Refined Wealth Management
CIK 0001724729 · SALT LAKE CITY, UT · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$165.7M
2026 Q2
Positions
49
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VEA
VANGUARD TAX-MANAGED FDS
12.1%
QQQ
INVESCO QQQ TR
10.2%
RSP
INVESCO EXCHANGE TRADED FD T
8.5%
COIN
COINBASE GLOBAL INC
5.2%
PYLD
PIMCO ETF TR
5.1%
BITB
BITWISE BITCOIN ETF TR
4.8%
VTV
VANGUARD INDEX FDS
4.8%
EMXC
ISHARES INC
4.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.