13F HOLDINGS REPORT
Refined Wealth Management
Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001724729-25-000005
Total Value
$145.5M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COINBASE GLOBAL INC | COIN | 58,748 | $20.6M | 14.15% |
| 2 | VANGUARD CHARLOTTE FDS | 92203J407 | 335,394 | $16.6M | 11.41% |
| 3 | VANGUARD WORLD FD | 921910725 | 243,425 | $15.9M | 10.96% |
| 4 | INVESCO QQQ TR | IVZ | 24,987 | $13.8M | 9.47% |
| 5 | VANGUARD INDEX FDS | 922908744 | 65,211 | $11.5M | 7.92% |
| 6 | BITWISE BITCOIN ETF TR | BITB | 179,375 | $10.5M | 7.22% |
| 7 | SSGA ACTIVE ETF TR | 78467V608 | 210,651 | $8.8M | 6.02% |
| 8 | VANGUARD BD INDEX FDS | 921937819 | 97,222 | $7.5M | 5.17% |
| 9 | ENOVIX CORPORATION | ENVX | 691,161 | $7.1M | 4.91% |
| 10 | SPDR GOLD TR | GLD | 16,789 | $5.1M | 3.52% |
| 11 | ISHARES TR | 464287432 | 57,026 | $5.0M | 3.46% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C813 | 65,669 | $5.0M | 3.43% |
| 13 | VANGUARD INDEX FDS | 922908629 | 13,285 | $3.7M | 2.56% |
| 14 | VANGUARD INDEX FDS | 922908751 | 14,081 | $3.3M | 2.29% |
| 15 | BEYOND INC | BBBY-WT | 419,149 | $2.9M | 1.98% |
| 16 | NUSHARES ETF TR | NU | 12,853 | $1.2M | 0.83% |
| 17 | VANGUARD INDEX FDS | 922908363 | 1,959 | $1.1M | 0.76% |
| 18 | AMAZON COM INC | AMZN | 4,283 | $939,647 | 0.65% |
| 19 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 14,811 | $886,735 | 0.61% |
| 20 | NVIDIA CORPORATION | NVDA | 4,870 | $769,411 | 0.53% |
| 21 | APPLE INC | AAPL | 2,750 | $564,218 | 0.39% |
| 22 | UNION PAC CORP | UNP | 2,412 | $554,843 | 0.38% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 698 | $339,067 | 0.23% |
| 24 | META PLATFORMS INC | META | 368 | $271,617 | 0.19% |
| 25 | ISHARES TR | 464288802 | 1,833 | $232,333 | 0.16% |
| 26 | ISHARES BITCOIN TRUST ETF | IBIT | 3,485 | $213,317 | 0.15% |
| 27 | TESLA INC | TSLA | 668 | $212,197 | 0.15% |
| 28 | WISDOMTREE TR | WT | 6,031 | $207,956 | 0.14% |
| 29 | EATON CORP PLC | ETN | 582 | $207,768 | 0.14% |
| 30 | WORLD GOLD TR | GLDW | 3,072 | $201,277 | 0.14% |
| 31 | NEXGEN ENERGY LTD | NXE | 11,000 | $76,340 | 0.05% |
| 32 | DENISON MINES CORP | DNN | 10,850 | $19,747 | 0.01% |
| 33 | UR-ENERGY INC | URG | 10,800 | $11,340 | 0.01% |