account_balance
Investment manager · 13F filer · SEC CIK 1724729
Refined Wealth Management
Reported value$166Mas of Jun 30, 2026
Positions49 2 new, 3 sold out
Top 10 weight64.7%VEA alone is 12%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-managed FDS
12.1%
QQQInvesco QQQ Tr
10.2%
RSPInvesco Exchange Traded Fd T
8.5%
COINCoinbase Global Inc
5.2%
PYLDPimco ETF Tr
5.1%Added +2%
BITBBitwise Bitcoin ETF Tr
4.8%Added +2%
VTVVanguard Index FDS
4.8%
EMXCiShares Inc
4.8%
BINCBlackRock ETF Trust II
4.8%
CVXChevron Corporation
4.5%
GLDSPDR Gold Tr
3.8%
MPCMarathon Pete Corp
3.7%Trimmed −3%
VEAVanguard Tax-managed FDS
12.1%
QQQInvesco QQQ Tr
10.2%
RSPInvesco Exchange Traded Fd T
8.5%
PYLD5.1%
BITB4.8%VTV4.8%
EMXC4.8%
BINC4.8%
CVX4.5%GLD3.8%MPC3.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-managed FDS 12.1% Held
QQQ Invesco QQQ Tr 10.2% Held
RSP Invesco Exchange Traded Fd T 8.5% Held
COIN Coinbase Global Inc 5.2% HeldPYLD Pimco ETF Tr 5.1% Added +2%
BITB Bitwise Bitcoin ETF Tr 4.8% Added +2%VTV Vanguard Index FDS 4.8% Held
EMXC iShares Inc 4.8% Held
BINC BlackRock ETF Trust II 4.8% Held
CVX Chevron Corporation 4.5% HeldGLD SPDR Gold Tr 3.8% HeldMPC Marathon Pete Corp 3.7% Trimmed −3%What changed