Refined Wealth Management
Net seller this quarter
$166M
25
-$575K
43.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $17M | 10.23% | Not reported | -0.8% | Q1 2025 |
 COIN | $8.61M | 5.20% | 0.02% | -0.4% | Q4 2021 |
 BITB | $8.01M | 4.83% | 0.38% | +2.3% | Q1 2024 |
 EMXC | $7.93M | 4.78% | Not reported | +0.1% | Q1 2026 |
 CVX | $7.45M | 4.50% | 0.00% | +1.2% | Q4 2021 |
 GLD | $6.33M | 3.82% | 0.00% | +0.6% | Q4 2021 |
 MPC | $6.19M | 3.74% | 0.01% | -3.1% | Q4 2021 |
 ENVX | $5.13M | 3.09% | 0.39% | -1.1% | Q1 2023 |
 REMX | $3.4M | 2.05% | Not reported | +1.1% | Q1 2026 |
 NXH | $2.44M | 1.47% | 0.52% | -0.4% | Q4 2021 |
 XRP | $1.79M | 1.08% | 0.60% | +3.5% | Q1 2026 |
 NVDA | $966K | 0.58% | 0.00% | -0.4% | Q1 2022 |
 AAPL | $841K | 0.51% | 0.00% | -3.3% | Q4 2021 |
 AMZN | $695K | 0.42% | 0.00% | -0.3% | Q4 2021 |
 UNP | $676K | 0.41% | 0.00% | +0.5% | Q4 2021 |
 BRK.B | $349K | 0.21% | Not reported | -18.8% | Q4 2021 |
 MSFT | $326K | 0.20% | 0.00% | Not reported | Q4 2025 |
 META | $323K | 0.20% | Not reported | Not reported | Q2 2025 |
 TSLA | $255K | 0.15% | 0.00% | Not reported | Q4 2024 |
 ETN | $245K | 0.15% | 0.00% | -2.7% | Q1 2024 |
| GLDM | $244K | 0.15% | 0.00% | Not reported | Q2 2025 |
 AVGO | $219K | 0.13% | 0.00% | Not reported | Q4 2025 |
 NXE | $103K | 0.06% | 0.00% | Not reported | Q1 2022 |
 DNN | $33.2K | 0.02% | 0.00% | Not reported | Q1 2022 |
 URG | $14.7K | 0.01% | 0.00% | Not reported | Q1 2022 |
| Q1 2026 | |||||
| QQQ | $13.4M | 8.45% | Not reported | -9.5% | Q1 2025 |
| COIN | $10.3M | 6.52% | 0.02% | +1.1% | Q4 2021 |
| CVX | $9.19M | 5.80% | 0.00% | Not reported | Q4 2021 |
| BITB | $9.04M | 5.71% | 0.35% | +23.0% | Q1 2024 |
| GLD | $7.35M | 4.64% | 0.00% | +3.2% | Q4 2021 |
| MPC | $6.1M | 3.85% | 0.01% | Not reported | Q4 2021 |
| EMXC | $6.09M | 3.84% | Not reported | New | Q1 2026 |
| ENVX | $4.43M | 2.79% | 0.39% | +5.8% | Q1 2023 |
| REMX | $3.34M | 2.11% | Not reported | New | Q1 2026 |
| XRP | $2.23M | 1.41% | 0.85% | New | Q1 2026 |
| NXH | $1.96M | 1.24% | 0.61% | +1.3% | Q4 2021 |
| NVDA | $845K | 0.53% | 0.00% | -28.8% | Q1 2022 |
| AAPL | $764K | 0.48% | 0.00% | -6.3% | Q4 2021 |
| AMZN | $610K | 0.38% | 0.00% | -43.0% | Q4 2021 |
| UNP | $600K | 0.38% | 0.00% | +0.5% | Q4 2021 |
| BRK.B | $412K | 0.26% | Not reported | Not reported | Q4 2021 |
| META | $328K | 0.21% | Not reported | -21.9% | Q2 2025 |
| MSFT | $324K | 0.20% | 0.00% | Not reported | Q4 2025 |
| GLDM | $285K | 0.18% | 0.00% | Not reported | Q2 2025 |
| SUSA | $236K | 0.15% | Not reported | -1.4% | Q1 2024 |
| TSLA | $225K | 0.14% | 0.00% | -18.2% | Q4 2024 |
