Refined Wealth Management
Q3 2025 13F Holdings
- Locationsalt lake city, UT
- Num holdings
36
- Value ($000)
$155,624
- Date Filed10/21/2025
- Form type13F-HR
- CIK0001724729
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
COIN COINBASE GLOBAL INC | COM CL A | 19260Q107 | $19.59 M | 13 % | 58,056 | ||
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $16.71 M | 11 % | 240,811 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $15.51 M | 10 % | 313,503 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.69 M | 9 % | 24,473 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $12.12 M | 8 % | 65,001 | ||
BITB BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 | $11.68 M | 8 % | 187,728 | ||
SRLN SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 | $9.11 M | 6 % | 219,125 | ||
ENVX ENOVIX CORPORATION | COM | 293594107 | $7.97 M | 5 % | 799,290 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $7.95 M | 5 % | 101,797 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $5.80 M | 4 % | 16,309 |
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