Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Refined Wealth Management

•CIK: 1724729•Filing: Q4 2025

**Refined Wealth Management** manages $149M across a diversified portfolio of 43 positions. The strategy exhibits notable allocations to technology and fixed income, highlighted by top holdings such as VSGX ($17.1M) and NDQ ($15.7M). Significant exposure is also maintained in international bonds via BNDX ($15.1M) and the cryptocurrency sector with COIN ($13.2M). This concentrated approach suggests a tactical blend of growth assets and defensive yield generation.

Total AUM

$148.6M

QoQ Performance

-4.5%

Positions

35

Top 10 Concentration

75.6%

Latest Filing

Q4 2025

Top Holdings Allocation

VSGX

NDQ

BNDX

COIN

VTV

BITB

SRLN

BIV

VSGX11.5%

NDQ10.6%

BNDX10.2%

COIN8.9%

VTV8.3%

BITB6.4%

SRLN6.1%

BIV5.1%

📈 Biggest Buys

VANGUARD TAX-MANAGED FDS

+206.6%

1.1% of portfolio

INVESCO QQQ TR

+4.7%

10.6% of portfolio

INVESCO EXCHANGE TRADED FD T

NEW

0.4% of portfolio

BITWISE BITCOIN ETF TR

+6.4%

6.4% of portfolio

VANGUARD INTL EQUITY INDEX F

NEW

0.4% of portfolio

📉 Biggest Sells

VANGUARD BD INDEX FDS

-3.7%

5.1% of portfolio

VANGUARD WORLD FD

-0.9%

11.5% of portfolio

ISHARES TR

-1.6%

3.4% of portfolio

VANGUARD SCOTTSDALE FDS

-1.4%

3.4% of portfolio

VANGUARD INDEX FDS

-0.3%

8.3% of portfolio

Sector Breakdown

Other95.3%

Technology2.2%

Consumer1.0%

ETF0.8%

Industrial0.4%

Financial0.3%

🚪 Exited Positionssold since Q3 2025

ISHARES BITCOIN TRUST ETF

SOLD

$228.2K

Changes from Q3 2025

NEW8 new positions

↑21 increased

↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD WORLD FD

VANGUARD CHARLOTTE FDS

COINBASE GLOBAL INC

VANGUARD INDEX FDS

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.