Refined Wealth Management

13F Filings History

Latest 13F report
Q2 2025 - Jul 17, 2025
Value $
$145M
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 33 stock holdings with total value $145M as of Q2 2025. Top holdings included COIN, BNDX, VSGX, QQQ, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 33 $145M +$2.65M -$164K +$2.48M COIN, BNDX, VSGX, QQQ, VTV 13F-HR 7/17/2025, 02:08 PM
Q1 2025 27 $122M +$36.2M -$38.6M -$2.36M BNDX, VSGX, QQQ, VTV, COIN 13F-HR 4/22/2025, 02:58 PM
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 -$1.88M +$15.1M 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, 12:17 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 -$2.17M +$11.7M BNDX, NULG, VSGX, CVX, TIP 13F-HR 7/19/2022, 12:50 PM
Q1 2022 26 $118M +$54.4M -$47M +$7.4M 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, 05:48 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