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
📉 Biggest Sells
Sector Breakdown
Other95.6%
Technology2.2%
Consumer1.0%
ETF0.8%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑21 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022