Refined Wealth Management

Q3 2025 13F Holdings

  • Location
    salt lake city, UT
  • Num holdings

    36

  • Value ($000)

    $155,624

  • Date Filed
    10/21/2025
  • Form type
    13F-HR
  • CIK
    0001724729
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
COIN

COINBASE GLOBAL INC

COM CL A
19260Q107
$19.59M
13 %

58,056

V
VSGX

VANGUARD WORLD FD

ESG INTL STK ETF
921910725
$16.71M
11 %

240,811

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$15.51M
10 %

313,503

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$14.69M
9 %

24,473

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$12.12M
8 %

65,001

B
BITB

BITWISE BITCOIN ETF TR

SHS BEN INT
09174C104
$11.68M
8 %

187,728

S
SRLN

SSGA ACTIVE ETF TR

BLACKSTONE SENR
78467V608
$9.11M
6 %

219,125

E
ENVX

ENOVIX CORPORATION

COM
293594107
$7.97M
5 %

799,290

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$7.95M
5 %

101,797

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$5.80M
4 %

16,309

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