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Refined Wealth Management

Latest statistics and disclosures from Refined Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, QQQ, RSP, COIN, PYLD, and represent 41.04% of Refined Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VO, XSOE, AVGO, PYLD, BITB, BINC, JPIB, SCHR, RSP, CVX.
Started 2 new stock positions in XSOE, AVGO.
Reduced shares in these 10 stocks: SUSA, , , MPC, QQQ, BRK.B, TLT, ENVX, NULG, COIN.
Sold out of its positions in CCJ, XOM, SUSA.
Refined Wealth Management was a net buyer of stock by $622k.
Refined Wealth Management has $166M in assets under management (AUM), dropping by 4.59%.
Central Index Key (CIK): 0001724729

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Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 49 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.1	$20M		280k	71.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.2	$17M		23k	736.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.5	$14M		66k	212.77	View chart
Coinbase Global Com Cl A (COIN)	5.2	$8.6M		59k	146.19	View chart
Pimco Etf Tr Multisector Bd (PYLD)	5.1	$8.4M	+2%	318k	26.52	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	4.8	$8.0M	+2%	251k	31.86	View chart
Vanguard Index Fds Value Etf (VTV)	4.8	$8.0M		37k	217.93	View chart
Ishares Msci Emrg Chn (EMXC)	4.8	$7.9M		78k	102.30	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	4.8	$7.9M		151k	52.34	View chart
Chevron Corporation (CVX)	4.5	$7.5M		45k	165.76	View chart
Spdr Gold Tr Gold Shs (GLD)	3.8	$6.3M		17k	368.38	View chart
Marathon Petroleum Corp (MPC)	3.7	$6.2M	-3%	24k	255.67	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	3.5	$5.8M	+2%	119k	48.35	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	3.5	$5.8M	+2%	234k	24.66	View chart
Enovix Corp (ENVX)	3.1	$5.1M		845k	6.07	View chart
Ishares Msci Gbl Etf New (PICK)	2.8	$4.6M		79k	58.15	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	2.1	$3.4M		38k	88.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.7	$2.8M		16k	170.14	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.7	$2.7M		22k	124.76	View chart
Overstock (BBBY)	1.5	$2.4M		421k	5.79	View chart
Bitwise Xrp Etf Beneficial Int (XRP)	1.1	$1.8M	+3%	154k	11.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.0M		1.5k	687.03	View chart
NVIDIA Corporation (NVDA)	0.6	$966k		4.8k	200.09	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.5	$857k	-5%	7.3k	117.06	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$849k		14k	59.73	View chart
Apple (AAPL)	0.5	$842k	-3%	2.9k	289.36	View chart
Amazon (AMZN)	0.4	$696k		2.9k	238.34	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.4	$694k		8.4k	82.34	View chart
Union Pacific Corporation (UNP)	0.4	$676k		2.5k	271.99	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$503k		10k	48.43	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.3	$460k		11k	40.29	View chart
Tidal Trust Ii Defiance Large (XMAG)	0.2	$376k		14k	26.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$349k	-18%	698.00	500.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$340k	+300%	4.2k	80.58	View chart
Microsoft Corporation (MSFT)	0.2	$326k		875.00	373.02	View chart
Meta Platforms Cl A (META)	0.2	$323k		574.00	563.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$272k		898.00	303.05	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$257k	-19%	3.0k	86.42	View chart
Tesla Motors (TSLA)	0.2	$255k		606.00	420.60	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$254k		3.4k	75.25	View chart
Eaton Corp SHS (ETN)	0.1	$245k	-2%	574.00	426.12	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$244k		3.1k	79.42	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$225k	NEW	4.6k	49.18	View chart
Broadcom (AVGO)	0.1	$220k	NEW	581.00	377.75	View chart
Nexgen Energy (NXE)	0.1	$103k		11k	9.39	View chart
Volatility Shs Tr Xrp Etf (XRPI)	0.0	$72k	-2%	13k	5.74	View chart
Denison Mines Corp (DNN)	0.0	$33k		11k	3.06	View chart
Bed Bath & Beyond *w Exp 10/07/202 (BBBY.WS)	0.0	$17k		42k	0.42	View chart
Ur-energy (URG)	0.0	$15k		11k	1.36	View chart

Past Filings by Refined Wealth Management

SEC 13F filings are viewable for Refined Wealth Management going back to 2021

Refined Wealth Management 2026 Q2 filed July 21, 2026
Refined Wealth Management 2026 Q1 filed April 21, 2026
Refined Wealth Management 2025 Q4 filed Jan. 15, 2026
Refined Wealth Management 2025 Q3 filed Oct. 21, 2025
Refined Wealth Management 2025 Q2 filed July 17, 2025
Refined Wealth Management 2025 Q1 filed April 22, 2025
Refined Wealth Management 2024 Q4 filed Jan. 22, 2025
Refined Wealth Management 2024 Q3 filed Oct. 18, 2024
Refined Wealth Management 2024 Q2 filed July 18, 2024
Refined Wealth Management 2024 Q1 filed April 18, 2024
Refined Wealth Management 2023 Q4 filed Jan. 22, 2024
Refined Wealth Management 2023 Q3 filed Oct. 16, 2023
Refined Wealth Management 2023 Q2 filed July 17, 2023
Refined Wealth Management 2023 Q1 filed April 17, 2023
Refined Wealth Management 2022 Q4 filed Jan. 17, 2023
Refined Wealth Management 2022 Q3 filed Oct. 20, 2022

View all past filings

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