Refined Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Refined Wealth Management held in its portfolio 43 assets valued at $148,564,364 (i.e. $148.56M).
The most valuable assets in the portfolio included: VANGUARD WORLD FD ($17.09M), INVESCO QQQ TR ($15.74M), and VANGUARD CHARLOTTE FDS ($15.13M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Refined Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WORLD FD | 238673 | 17093754 | ESG INTL STK ETF |
| INVESCO QQQ TR | 25626 | 15742308 | UNIT SER 1 |
| VANGUARD CHARLOTTE FDS | 313035 | 15125852 | TOTAL INT BD ETF |
| COINBASE GLOBAL INC | 58518 | 13233261 | COM CL A |
| VANGUARD INDEX FDS | 64777 | 12371759 | VALUE ETF |
| BITWISE BITCOIN ETF TR | 199766 | 9500871 | SHS BEN INT |
| SSGA ACTIVE ETF TR | 219927 | 9076382 | STATE STREET BLA |
| VANGUARD BD INDEX FDS | 98070 | 7637692 | INTERMED TERM |
| SPDR GOLD TR | 16547 | 6557740 | GOLD SHS |
| ENOVIX CORPORATION | 807937 | 5906019 | COM |
| VANGUARD SCOTTSDALE FDS | 66754 | 5063307 | LG-TERM COR BD |
| ISHARES TR | 58006 | 5055777 | 20 YR TR BD ETF |
| VANGUARD INDEX FDS | 13363 | 3878081 | MID CAP ETF |
| VANGUARD INDEX FDS | 14167 | 3654254 | SMALL CP ETF |
| BED BATH & BEYOND INC | 417346 | 2278709 | COM |
| VOLATILITY SHS TR | 174132 | 1840575 | XRP ETF |
| VANGUARD TAX-MANAGED FDS | 25152 | 1571245 | VAN FTSE DEV MKT |
| NVIDIA CORPORATION | 6810 | 1270065 | COM |
| VANGUARD INDEX FDS | 1966 | 1233038 | S&P 500 ETF SHS |
| NUSHARES ETF TR | 12510 | 1223459 | NUVEEN ESG LRGCP |
| AMAZON COM INC | 5132 | 1184568 | COM |
| APPLE INC | 3211 | 873032 | COM |
| FIRST TR EXCHANGE-TRADED FD | 14209 | 851545 | FIRST TR ENH NEW |
| TIDAL TRUST II | 34566 | 780155 | DEFIANCE LARGE |
| INVESCO EXCHANGE TRADED FD T | 3162 | 605713 | S&P500 EQL WGT |
| UNION PAC CORP | 2459 | 568739 | COM |
| VANGUARD INTL EQUITY INDEX F | 9677 | 520236 | FTSE EMR MKT ETF |
| META PLATFORMS INC | 735 | 485166 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 860 | 432279 | CL B NEW |
| MICROSOFT CORP | 875 | 423168 | COM |
| TESLA INC | 741 | 333243 | COM |
| VANGUARD INDEX FDS | 1143 | 319057 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 942 | 284588 | SML CP GRW ETF |
| WORLD GOLD TR | 3072 | 262257 | SPDR GLD MINIS |
| VANGUARD BD INDEX FDS | 3517 | 260504 | TOTAL BND MRKT |
| ISHARES TR | 1812 | 252493 | ESG OPTIMIZED |
| WISDOMTREE TR | 6048 | 235985 | EM EX ST-OWNED |
| EATON CORP PLC | 641 | 204165 | SHS |
| BROADCOM INC | 581 | 201084 | COM |
| NEXGEN ENERGY LTD | 11000 | 101200 | COM |
| DENISON MINES CORP | 10850 | 28861 | COM |
| BED BATH & BEYOND INC | 41161 | 27166 | *W EXP 10/07/202 |
| UR-ENERGY INC | 10800 | 15012 | COM |
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