Notify me when Refined Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 43 | $148,564,364 | +$6,847,694 | -$930,936 | +$5,916,758 | VSGX, QQQ, BNDX, COIN, VTV | 13F-HR | 15 Jan 2026, 12:46 |
| Q3 2025 | 36 | $155,624,449 | +$6,396,906 | -$2,096,422 | +$4,300,484 | COIN, VSGX, BNDX, QQQ, VTV | 13F-HR | 20 Oct 2025, 18:08 |
| Q2 2025 | 33 | $145,486,794 | +$2,646,324 | -$164,071 | +$2,482,253 | COIN, BNDX, VSGX, QQQ, VTV | 13F-HR | 17 Jul 2025, 14:08 |
| Q1 2025 | 27 | $122,248,725 | +$36,219,837 | -$38,583,462 | -$2,363,625 | BNDX, VSGX, QQQ, VTV, COIN | 13F-HR | 22 Apr 2025, 14:58 |
| Q4 2024 | 27 | $131,375,174 | +$1,321,977 | -$1,560,380 | -$238,403 | NULG, BNDX, VSGX, COIN, SRLN | 13F-HR | 22 Jan 2025, 13:58 |
| Q3 2024 | 27 | $129,681,670 | +$1,560,016 | -$665,547 | +$894,469 | BNDX, NULG, VSGX, SRLN, COIN | 13F-HR | 18 Oct 2024, 12:27 |
| Q2 2024 | 28 | $129,677,114 | +$2,807,337 | -$9,254,134 | -$6,446,797 | NULG, BNDX, VSGX, COIN, SRLN | 13F-HR | 18 Jul 2024, 12:11 |
| Q1 2024 | 29 | $141,957,736 | +$8,122,119 | -$4,463,591 | +$3,658,528 | BNDX, NULG, VSGX, COIN, BYON | 13F-HR | 18 Apr 2024, 13:36 |
| Q4 2023 | 26 | $128,230,064 | +$6,350,621 | -$5,926,024 | +$424,597 | BNDX, NULG, VSGX, COIN, SRLN | 13F-HR | 22 Jan 2024, 11:42 |
| Q3 2023 | 26 | $111,419,345 | +$4,978,251 | -$8,591,715 | -$3,613,464 | NULG, BNDX, VSGX, SRLN, TLT | 13F-HR | 16 Oct 2023, 14:07 |
| Q2 2023 | 26 | $121,308,855 | +$2,842,149 | -$101,135 | +$2,741,014 | NULG, BNDX, VSGX, SRLN, TLT | 13F-HR | 17 Jul 2023, 12:32 |
| Q1 2023 | 25 | $113,239,328 | +$16,975,855 | -$25,189,403 | -$8,213,548 | BNDX, NULG, VSGX, SRLN, TLT | 13F-HR | 17 Apr 2023, 12:32 |
| Q4 2022 | 26 | $114,274,765 | +$3,882,350 | -$2,320,431 | +$1,561,919 | BNDX, NULG, VSGX, CVX, SRLN | 13F-HR | 17 Jan 2023, 13:17 |
| Q3 2022 | 25 | $110,821,000 | +$2,855,974 | -$715,339 | +$2,140,635 | BNDX, NULG, VSGX, CVX, SRLN | 13F-HR | 19 Oct 2022, 18:51 |
| Q2 2022 | 25 | $111,826,000 | +$13,819,368 | -$2,640,374 | +$11,178,994 | BNDX, NULG, VSGX, CVX, TIP | 13F-HR | 19 Jul 2022, 12:50 |
| Q1 2022 | 26 | $118,347,000 | +$54,381,651 | -$65,358,421 | -$10,976,770 | BNDX, NULG, VSGX, CVX, TIP | 13F-HR | 20 Apr 2022, 12:08 |
| Q4 2021 | 23 | $128,949,000 | +$2,541,182 | -$829,751 | +$1,711,431 | ESGV, TIP, FLRN, SRLN, BSV | 13F-HR | 01 Feb 2022, 18:48 |
| Q3 2021 | 21 | $123,464,000 | +$6,444,525 | -$35,856 | +$6,408,669 | ESGV, SRLN, TIP, FLRN, BSV | 13F-HR | 18 Oct 2021, 15:58 |
| Q2 2021 | 20 | $119,101,000 | $0 | $0 | $0 | ESGV, TIP, SRLN, FLRN, BSV | 13F-HR | 13 Jul 2021, 16:21 |