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Refined Wealth Management

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13F filer, CIK 1724729, SALT LAKE CITY, UT

Refined Wealth Management reported $155,624,449 across 36 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-21. Its ten largest share positions make up 77.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001724729-25-000008

Period
2025-09-30
Reported value
$156M
Holdings
36
Top 10 weight
77.83%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XRPInew+160,851$2.78M
ENVXadded+108,129$1.08M
BITBadded+8,353$520K
VEAnew+8,204$492K
BIVadded+4,575$357K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BNDXreduced-21,891-$1.08M
QQQreduced-514-$309K
COINreduced-692-$234K
VSGXreduced-2,614-$181K
GLDreduced-480-$171K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001724729-25-000008, largest first. % of portfolio is the value over $155,624,449, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,139 shares; 2024Q4: 49,676 shares; 2025Q1: 57,808 shares; 2025Q2: 58,748 shares; 2025Q3: 58,056 shares 58,056$19.6M12.59%-692Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,944 shares; 2024Q4: 276,644 shares; 2025Q1: 241,653 shares; 2025Q2: 243,425 shares; 2025Q3: 240,811 shares 240,811$16.7M10.73%-2,614Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,961 shares; 2024Q4: 373,457 shares; 2025Q1: 334,233 shares; 2025Q2: 335,394 shares; 2025Q3: 313,503 shares 313,503$15.5M9.96%-21,891Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,582 shares; 2025Q2: 24,987 shares; 2025Q3: 24,473 shares 24,473$14.7M9.44%-514Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,348 shares; 2025Q2: 65,211 shares; 2025Q3: 65,001 shares 65,001$12.1M7.79%-210Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,492 shares; 2024Q4: 135,412 shares; 2025Q1: 178,316 shares; 2025Q2: 179,375 shares; 2025Q3: 187,728 shares 187,728$11.7M7.51%+8,353Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,134 shares; 2024Q4: 214,675 shares; 2025Q1: 210,079 shares; 2025Q2: 210,651 shares; 2025Q3: 219,125 shares 219,125$9.11M5.85%+8,474Timeline
ENVXENOVIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,954 shares; 2024Q4: 568,606 shares; 2025Q1: 675,449 shares; 2025Q2: 691,161 shares; 2025Q3: 799,290 shares 799,290$7.97M5.12%+108,129Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,044 shares; 2025Q2: 97,222 shares; 2025Q3: 101,797 shares 101,797$7.95M5.11%+4,575Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,276 shares; 2024Q4: 25,129 shares; 2025Q1: 16,787 shares; 2025Q2: 16,789 shares; 2025Q3: 16,309 shares 16,309$5.8M3.73%-480Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,088 shares; 2024Q4: 85,837 shares; 2025Q1: 56,930 shares; 2025Q2: 57,026 shares; 2025Q3: 58,962 shares 58,962$5.27M3.39%+1,936Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,267 shares; 2024Q4: 101,766 shares; 2025Q1: 65,644 shares; 2025Q2: 65,669 shares; 2025Q3: 67,699 shares 67,699$5.26M3.38%+2,030Timeline
NXHNEIGHBORHOOD INTELLIGENCE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,332 shares; 2024Q4: 401,095 shares; 2025Q1: 417,987 shares; 2025Q2: 419,149 shares; 2025Q3: 416,058 shares 416,058$4.07M2.62%-3,091Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,612 shares; 2024Q4: 20,472 shares; 2025Q1: 13,000 shares; 2025Q2: 13,285 shares; 2025Q3: 13,232 shares 13,232$3.89M2.5%-53Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,206 shares; 2024Q4: 6,182 shares; 2025Q1: 13,718 shares; 2025Q2: 14,081 shares; 2025Q3: 14,092 shares 14,092$3.58M2.3%+11Timeline
XRPIVOLATILITY SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,851 shares 160,851$2.78M1.79%newTimeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,936 shares; 2024Q4: 219,158 shares; 2025Q1: 13,421 shares; 2025Q2: 12,853 shares; 2025Q3: 12,505 shares 12,505$1.24M0.8%-348Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,443 shares; 2025Q1: 1,957 shares; 2025Q2: 1,959 shares; 2025Q3: 1,963 shares 1,963$1.2M0.77%+4Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 4,536 shares; 2025Q2: 4,283 shares; 2025Q3: 4,293 shares 4,293$943K0.61%+10Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 5,062 shares; 2025Q1: 4,935 shares; 2025Q2: 4,870 shares; 2025Q3: 4,885 shares 4,885$911K0.59%+15Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,977 shares; 2024Q4: 14,811 shares; 2025Q1: 14,811 shares; 2025Q2: 14,811 shares; 2025Q3: 14,811 shares 14,811$887K0.57%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,785 shares; 2024Q4: 12,728 shares; 2025Q1: 2,969 shares; 2025Q2: 2,750 shares; 2025Q3: 2,850 shares 2,850$726K0.47%+100Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,376 shares; 2025Q1: 2,389 shares; 2025Q2: 2,412 shares; 2025Q3: 2,440 shares 2,440$577K0.37%+28Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,204 shares 8,204$492K0.32%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 860 shares 860$432K0.28%+162Timeline
XMAGTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,350 shares 15,350$340K0.22%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 668 shares 668$297K0.19%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 368 shares 368$270K0.17%0Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares 1,833$249K0.16%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: 641 shares 641$240K0.15%+59Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,072 shares; 2025Q3: 3,072 shares 3,072$235K0.15%0Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,305 shares; 2024Q4: 166,390 shares; 2025Q1: not reported; 2025Q2: 6,031 shares; 2025Q3: 6,039 shares 6,039$229K0.15%+8Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,485 shares; 2025Q3: 3,510 shares 3,510$228K0.15%+25Timeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000$98.5K0.06%0Timeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,850 shares; 2024Q4: 10,850 shares; 2025Q1: 10,850 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares 10,850$29.8K0.02%0Timeline
URGUR-ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares 10,800$19.3K0.01%0Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001724729-25-000008 base2025-10-21acceptance time not in the bulk data set