DOSSIER · 13F-HR · Q1 2026
Refined Wealth Management
$158M in tracked AUM across 50 positions as of Q1 2026.
RW
CIK 0001724729 · last filed Mar 31, 2026
AI Analysis · 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.
Filing history
Showing 12 of 19