StockDriftsStockDriftsTop 48 Refined Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 11.94% | 302.0K | $21.3M | +7.76%(+21.76K) | $63.59(+9.08%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 10.07% | 24.3K | $18.0M | +5.67%(+1.30K) | $508.67(+41.22%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.47% | 72.7K | $15.1M | +10.19%(+6.72K) | $193.47(+10.30%) | 2026-09-30 | |
| BITB | BITWISE BITCOIN ETF TR | 6.5% | 255.8K | $11.6M | +1.78%(+4.47K) | $42.30(+4.85%) | 2026-09-30 | |
| COIN | COINBASE GLOBAL INC | 6.09% | 58.4K | $10.9M | -0.92%(-544) | $153.57(+9.69%) | 2026-09-30 | |
| MPC | MARATHON PETE CORP | 5.41% | 24.4K | $9.7M | +0.79%(+191) | $204.36(+131.79%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 5.08% | 44.5K | $9.1M | -1.10%(-493) | $179.75(+24.82%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 4.89% | 344.1K | $8.7M | +8.23%(+26.17K) | $26.40(-3.79%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.71% | 38.9K | $8.4M | +6.47%(+2.36K) | $173.88(+27.79%) | 2026-09-30 | |
| BINC | BLACKROCK ETF TRUST II | 4.67% | 164.2K | $8.3M | +8.65%(+13.07K) | $52.28(-3.12%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.66% | +24.77% | +3.56% | +19.09% |
| Top 20 Holdings Unweighted | +10.04% | +33.26% | +5.26% | +29.21% |
Refined Wealth Management reports $178.60M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are VEA (11.9%), QQQ (10.1%) and RSP (8.5%). The top 20 holdings account for 92.74% of reported assets. Its disclosed equity book has returned +24.77% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Refined Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1724729). View Refined Wealth Management’s 13F filings on SEC