Refined Wealth Management
Top Portfolio Positions
23 positions ·
$68,821,289 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
23,203 | $13,392,307 | 19.46% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
59,151 | $10,328,356 | 15.01% | |
| CVX |
Chevron Corp
Energy
|
44,436 | $9,193,808 | 13.36% | |
| BITB |
Bitwise Bitcoin ETF
|
245,693 | $9,043,959 | 13.14% | |
| GLD |
Spdr Gold Trust
|
17,074 | $7,346,771 | 10.68% | |
| MPC |
Marathon Petroleum Corp
Energy
|
24,991 | $6,102,302 | 8.87% | |
| ENVX |
Enovix Corp
Industrials
|
854,471 | $4,426,159 | 6.43% | |
| XRP |
Bitwise XRP ETF
|
148,603 | $2,233,503 | 3.25% | |
| BBBY |
Bed Bath & Beyond, Inc.
|
422,565 | $1,960,701 | 2.85% | |
| NVDA |
Nvidia Corp
Technology
|
4,848 | $845,491 | 1.23% |
Portfolio Trend
20 quarters · across all stocks
Holdings in BBBY
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,960,701 | 422,565 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,278,709 | 417,346 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,073,207 | 416,058 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,883,745 | 419,149 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,424,324 | 417,987 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,977,398 | 401,095 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,521,266 | 349,332 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,201,099 | 321,185 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $10,791,745 | 300,522 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $8,215,013 | 296,678 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $4,461,809 | 282,036 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,699,261 | 174,985 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,323,894 | 163,981 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,061,203 | 158,120 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,746,661 | 153,867 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,410,338 | 136,359 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,458,433 | 101,305 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,366,815 | 57,055 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,104,747 | 52,679 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $4,521,303 | 49,038 | Shares | Sole | 2021-07-13 | |
| No 13F history on record for this holder in this stock. | ||||||