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Refined Wealth Management

Q4 2025 13F Holdings

  • Location
    salt lake city, UT
  • Num holdings

    43

  • Value ($000)

    $148,564

  • Date Filed
    01/15/2026
  • Form type
    13F-HR
  • CIK
    0001724729
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VSGX

VANGUARD WORLD FD

ESG INTL STK ETF
921910725
$17.09M
12 %

238,673

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$15.74M
11 %

25,626

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$15.13M
10 %

313,035

C
COIN

COINBASE GLOBAL INC

COM CL A
19260Q107
$13.23M
9 %

58,518

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$12.37M
8 %

64,777

B
BITB

BITWISE BITCOIN ETF TR

SHS BEN INT
09174C104
$9.5M
6 %

199,766

S
SRLN

SSGA ACTIVE ETF TR

STATE STREET BLA
78467V608
$9.08M
6 %

219,927

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$7.64M
5 %

98,070

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$6.56M
4 %

16,547

E
ENVX

ENOVIX CORPORATION

COM
293594107
$5.91M
4 %

807,937

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