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The Analysis of Refined Wealth Management's Holdings & P&L

Currently, Refined Wealth Management holds 49 types of securities in its portfolio with a total value $165.7M. In the most recent quarter, they have increased their positions in VO (+3.2K shares, valued at $254.8K), XSOE (+4.6K shares, valued at $224.8K), N/A (+581 shares, valued at $219.5K); decreased their positions in MPC (-767 shares, valued at $196.1K), QQQ (-185 shares, valued at $136.2K), BRK.B (-162 shares, valued at $81.1K); initiated new positions in XSOE (+4.6K shares, valued at $224.8K), N/A (+581 shares, valued at $219.5K).

1M P&L

-1.6M-1.05%

3M P&L

+4.5M+3.05%

HY P&L

+9.3M+6.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A130.6M

79.2%

2Financial Data & Stock Exchanges8.6M

5.2%

3Oil & Gas Integrated7.5M

4.5%

Top Industries by Stock Count

1N/A30 stocks

65.2%

2Uranium3 stocks

6.5%

3None1 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS280.2K shares0.21%2026-06-302026-07-21

QQQ INVESCO QQQ TR23.0K shares-0.80%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T66.0K shares0.68%2026-06-302026-07-21

COIN COINBASE GLOBAL INC58.9K shares-0.43%2026-06-302026-07-21

PYLD PIMCO ETF TR317.9K shares2.40%2026-06-302026-07-21

BITB BITWISE BITCOIN ETF TR251.3K shares2.30%2026-06-302026-07-21

VTV VANGUARD INDEX FDS36.6K shares0.10%2026-06-302026-07-21

EMXC ISHARES INC77.5K shares0.06%2026-06-302026-07-21

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BINC BLACKROCK ETF TRUST II151.1K shares1.97%2026-06-302026-07-21

CVX CHEVRON CORPORATION45.0K shares1.16%2026-06-302026-07-21

GLD SPDR GOLD TR17.2K shares0.61%2026-06-302026-07-21

MPC MARATHON PETE CORP24.2K shares-3.07%2026-06-302026-07-21

JPIB J P MORGAN EXCHANGE TRADED F119.4K shares2.37%2026-06-302026-07-21

SCHR SCHWAB STRATEGIC TR233.5K shares2.19%2026-06-302026-07-21

ENVX ENOVIX CORPORATION844.9K shares-1.13%2026-06-302026-07-21

PICK ISHARES INC79.1K shares1.88%2026-06-302026-07-21

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REMX VANECK ETF TRUST38.4K shares1.07%2026-06-302026-07-21

XMMO INVESCO EXCHANGE TRADED FD T16.4K shares0.17%2026-06-302026-07-21

AVUV AMERICAN CENTY ETF TR21.9K shares0.76%2026-06-302026-07-21

BBBY BED BATH & BEYOND INC421.1K shares-0.35%2026-06-302026-07-21

XRP BITWISE XRP ETF153.7K shares3.45%2026-06-302026-07-21

VOO VANGUARD INDEX FDS1.5K shares-1.05%2026-06-302026-07-21

NVDA NVIDIA CORPORATION4.8K shares-0.41%2026-06-302026-07-21

NULG NUSHARES ETF TR7.3K shares-5.35%2026-06-302026-07-21

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FTSM FIRST TR EXCHANGE-TRADED FD14.2K shares0.00%2026-06-302026-07-21

AAPL APPLE INC2.9K shares-3.32%2026-06-302026-07-21

AMZN AMAZON COM INC2.9K shares-0.34%2026-06-302026-07-21

VSGX VANGUARD WORLD FD8.4K shares0.00%2026-06-302026-07-21

UNP UNION PAC CORP2.5K shares0.49%2026-06-302026-07-21

BNDX VANGUARD CHARLOTTE FDS10.4K shares-0.84%2026-06-302026-07-21

SRLN SSGA ACTIVE ETF TR11.4K shares0.35%2026-06-302026-07-21

XMAG TIDAL TRUST II14.4K shares0.00%2026-06-302026-07-21

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL698 shares-18.84%2026-06-302026-07-21

VO VANGUARD INDEX FDS4.2K shares300.28%2026-06-302026-07-21

MSFT MICROSOFT CORP875 shares0.00%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC574 shares0.00%2026-06-302026-07-21

VB VANGUARD INDEX FDS898 shares0.11%2026-06-302026-07-21

TLT ISHARES TR3.0K shares-19.83%2026-06-302026-07-21

TSLA TESLA INC606 shares0.00%2026-06-302026-07-21

VCLT VANGUARD SCOTTSDALE FDS3.4K shares-1.43%2026-06-302026-07-21

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ETN EATON CORP PLC574 shares-2.71%2026-06-302026-07-21

