Refined Wealth Management Top Holdings and 13F Report (2026)

About Refined Wealth Management

Investment Activity

Refined Wealth Management has $178.60 million in total holdings as of September 30, 2026.
Refined Wealth Management owns shares of 48 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 4.69% of the portfolio was purchased this quarter.
About 0.41% of the portfolio was sold this quarter.
This quarter, Refined Wealth Management has purchased 49 new stocks and bought additional shares in 24 stocks.
Refined Wealth Management sold shares of 11 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $21,324,627
Invesco QQQ: $17,993,349
Invesco S&P 500 Equal Weight ETF: $15,126,665
BITWISE BITCOIN ETF TR: $11,603,953
Coinbase Global: $10,877,047

Largest New Holdings this Quarter

921937819 - Vanguard Intermediate-Term Bond ETF: $248,744 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF: 21,758 shares (about $1.54M)
Invesco S&P 500 Equal Weight ETF: 6,723 shares (about $1.40M)
Invesco QQQ: 1,305 shares (about $965.40K)
PIMCO Multi Sector Bond Active ETF: 26,173 shares (about $664.53K)
iShares Flexible Income Active ETF: 13,074 shares (about $664.03K)

Largest Sales this Quarter

Coinbase Global: 544 shares (about $101.41K)
Chevron: 493 shares (about $100.67K)
Apple: 299 shares (about $99.57K)
Vanguard ESG International Stock ETF: 765 shares (about $62.02K)
Nuveen ESG Large-Cap Growth ETF: 415 shares (about $47.18K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VEA Vanguard FTSE Developed Markets ETF	$21,324,627	$1,536,331 ▲	7.8%	302,006	11.9%	ETF
QQQ Invesco QQQ	$17,993,349	$965,396 ▲	5.7%	24,323	10.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$15,126,665	$1,398,525 ▲	10.2%	72,717	8.5%	ETF
BITWISE BITCOIN ETF TR	$11,603,953	$202,986 ▲	1.8%	255,819	6.5%	SHS BEN INT
COIN Coinbase Global	$10,877,047	$101,407 ▼	-0.9%	58,350	6.1%	Finance
MPC Marathon Petroleum	$9,654,278	$75,526 ▲	0.8%	24,415	5.4%	Energy
CVX Chevron	$9,078,674	$100,674 ▼	-1.1%	44,458	5.1%	Energy
PYLD PIMCO Multi Sector Bond Active ETF	$8,737,067	$664,533 ▲	8.2%	344,114	4.9%	ETF
VTV Vanguard Value ETF	$8,409,623	$510,813 ▲	6.5%	38,919	4.7%	ETF
BINC iShares Flexible Income Active ETF	$8,338,116	$664,030 ▲	8.7%	164,168	4.7%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$8,171,054	$494,014 ▲	6.4%	82,469	4.6%	ETF
GLD SPDR Gold Shares	$6,692,480	$150,431 ▲	2.3%	17,573	3.7%	ETF
J P MORGAN EXCHANGE TRADED F	$5,947,964	$374,208 ▲	6.7%	127,365	3.3%	INTL BD OPP ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$5,796,552	$263,165 ▲	4.8%	244,580	3.2%	ETF
PICK iShares MSCI Global Metals & Mining Producers ETF	$4,853,681	$108,407 ▲	2.3%	80,949	2.7%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$2,736,587	$152,864 ▲	5.9%	23,237	1.5%	ETF
BITWISE XRP ETF	$2,672,520	$116,061 ▲	4.5%	160,705	1.5%	BENEFICIAL INT
REMX VanEck Rare Earth and Strategic Metals ETF	$2,570,420	$103,524 ▲	4.2%	40,000	1.4%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$2,570,244	$166,272 ▲	6.9%	17,514	1.4%	ETF
ENVX Enovix	$2,467,227	$17,162 ▲	0.7%	850,768	1.4%	Industrials
NEIGHBORHOOD INTELLIGENCE IN	$1,269,349	$31,308 ▲	2.5%	431,751	0.7%	COM
VOO Vanguard S&P 500 ETF	$1,175,164	$114,223 ▲	10.8%	1,677	0.7%	ETF
NVDA NVIDIA	$1,106,891	$4,339 ▲	0.4%	4,847	0.6%	Technology
AAPL Apple	$868,849	$99,573 ▼	-10.3%	2,609	0.5%	Technology
FTSM First Trust Enhanced Short Maturity ETF	$845,578		0.0%	14,209	0.5%	ETF
NULG Nuveen ESG Large-Cap Growth ETF	$785,413	$47,184 ▼	-5.7%	6,908	0.4%	ETF
AMZN Amazon.com	$727,020		0.0%	2,918	0.4%	Consumer Discretionary
UNP Union Pacific	$679,256	$3,266 ▲	0.5%	2,496	0.4%	Industrials
VSGX Vanguard ESG International Stock ETF	$620,753	$62,019 ▼	-9.1%	7,657	0.3%	ETF
BNDX Vanguard Total International Bond ETF	$468,026	$18,841 ▼	-3.9%	9,986	0.3%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$455,944	$4,927 ▼	-1.1%	11,289	0.3%	ETF
MSFT Microsoft	$448,788		0.0%	875	0.3%	Technology
META Meta Platforms	$416,253		0.0%	574	0.2%	Communication Services
TIDAL TRUST II	$366,165		0.0%	14,433	0.2%	DEFIANCE LARGE
BRK.B Berkshire Hathaway	$347,569		0.0%	698	0.2%	Finance
VO Vanguard Mid-Cap ETF	$321,796	$8,784 ▼	-2.7%	4,103	0.2%	ETF
VB Vanguard Small-Cap ETF	$261,248	$5,692 ▲	2.2%	918	0.1%	ETF
GLDM SPDR Gold MiniShares Trust	$252,457		0.0%	3,072	0.1%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$248,744	$248,744 ▲	New Holding	3,414	0.1%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$225,718	$5,756 ▼	-2.5%	2,902	0.1%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$225,710	$5,412 ▼	-2.3%	3,295	0.1%	ETF
TSLA Tesla	$216,084	$1,064 ▲	0.5%	609	0.1%	Consumer Discretionary
AVGO Broadcom	$204,041		0.0%	581	0.1%	Technology
ETN Eaton	$202,823	$43,830 ▼	-17.8%	472	0.1%	Industrials
VOLATILITY SHS TR	$100,444		0.0%	12,493	0.1%	XRP ETF
NXE NexGen Energy	$100,320		0.0%	11,000	0.1%	Energy
DNN Denison Mine	$28,102		0.0%	10,850	0.0%	Materials
URG Ur Energy	$11,664		0.0%	10,800	0.0%	Energy
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$0	$224,753 ▼	-100.0%	0	0.0%	ETF
BED BATH & BEYOND INC	$0	$17,441 ▼	-100.0%	0	0.0%	*W EXP 10/07/202

Showing largest 100 holdings. View all holdings.

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Refined Wealth Management Top Holdings and 13F Report (2026)

About Refined Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Refined Wealth Management Top Holdings and 13F Report (2026)

About Refined Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRefined Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools