Holdings of Refined Wealth Management
41 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 68.2 % of the equity sleeve
Sector breakdown
- Financials 7.1 %
- Energy 4.2 %
- Technology 1.3 %
- Funds 0.6 %
- Consumer discretionary 0.6 %
- Industrials 0.4 %
- Communication 0.2 %
- Unattributed 85.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 41 | 150.8M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard FTSE Developed Markets ETF | 279,667 | 17.9M $ | |
| 2 | Invesco QQQ Trust Series 1 | 23,203 | 13.4M $ | |
| 3 | Invesco S&P 500 Equal Weight ETF | 65,550 | 12.6M $ | |
| 4 | Coinbase Global Inc | 59,151 | 10.3M $ | |
| 5 | Chevron Corp | 44,436 | 9.2M $ | |
| 6 | Bitwise Bitcoin ETF | 245,693 | 9M $ | |
| 7 | PIMCO Multisector Bond Active | 310,486 | 8.1M $ | |
| 8 | BlackRock ETF Trust II | 148,168 | 7.7M $ | |
| 9 | SPDR Gold Shares | 17,074 | 7.3M $ | |
| 10 | Vanguard Value ETF | 36,517 | 7.2M $ | |
| 11 | Marathon Petroleum Corp | 24,991 | 6.1M $ | |
| 12 | Ishares Inc | 77,434 | 6.1M $ | |
| 13 | Schwab Intermediate-Term U.S. Treasury ETF | 228,477 | 5.7M $ | |
| 14 | Enovix Corp | 854,471 | 4.4M $ | |
| 15 | iShares MSCI Global Metals & M | 77,682 | 4.4M $ | |
| 16 | VanEck Rare Earth and Strategi | 37,982 | 3.3M $ | |
| 17 | American Century ETF Trust | 21,774 | 2.4M $ | |
| 18 | Invesco S&P MidCap Momentum ET | 16,354 | 2.4M $ | |
| 19 | Bitwise XRP ETF | 148,603 | 2.2M $ | |
| 20 | Bed Bath & Beyond Inc | 422,565 | 2M $ | |
| 21 | Vanguard S&P 500 ETF | 1,530 | 914.2K $ | |
| 22 | First Trust Exchange-Traded Fund IV | 14,209 | 849.4K $ | |
| 23 | NVIDIA Corp | 4,848 | 845.5K $ | |
| 24 | Apple Inc | 3,008 | 763.5K $ | |
| 25 | Amazon.com Inc | 2,928 | 609.8K $ | |
| 26 | Union Pacific Corp | 2,472 | 599.8K $ | |
| 27 | Vanguard Charlotte Funds | 10,476 | 503.4K $ | |
| 28 | State Street Blackstone Senior Loan ETF | 11,371 | 456.4K $ | |
| 29 | Berkshire Hathaway Inc | 860 | 412.1K $ | |
| 30 | Meta Platforms Inc | 574 | 328.4K $ | |
| 31 | Microsoft Corp | 875 | 323.9K $ | |
| 32 | iShares Trust | 3,712 | 321.8K $ | |
| 33 | Tidal Trust II | 14,433 | 320.7K $ | |
| 34 | Vanguard Mid-Cap ETF | 1,053 | 302.4K $ | |
| 35 | SPDR Gold MiniShares Trust | 3,072 | 284.7K $ | |
| 36 | Vanguard Scottsdale Funds | 3,423 | 255.8K $ | |
| 37 | iShares ESG Optimized MSCI USA ETF | 1,787 | 236.1K $ | |
| 38 | Vanguard Small-Cap ETF | 897 | 235K $ | |
| 39 | Tesla Inc | 606 | 225.3K $ | |
| 40 | Exxon Mobil Corp | 1,225 | 207.8K $ | |
| 41 | Bed Bath and Beyond Inc. | 41,621 | 23.4K $ | |