Refined Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$130M
Signature - Title
Ryan Larsen - Owner
Location
Salt Lake City, UT
Summary
This page shows a list of all the recent 13F filings made by Refined Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Refined Wealth Management reported 27 stock holdings with total value $130M as of Q3 2024. Top holdings included BNDX, NULG, VSGX, SRLN, and COIN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 27 $130M +$1.56M -$666K +$894K BNDX, NULG, VSGX, SRLN, COIN 13F-HR 10/18/2024, 12:27 PM
Q2 2024 28 $130M +$2.81M -$9.25M -$6.45M NULG, BNDX, VSGX, COIN, SRLN 13F-HR 7/18/2024, 12:11 PM
Q1 2024 29 $142M +$8.12M -$4.46M +$3.66M BNDX, NULG, VSGX, COIN, BYON 13F-HR 4/18/2024, 01:36 PM
Q4 2023 26 $128M +$6.35M -$5.93M +$425K BNDX, NULG, VSGX, COIN, SRLN 13F-HR 1/22/2024, 11:42 AM
Q3 2023 26 $111M +$4.98M -$8.59M -$3.61M NULG, BNDX, VSGX, SRLN, TLT 13F-HR 10/16/2023, 02:07 PM
Q2 2023 26 $121M +$2.84M -$101K +$2.74M NULG, BNDX, VSGX, SRLN, TLT 13F-HR 7/17/2023, 12:32 PM
Q1 2023 25 $113M +$17M -$25.2M -$8.21M BNDX, NULG, VSGX, SRLN, TLT 13F-HR 4/17/2023, 12:32 PM
Q4 2022 26 $114M +$3.88M -$2.32M +$1.56M BNDX, NULG, VSGX, CVX, SRLN 13F-HR 1/17/2023, 01:17 PM
Q3 2022 25 $111M +$2.86M -$715K +$2.14M BNDX, NULG, VSGX, CVX, SRLN 13F-HR 10/19/2022, 06:51 PM
Q2 2022 25 $112M +$13.8M -$2.64M +$11.2M BNDX, NULG, VSGX, CVX, TIP 13F-HR 7/19/2022, 12:50 PM
Q1 2022 26 $118M +$54.4M -$65.4M -$11M BNDX, NULG, VSGX, CVX, TIP 13F-HR 4/20/2022, 12:08 PM
Q4 2021 23 $129M +$2.54M -$830K +$1.71M ESGV, TIP, FLRN, SRLN, BSV 13F-HR 2/1/2022, 06:48 PM
Q3 2021 21 $123M +$6.44M -$35.9K +$6.41M ESGV, SRLN, TIP, FLRN, BSV 13F-HR 10/18/2021, 03:58 PM
Q2 2021 20 $119M $0 $0 ESGV, TIP, SRLN, FLRN, BSV 13F-HR 7/13/2021, 04:21 PM