Refined Wealth Management 13F Holdings · Q2 2026
Refined Wealth Management reported 49 securities worth $165.70M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VEA (12.05%), QQQ (10.23%), RSP (8.47%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $20.0M | 12.05% | 280,248 | Added |
| 2 | QQQ | INVESCO QQQ TR | $17.0M | 10.23% | 23,018 | Trimmed |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $14.0M | 8.47% | 65,994 | Added |
| 4 | COIN | COINBASE GLOBAL INC | $8.6M | 5.20% | 58,894 | Trimmed |
| 5 | PYLD | PIMCO ETF TR | $8.4M | 5.09% | 317,941 | Added |
| 6 | BITB | BITWISE BITCOIN ETF TR | $8.0M | 4.83% | 251,344 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $8.0M | 4.81% | 36,555 | Added |
| 8 | EMXC | ISHARES INC | $7.9M | 4.78% | 77,483 | Added |
| 9 | BINC | BLACKROCK ETF TRUST II | $7.9M | 4.77% | 151,094 | Added |
| 10 | CVX | CHEVRON CORPORATION | $7.5M | 4.50% | 44,951 | Added |
| 11 | GLD | SPDR GOLD TR | $6.3M | 3.82% | 17,178 | Added |
| 12 | MPC | MARATHON PETE CORP | $6.2M | 3.74% | 24,224 | Trimmed |
| 13 | JPIB | J P MORGAN EXCHANGE TRADED F | $5.8M | 3.48% | 119,352 | Added |
| 14 | SCHR | SCHWAB STRATEGIC TR | $5.8M | 3.47% | 233,476 | Added |
| 15 | ENVX | ENOVIX CORPORATION | $5.1M | 3.09% | 844,850 | Trimmed |
| 16 | PICK | ISHARES INC | $4.6M | 2.78% | 79,141 | Added |
| 17 | REMX | VANECK ETF TRUST | $3.4M | 2.05% | 38,389 | Added |
| 18 | XMMO | INVESCO EXCHANGE TRADED FD T | $2.8M | 1.68% | 16,381 | Added |
| 19 | AVUV | AMERICAN CENTY ETF TR | $2.7M | 1.65% | 21,939 | Added |
| 20 | NXH | BED BATH & BEYOND INC | $2.4M | 1.47% | 421,102 | Trimmed |
| 21 | XRP | BITWISE XRP ETF | $1.8M | 1.08% | 153,726 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $1.0M | 0.63% | 1,514 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $966,035 | 0.58% | 4,828 | Trimmed |
| 24 | NULG | NUSHARES ETF TR | $857,230 | 0.52% | 7,323 | Trimmed |
| 25 | AAPL | APPLE INC | $841,459 | 0.51% | 2,908 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR