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CIK: 0001724729
Total reported value
$165.7M
$165.7M
27 檔
38.1%
The Q1 2025 SEC filing reveals that Refined Wealth Management held a total portfolio value of $165.7M, covering 27 public equity positions.
In Q1 2025, Refined Wealth Management displayed an active expansion posture, initiating 27 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 13.35% | -0.02% | -10.50% | |
| 2 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 11.66% | +0.04% | -12.65% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.43% | +1.78% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 9.09% | +0.29% | — | |
| 5 | COIN | Coinbase Global Inc -class A | Stock-Financials | 8.14% | -1.32% | +16.37% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 7.07% | -0.01% | -2.14% | |
| 7 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 6.55% | -0.88% | +31.68% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.08% | — | — | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.24% | -0.04% | -33.68% | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.08% | -0.01% | -35.50% | |
| 11 | ENVX | Enovix CORP | Stock-Other | 4.06% | +0.30% | +18.79% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 3.96% | -0.82% | -33.20% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.75% | +0.01% | -36.50% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.49% | +0.01% | +121.90% | |
| 15 | BBBY | Bed Bath & Beyond Inc | Stock-Other | 1.98% | +0.23% | +4.21% | |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.86% | +0.08% | -93.88% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.05% | +35.62% | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.72% | -0.03% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.04% | -6.07% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.03% | -76.67% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | +0.03% | +0.55% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.05% | -2.51% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.05% | — | |
| 24 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.17% | -0.15% | EXIT | |
| 25 | NXE | Nexgen Energy LTD | Stock-Other | 0.04% | -0.02% | — | |
| 26 | DNN | Denison Mines CORP | Stock-Other | 0.01% | — | — | |
| 27 | URG | Ur-energy Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | New buy |
| 2 | VSGX | Vanguard Esg Intl Stock ETF | — | NEW | New buy |
| 3 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 4 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 5 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | — | NEW | New buy |
| 7 | BITB | Bitwise Bitcoin ETF | — | NEW | New buy |
| 8 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 9 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 10 | VCLT | Vanguard Long-term CORP Bond | — | NEW | New buy |
| 11 | ENVX | Enovix CORP | — | NEW | New buy |
| 12 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 13 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 14 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 15 | BBBY | Bed Bath & Beyond Inc | — | NEW | New buy |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | — | NEW | New buy |
| 17 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 18 | FTSM | First Trust Enh Short Mat Fd | — | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 20 | AAPL | Apple Inc | — | NEW | New buy |
| 21 | UNP | Union Pacific CORP | — | NEW | New buy |
| 22 | NVDA | Nvidia CORP | — | NEW | New buy |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 24 | SUSA | Ishares Esg Optimized Msci U | — | NEW | New buy |
| 25 | NXE | Nexgen Energy LTD | — | NEW | New buy |
| 26 | DNN | Denison Mines CORP | — | NEW | New buy |
| 27 | URG | Ur-energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Refined Wealth Management reported a total U.S. public equity portfolio value of $165.7M across 27 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BNDX, VSGX, QQQ) accounted for 38.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
BNDX
市值: $16.3M
During Q1 2025, Refined Wealth Management's top holdings by market value included BNDX (13.3%)、VSGX (11.7%)、QQQ (9.4%). The largest single position, BNDX, represented 13.3% of total portfolio value.
In Q1 2025, Refined Wealth Management made 27 total portfolio adjustments, initiating 27 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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