Refined Wealth Management — 13F Holdings & Portfolio

CIK 1724729 · latest 13F-HR filed 2026-07-21

Refined Wealth Management manages $165.7M in 13F-reported U.S. long-equity assets across 49 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (12.05%), QQQ (10.23%), RSP (8.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 3, added to 21, and trimmed 13.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
515 SOUTH 1000 E SUITE L-2
SALT LAKE CITY, UT 84102
Phone
(385) 351-0200
Filing Manager
Refined Wealth Management
SALT LAKE CITY, UT
Signatory
Ryan Larsen
Owner
Loading holdings…
AUM

$165.7M

Long-equity book

Holdings

49

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+2 / −3 / ↑21 / ↓13

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$3.6M +26.6%
  • VANGUARD TAX-MANAGED FDS$2.0M +11.4%
  • ISHARES INC$1.8M +30.1%
  • INVESCO EXCHANGE TRADED FD T$1.5M +11.6%
  • VANGUARD INDEX FDS$801.8K +11.2%
Show all 21

Top Trims

  • CHEVRON CORPORATION-$1.7M -19.0%
  • COINBASE GLOBAL INC-$1.7M -16.6%
  • BITWISE BITCOIN ETF TR-$1.0M -11.5%
  • SPDR GOLD TR-$1.0M -13.9%
  • BITWISE XRP ETF-$441.1K -19.7%
Show all 13

New Positions

  • WISDOMTREE TR$224.8K
  • BROADCOM INC$219.5K
Show all 2

Exited Positions

  • ISHARES TR$236.1K
  • CAMECO CORP$211.8K
  • EXXON MOBIL CORP$207.8K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TAX-MANAGED FDS VEA 921943858 $20.0M 12.05% 280,248 SH
2 INVESCO QQQ TR QQQ 46090E103 $17.0M 10.23% 23,018 SH
3 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $14.0M 8.47% 65,994 SH
4 COINBASE GLOBAL INC COIN 19260Q107 $8.6M 5.20% 58,894 SH
5 PIMCO ETF TR PYLD 72201R585 $8.4M 5.09% 317,941 SH
6 BITWISE BITCOIN ETF TR BITB 09174C104 $8.0M 4.83% 251,344 SH
7 VANGUARD INDEX FDS VTV 922908744 $8.0M 4.81% 36,555 SH
8 ISHARES INC EMXC 46434G764 $7.9M 4.78% 77,483 SH
9 BLACKROCK ETF TRUST II BINC 092528603 $7.9M 4.77% 151,094 SH
10 CHEVRON CORPORATION CVX 166764100 $7.5M 4.50% 44,951 SH
11 SPDR GOLD TR GLD 78463V107 $6.3M 3.82% 17,178 SH
12 MARATHON PETE CORP MPC 56585A102 $6.2M 3.74% 24,224 SH
13 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $5.8M 3.48% 119,352 SH
14 SCHWAB STRATEGIC TR SCHR 808524854 $5.8M 3.47% 233,476 SH
15 ENOVIX CORPORATION ENVX 293594107 $5.1M 3.09% 844,850 SH
16 ISHARES INC PICK 46434G848 $4.6M 2.78% 79,141 SH
17 VANECK ETF TRUST REMX 92189H805 $3.4M 2.05% 38,389 SH
18 INVESCO EXCHANGE TRADED FD T XMMO 46137V464 $2.8M 1.68% 16,381 SH
19 AMERICAN CENTY ETF TR AVUV 025072877 $2.7M 1.65% 21,939 SH
20 BED BATH & BEYOND INC BBBY 690370101 $2.4M 1.47% 421,102 SH
21 BITWISE XRP ETF XRP 09174F107 $1.8M 1.08% 153,726 SH
22 VANGUARD INDEX FDS VOO 922908363 $1.0M 0.63% 1,514 SH
23 NVIDIA CORPORATION NVDA 67066G104 $966.0K 0.58% 4,828 SH
24 NUSHARES ETF TR NULG 67092P201 $857.2K 0.52% 7,323 SH
25 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $848.7K 0.51% 14,209 SH
26 APPLE INC AAPL 037833100 $841.5K 0.51% 2,908 SH
27 AMAZON COM INC AMZN 023135106 $695.5K 0.42% 2,918 SH
28 VANGUARD WORLD FD VSGX 921910725 $693.5K 0.42% 8,422 SH
29 UNION PAC CORP UNP 907818108 $675.6K 0.41% 2,484 SH
30 VANGUARD CHARLOTTE FDS BNDX 92203J407 $503.1K 0.30% 10,388 SH
31 SSGA ACTIVE ETF TR SRLN 78467V608 $459.7K 0.28% 11,411 SH
32 TIDAL TRUST II XMAG 88636R743 $376.4K 0.23% 14,433 SH
33 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $349.3K 0.21% 698 SH
34 VANGUARD INDEX FDS VO 922908629 $339.6K 0.20% 4,215 SH
35 MICROSOFT CORP MSFT 594918104 $326.4K 0.20% 875 SH
36 META PLATFORMS INC META 30303M102 $323.3K 0.20% 574 SH
37 VANGUARD INDEX FDS VB 922908751 $272.1K 0.16% 898 SH
38 ISHARES TR TLT 464287432 $257.2K 0.16% 2,976 SH
39 TESLA INC TSLA 88160R101 $254.9K 0.15% 606 SH
40 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $253.9K 0.15% 3,374 SH
41 EATON CORP PLC ETN G29183103 $244.6K 0.15% 574 SH
42 WORLD GOLD TR GLDM 98149E303 $244.0K 0.15% 3,072 SH
43 WISDOMTREE TR XSOE 97717X578 $224.8K 0.14% 4,570 SH
44 BROADCOM INC AVGO 11135F101 $219.5K 0.13% 581 SH
45 NEXGEN ENERGY LTD NXE 65340P106 $103.3K 0.06% 11,000 SH
46 VOLATILITY SHS TR XRPI 92864M780 $71.7K 0.04% 12,493 SH
47 DENISON MINES CORP DNN 248356107 $33.2K 0.02% 10,850 SH
48 BED BATH & BEYOND INC BBBY 075896159 $17.4K 0.01% 41,526 SH
49 UR-ENERGY INC URG 91688R108 $14.7K 0.01% 10,800 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $165.7M 49 0001724729-26-000005
2026-03-31 2026-04-21 $158.4M 50 0001724729-26-000003
2025-12-31 2026-01-15 $148.6M 43 0001724729-26-000001