Refined Wealth Management Purchases and Sells in Q4 2025

Refined Wealth Management

$148 Million
Q4 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	16.9K + 206.58%	$59.18 - $62.09 $1M - $1.05M	25.2K $1.54M
QQQ	1.15K + 4.71%	$589.5 - $635.77 $680K - $733K	25.6K $15.5M
GLD	238 + 1.46%	$354.79 - $403.15 $84.4K - $95.9K	16.5K $6.22M
NVDA	1.93K + 39.41%	$179.83 - $207.04 $346K - $399K	6.81K $1.27M
AMZN	839 + 19.54%	$213.04 - $254.0 $179K - $213K	5.13K $1.2M
META	367 + 99.73%	$609.01 - $751.67 $224K - $276K	735 $447K

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	3.16K New	$185.12 - $192.11 $585K - $607K	3.16K $592K
VWO	9.68K New	$52.54 - $55.77 $508K - $540K	9.68K $530K
MSFT	875 New	$496.82 - $542.07 $435K - $474K	875 $444K
VOT	1.14K New	$279.76 - $298.12 $320K - $341K	1.14K $319K
VBK	942 New	$291.71 - $309.36 $275K - $291K	942 $274K
BND	3.52K New	$74.09 - $75.1 $261K - $264K	3.52K $260K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	-3.73K - 3.66%	$77.73 - $78.84 $290K - $294K	98.1K $7.64M
VCLT	-945 - 1.4%	$76.23 - $79.22 $72K - $74.9K	66.8K $5.09M
TLT	-956 - 1.62%	$88.67 - $92.06 $84.8K - $88K	58K $5.15M
FTSM	-602 - 4.06%	$59.91 - $60.13 $36.1K - $36.2K	14.2K $852K
BNDX	-468 - 0.15%	$49.3 - $49.91 $23.1K - $23.4K	313K $15.5M
SUSA	-21 - 1.15%	$132.94 - $139.8 $2.79K - $2.94K	1.81K $248K

Activity Summary All Purchases 29 New Holdings 8 Increased Positions 21 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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