.15% | |
| 27 | TSLATESLA INC | 668 | $212.2M | 0.15% | |
| 28 | XSOEWISDOMTREE TR | 6,031 | $208.0M | 0.14% | |
| 29 | ETNEATON CORP PLC | 582 | $207.8M | 0.14% | |
| 30 | GLDMWORLD GOLD TR | 3,072 | $201.3M | 0.14% | |
| 31 | NXENEXGEN ENERGY LTD | 11,000 | $76.3M | 0.05% | |
| 32 | DMLDENISON MINES CORP | 10,850 | $19.7M | 0.01% | |
| 33 | UREUR-ENERGY INC | 10,800 | $11.3M | 0.01% |