Institutional Fund
Refined Wealth Management
Salt Lake City, UTCIK 17247295 filings on record
Portfolio Value
$158.43M
Q1 2026
Holdings
50
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+6.6%
from $148.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds11.3%
- Invesco Qqq Tr8.5%
- Invesco Exchange Traded Fd T7.9%
- Coinbase Global Inc6.5%
- Chevron Corp New5.8%
- Bitwise Bitcoin ETF Tr5.7%
- Other54.3%
Portfolio Holdings
50 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 279.7K | $17.92M | 11.3% | +254.5K | Added |
| 2 | Invesco Qqq Tr | 23.2K | $13.39M | 8.5% | −2.4K | Reduced |
| 3 | Invesco Exchange Traded Fd T | 65.5K | $12.58M | 7.9% | +62.4K | Added |
| 4 | Coinbase Global Inc | 59.2K | $10.33M | 6.5% | +633 | Added |
| 5 | Chevron Corp New | 44.4K | $9.19M | 5.8% | +44.4K | New |
| 6 | Bitwise Bitcoin ETF Tr | 245.7K | $9.04M | 5.7% | +45.9K | Added |
| 7 | Pimco ETF Tr | 310.5K | $8.13M | 5.1% | +310.5K | New |
| 8 | Blackrock ETF Trust II | 148.2K | $7.69M | 4.9% | +148.2K | New |
| 9 | Spdr Gold Tr | 17.1K | $7.35M | 4.6% | +527 | Added |
| 10 | Vanguard Index Fds | 36.5K | $7.16M | 4.5% | −28.3K | Reduced |
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