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CIK: 0001724729
Total reported value
$165.7M
$165.7M
36 檔
47.4%
During the Q3 2025 filing period, Refined Wealth Management (CIK: 0001724729) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $165.7M across 36 reported positions.
In Q3 2025, Refined Wealth Management displayed an active expansion posture, initiating 9 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global Inc -class A | Stock-Financials | 12.59% | -1.32% | -1.18% | |
| 2 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 10.73% | +0.04% | -1.07% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 9.96% | -0.02% | -6.53% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.44% | +1.78% | -2.06% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.79% | +0.29% | -0.32% | |
| 6 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 7.51% | -0.88% | +4.66% | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 5.85% | -0.01% | +4.02% | |
| 8 | ENVX | Enovix CORP | Stock-Other | 5.12% | +0.30% | +15.64% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.11% | — | +4.71% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 3.73% | -0.82% | -2.86% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.39% | -0.04% | +3.39% | |
| 12 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.38% | -0.01% | +3.09% | |
| 13 | BBBY | Bed Bath & Beyond Inc | Stock-Other | 2.62% | +0.23% | -0.74% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.50% | +0.01% | -0.40% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 2.30% | +0.01% | +0.08% | |
| 16 | XRPI | Xrp ETF | ETF-Other | 1.79% | -0.02% | — | |
| 17 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.80% | +0.08% | -2.71% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.05% | +0.20% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.04% | +0.23% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.05% | +0.31% | |
| 21 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.57% | -0.03% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.03% | +3.64% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.37% | +0.03% | +1.16% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.32% | +0.74% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.05% | +23.21% | |
| 26 | XMAG | Defiance Le Cap Ex-mag 7 ETF | ETF-Other | 0.22% | +0.03% | — | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | +0.01% | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.01% | — | |
| 29 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.16% | -0.15% | EXIT | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.15% | +0.02% | +10.14% | |
| 31 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.15% | -0.03% | — | |
| 32 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.15% | +0.14% | NEW | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.15% | — | +0.72% | |
| 34 | NXE | Nexgen Energy LTD | Stock-Other | 0.06% | -0.02% | — | |
| 35 | DNN | Denison Mines CORP | Stock-Other | 0.02% | — | — | |
| 36 | URG | Ur-energy Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global Inc -class A | +4.5% | -1.18% | Add |
| 2 | ENVX | Enovix CORP | +1.1% | +15.64% | Add |
| 3 | BITB | Bitwise Bitcoin ETF | +1% | +4.66% | Add |
| 4 | BBBY | Bed Bath & Beyond Inc | +0.6% | -0.74% | Trim |
| 5 | NVDA | Nvidia CORP | +0.2% | +0.31% | Trim |
| 6 | NXE | Nexgen Energy LTD | 0% | — | Unchanged |
| 7 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.06% | Trim |
| 8 | DNN | Denison Mines CORP | 0% | — | Unchanged |
| 9 | URG | Ur-energy Inc | — | — | Unchanged |
| 10 | SUSA | Ishares Esg Optimized Msci U | 0% | — | Unchanged |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +23.21% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.20% | Add |
| 13 | NULG | Nuveen Esg Lrg-cap Grw ETF | -0.1% | -2.71% | Trim |
| 14 | AAPL | Apple Inc | -0.1% | +3.64% | Trim |
| 15 | UNP | Union Pacific CORP | -0.1% | +1.16% | Add |
| 16 | AMZN | Amazon.com Inc | -0.1% | +0.23% | Trim |
| 17 | FTSM | First Trust Enh Short Mat Fd | -0.2% | — | Unchanged |
| 18 | VB | Vanguard Small-cap ETF | -0.2% | +0.08% | Add |
| 19 | GLD | Spdr Gold Shares | -0.2% | -2.86% | Trim |
| 20 | VO | Vanguard Mid-cap ETF | -0.3% | -0.40% | Add |
| 21 | VCLT | Vanguard Long-term CORP Bond | -0.7% | +3.09% | Add |
| 22 | TLT | Ishares 20+ Year Treasury Bd | -0.9% | +3.39% | Add |
| 23 | VSGX | Vanguard Esg Intl Stock ETF | -0.9% | -1.07% | Trim |
| 24 | BIV | Vanguard Intermediate-term B | -1% | +4.71% | Add |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | -1.2% | +4.02% | Add |
| 26 | VTV | Vanguard Value ETF | -1.3% | -0.32% | Add |
| 27 | BNDX | Vanguard Total Intl Bond ETF | -3.4% | -6.53% | Trim |
| 28 | XRPI | Xrp ETF | — | NEW | New buy |
| 29 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 30 | XMAG | Defiance Le Cap Ex-mag 7 ETF | — | NEW | New buy |
| 31 | TSLA | Tesla Inc | — | NEW | New buy |
| 32 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 33 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 34 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 35 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | — | NEW | New buy |
| 36 | IBIT | Ishares Bitcoin Trust ETF | — | 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 36 disclosed positions in Q3 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 COIN, VSGX, BNDX) accounted for 47.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
XRPI
市值: $2.8M
Top Position Liquidated / Trimmed
BNDX
前期市值: $16.3M
During Q3 2025, Refined Wealth Management's top holdings by market value included COIN (12.6%)、VSGX (10.7%)、BNDX (10.0%). The largest single position, COIN, represented 12.6% of total portfolio value.
In Q3 2025, Refined Wealth Management made 31 total portfolio adjustments, initiating 9 new buys, adding to 13 positions, trimming 9 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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