Refined Wealth Management
Top Portfolio Positions
23 positions ·
$68,821,289 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in ENVX
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,426,159 | 854,471 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,906,019 | 807,937 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $7,968,921 | 799,290 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,146,604 | 691,161 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,957,795 | 675,449 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,180,747 | 568,606 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,977,790 | 532,954 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $8,018,066 | 518,633 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,674,923 | 458,792 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,031,865 | 322,034 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,618,068 | 208,611 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $574,646 | 31,854 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $282,425 | 18,942 | Shares | Sole | 2023-04-17 | |
| No quarters match your search. | ||||||