Refined Wealth Management Portfolio Holdings

Refined Wealth Management

  • $148 Million
  • Q4 2025

Refined Wealth Management has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $148 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg Intl Stk with a value of $16.8M, Coinbase Global, Inc. with a value of $16.6M, Vanguard Total International B with a value of $15.5M, Invesco Qqq Trust, Series 1 with a value of $15.5M, and Vanguard Value ETF with a value of $12.1M.

Examining the 13F form we can see an increase of $672K in the current position value, from $147M to 148M.

Below you can find more details about Refined Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
ETFs: $108 Million
Technology: $19.4 Million
Consumer Cyclical: $12.2 Million
Industrials: $7.26 Million
Communication Services: $447,000
Financial Services: $437,000
Energy: $128,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$1.27 Million 0.86% of portfolio
6,810
Q4 2025 Added 39.41%
$2.39T
$1.2 Million 0.81% of portfolio
5,132
Q4 2025 Added 19.54%
$4.3T
$858,000 0.58% of portfolio
3,211
Q4 2025 Added 12.67%
$662B
$437,000 0.3% of portfolio
860
Q3 2025 Added 23.21%
$3.78T
$444,000 0.3% of portfolio
875
Q4 2025 New
$1.37T
$447,000 0.3% of portfolio
735
Q4 2025 Added 99.73%
$1.29T
$303,000 0.2% of portfolio
741
Q4 2025 Added 10.93%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $148 Million
  • Prior Value $147 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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