Refined Wealth Management
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Refined Wealth Management’s Bitwise XRP ETF XRP Stock Holding History

Refined Wealth Management’s Portfolio XRP Stock Details XRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.67M Buy
160,705
+6,979
+5% +$96K 1.5% 17
2026
Q2 		$1.79M Buy
153,726
+5,123
+3% +$74.8K 1.08% 21
2026
Q1 		$2.23M Buy
+148,603
New +$2.68M 1.41% 20

Other funds holding XRP

Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
CPR Investments
CPR Investments Rochester, Michigan $134M AUM 22.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Glass Jacobson Investment Advisors
Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Clayton Financial Group
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Gilpin Wealth Management
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Refined Wealth Management's XRP Position: Q3 2026 in Review

Refined Wealth Management increased its Bitwise XRP ETF (XRP) stake by 4.5% in Q3 2026, buying an estimated $96K and bringing the position to 160,705 shares worth $2.67M. The position accounts for 1.5% of the portfolio, ranked #17.

Refined Wealth Management first reported a position in XRP in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold XRP as of Q3 2026.

  • Refined Wealth Management held 160,705 shares of Bitwise XRP ETF worth $2.67M as of Q3 2026.
  • Refined Wealth Management bought 6,979 Bitwise XRP ETF shares in Q3 2026, an estimated $96K.
  • Bitwise XRP ETF made up 1.5% of Refined Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Refined Wealth Management first reported a position in Bitwise XRP ETF in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Bitwise XRP ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.