StockDriftsStockDriftsTop 48 Refined Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 12.05% | 280.2K | $20.0M | +0.21%(+581) | $63.02(+17.45%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 10.23% | 23.0K | $17.0M | -0.80%(-185) | $495.66(+47.78%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.47% | 66.0K | $14.0M | +0.68%(+444) | $191.75(+15.65%) | 2026-06-30 | |
| COIN | COINBASE GLOBAL INC | 5.2% | 58.9K | $8.6M | -0.43%(-257) | $153.57(-3.32%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 5.09% | 317.9K | $8.4M | +2.40%(+7.46K) | $26.44(-0.95%) | 2026-06-30 | |
| BITB | BITWISE BITCOIN ETF TR | 4.83% | 251.3K | $8.0M | +2.30%(+5.65K) | $42.36(-19.44%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.81% | 36.6K | $8.0M | +0.10%(+38) | $171.09(+32.97%) | 2026-06-30 | |
| EMXC | ISHARES INC | 4.78% | 77.5K | $7.9M | +0.06%(+49) | $75.68(+31.37%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 4.77% | 151.1K | $7.9M | +1.97%(+2.93K) | $52.34(-0.61%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 4.5% | 45.0K | $7.5M | +1.16%(+515) | $179.75(+12.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.28% | +16.70% | +2.65% | +13.95% |
| Top 20 Holdings Unweighted | +8.81% | +28.83% | +4.26% | +23.19% |
Refined Wealth Management reports $165.70M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are VEA (12.1%), QQQ (10.2%) and RSP (8.5%). The top 20 holdings account for 91.96% of reported assets. Its disclosed equity book has returned +16.70% on a three-year cumulative basis. Figures reflect the Q2 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