Refined Wealth Management Top Holdings and 13F Report (2025) About Refined Wealth ManagementInvestment ActivityRefined Wealth Management has $145.49 million in total holdings as of June 30, 2025.Refined Wealth Management owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.82% of the portfolio was purchased this quarter.About 0.11% of the portfolio was sold this quarter.This quarter, Refined Wealth Management has purchased 27 new stocks and bought additional shares in 17 stocks.Refined Wealth Management sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Coinbase Global $20,590,587Vanguard Total International Bond ETF $16,605,348Vanguard ESG International Stock ETF $15,944,349Invesco QQQ $13,783,829Vanguard Value ETF $11,525,392 Largest New Holdings this Quarter 30303M102 - Meta Platforms $271,617 Holding46438F101 - ISHARES BITCOIN TRUST ETF $213,317 Holding88160R101 - Tesla $212,197 Holding97717X578 - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund $207,956 HoldingG29183103 - Eaton $207,768 Holding Largest Purchases this Quarter Coinbase Global 940 shares (about $329.46K)Meta Platforms 368 shares (about $271.62K)Invesco QQQ 405 shares (about $223.41K)ISHARES BITCOIN TRUST ETF 3,485 shares (about $213.32K)Tesla 668 shares (about $212.20K) Largest Sales this Quarter Amazon.com 253 shares (about $55.51K)Nuveen ESG Large-Cap Growth ETF 568 shares (about $53.36K)Apple 219 shares (about $44.93K)NVIDIA 65 shares (about $10.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRefined Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOINCoinbase Global$20,590,587$329,461 ▲1.6%58,74814.2%FinanceBNDXVanguard Total International Bond ETF$16,605,348$57,481 ▲0.3%335,39411.4%ETFVSGXVanguard ESG International Stock ETF$15,944,349$116,066 ▲0.7%243,42511.0%ETFQQQInvesco QQQ$13,783,829$223,414 ▲1.6%24,9879.5%FinanceVTVVanguard Value ETF$11,525,392$152,527 ▲1.3%65,2117.9%ETFBITWISE BITCOIN ETF TR$10,509,581$62,047 ▲0.6%179,3757.2%SHS BEN INTSRLNSPDR Blackstone Senior Loan ETF$8,760,955$23,789 ▲0.3%210,6516.0%ETFBIVVanguard Intermediate-Term Bond ETF$7,519,149$13,767 ▲0.2%97,2225.2%ETFENVXEnovix$7,146,605$162,462 ▲2.3%691,1614.9%EnergyGLDSPDR Gold Shares$5,117,789$610 ▲0.0%16,7893.5%FinanceTLTiShares 20+ Year Treasury Bond ETF$5,032,533$8,472 ▲0.2%57,0263.5%ETFVCLTVanguard Long-Term Corporate Bond ETF$4,984,280$1,898 ▲0.0%65,6693.4%ManufacturingVOVanguard Mid-Cap ETF$3,717,409$79,749 ▲2.2%13,2852.6%ETFVBVanguard Small-Cap ETF$3,337,032$86,027 ▲2.6%14,0812.3%ETFOSTKOverstock.com$2,883,745$7,995 ▲0.3%419,1492.0%Retail/WholesaleNULGNuveen ESG Large-Cap Growth ETF$1,207,557$53,364 ▼-4.2%12,8530.8%ETFVOOVanguard S&P 500 ETF$1,112,841$1,136 ▲0.1%1,9590.8%ETFAMZNAmazon.com$939,647$55,506 ▼-5.6%4,2830.6%Retail/WholesaleFTSMFirst Trust Enhanced Short Maturity ETF$886,7350.0%14,8110.6%ManufacturingNVDANVIDIA$769,411$10,269 ▼-1.3%4,8700.5%Computer and TechnologyAAPLApple$564,218$44,932 ▼-7.4%2,7500.4%Computer and TechnologyUNPUnion Pacific$554,843$5,291 ▲1.0%2,4120.4%TransportationBRK.BBerkshire Hathaway$339,0670.0%6980.2%FinanceMETAMeta Platforms$271,617$271,617 ▲New Holding3680.2%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$232,3330.0%1,8330.2%ETFISHARES BITCOIN TRUST ETF$213,317$213,317 ▲New Holding3,4850.1%SHS BEN INTTSLATesla$212,197$212,197 ▲New Holding6680.1%Auto/Tires/TrucksXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$207,956$207,956 ▲New Holding6,0310.1%FinanceETNEaton$207,768$207,768 ▲New Holding5820.1%IndustrialsGLDMSPDR Gold MiniShares Trust$201,277$201,277 ▲New Holding3,0720.1%FinanceNXENexGen Energy$76,3400.0%11,0000.1%Basic MaterialsDNNDenison Mine$19,7470.0%10,8500.0%Basic MaterialsURGUr Energy$11,3400.0%10,8000.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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