Holders — by stockHoldings — by fund
Refined Wealth Management
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001724729
$165.7M
disclosed book value
49
positions
12.1%
largest position share
Positions, as of 2026-06-30
top 49 of 49 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 280,248 | $20.0M | 12.1% |
| 2 | QQQINVESCO QQQ TR | 23,018 | $17.0M | 10.2% |
| 3 | RSPINVESCO EXCHANGE TRADED FD T | 65,994 | $14.0M | 8.5% |
| 4 | COINCOINBASE GLOBAL INC | 58,894 | $8.6M | 5.2% |
| 5 | PYLDPIMCO ETF TR | 317,941 | $8.4M | 5.1% |
| 6 | BITBBITWISE BITCOIN ETF TR | 251,344 | $8.0M | 4.8% |
| 7 | VTVVANGUARD INDEX FDS | 36,555 | $8.0M | 4.8% |
| 8 | EMXCISHARES INC | 77,483 | $7.9M | 4.8% |
| 9 | BINCBLACKROCK ETF TRUST II | 151,094 | $7.9M | 4.8% |
| 10 | CVXCHEVRON CORPORATION | 44,951 | $7.5M | 4.5% |
| 11 | GLDSPDR GOLD TR | 17,178 | $6.3M | 3.8% |
| 12 | MPCMARATHON PETE CORP | 24,224 | $6.2M | 3.7% |
| 13 | JPIBJ P MORGAN EXCHANGE TRADED F | 119,352 | $5.8M | 3.5% |
| 14 | SCHRSCHWAB STRATEGIC TR | 233,476 | $5.8M | 3.5% |
| 15 | ENVXENOVIX CORPORATION | 844,850 | $5.1M | 3.1% |
| 16 | PICKISHARES INC | 79,141 | $4.6M | 2.8% |
| 17 | REMXVANECK ETF TRUST | 38,389 | $3.4M | 2.1% |
| 18 | XMMOINVESCO EXCHANGE TRADED FD T | 16,381 | $2.8M | 1.7% |
| 19 | AVUVAMERICAN CENTY ETF TR | 21,939 | $2.7M | 1.7% |
| 20 | NXHBED BATH & BEYOND INC | 421,102 | $2.4M | 1.5% |
| 21 | XRPBITWISE XRP ETF | 153,726 | $1.8M | 1.1% |
| 22 | VOOVANGUARD INDEX FDS | 1,514 | $1.0M | 0.6% |
| 23 | NVDANVIDIA CORPORATION | 4,828 | $966,035 | 0.6% |
| 24 | NULGNUSHARES ETF TR | 7,323 | $857,230 | 0.5% |
| 25 | FTSMFIRST TR EXCHANGE-TRADED FD | 14,209 | $848,704 | 0.5% |
| 26 | AAPLAPPLE INC | 2,908 | $841,459 | 0.5% |
| 27 | AMZNAMAZON COM INC | 2,918 | $695,476 | 0.4% |
| 28 | VSGXVANGUARD WORLD FD | 8,422 | $693,467 | 0.4% |
| 29 | UNPUNION PAC CORP | 2,484 | $675,633 | 0.4% |
| 30 | BNDXVANGUARD CHARLOTTE FDS | 10,388 | $503,105 | 0.3% |
| 31 | SRLNSSGA ACTIVE ETF TR | 11,411 | $459,738 | 0.3% |
| 32 | XMAGTIDAL TRUST II | 14,433 | $376,413 | 0.2% |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 698 | $349,272 | 0.2% |
| 34 | VOVANGUARD INDEX FDS | 4,215 | $339,635 | 0.2% |
| 35 | MSFTMICROSOFT CORP | 875 | $326,393 | 0.2% |
| 36 | METAMETA PLATFORMS INC | 574 | $323,328 | 0.2% |
| 37 | VBVANGUARD INDEX FDS | 898 | $272,135 | 0.2% |
| 38 | TLTISHARES TR | 2,976 | $257,186 | 0.2% |
| 39 | TSLATESLA INC | 606 | $254,884 | 0.2% |
| 40 | VCLTVANGUARD SCOTTSDALE FDS | 3,374 | $253,896 | 0.2% |
| 41 | ETNEATON CORP PLC | 574 | $244,593 | 0.1% |
| 42 | GLDMWORLD GOLD TR | 3,072 | $243,978 | 0.1% |
| 43 | XSOEWISDOMTREE TR | 4,570 | $224,753 | 0.1% |
| 44 | AVGOBROADCOM INC | 581 | $219,473 | 0.1% |
| 45 | NXENEXGEN ENERGY LTD | 11,000 | $103,290 | 0.1% |
| 46 | XRPIVOLATILITY SHS TR | 12,493 | $71,710 | 0% |
| 47 | DNNDENISON MINES CORP | 10,850 | $33,201 | 0% |
| 48 | BED BATH & BEYOND INC | 41,526 | $17,441 | 0% |
| 49 | URGUR-ENERGY INC | 10,800 | $14,688 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.