Refined Wealth Management Portfolio Holdings

Refined Wealth Management

  • $122 Million
  • Q1 2025

Refined Wealth Management has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $16.3M, Vanguard World Fd Esg Intl Stk with a value of $14.3M, Invesco Qqq Trust, Series 1 with a value of $11.5M, Vanguard Value ETF with a value of $11.1M, and Overstock.Com, Inc with a value of $10.7M.

Examining the 13F form we can see an decrease of $9.18M in the current position value, from $132M to 122M.

Below you can find more details about Refined Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $122 Million
ETFs: $93.8 Million
Consumer Cyclical: $11.5 Million
Technology: $11.1 Million
Industrials: $5.52 Million
Financial Services: $371,000
Energy: $70,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.3 Million 13.32% of portfolio
334,233
Q1 2025 Reduced 10.5%
$0
$14.3 Million 11.64% of portfolio
241,653
Q1 2025 Reduced 12.65%
$0
$11.5 Million 9.41% of portfolio
24,582
Q1 2025 New
$0
$11.1 Million 9.07% of portfolio
64,348
Q1 2025 New
$1.17B
$10.7 Million 8.72% of portfolio
417,987
Q1 2025 Added 4.21%
$26.9B
$9.96 Million 8.13% of portfolio
57,808
Q1 2025 Added 16.37%
$0
$8.64 Million 7.05% of portfolio
210,079
Q1 2025 Reduced 2.14%
$0
$7.43 Million 6.07% of portfolio
97,044
Q1 2025 New
$0
$5.18 Million 4.23% of portfolio
56,930
Q1 2025 Reduced 33.68%
$0
$4.98 Million 4.07% of portfolio
65,644
Q1 2025 Reduced 35.5%
$968M
$4.96 Million 4.05% of portfolio
675,449
Q1 2025 Added 18.79%
$107B
$4.84 Million 3.95% of portfolio
16,787
Q1 2025 Reduced 33.2%
$0
$3.36 Million 2.74% of portfolio
13,000
Q1 2025 Reduced 36.5%
$0
$3.04 Million 2.48% of portfolio
13,718
Q1 2025 Added 121.9%
$0
$1.05 Million 0.86% of portfolio
13,421
Q1 2025 Reduced 93.88%
$0
$1.01 Million 0.82% of portfolio
1,957
Q1 2025 Added 35.62%
$1.76T
$863,000 0.7% of portfolio
4,536
Q1 2025 Reduced 6.07%
$3.21T
$659,000 0.54% of portfolio
2,969
Q1 2025 Reduced 76.67%
$133B
$564,000 0.46% of portfolio
2,389
Q1 2025 Added 0.55%
$246B
$534,000 0.44% of portfolio
4,935
Q1 2025 Reduced 2.51%
$685B
$371,000 0.3% of portfolio
698
Q3 2024 Reduced 1.41%
$0
$210,000 0.17% of portfolio
1,833
Q1 2024 New
$2.21B
$49,000 0.04% of portfolio
11,000
Q1 2022 New
$169M
$7,000 0.01% of portfolio
10,800
Q1 2022 New
$1.06B
$14,000 0.01% of portfolio
10,850
Q1 2022 New
Bitwise Bitcoin ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 31.68%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $122 Million
  • Prior Value $132 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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