CIK 1724729
Refined Wealth Management
Institutional 13F holdings & portfolio
Holdings
43
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–43 of 43
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VSGX | VANGUARD WORLD FD | 239K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 26K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 313K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC | 59K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 65K | $1M+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 200K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 220K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 98K | $1M+ | SH |
| GLD | SPDR GOLD TR | 17K | $1M+ | SH |
| ENVX | ENOVIX CORPORATION | 808K | $1M+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 67K | $1M+ | SH |
| TLT | ISHARES TR | 58K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| BBBY | BED BATH & BEYOND INC | 417K | $1M+ | SH |
| XRPI | VOLATILITY SHS TR | 174K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 25K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 7K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| NULG | NUSHARES ETF TR | 13K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| AAPL | APPLE INC | 3K | $500K+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 14K | $500K+ | SH |
| XMAG | TIDAL TRUST II | 35K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| UNP | UNION PAC CORP | 2K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 10K | $500K+ | SH |
| META | META PLATFORMS INC | 735 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 860 | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 875 | $100K–$500K | SH |
| TSLA | TESLA INC | 741 | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 942 | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 3K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| SUSA | ISHARES TR | 2K | $100K–$500K | SH |
| XSOE | WISDOMTREE TR | 6K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 641 | $100K–$500K | SH |
| AVGO | BROADCOM INC | 581 | $100K–$500K | SH |
| NXE | NEXGEN ENERGY LTD | 11K | $100K–$500K | SH |
| DNN | DENISON MINES CORP | 11K | $15K–$50K | SH |
| BBBY.WS | BED BATH & BEYOND INC | 41K | $15K–$50K | SH |
| URG | UR-ENERGY INC | 11K | $15K–$50K | SH |