Refined Wealth Management Portfolio Holdings

Refined Wealth Management

  • $143 Million
  • Q2 2025

Refined Wealth Management has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $143 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coinbase Global, Inc. with a value of $20.6M, Vanguard Total International B with a value of $16.6M, Vanguard World Fd Esg Intl Stk with a value of $15.9M, Invesco Qqq Trust, Series 1 with a value of $13.8M, and Vanguard Value ETF with a value of $11.5M.

Examining the 13F form we can see an increase of $20.1M in the current position value, from $122M to 143M.

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

Portfolio value $143 Million
ETFs: $100 Million
Technology: $21.9 Million
Consumer Cyclical: $11.9 Million
Industrials: $7.91 Million
Financial Services: $339,000
Communication Services: $271,000
Energy: $106,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.3B
$20.6 Million 14.44% of portfolio
58,748
Q2 2025 Added 1.63%
$1.17B
$10.7 Million 7.51% of portfolio
419,149
Q2 2025 Added 0.28%
$2.31B
$7.15 Million 5.01% of portfolio
691,161
Q2 2025 Added 2.33%
$2.32T
$939,000 0.66% of portfolio
4,283
Q2 2025 Reduced 5.58%
$416B
$769,000 0.54% of portfolio
4,870
Q2 2025 Reduced 1.32%
$3.45T
$564,000 0.4% of portfolio
2,750
Q2 2025 Reduced 7.38%
$141B
$554,000 0.39% of portfolio
2,412
Q2 2025 Added 0.96%
$622B
$339,000 0.24% of portfolio
698
Q3 2024 Reduced 1.41%
$1.58T
$271,000 0.19% of portfolio
368
Q2 2025 New
$148B
$207,000 0.15% of portfolio
582
Q2 2025 New
$1.05T
$212,000 0.15% of portfolio
668
Q2 2025 New
$3.28B
$76,000 0.05% of portfolio
11,000
Q1 2022 New
$1.77B
$19,000 0.01% of portfolio
10,850
Q1 2022 New
$307M
$11,000 0.01% of portfolio
10,800
Q1 2022 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $143 Million
  • Prior Value $122 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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