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

Currently, Refined Wealth Management holds 50 types of securities in its portfolio with a total value $158.4M. In the most recent quarter, they have increased their positions in VEA (+254.5K shares, valued at $16.3M), N/A (+62.4K shares, valued at $12.0M), CVX (+44.4K shares, valued at $9.2M); decreased their positions in VSGX (-230.3K shares, valued at $16.5M), BNDX (-302.6K shares, valued at $14.5M), SRLN (-208.6K shares, valued at $8.4M); initiated new positions in CVX (+44.4K shares, valued at $9.2M), PYLD (+310.5K shares, valued at $8.1M), BINC (+148.2K shares, valued at $7.7M).

1M P&L

-1.3M-1.13%

3M P&L

-3.0M-2.55%

HY P&L

-1.3M-1.15%

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/A92.3M

71.8%

2Financial Data & Stock Exchanges10.3M

8.0%

3Oil & Gas Integrated9.4M

7.3%

Top Industries by Stock Count

1N/A26 stocks

60.5%

2Uranium4 stocks

9.3%

3Oil & Gas Integrated2 stocks

4.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS279.7K shares1011.91%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR23.2K shares-9.46%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T65.5K shares1973.06%2026-03-312026-04-21

COIN COINBASE GLOBAL INC59.2K shares1.08%2026-03-312026-04-21

CVX CHEVRON CORPORATION44.4K sharesnew addition2026-03-312026-04-21

BITB BITWISE BITCOIN ETF TR245.7K shares22.99%2026-03-312026-04-21

PYLD PIMCO ETF TR310.5K sharesnew addition2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II148.2K sharesnew addition2026-03-312026-04-21

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GLD SPDR GOLD TR17.1K shares3.18%2026-03-312026-04-21

VTV VANGUARD INDEX FDS36.5K shares-43.63%2026-03-312026-04-21

MPC MARATHON PETE CORP25.0K sharesnew addition2026-03-312026-04-21

EMXC ISHARES INC77.4K sharesnew addition2026-03-312026-04-21

SCHR SCHWAB STRATEGIC TR228.5K sharesnew addition2026-03-312026-04-21

JPIB J P MORGAN EXCHANGE TRADED F116.6K sharesnew addition2026-03-312026-04-21

ENVX ENOVIX CORPORATION854.5K shares5.76%2026-03-312026-04-21

PICK ISHARES INC77.7K sharesnew addition2026-03-312026-04-21

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REMX VANECK ETF TRUST38.0K sharesnew addition2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR21.8K sharesnew addition2026-03-312026-04-21

XMMO INVESCO EXCHANGE TRADED FD T16.4K sharesnew addition2026-03-312026-04-21

BITWISE XRP ETF BITWISE XRP ETF148.6K sharesnew addition2026-03-312026-04-21

BBBY BED BATH & BEYOND INC422.6K shares1.25%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares-22.18%2026-03-312026-04-21

FTSM FIRST TR EXCHANGE-TRADED FD14.2K shares0.00%2026-03-312026-04-21

NVDA NVIDIA CORPORATION4.8K shares-28.81%2026-03-312026-04-21

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AAPL APPLE INC3.0K shares-6.32%2026-03-312026-04-21

NULG NUSHARES ETF TR7.7K shares-38.15%2026-03-312026-04-21

AMZN AMAZON COM INC2.9K shares-42.95%2026-03-312026-04-21

VSGX VANGUARD WORLD FD8.4K shares-96.47%2026-03-312026-04-21

UNP UNION PAC CORP2.5K shares0.53%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS10.5K shares-96.65%2026-03-312026-04-21

SRLN SSGA ACTIVE ETF TR11.4K shares-94.83%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL860 shares0.00%2026-03-312026-04-21

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META META PLATFORMS INC574 shares-21.90%2026-03-312026-04-21

