Refined Wealth Management
Q2 2025 13F Holdings
- Locationsalt lake city, UT
- Num holdings
33
- Value ($000)
$145,487
- Date Filed07/17/2025
- Form type13F-HR
- CIK0001724729
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
COIN COINBASE GLOBAL INC | COM CL A | 19260Q107 | $20.59M | 14 % | 58,748 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $16.61M | 11 % | 335,394 | ||
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $15.94M | 11 % | 243,425 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.78M | 10 % | 24,987 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $11.53M | 8 % | 65,211 | ||
BITB BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 | $10.51M | 7 % | 179,375 | ||
SRLN SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 | $8.76M | 6 % | 210,651 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $7.52M | 5 % | 97,222 | ||
ENVX ENOVIX CORPORATION | COM | 293594107 | $7.15M | 5 % | 691,161 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $5.12M | 4 % | 16,789 |
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