Refined Wealth Management

13F Filings History

Latest 13F report: Q4 2024 - Jan 22, 2025
Value $: $131M
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 $131M as of Q4 2024. Top holdings included NULG, BNDX, VSGX, COIN, and SRLN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	27	$131M	+$1.32M	-$1.56M	-$238K	NULG, BNDX, VSGX, COIN, SRLN	13F-HR	1/22/2025, 01:58 PM
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

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