MSFT MICROSOFT CORP875 shares0.00%2026-03-312026-04-21

TLT ISHARES TR3.7K shares-93.60%2026-03-312026-04-21

XMAG TIDAL TRUST II14.4K shares-58.25%2026-03-312026-04-21

VO VANGUARD INDEX FDS1.1K shares-92.12%2026-03-312026-04-21

GLDM WORLD GOLD TR3.1K shares0.00%2026-03-312026-04-21

VCLT VANGUARD SCOTTSDALE FDS3.4K shares-94.87%2026-03-312026-04-21

SUSA ISHARES TR1.8K shares-1.38%2026-03-312026-04-21

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VB VANGUARD INDEX FDS897 shares-93.67%2026-03-312026-04-21

TSLA TESLA INC606 shares-18.22%2026-03-312026-04-21

CCJ CAMECO CORP1.9K sharesnew addition2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC590 shares-7.96%2026-03-312026-04-21

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-21

NXE NEXGEN ENERGY LTD11.0K shares0.00%2026-03-312026-04-21

XRPI VOLATILITY SHS TR12.9K shares-92.61%2026-03-312026-04-21

DNN DENISON MINES CORP10.8K shares0.00%2026-03-312026-04-21

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BED BATH & BEYOND INC BED BATH & BEYOND INC41.6K shares1.12%2026-03-312026-04-21

URG UR-ENERGY INC10.8K shares0.00%2026-03-312026-04-21

VEA

VANGUARD TAX-MANAGED FDS

1011.91%

Shares279.7K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-9.46%

Shares23.2K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

1973.06%

Shares65.5K

Event2026-03-31

Filed2026-04-21

COIN

COINBASE GLOBAL INC

1.08%

Shares59.2K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

New

Shares44.4K

Event2026-03-31

Filed2026-04-21

BITB

BITWISE BITCOIN ETF TR

22.99%

Shares245.7K

Event2026-03-31

Filed2026-04-21

PYLD

PIMCO ETF TR

New

Shares310.5K

Event2026-03-31

Filed2026-04-21

BINC

BLACKROCK ETF TRUST II

New

Shares148.2K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

3.18%

Shares17.1K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

-43.63%

Shares36.5K

Event2026-03-31

Filed2026-04-21

MPC

MARATHON PETE CORP

New

Shares25.0K

Event2026-03-31

Filed2026-04-21

EMXC

ISHARES INC

New

Shares77.4K

Event2026-03-31

Filed2026-04-21

SCHR

SCHWAB STRATEGIC TR

New

Shares228.5K

Event2026-03-31

Filed2026-04-21

JPIB

J P MORGAN EXCHANGE TRADED F

New

Shares116.6K

Event2026-03-31

Filed2026-04-21

ENVX

ENOVIX CORPORATION

5.76%

Shares854.5K

Event2026-03-31

Filed2026-04-21

PICK

ISHARES INC

New

Shares77.7K

Event2026-03-31

Filed2026-04-21

REMX

VANECK ETF TRUST

New

Shares38.0K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

New

Shares21.8K

Event2026-03-31

Filed2026-04-21

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares16.4K

Event2026-03-31

Filed2026-04-21

BITWISE XRP ETF

New

Shares148.6K

Event2026-03-31

Filed2026-04-21

BBBY

BED BATH & BEYOND INC

1.25%

Shares422.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-22.18%

Shares1.5K

Event2026-03-31

Filed2026-04-21

FTSM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-28.81%

Shares4.8K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-6.32%

Shares3.0K

Event2026-03-31

Filed2026-04-21

NULG

NUSHARES ETF TR

-38.15%

Shares7.7K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-42.95%

Shares2.9K

Event2026-03-31

Filed2026-04-21

VSGX

VANGUARD WORLD FD

-96.47%

Shares8.4K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

0.53%

Shares2.5K

Event2026-03-31

Filed2026-04-21

BNDX

VANGUARD CHARLOTTE FDS

-96.65%

Shares10.5K

Event2026-03-31

Filed2026-04-21

SRLN

SSGA ACTIVE ETF TR

-94.83%

Shares11.4K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares860

Event2026-03-31

Filed2026-04-21