Universe · entity
Refined Wealth Management
Institutional manager (13F) · CIK 1724729
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $158M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $18M | 279,667 |
| 2 | INVESCO QQQ TR | $13M | 23,203 |
| 3 | INVESCO EXCHANGE TRADED FD T | $13M | 65,550 |
| 4 | COINBASE GLOBAL INC | $10M | 59,151 |
| 5 | CHEVRON CORPORATION | $9M | 44,436 |
| 6 | BITWISE BITCOIN ETF TR | $9M | 245,693 |
| 7 | PIMCO ETF TR | $8M | 310,486 |
| 8 | BLACKROCK ETF TRUST II | $8M | 148,168 |
| 9 | SPDR GOLD TR | $7M | 17,074 |
| 10 | VANGUARD INDEX FDS | $7M | 36,517 |
| 11 | MARATHON PETE CORP | $6M | 24,991 |
| 12 | ISHARES INC | $6M | 77,434 |
| 13 | SCHWAB STRATEGIC TR | $6M | 228,477 |
| 14 | J P MORGAN EXCHANGE TRADED F | $6M | 116,594 |
| 15 | ENOVIX CORPORATION | $4M | 854,471 |
| 16 | ISHARES INC | $4M | 77,682 |
| 17 | VANECK ETF TRUST | $3M | 37,982 |
| 18 | AMERICAN CENTY ETF TR | $2M | 21,774 |
| 19 | INVESCO EXCHANGE TRADED FD T | $2M | 16,354 |
| 20 | BITWISE XRP ETF | $2M | 148,603 |
| 21 | BED BATH & BEYOND INC | $2M | 422,565 |
| 22 | VANGUARD INDEX FDS | $914k | 1,530 |
| 23 | FIRST TR EXCHANGE-TRADED FD | $849k | 14,209 |
| 24 | NVIDIA CORPORATION | $845k | 4,848 |
| 25 | APPLE INC | $764k | 3,008 |
| 26 | NUSHARES ETF TR | $704k | 7,737 |
| 27 | AMAZON COM INC | $610k | 2,928 |
| 28 | VANGUARD WORLD FD | $604k | 8,422 |
| 29 | UNION PAC CORP | $600k | 2,472 |
| 30 | VANGUARD CHARLOTTE FDS | $503k | 10,476 |
| 31 | SSGA ACTIVE ETF TR | $456k | 11,371 |
| 32 | BERKSHIRE HATHAWAY INC DEL | $412k | 860 |
| 33 | META PLATFORMS INC | $328k | 574 |
| 34 | MICROSOFT CORP | $324k | 875 |
| 35 | ISHARES TR | $322k | 3,712 |
| 36 | TIDAL TRUST II | $321k | 14,433 |
| 37 | VANGUARD INDEX FDS | $302k | 1,053 |
| 38 | WORLD GOLD TR | $285k | 3,072 |
| 39 | VANGUARD SCOTTSDALE FDS | $256k | 3,423 |
| 40 | ISHARES TR | $236k | 1,787 |
| 41 | VANGUARD INDEX FDS | $235k | 897 |
| 42 | TESLA INC | $225k | 606 |
| 43 | CAMECO CORP | $212k | 1,950 |
| 44 | EATON CORP PLC | $211k | 590 |
| 45 | EXXON MOBIL CORP | $208k | 1,225 |
| 46 | NEXGEN ENERGY LTD | $128k | 11,000 |
| 47 | VOLATILITY SHS TR | $97k | 12,860 |
| 48 | DENISON MINES CORP | $38k | 10,850 |
| 49 | BED BATH & BEYOND INC | $23k | 41,621 |
| 50 | UR-ENERGY INC | $16k | 10,800 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.