DOSSIER · 13F-HR · Q1 2026

Refined Wealth Management

Refined Wealth's pension fund based in Chicago, IL — $158M in tracked AUM across 50 positions as of Q1 2026.

RW

Refined Wealth·Chicago, IL·Pension Fund

CIK 0001724729 · last filed Mar 31, 2026

Total AUM

$158M

▼ 0.5%

vs prior

Holdings

50

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

18% weight

concentration

AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VANGUARD TAX-MANAGED FDS

$18M280K11.3%

02

INVESCO QQQ TR

$13M23K8.5%

03

INVESCO EXCHANGE TRADED FD T

$13M66K7.9%

04

COINBASE GLOBAL INC

$10M59K6.5%

05

CHEVRON CORPORATION

$9M44K5.8%

06

BITWISE BITCOIN ETF TR

$9M246K5.7%

07

PIMCO ETF TR

$8M310K5.1%

08

BLACKROCK ETF TRUST II

$8M148K4.9%

09

SPDR GOLD TR

$7M17K4.6%

10

VANGUARD INDEX FDS

$7M37K4.5%

Filing history

Filing history loading…