Refined Wealth Management Portfolio Holdings by Sector
Refined Wealth Management
- $148 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VSGX BNDX QQQ VTV SRLN BIV GLD TLT 23 stocks |
$107,982
73.06% of portfolio
|
  14  
|
  8  
|
  5  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
COIN 1 stocks |
$16,619
11.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
OSTK AMZN 2 stocks |
$11,867
8.03% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$6,487
4.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1,469
0.99% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$858
0.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$543
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$447
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$444
0.3% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$437
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$303
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$225
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
NXE DNN URG 3 stocks |
$128
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|