Refined Wealth Management
Refined Wealth Management reported 48 stocks worth $179M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VEA (11.9%), QQQ (10.1%) and RSP (8.5%). Compared with Q2 2026, the fund opened new positions in BIV, added to VEA, QQQ and RSP, trimmed COIN, CVX and AAPL and sold out of XSOE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $21.3M | 11.9% | 302K | +22K (+8%) | 5 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $18M | 10.1% | 24K | +1,305 (+6%) | 7 of 8 | |
| 3 |  RSP Invesco Exchange Traded FD T | $15.1M | 8.5% | 73K | +6,723 (+10%) | 4 of 8 | |
| 4 |  BITB Bitwise Bitcoin ETF TR | $11.6M | 6.5% | 256K | +4,475 (+2%) | 8 of 8 | |
| 5 |  COIN Coinbase Global Inc | $10.9M | 6.1% | 58K | −544 (−1%) | 8 of 8 | |
| 6 |  MPC Marathon Petroleum | $9.7M | 5.4% | 24K | +191 (+1%) | 3 of 8 | |
| 7 |  CVX Chevron Corp New | $9.1M | 5.1% | 44K | −493 (−1%) | 3 of 8 | |
| 8 |  PYLD Pimco ETF TR | $8.7M | 4.9% | 344K | +26K (+8%) | 3 of 8 | |
| 9 |  VTV Vanguard Index Fds | $8.4M | 4.7% | 39K | +2,364 (+6%) | 7 of 8 | |
| 10 |  BINC Blackrock ETF Trust II | $8.3M | 4.7% | 164K | +13K (+9%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XSOE Wisdomtree TR | $225K | 4,570 |
BED BATH & BEYOND INC WT EXP 100726 | $17K | 42K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Refined Wealth Management 13F FAQ
What does Refined Wealth Management own?
Refined Wealth Management reported 48 stocks worth $179M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VEA (11.9%), QQQ (10.1%) and RSP (8.5%). The table above lists every position in the filing (the top 10 without an account).
What did Refined Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 24 added to, 11 trimmed and 2 sold out. New positions include BIV. It sold all of XSOE.
When will Refined Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Refined Wealth Management's portfolio worth?
The Q3 2026 filing reports $179M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.