Loading…
CIK 0001724729 • 6 13F filings • Apr 22, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("refined-wealth-management-0001724729-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $863K | 0.7% | 4,536 SH | |
| APPLE INC | COM | $660K | 0.5% | 2,969 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $372K | 0.3% | 698 SH | |
| BEYOND INC | COM | $2.4M | 2.0% | 417,987 SH | |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $8.0M | 6.5% | 178,316 SH | |
| COINBASE GLOBAL INC | COM CL A | $10.0M | 8.1% | 57,808 SH | |
| DENISON MINES CORP | COM | $14K | 0.0% | 10,850 SH | |
| ENOVIX CORPORATION | COM | $5.0M | 4.1% | 675,449 SH | |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $886K | 0.7% | 14,811 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $11.5M | 9.4% | 24,582 SH | |
| ISHARES TR | 20 YR TR BD ETF | $5.2M | 4.2% | 56,930 SH | |
| ISHARES TR | MSCI USA ESG SLC | $211K | 0.2% | 1,833 SH | |
| NEXGEN ENERGY LTD | COM | $49K | 0.0% | 11,000 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $1.1M | 0.9% | 13,421 SH | |
| NVIDIA CORPORATION | COM | $535K | 0.4% | 4,935 SH | |
| SPDR GOLD TR | GOLD SHS | $4.8M | 4.0% | 16,787 SH | |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $8.6M | 7.1% | 210,079 SH | |
| UNION PAC CORP | COM | $564K | 0.5% | 2,389 SH | |
| UR-ENERGY INC | COM | $7K | 0.0% | 10,800 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $7.4M | 6.1% | 97,044 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $16.3M | 13.3% | 334,233 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $3.4M | 2.8% | 13,000 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.8% | 1,957 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.0M | 2.5% | 13,718 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $11.1M | 9.1% | 64,348 SH | |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $5.0M | 4.1% | 65,644 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $14.3M | 11.7% | 241,653 SH |
| 13F-HR |
| 0001724729-25-000008 |
| $155.6M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001724729-26-000005 | $165.7M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001724729-25-000005 | $145.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001724729-26-000003 | $158.4M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001724729-25-000003 | $122.2M | View |