§ 13F · FUND PROFILE
Refined Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156M (13F)Positions · 36Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$64M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 280K | $18M | 11.3% | +1012% |
| 2 | QQQ | INVESCO QQQ TR | 23K | $13M | 8.5% | −9% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 66K | $13M | 7.9% | +1973% |
| 4 | COIN | COINBASE GLOBAL INC | 59K | $10M | 6.5% | +1% |
| 5 | CVX | CHEVRON CORPORATION | 44K | $9M | 5.8% | NEW |
| 6 | BITB | BITWISE BITCOIN ETF TR | 246K | $9M | 5.7% | +23% |
| 7 | PYLD | PIMCO ETF TR | 310K | $8M | 5.1% | NEW |
| 8 | BINC | BLACKROCK ETF TRUST II | 148K | $8M | 4.9% | NEW |
| 9 | GLD | SPDR GOLD TR | 17K | $7M | 4.6% | +3% |
| 10 | VTV | VANGUARD INDEX FDS | 37K | $7M | 4.5% | −44% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REFINED SIGNAL
AC read
Refined Wealth Management is a Other fund managing $156 million in assets. The fund runs a portfolio of 36 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed