Refined Wealth Management Top Holdings and 13F Report (2025) About Refined Wealth ManagementInvestment ActivityRefined Wealth Management has $131.38 million in total holdings as of December 31, 2024.Refined Wealth Management owns shares of 27 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.80% of the portfolio was purchased this quarter.About 1.45% of the portfolio was sold this quarter.This quarter, Refined Wealth Management has purchased 28 new stocks and bought additional shares in 13 stocks.Refined Wealth Management sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Nuveen ESG Large-Cap Growth ETF $18,812,493Vanguard Total International Bond ETF $18,318,051Vanguard ESG International Stock ETF $15,685,711Coinbase Global $12,334,551SPDR Blackstone Senior Loan ETF $8,958,373 Largest New Holdings this Quarter Tesla $208,785 Holding Largest Purchases this Quarter Enovix 49,973 shares (about $543.21K)Overstock.com 79,910 shares (about $393.96K)BITWISE BITCOIN ETF TR 7,116 shares (about $361.85K)SPDR Gold Shares 1,037 shares (about $251.09K)Tesla 517 shares (about $208.79K) Largest Sales this Quarter Nuveen ESG Large-Cap Growth ETF 12,126 shares (about $1.04M)Coinbase Global 1,183 shares (about $293.74K)Vanguard Total International Bond ETF 1,637 shares (about $80.29K)NVIDIA 560 shares (about $75.20K)Amazon.com 192 shares (about $42.12K) 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 PortfolioSectorNULGNuveen ESG Large-Cap Growth ETF$18,812,493$1,040,894 ▼-5.2%219,15814.3%ETFBNDXVanguard Total International Bond ETF$18,318,051$80,295 ▼-0.4%373,45713.9%ETFVSGXVanguard ESG International Stock ETF$15,685,711$170,724 ▲1.1%276,64411.9%ETFCOINCoinbase Global$12,334,551$293,739 ▼-2.3%49,6769.4%FinanceSRLNSPDR Blackstone Senior Loan ETF$8,958,373$58,881 ▲0.7%214,6756.8%ETFVCLTVanguard Long-Term Corporate Bond ETF$7,610,054$4,188 ▼-0.1%101,7665.8%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$7,496,121$100,866 ▲1.4%85,8375.7%ETFBITWISE BITCOIN ETF TR$6,885,700$361,849 ▲5.5%135,4125.2%SHS BEN INTENVXEnovix$6,180,747$543,206 ▲9.6%568,6064.7%Oils/EnergyGLDSPDR Gold Shares$6,084,484$251,089 ▲4.3%25,1294.6%FinanceVOVanguard Mid-Cap ETF$5,407,157$138,929 ▲2.6%20,4724.1%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$5,071,581$71,811 ▲1.4%166,3903.9%FinanceAAPLApple$3,187,355$22,287 ▲0.7%12,7282.4%Computer and TechnologyOSTKOverstock.com$1,977,398$393,956 ▲24.9%401,0951.5%Retail/WholesaleVBVanguard Small-Cap ETF$1,485,327$12,013 ▲0.8%6,1821.1%ETFPIZInvesco DWA Developed Markets Momentum ETF$1,083,413$2,324 ▼-0.2%29,8340.8%ETFAMZNAmazon.com$1,059,434$42,123 ▼-3.8%4,8290.8%Retail/WholesaleFTSMFirst Trust Enhanced Short Maturity ETF$885,253$9,922 ▼-1.1%14,8110.7%ManufacturingVOOVanguard S&P 500 ETF$777,721$19,942 ▲2.6%1,4430.6%ETFNVDANVIDIA$679,776$75,202 ▼-10.0%5,0620.5%Computer and TechnologyUNPUnion Pacific$541,876$5,702 ▲1.1%2,3760.4%TransportationBRK.BBerkshire Hathaway$316,389$4,533 ▼-1.4%6980.2%FinanceSUSAiShares MSCI USA ESG Select ETF$222,8740.0%1,8330.2%ETFTSLATesla$208,785$208,785 ▲New Holding5170.2%Auto/Tires/TrucksNXENexGen Energy$72,6000.0%11,0000.1%Basic MaterialsDNNDenison Mines$19,5300.0%10,8500.0%Basic MaterialsURGUr-Energy$12,4200.0%10,8000.0%Basic MaterialsETNEaton$0$200,672 ▼-100.0%00.0%Industrial ProductsSOFISoFi Technologies$0$152,235 ▼-100.0%00.0%FinanceShowing 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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