§ 13F · FUND PROFILE
Refined Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $145.5T (13F)Positions · 33Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VSGX | VANGUARD WORLD FD | 239K | $17.1T | 11.5% | −1% |
| 2 | QQQ | INVESCO QQQ TR | 26K | $15.7T | 10.6% | +5% |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | 313K | $15.1T | 10.2% | ±0% |
| 4 | COIN | COINBASE GLOBAL INC | 59K | $13.2T | 8.9% | +1% |
| 5 | VTV | VANGUARD INDEX FDS | 65K | $12.4T | 8.3% | ±0% |
| 6 | BITB | BITWISE BITCOIN ETF TR | 200K | $9.5T | 6.4% | +6% |
| 7 | SRLN | SSGA ACTIVE ETF TR | 220K | $9.1T | 6.1% | ±0% |
| 8 | BIV | VANGUARD BD INDEX FDS | 98K | $7.6T | 5.1% | −4% |
| 9 | GLD | SPDR GOLD TR | 17K | $6.6T | 4.4% | +1% |
| 10 | ENVX | ENOVIX CORPORATION | 808K | $5.9T | 4.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REFINED SIGNAL
AC read
Refined Wealth Management is a Other fund managing $145486.8 trillion in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed