The Analysis of Refined Wealth Management's Holdings
Currently, Refined Wealth Management holds 36 types of securities in its portfolio with a total value $155.6M. In the most recent quarter, they have increased their positions in XRPI (+160.9K shares, valued at $2.8M), ENVX (+108.1K shares, valued at $1.1M), BITB (+8.4K shares, valued at $519.7K); decreased their positions in BNDX (-21.9K shares, valued at $1.1M), QQQ (-514 shares, valued at $308.6K), COIN (-692 shares, valued at $233.5K); initiated new positions in XRPI (+160.9K shares, valued at $2.8M), VEA (+8.2K shares, valued at $491.6K), XMAG (+15.3K shares, valued at $340.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
COIN COINBASE GLOBAL INC58.1K shares-1.18%2025-09-302025-10-21
VSGX VANGUARD WORLD FD240.8K shares-1.07%2025-09-302025-10-21 BNDX VANGUARD CHARLOTTE FDS313.5K shares-6.53%2025-09-302025-10-21 QQQ INVESCO QQQ TR24.5K shares-2.06%2025-09-302025-10-21 VTV VANGUARD INDEX FDS65.0K shares-0.32%2025-09-302025-10-21 BITB BITWISE BITCOIN ETF TR187.7K shares4.66%2025-09-302025-10-21 SRLN SSGA ACTIVE ETF TR219.1K shares4.02%2025-09-302025-10-21 ENVX ENOVIX CORPORATION799.3K shares15.64%2025-09-302025-10-21 BIV VANGUARD BD INDEX FDS101.8K shares4.71%2025-09-302025-10-21 GLD SPDR GOLD TR16.3K shares-2.86%2025-09-302025-10-21 TLT ISHARES TR59.0K shares3.39%2025-09-302025-10-21 VCLT VANGUARD SCOTTSDALE FDS67.7K shares3.09%2025-09-302025-10-21 BBBY BED BATH & BEYOND INC416.1K shares-0.74%2025-09-302025-10-21 VO VANGUARD INDEX FDS13.2K shares-0.40%2025-09-302025-10-21 VB VANGUARD INDEX FDS14.1K shares0.08%2025-09-302025-10-21 XRPI VOLATILITY SHS TR160.9K sharesnew addition2025-09-302025-10-21 NULG NUSHARES ETF TR12.5K shares-2.71%2025-09-302025-10-21 VOO VANGUARD INDEX FDS2.0K shares0.20%2025-09-302025-10-21 AMZN AMAZON COM INC4.3K shares0.23%2025-09-302025-10-21 NVDA NVIDIA CORPORATION4.9K shares0.31%2025-09-302025-10-21 FTSM FIRST TR EXCHANGE-TRADED FD14.8K shares0.00%2025-09-302025-10-21 AAPL APPLE INC2.9K shares3.64%2025-09-302025-10-21 UNP UNION PAC CORP2.4K shares1.16%2025-09-302025-10-21 VEA VANGUARD TAX-MANAGED FDS8.2K sharesnew addition2025-09-302025-10-21 BRK.B BERKSHIRE HATHAWAY INC DEL860 shares23.21%2025-09-302025-10-21 XMAG TIDAL TRUST II15.3K sharesnew addition2025-09-302025-10-21 TSLA TESLA INC668 shares0.00%2025-09-302025-10-21 META META PLATFORMS INC368 shares0.00%2025-09-302025-10-21 SUSA ISHARES TR1.8K shares0.00%2025-09-302025-10-21 ETN EATON CORP PLC641 shares10.14%2025-09-302025-10-21 GLDM WORLD GOLD TR3.1K shares0.00%2025-09-302025-10-21 XSOE WISDOMTREE TR6.0K shares0.13%2025-09-302025-10-21 IBIT ISHARES BITCOIN TRUST ETF3.5K shares0.72%2025-09-302025-10-21 NXE NEXGEN ENERGY LTD11.0K shares0.00%2025-09-302025-10-21 DNN DENISON MINES CORP10.8K shares0.00%2025-09-302025-10-21 URG UR-ENERGY INC10.8K shares0.00%2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available