Refined Wealth Management
RIA/Wealth
Refined Wealth Management is a RIA/Wealth based in Salt Lake City, UT led by Ryan Robert Larsen, reporting $188.7M in AUM as of Q3 2025 with 63% ETF concentration and 77% concentrated in top 10 holdings.
CCORyan Robert Larsen
- Portfolio Value
- $156.6M
- Positions
- 35
- Top Holding
- COIN at 12.51%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Refined Wealth Management's portfolio (77.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Application Technology | $19.6M | 12.51% | -$233.5K Sold | 0.02% 58.1K shares | |
ETF ETF | $16.7M | 10.67% | -$181.3K Sold | — 240.8K shares | |
ETF ETF | $15.5M | 9.90% | -$1.1M Sold | — 313.5K shares | |
ETF ETF | $14.7M | 9.38% | -$308.6K Sold | — 24.5K shares | |
ETF ETF | $12.1M | 7.74% | -$39.2K Sold | — 65.0K shares | |
Unknown Unknown | $11.7M | 7.46% | +$519.7K Bought | — 187.7K shares | |
ETF ETF | $9.1M | 5.82% | +$352.3K Bought | — 219.1K shares | |
Electrical Equipment & Parts Industrials | $8.0M | 5.09% | +$93.6K Bought | 0.37% 799.3K shares | |
ETF ETF | $7.9M | 5.08% | +$357.3K Bought | — 101.8K shares | |
Unknown Unknown | $5.8M | 3.70% | -$170.6K Sold | — 16.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Refined Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+23.21% | |
+10.14% | |
+4.71% | |
+4.66% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-6.53% | |
-2.86% | |
-2.71% | |
-2.06% | |
-1.18% |
Analytics
Portfolio insights and performance metrics for Refined Wealth Management
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