Investor
Refined Wealth Management
CIK 0001724729 · filed 2026-04-21 · SEC filing
13F book
$158.4M
Positions
50
14 new · 7 sold
Largest name
11.3%
Vanguard Tax-Managed Fds
Est. mark
−$7.76M
Price effect on 36 names still held. Flow $17.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 279.7K | $17.9M | 11.3% | $40.5K | Added$16.3M |
| Invesco Qqq Tr | — | 23.2K | $13.4M | 8.5% | −$861.5K | Cut−$2.35M |
| Invesco Exchange Traded Fd T | — | 65.5K | $12.6M | 7.9% | $1.14K | Added$12M |
| Coinbase Global, Inc. | COIN | 59.2K | $10.3M | 6.5% | −$3.02M | Added−$2.9M |
| Chevron Corp New | CVX | 44.4K | $9.19M | 5.8% | — | New |
| Bitwise Bitcoin Etf Tr | — | 245.7K | $9.04M | 5.7% | −$2.15M | Added−$456.9K |
| Pimco Etf Tr | — | 310.5K | $8.13M | 5.1% | — | New |
| Blackrock Etf Trust Ii | — | 148.2K | $7.69M | 4.9% | — | New |
| Spdr Gold Tr | — | 17.1K | $7.35M | 4.6% | $562.3K | Added$789K |
| Vanguard Index Fds | — | 36.5K | $7.16M | 4.5% | $190.3K | Cut−$5.21M |
| Marathon Pete Corp | — | 25K | $6.1M | 3.9% | — | New |
| Ishares Inc | — | 77.4K | $6.09M | 3.8% | — | New |
| Schwab Strategic Tr | — | 228.5K | $5.69M | 3.6% | — | New |
| J P Morgan Exchange Traded F | — | 116.6K | $5.58M | 3.5% | — | New |
| Enovix Corp | ENVX | 854.5K | $4.43M | 2.8% | −$1.72M | Added−$1.48M |
| Ishares Inc | — | 77.7K | $4.4M | 2.8% | — | New |
| Vaneck Etf Trust | — | 38K | $3.34M | 2.1% | — | New |
| American Centy Etf Tr | — | 21.8K | $2.41M | 1.5% | — | New |
| Invesco Exchange Traded Fd T | — | 16.4K | $2.37M | 1.5% | — | New |
| Bitwise Xrp Etf | XRP | 148.6K | $2.23M | 1.4% | — | New |
| Bed Bath & Beyond Inc | — | 422.6K | $1.96M | 1.2% | −$342.2K | Added−$318K |
| Vanguard Index Fds | — | 1.53K | $914.2K | 0.6% | −$45.4K | Cut−$318.8K |
| First Tr Exchange-Traded Fd | — | 14.2K | $849.4K | 0.5% | −$2.13K | Held |
| Nvidia Corp | NVDA | 4.85K | $845.5K | 0.5% | −$58.7K | Cut−$424.6K |
| Apple Inc. | AAPL | 3.01K | $763.5K | 0.5% | −$54.3K | Cut−$109.5K |
| Nushares Etf Tr | — | 7.74K | $703.6K | 0.4% | −$53.1K | Cut−$519.9K |
| Amazon Com Inc | AMZN | 2.93K | $609.8K | 0.4% | −$66K | Cut−$574.8K |
| Vanguard World Fd | — | 8.42K | $604.1K | 0.4% | $927 | Cut−$16.5M |
| Union Pac Corp | — | 2.47K | $599.8K | 0.4% | $27.9K | Added$31K |
| Vanguard Charlotte Fds | — | 10.5K | $503.4K | 0.3% | −$2.85K | Cut−$14.6M |
| Ssga Active Etf Tr | — | 11.4K | $456.4K | 0.3% | −$12.9K | Cut−$8.62M |
| Berkshire Hathaway Inc Del | — | 860 | $412.1K | 0.3% | −$20.2K | Held |
| Meta Platforms, Inc. | META | 574 | $328.4K | 0.2% | −$50.5K | Cut−$156.8K |
| Microsoft Corp | MSFT | 875 | $323.9K | 0.2% | −$99.3K | Held |
| Ishares Tr | — | 3.71K | $321.8K | 0.2% | −$1.74K | Cut−$4.73M |
| Tidal Trust Ii | — | 14.4K | $320.7K | 0.2% | −$5.09K | Cut−$459.5K |
| Vanguard Index Fds | — | 1.05K | $302.4K | 0.2% | −$3.18K | Cut−$3.58M |
| World Gold Tr | — | 3.07K | $284.7K | 0.2% | $22.5K | Held |
| Vanguard Scottsdale Fds | — | 3.42K | $255.8K | 0.2% | −$3.87K | Cut−$4.81M |
| Ishares Tr | — | 1.79K | $236.1K | 0.1% | −$12.9K | Cut−$16.4K |
| Vanguard Index Fds | — | 897 | $235K | 0.1% | $3.64K | Cut−$3.42M |
| Tesla, Inc. | TSLA | 606 | $225.3K | 0.1% | −$47.2K | Cut−$108K |
| Cameco Corp | CCJ | 1.95K | $211.8K | 0.1% | — | New |
| Eaton Corp Plc | ETN | 590 | $211K | 0.1% | $23.1K | Cut$6.86K |
| Exxon Mobil Corp | — | 1.23K | $207.8K | 0.1% | — | New |
| NexGen Energy Ltd. | NXE | 11K | $127.6K | 0.1% | $26.4K | Held |
| Volatility Shs Tr | — | 12.9K | $97.5K | 0.1% | −$38.5K | Cut−$1.74M |
| Denison Mines Corp. | DNN | 10.8K | $38.3K | 0.0% | $9.44K | Held |
| Bed Bath & Beyond Inc | — | 41.6K | $23.4K | 0.0% | −$4.05K | Added−$3.8K |
| Ur-Energy Inc | URG | 10.8K | $16.1K | 0.0% | $1.08K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.