Refined Wealth Management Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$148.6B
Holdings
43
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VSGXVANGUARD WORLD FD | 238,673 | $17.1B | 11.51% | |
| 2 | NDQINVESCO QQQ TR | 25,626 | $15.7B | 10.60% | |
| 3 | BNDXVANGUARD CHARLOTTE FDS | 313,035 | $15.1B | 10.18% | |
| 4 | COINCOINBASE GLOBAL INC | 58,518 | $13.2B | 8.91% | |
| 5 | VTVVANGUARD INDEX FDS | 64,777 | $12.4B | 8.33% | |
| 6 | BITBBITWISE BITCOIN ETF TR | 199,766 | $9.5B | 6.39% | |
| 7 | SRLNSSGA ACTIVE ETF TR | 219,927 | $9.1B | 6.11% | |
| 8 | BIVVANGUARD BD INDEX FDS | 98,070 | $7.6B | 5.14% | |
| 9 | GQ9SPDR GOLD TR | 16,547 | $6.6B | 4.41% | |
| 10 | ENVXENOVIX CORPORATION | 807,937 | $5.9B | 3.98% | |
| 11 | VCLTVANGUARD SCOTTSDALE FDS | 66,754 | $5.1B | 3.41% | |
| 12 | TLTISHARES TR | 58,006 | $5.1B | 3.40% | |
| 13 | VOVANGUARD INDEX FDS | 13,363 | $3.9B | 2.61% | |
| 14 | VBVANGUARD INDEX FDS | 14,167 | $3.7B | 2.46% | |
| 15 | OVERBED BATH & BEYOND INC | 417,346 | $2.3B | 1.53% | |
| 16 | XRPIVOLATILITY SHS TR | 174,132 | $1.8B | 1.24% | |
| 17 | VEAVANGUARD TAX-MANAGED FDS | 25,152 | $1.6B | 1.06% | |
| 18 | NVDANVIDIA CORPORATION | 6,810 | $1.3B | 0.85% | |
| 19 | VOOVANGUARD INDEX FDS | 1,966 | $1.2B | 0.83% | |
| 20 | NULGNUSHARES ETF TR | 12,510 | $1.2B | 0.82% | |
| 21 | AMZNAMAZON COM INC | 5,132 | $1.2B | 0.80% | |
| 22 | AAPLAPPLE INC | 3,211 | $873.0M | 0.59% | |
| 23 | FTSMFIRST TR EXCHANGE-TRADED FD | 14,209 | $851.0M | 0.57% | |
| 24 | XMAGTIDAL TRUST II | 34,566 | $780.0M | 0.53% | |
| 25 | RSPINVESCO EXCHANGE TRADED FD T | 3,162 | $605.0M | 0.41% | |
| 26 | UNPUNION PAC CORP | 2,459 | $568.0M | 0.38% | |
| 27 | VWOVANGUARD INTL EQUITY INDEX F | 9,677 | $520.0M | 0.35% | |
| 28 | METAMETA PLATFORMS INC | 735 | $485.0M | 0.33% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 860 | $432.0M | 0.29% | |
| 30 | MSFTMICROSOFT CORP | 875 | $423.0M | 0.28% | |
| 31 | TSLATESLA INC | 741 | $333.0M | 0.22% | |
| 32 | VOTVANGUARD INDEX FDS | 1,143 | $319.0M | 0.21% | |
| 33 | VBKVANGUARD INDEX FDS | 942 | $284.0M | 0.19% | |
| 34 | GLDMWORLD GOLD TR | 3,072 | $262.0M | 0.18% | |
| 35 | BNDVANGUARD BD INDEX FDS | 3,517 | $260.0M | 0.18% | |
| 36 | SUSAISHARES TR | 1,812 | $252.0M | 0.17% | |
| 37 | XSOEWISDOMTREE TR | 6,048 | $235.0M | 0.16% | |
| 38 | ETNEATON CORP PLC | 641 | $204.0M | 0.14% | |
| 39 | AVGOBROADCOM INC | 581 | $201.0M | 0.14% | |
| 40 | NXENEXGEN ENERGY LTD | 11,000 | $101.0M | 0.07% | |
| 41 | DMLDENISON MINES CORP | 10,850 | $28.0M | 0.02% | |
| 42 | BBBY/WSBED BATH & BEYOND INC | 41,161 | $27.0M | 0.02% | |
| 43 | UREUR-ENERGY INC | 10,800 | $15.0M | 0.01% |