 CCJ | $212K | 0.13% | 0.00% | New | Q1 2026 |
| ETN | $211K | 0.13% | 0.00% | -8.0% | Q1 2024 |
 XOM | $208K | 0.13% | 0.00% | New | Q1 2026 |
| NXE | $128K | 0.08% | 0.00% | Not reported | Q1 2022 |
| DNN | $38.3K | 0.02% | 0.00% | Not reported | Q1 2022 |
| URG | $16.1K | 0.01% | 0.00% | Not reported | Q1 2022 |
| Q4 2025 | |||||
| QQQ | $15.7M | 10.60% | Not reported | +4.7% | Q1 2025 |
| COIN | $13.2M | 8.91% | 0.02% | +0.8% | Q4 2021 |
| BITB | $9.5M | 6.40% | 0.28% | +6.4% | Q1 2024 |
| GLD | $6.56M | 4.41% | 0.00% | +1.5% | Q4 2021 |
| ENVX | $5.91M | 3.98% | 0.37% | +1.1% | Q1 2023 |
| NXH | $2.28M | 1.53% | 0.61% | +0.3% | Q4 2021 |
| NVDA | $1.27M | 0.85% | 0.00% | +39.4% | Q1 2022 |
| AMZN | $1.18M | 0.80% | 0.00% | +19.5% | Q4 2021 |
| AAPL | $873K | 0.59% | 0.00% | +12.7% | Q4 2021 |
| UNP | $569K | 0.38% | 0.00% | +0.8% | Q4 2021 |
| META | $485K | 0.33% | Not reported | +99.7% | Q2 2025 |
| BRK.B | $432K | 0.29% | Not reported | Not reported | Q4 2021 |
| MSFT | $423K | 0.28% | 0.00% | New | Q4 2025 |
| TSLA | $333K | 0.22% | 0.00% | +10.9% | Q4 2024 |
 VOT | $319K | 0.21% | Not reported | New | Q4 2025 |
| GLDM | $262K | 0.18% | 0.00% | Not reported | Q2 2025 |
| SUSA | $252K | 0.17% | Not reported | -1.2% | Q1 2024 |
| ETN | $204K | 0.14% | 0.00% | Not reported | Q1 2024 |
| AVGO | $201K | 0.14% | 0.00% | New | Q4 2025 |
| NXE | $101K | 0.07% | 0.00% | Not reported | Q1 2022 |
| DNN | $28.9K | 0.02% | 0.00% | Not reported | Q1 2022 |
| URG | $15K | 0.01% | 0.00% | Not reported | Q1 2022 |
| Q3 2025 | |||||
| COIN | $19.6M | 12.59% | 0.02% | -1.2% | Q4 2021 |
| QQQ | $14.7M | 9.44% | Not reported | -2.1% | Q1 2025 |
| BITB | $11.7M | 7.51% | 0.25% | +4.7% | Q1 2024 |
| ENVX | $7.97M | 5.12% | 0.37% | +15.6% | Q1 2023 |
| GLD | $5.8M | 3.73% | 0.00% | -2.9% | Q4 2021 |
| NXH | $4.07M | 2.62% | 0.64% | -0.7% | Q4 2021 |
| AMZN | $943K | 0.61% | 0.00% | +0.2% | Q4 2021 |
| NVDA | $911K | 0.59% | 0.00% | +0.3% | Q1 2022 |
| AAPL | $726K | 0.47% | 0.00% | +3.6% | Q4 2021 |
| UNP | $577K | 0.37% | 0.00% | +1.2% | Q4 2021 |
| BRK.B | $432K | 0.28% | Not reported | +23.2% | Q4 2021 |
| TSLA | $297K | 0.19% | 0.00% | Not reported | Q4 2024 |
| META | $270K | 0.17% | Not reported | Not reported | Q2 2025 |
| SUSA | $249K | 0.16% | Not reported | Not reported | Q1 2024 |
| ETN | $240K | 0.15% | 0.00% | +10.1% | Q1 2024 |
| GLDM | $235K | 0.15% | 0.00% | Not reported | Q2 2025 |
| IBIT | $228K | 0.15% | 0.00% | +0.7% | Q2 2025 |
| NXE | $98.5K | 0.06% | 0.00% | Not reported | Q1 2022 |
| DNN | $29.8K | 0.02% | 0.00% | Not reported | Q1 2022 |
| URG | $19.3K | 0.01% | 0.00% | Not reported | Q1 2022 |