Refined Wealth Management 13F Holdings

CIK 0001724729 · SALT LAKE CITY, UT

As of Sep 30, 2025, Refined Wealth Management reported 36 positions worth 55.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
COINBASE GLOBAL INCCOINFinancial Services58,056 9.6M12.59%
VANGUARD ESG INTERNATIONAL STOCK ETFVSGX—240,811 6.7M10.73%
VANGUARD CHARLOTTE FUNDSBNDX—313,503 5.5M9.96%
INVESCO QQQ TRUST SERIES 1QQQ—24,473 4.7M9.44%
VANGUARD VALUE INDEX FUNDVTV—65,001 2.1M7.79%
BITWISE BITCOIN ETFBITB—187,728 1.7M7.51%
STATE STREET(R) BLACKSTONE SENIOR LOAN ETFSRLN—219,125$9.1M5.85%
ENOVIX CORPENVXIndustrials799,290$8.0M5.12%
VANGUARD INTERMEDIATE-TERM BBIV—101,797$7.9M5.11%
SPDR GOLD TRUSTGQ9—16,309$5.8M3.73%
ISHARES 20+ YEAR TREASURY BOND ETFTLT—58,962$5.3M3.39%
VANGUARD LONG-TERM CORPORATE BOND INDEX FUNDVCLT—67,699$5.3M3.38%
BED BATH & BEYOND INCBBBYConsumer Cyclical416,058$4.1M2.62%
VANGUARD MID-CAP INDEX FUNDVO—13,232$3.9M2.50%
VANGUARD SMALL-CAP INDEX FUNDVB—14,092$3.6M2.30%
XRP ETFXRPI—160,851$2.8M1.79%
NUVEEN ESG LARGE-CAP GROWTH ETFNULG—12,505 .2M0.80%
VANGUARD 500 INDEX FUNDVOO—1,963 .2M0.77%
AMAZON.COM INCAMZNEquity4,293$942.6K0.61%
NVIDIA CORPNVDATechnology4,885$911.4K0.59%
FIRST TRUST ENHANCED SHORT MATURITY ETFFTSM—14,811$887.3K0.57%
APPLE INCAAPLTechnology2,850$725.8K0.47%
UNION PACIFIC CORPUNPIndustrials2,440$576.7K0.37%
VANGUARD TAX-MANAGED FUNDSVEA—8,204$491.6K0.32%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services860$432.4K0.28%