Refined Wealth Management

Est. AUM

$158.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$17.9M	279667	11.31%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$13.4M	23203	8.45%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$12.6M	65550	7.94%	SOLE
4	COINBASE GLOBAL INC	COM CL A	$10.3M	59151	6.52%	SOLE
5	CHEVRON CORPORATION	COM	$9.2M	44436	5.80%	SOLE
6	BITWISE BITCOIN ETF TR	SHS BEN INT	$9.0M	245693	5.71%	SOLE
7	PIMCO ETF TR	MULTISECTOR BD	$8.1M	310486	5.13%	SOLE
8	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$7.7M	148168	4.86%	SOLE
9	SPDR GOLD TR	GOLD SHS	$7.3M	17074	4.64%	SOLE
10	VANGUARD INDEX FDS	VALUE ETF	$7.2M	36517	4.52%	SOLE
11	MARATHON PETE CORP	COM	$6.1M	24991	3.85%	SOLE
12	ISHARES INC	MSCI EMRG CHN	$6.1M	77434	3.84%	SOLE
13	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$5.7M	228477	3.59%	SOLE
14	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$5.6M	116594	3.52%	SOLE
15	ENOVIX CORPORATION	COM	$4.4M	854471	2.79%	SOLE
16	ISHARES INC	MSCI GBL ETF NEW	$4.4M	77682	2.77%	SOLE
17	VANECK ETF TRUST	RARE EARTH AND S	$3.3M	37982	2.11%	SOLE
18	AMERICAN CENTY ETF TR	US SML CP VALU	$2.4M	21774	1.52%	SOLE
19	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$2.4M	16354	1.50%	SOLE
20	BITWISE XRP ETF	BENEFICIAL INT	$2.2M	148603	1.41%	SOLE
21	BED BATH & BEYOND INC	COM	$2.0M	422565	1.24%	SOLE
22	VANGUARD INDEX FDS	S&P 500 ETF SHS	$914K	1530	0.58%	SOLE
23	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$849K	14209	0.54%	SOLE
24	NVIDIA CORPORATION	COM	$845K	4848	0.53%	SOLE
25	APPLE INC	COM	$763K	3008	0.48%	SOLE
26	NUSHARES ETF TR	NUVEEN ESG LRGCP	$703K	7737	0.44%	SOLE
27	AMAZON COM INC	COM	$609K	2928	0.38%	SOLE
28	VANGUARD WORLD FD	ESG INTL STK ETF	$604K	8422	0.38%	SOLE
29	UNION PAC CORP	COM	$599K	2472	0.38%	SOLE
30	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$503K	10476	0.32%	SOLE
31	SSGA ACTIVE ETF TR	STATE STREET BLA	$456K	11371	0.29%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$412K	860	0.26%	SOLE
33	META PLATFORMS INC	CL A	$328K	574	0.21%	SOLE
34	MICROSOFT CORP	COM	$323K	875	0.20%	SOLE
35	ISHARES TR	20 YR TR BD ETF	$321K	3712	0.20%	SOLE
36	TIDAL TRUST II	DEFIANCE LARGE	$320K	14433	0.20%	SOLE
37	VANGUARD INDEX FDS	MID CAP ETF	$302K	1053	0.19%	SOLE
38	WORLD GOLD TR	SPDR GLD MINIS	$284K	3072	0.18%	SOLE
39	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$255K	3423	0.16%	SOLE
40	ISHARES TR	ESG OPTIMIZED	$236K	1787	0.15%	SOLE
41	VANGUARD INDEX FDS	SMALL CP ETF	$235K	897	0.15%	SOLE
42	TESLA INC	COM	$225K	606	0.14%	SOLE
43	EATON CORP PLC	SHS	$211K	590	0.13%	SOLE
44	CAMECO CORP	COM	$211K	1950	0.13%	SOLE
45	EXXON MOBIL CORP	COM	$207K	1225	0.13%	SOLE
46	NEXGEN ENERGY LTD	COM	$127K	11000	0.08%	SOLE
47	VOLATILITY SHS TR	XRP ETF	$97K	12860	0.06%	SOLE
48	DENISON MINES CORP	COM	$38K	10850	0.02%	SOLE
49	BED BATH & BEYOND INC	*W EXP 10/07/202	$23K	41621	0.01%	SOLE
50	UR-ENERGY INC	COM	$16K	10800	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.