WORLD GOLD TR WORLD GOLD TR3.1K shares0.00%2026-06-302026-07-21

XSOE WISDOMTREE TR4.6K sharesnew addition2026-06-302026-07-21

BROADCOM INC BROADCOM INC581 sharesnew addition2026-06-302026-07-21

NXE NEXGEN ENERGY LTD11.0K shares0.00%2026-06-302026-07-21

XRPI VOLATILITY SHS TR12.5K shares-2.85%2026-06-302026-07-21

DNN DENISON MINES CORP10.8K shares0.00%2026-06-302026-07-21

BBBYW BED BATH & BEYOND INC41.5K shares-0.23%2026-06-302026-07-21

Sponsored

URG UR-ENERGY INC10.8K shares0.00%2026-06-302026-07-21

VEA

VANGUARD TAX-MANAGED FDS

0.21%

Shares280.2K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

-0.80%

Shares23.0K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

0.68%

Shares66.0K

Event2026-06-30

Filed2026-07-21

COIN

COINBASE GLOBAL INC

-0.43%

Shares58.9K

Event2026-06-30

Filed2026-07-21

PYLD

PIMCO ETF TR

2.40%

Shares317.9K

Event2026-06-30

Filed2026-07-21

BITB

BITWISE BITCOIN ETF TR

2.30%

Shares251.3K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

0.10%

Shares36.6K

Event2026-06-30

Filed2026-07-21

EMXC

ISHARES INC

0.06%

Shares77.5K

Event2026-06-30

Filed2026-07-21

BINC

BLACKROCK ETF TRUST II

1.97%

Shares151.1K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

1.16%

Shares45.0K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

0.61%

Shares17.2K

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP

-3.07%

Shares24.2K

Event2026-06-30

Filed2026-07-21

JPIB

J P MORGAN EXCHANGE TRADED F

2.37%

Shares119.4K

Event2026-06-30

Filed2026-07-21

SCHR

SCHWAB STRATEGIC TR

2.19%

Shares233.5K

Event2026-06-30

Filed2026-07-21

ENVX

ENOVIX CORPORATION

-1.13%

Shares844.9K

Event2026-06-30

Filed2026-07-21

PICK

ISHARES INC

1.88%

Shares79.1K

Event2026-06-30

Filed2026-07-21

REMX

VANECK ETF TRUST

1.07%

Shares38.4K

Event2026-06-30

Filed2026-07-21

XMMO

INVESCO EXCHANGE TRADED FD T

0.17%

Shares16.4K

Event2026-06-30

Filed2026-07-21

AVUV

AMERICAN CENTY ETF TR

0.76%

Shares21.9K

Event2026-06-30

Filed2026-07-21

BBBY

BED BATH & BEYOND INC

-0.35%

Shares421.1K

Event2026-06-30

Filed2026-07-21

XRP

BITWISE XRP ETF

3.45%

Shares153.7K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

-1.05%

Shares1.5K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

-0.41%

Shares4.8K

Event2026-06-30

Filed2026-07-21

NULG

NUSHARES ETF TR

-5.35%

Shares7.3K

Event2026-06-30

Filed2026-07-21

FTSM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-3.32%

Shares2.9K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-0.34%

Shares2.9K

Event2026-06-30

Filed2026-07-21

VSGX

VANGUARD WORLD FD

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

0.49%

Shares2.5K

Event2026-06-30

Filed2026-07-21

BNDX

VANGUARD CHARLOTTE FDS

-0.84%

Shares10.4K

Event2026-06-30

Filed2026-07-21

SRLN

SSGA ACTIVE ETF TR

0.35%

Shares11.4K

Event2026-06-30

Filed2026-07-21

XMAG

TIDAL TRUST II

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-18.84%

Shares698

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

300.28%

Shares4.2K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

0.00%

Shares875

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

0.00%

Shares574

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.11%

Shares898

Event2026-06-30

Filed2026-07-21

TLT

ISHARES TR

-19.83%

Shares3.0K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

0.00%

Shares606

Event2026-06-30

Filed2026-07-21

VCLT

VANGUARD SCOTTSDALE FDS

-1.43%

Shares3.4K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

-2.71%

Shares574

Event2026-06-30

Filed2026-07-21

WORLD GOLD TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

XSOE

WISDOMTREE TR

New

Shares4.6K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

New

Shares581

Event2026-06-30

Filed2026-07-21

NXE

NEXGEN ENERGY LTD

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-21

XRPI

VOLATILITY SHS TR

-2.85%

Shares12.5K

Event2026-06-30

Filed2026-07-21

DNN

DENISON MINES CORP

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-21

BBBYW

BED BATH & BEYOND INC

-0.23%

Shares41.5K

Event2026-06-30

Filed2026-07-21

URG

UR-ENERGY INC

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available