Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Refined Wealth Management (CIK 1724729) reported $158.4M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($17.9M, 11.31%), QQQ ($13.4M, 8.45%), RSP ($12.6M, 7.94%), COIN ($10.3M, 6.52%), CVX ($9.2M, 5.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $17.9M | 11.31% | 279,667 | Added |
| 2 | QQQ | INVESCO QQQ TR | $13.4M | 8.45% | 23,203 | Trimmed |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $12.6M | 7.94% | 65,550 | Added |
| 4 | COIN | COINBASE GLOBAL INC | $10.3M | 6.52% | 59,151 | Added |
| 5 | CVX | CHEVRON CORPORATION | $9.2M | 5.80% | 44,436 | New |
| 6 | BITB | BITWISE BITCOIN ETF TR | $9.0M | 5.71% | 245,693 | Added |
| 7 | PYLD | PIMCO ETF TR | $8.1M | 5.13% | 310,486 | New |
| 8 | BINC | BLACKROCK ETF TRUST II | $7.7M | 4.86% | 148,168 | New |
| 9 | GLD | SPDR GOLD TR | $7.3M | 4.64% | 17,074 | Added |
| 10 | VTV | VANGUARD INDEX FDS | $7.2M | 4.52% | 36,517 | Trimmed |
| 11 | MPC | MARATHON PETE CORP | $6.1M | 3.85% | 24,991 | New |
| 12 | EMXC | ISHARES INC | $6.1M | 3.84% | 77,434 | New |
| 13 | SCHR | SCHWAB STRATEGIC TR | $5.7M | 3.59% | 228,477 | New |
| 14 | JPIB | J P MORGAN EXCHANGE TRADED F | $5.6M | 3.52% | 116,594 | New |
| 15 | ENVX | ENOVIX CORPORATION | $4.4M | 2.79% | 854,471 | Added |
| 16 | PICK | ISHARES INC | $4.4M | 2.77% | 77,682 | New |
| 17 | REMX | VANECK ETF TRUST | $3.3M | 2.11% | 37,982 | New |
| 18 | AVUV | AMERICAN CENTY ETF TR | $2.4M | 1.52% | 21,774 | New |
| 19 | XMMO | INVESCO EXCHANGE TRADED FD T | $2.4M | 1.50% | 16,354 | New |
| 20 | BITWISE XRP ETF | $2.2M | 1.41% | 148,603 | New | |
| 21 | BYON | BED BATH & BEYOND INC | $2.0M | 1.24% | 422,565 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $914,220 | 0.58% | 1,530 | Trimmed |
| 23 | FTSM | FIRST TR EXCHANGE-TRADED FD | $849,414 | 0.54% | 14,209 | Hold |
| 24 | NVDA | NVIDIA CORPORATION | $845,491 | 0.53% | 4,848 | Trimmed |
| 25 | AAPL | APPLE INC | $763,509 | 0.48% | 3,008 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31