Refined Wealth Management Top Holdings and 13F Report (2025) About Refined Wealth ManagementInvestment ActivityRefined Wealth Management has $122.25 million in total holdings as of March 31, 2025.Refined Wealth Management owns shares of 27 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 29.63% of the portfolio was purchased this quarter.About 31.56% of the portfolio was sold this quarter.This quarter, Refined Wealth Management has purchased 27 new stocks and bought additional shares in 7 stocks.Refined Wealth Management sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total International Bond ETF $16,317,253Vanguard ESG International Stock ETF $14,252,687Invesco QQQ $11,526,991Vanguard Value ETF $11,115,474Coinbase Global $9,956,272 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $11,526,991 Holding922908744 - Vanguard Value ETF $11,115,474 Holding921937819 - Vanguard Intermediate-Term Bond ETF $7,430,659 Holding Largest Purchases this Quarter Invesco QQQ 24,582 shares (about $11.53M)Vanguard Value ETF 64,348 shares (about $11.12M)Vanguard Intermediate-Term Bond ETF 97,044 shares (about $7.43M)BITWISE BITCOIN ETF TR 42,904 shares (about $1.93M)Vanguard Small-Cap ETF 7,536 shares (about $1.67M) Largest Sales this Quarter Nuveen ESG Large-Cap Growth ETF 205,737 shares (about $16.11M)Vanguard Long-Term Corporate Bond ETF 36,122 shares (about $2.74M)iShares 20+ Year Treasury Bond ETF 28,907 shares (about $2.63M)SPDR Gold Shares 8,342 shares (about $2.40M)Apple 9,759 shares (about $2.17M) 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 PortfolioSectorBNDXVanguard Total International Bond ETF$16,317,253$1,914,915 ▼-10.5%334,23313.3%ETFVSGXVanguard ESG International Stock ETF$14,252,687$2,063,768 ▼-12.6%241,65311.7%ETFQQQInvesco QQQ$11,526,991$11,526,991 ▲New Holding24,5829.4%FinanceVTVVanguard Value ETF$11,115,474$11,115,474 ▲New Holding64,3489.1%ETFCOINCoinbase Global$9,956,272$1,400,574 ▲16.4%57,8088.1%FinanceSRLNSPDR Blackstone Senior Loan ETF$8,640,540$189,033 ▼-2.1%210,0797.1%ETFBITWISE BITCOIN ETF TR$8,002,822$1,925,532 ▲31.7%178,3166.5%SHS BEN INTBIVVanguard Intermediate-Term Bond ETF$7,430,659$7,430,659 ▲New Holding97,0446.1%ETFTLTiShares 20+ Year Treasury Bond ETF$5,182,298$2,631,384 ▼-33.7%56,9304.2%ETFVCLTVanguard Long-Term Corporate Bond ETF$4,983,019$2,742,012 ▼-35.5%65,6444.1%ManufacturingENVXEnovix$4,957,796$784,228 ▲18.8%675,4494.1%EnergyGLDSPDR Gold Shares$4,837,005$2,403,663 ▼-33.2%16,7874.0%FinanceVOVanguard Mid-Cap ETF$3,361,937$1,932,338 ▼-36.5%13,0002.8%ETFVBVanguard Small-Cap ETF$3,042,076$1,671,168 ▲121.9%13,7182.5%ETFOSTKOverstock.com$2,424,325$97,974 ▲4.2%417,9872.0%Retail/WholesaleNULGNuveen ESG Large-Cap Growth ETF$1,050,609$16,105,293 ▼-93.9%13,4210.9%ETFVOOVanguard S&P 500 ETF$1,005,785$264,166 ▲35.6%1,9570.8%ETFFTSMFirst Trust Enhanced Short Maturity ETF$886,2900.0%14,8110.7%ManufacturingAMZNAmazon.com$863,019$55,746 ▼-6.1%4,5360.7%Retail/WholesaleAAPLApple$659,504$2,167,767 ▼-76.7%2,9690.5%Computer and TechnologyUNPUnion Pacific$564,436$3,071 ▲0.5%2,3890.5%TransportationNVDANVIDIA$534,855$13,764 ▼-2.5%4,9350.4%Computer and TechnologyBRK.BBerkshire Hathaway$371,7410.0%6980.3%FinanceSUSAiShares MSCI USA ESG Select ETF$210,5570.0%1,8330.2%ETFNXENexGen Energy$49,3900.0%11,0000.0%Basic MaterialsDNNDenison Mines$14,1050.0%10,8500.0%Basic MaterialsURGUr-Energy$7,2800.0%10,8000.0%Basic MaterialsXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$0$5,071,581 ▼-100.0%00.0%FinancePIZInvesco DWA Developed Markets Momentum ETF$0$1,083,413 ▼-100.0%00.0%ETFTSLATesla$0$208,785 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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