13F Insight
DOSSIER · 13F-HR · Q3 2026

Refined Wealth Management

$179M in tracked AUM across 48 positions as of Q3 2026.

RW
CIK 0001724729 · last filed Sep 30, 2026
Total AUM
$179M
as of Q3 2026
Holdings
48
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of Refined Wealth Management SEC 13F Filing
1. Portfolio Overview

Refined Wealth Management has reported a substantial expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 99.4%, growing from $74.49 million to $148.56 million. This near-doubling of assets under management (AUM) suggests significant capital inflows or a consolidation of reporting entities during the quarter.

The po...

2. Key Holdings

The portfolio is top-heavy, with the largest five positions accounting for approximately 49.5% of the total portfolio value.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$21M302K11.9%02
QQQ
INVESCO QQQ TR
$18M24K10.1%03
RSP
INVESCO EXCHANGE TRADED FD T
$15M73K8.5%04
BITB
BITWISE BITCOIN ETF TR
$12M256K6.5%05
COIN
COINBASE GLOBAL INC
$11M58K6.1%06
MPC
MARATHON PETE CORP
$10M24K5.4%07
CVX
CHEVRON CORPORATION
$9M44K5.1%08
PYLD
PIMCO ETF TR
$9M344K4.9%09
VTV
VANGUARD INDEX FDS
$8M39K4.7%10
BINC
BLACKROCK ETF TRUST II
$8M164K4.7%

Filing history

2026Q3Sep 30
$179M▲ 7.8%
48 positionsView →2026Q2Jun 30
$166M▲ 4.6%
49 positionsView →2026Q1Mar 31
$158M▲ 6.6%
50 positionsView →2025Q4Dec 31
$149M▼ 4.5%
43 positionsView →2025Q3Sep 30
$156M▲ 7.0%
36 positionsLocked2025Q2Jun 30
$145M▲ 19.0%
33 positionsLocked2025Q1Mar 31
$122M▼ 6.9%
27 positionsLocked2024Q4Dec 31
$131M▲ 1.3%
27 positionsLocked2024Q3Sep 30
$130M▲ 0.0%
27 positionsLocked2024Q2Jun 30
$130M▼ 8.7%
28 positionsLocked2024Q1Mar 31
$142M▲ 10.7%
29 positionsLocked2023Q4Dec 31
$128M▲ 15.1%
26 positionsLocked
Showing 12 of 21