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Refined Wealth Management

Q2 2026 13F Holdings

  • Location
    salt lake city, UT
  • Num holdings

    49

  • Value ($000)

    $165,701

  • Date Filed
    07/21/2026
  • Form type
    13F-HR
  • CIK
    0001724729
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$19.97M
12 %

280,248

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$16.95M
10 %

23,018

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$14.04M
9 %

65,994

C
COIN

COINBASE GLOBAL INC

COM CL A
19260Q107
$8.61M
5 %

58,894

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$8.43M
5 %

317,941

B
BITB

BITWISE BITCOIN ETF TR

SHS BEN INT
09174C104
$8.01M
5 %

251,344

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$7.97M
5 %

36,555

E
EMXC

ISHARES INC

MSCI EMRG CHN
46434G764
$7.93M
5 %

77,483

B
BINC

BLACKROCK ETF TRUST II

ISHA FLEX IN ETF
092528603
$7.91M
5 %

151,094

C
CHV

CHEVRON CORPORATION

COM
166764100
$7.45M
5 %

44,951

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