Refined Wealth Management Portfolio Holdings

Refined Wealth Management

  • $147 Million
  • Q3 2025

Refined Wealth Management has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $147 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coinbase Global, Inc. with a value of $19.6M, Vanguard World Fd Esg Intl Stk with a value of $16.7M, Vanguard Total International B with a value of $15.5M, Invesco Qqq Trust, Series 1 with a value of $14.7M, and Vanguard Value ETF with a value of $12.1M.

Examining the 13F form we can see an increase of $4.56M in the current position value, from $143M to 147M.

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

Portfolio value $147 Million
ETFs: $104 Million
Technology: $21.2 Million
Consumer Cyclical: $11.9 Million
Industrials: $8.78 Million
Financial Services: $432,000
Communication Services: $270,000
Energy: $145,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48B
$19.6 Million 13.32% of portfolio
58,056
Q3 2025 Reduced 1.18%
$0
$16.7 Million 11.35% of portfolio
240,811
Q3 2025 Reduced 1.07%
$0
$15.5 Million 10.54% of portfolio
313,503
Q3 2025 Reduced 6.53%
$0
$14.7 Million 9.99% of portfolio
24,473
Q3 2025 Reduced 2.06%
$0
$12.1 Million 8.24% of portfolio
65,001
Q3 2025 Reduced 0.32%
$1.17B
$10.6 Million 7.22% of portfolio
416,058
Q3 2025 Reduced 0.74%
$0
$9.11 Million 6.19% of portfolio
219,125
Q3 2025 Added 4.02%
$1.99B
$7.97 Million 5.42% of portfolio
799,290
Q3 2025 Added 15.64%
$0
$7.95 Million 5.4% of portfolio
101,797
Q3 2025 Added 4.71%
$130B
$5.8 Million 3.94% of portfolio
16,309
Q3 2025 Reduced 2.86%
$0
$5.27 Million 3.58% of portfolio
58,962
Q3 2025 Added 3.39%
$0
$5.26 Million 3.57% of portfolio
67,699
Q3 2025 Added 3.09%
$0
$3.89 Million 2.64% of portfolio
13,232
Q3 2025 Reduced 0.4%
$0
$3.58 Million 2.44% of portfolio
14,092
Q3 2025 Added 0.08%
$0
$1.24 Million 0.84% of portfolio
12,505
Q3 2025 Reduced 2.71%
$0
$1.2 Million 0.82% of portfolio
1,963
Q3 2025 Added 0.2%
$451B
$911,000 0.62% of portfolio
4,885
Q3 2025 Added 0.31%
$0
$887,000 0.6% of portfolio
14,811
Q4 2024 Reduced 1.11%
$4.22T
$725,000 0.49% of portfolio
2,850
Q3 2025 Added 3.64%
$139B
$576,000 0.39% of portfolio
2,440
Q3 2025 Added 1.16%
$0
$491,000 0.33% of portfolio
8,204
Q3 2025 New
$646B
$432,000 0.29% of portfolio
860
Q3 2025 Added 23.21%
$1.4T
$297,000 0.2% of portfolio
668
Q2 2025 New
$1.65T
$270,000 0.18% of portfolio
368
Q2 2025 New
$0
$248,000 0.17% of portfolio
1,833
Q1 2024 New
$0
$229,000 0.16% of portfolio
6,039
Q3 2025 Added 0.13%
$11.9B
$234,000 0.16% of portfolio
3,072
Q2 2025 New
$149B
$239,000 0.16% of portfolio
641
Q3 2025 Added 10.14%
$4.17B
$98,000 0.07% of portfolio
11,000
Q1 2022 New
$2.4B
$29,000 0.02% of portfolio
10,850
Q1 2022 New
$343M
$18,000 0.01% of portfolio
10,800
Q1 2022 New
Tidal Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 New
Bitwise Bitcoin ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.66%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.72%
Volatility Shs Tr
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $147 Million
  • Prior Value $143 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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