§ 13F · FUND PROFILE
Refined Wealth Management.
AUM · $166M (13F)Positions · 49Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$444K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 280K | $20M | 12.1% | ±0% |
| 2 | QQQ | INVESCO QQQ TR | 23K | $17M | 10.2% | −1% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 66K | $14M | 8.5% | +1% |
| 4 | COIN | COINBASE GLOBAL INC | 59K | $9M | 5.2% | ±0% |
| 5 | PYLD | PIMCO ETF TR | 318K | $8M | 5.1% | +2% |
| 6 | BITB | BITWISE BITCOIN ETF TR | 251K | $8M | 4.8% | +2% |
| 7 | VTV | VANGUARD INDEX FDS | 37K | $8M | 4.8% | ±0% |
| 8 | EMXC | ISHARES INC | 77K | $8M | 4.8% | ±0% |
| 9 | BINC | BLACKROCK ETF TRUST II | 151K | $8M | 4.8% | +2% |
| 10 | CVX | CHEVRON CORPORATION | 45K | $7M | 4.5% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REFINED SIGNAL
AC read
Refined Wealth Management is a Other fund managing $166 million in assets. The fund runs a portfolio of 49 positions.
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