Refined Wealth Management
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 52.4% | $35,760,908 |
| Energy | 20.2% | $13,795,606 |
| Financial Services | 13.1% | $8,958,985 |
| Industrials | 8.9% | $6,048,479 |
| Technology | 3.5% | $2,353,356 |
| Consumer Cyclical | 1.4% | $950,359 |
| Communication Services | 0.5% | $323,328 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BITB | Bitwise Bitcoin ETF | +5,651 | 251,344 | $8,007,819 | |
| XRP | Bitwise XRP ETF | +5,123 | 153,726 | $1,792,445 | |
| CVX | Chevron Corp | +515 | 44,951 | $7,451,077 | |
| GLD | Spdr Gold Trust | +104 | 17,178 | $6,328,031 | |
| UNP | Union Pacific Corp | +12 | 2,484 | $675,648 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ENVX | Enovix Corp | −9,621 | 844,850 | $5,128,239 | |
| BBBY | Bed Bath & Beyond, Inc. | −1,463 | 421,102 | $2,438,180 | |
| MPC | Marathon Petroleum Corp | −767 | 24,224 | $6,193,350 | |
| COIN | Coinbase Global, Inc. | −257 | 58,894 | $8,609,713 | |
| QQQ | Invesco Qqq Trust, Series 1 | −185 | 23,018 | $16,950,455 | |
| BRK-B | Berkshire Hathaway Inc | −162 | 698 | $349,272 | |
| AAPL | Apple Inc. | −100 | 2,908 | $841,458 | |
| NVDA | Nvidia Corp | −20 | 4,828 | $966,034 | |
| ETN | Eaton Corp plc | −16 | 574 | $244,592 | |
| AMZN | Amazon Com Inc | −10 | 2,918 | $695,476 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 581 | $219,472 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 23,018 | $16,950,455 | 24.86% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Reduced | 58,894 | $8,609,713 | 12.63% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 251,344 | $8,007,819 | 11.74% | |
| CVX |
Chevron Corp
Energy
|
Added | 44,951 | $7,451,077 | 10.93% | |
| GLD |
Spdr Gold Trust
|
Added | 17,178 | $6,328,031 | 9.28% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 24,224 | $6,193,350 | 9.08% | |
| ENVX |
Enovix Corp
Industrials
|
Reduced | 844,850 | $5,128,239 | 7.52% | |
| BBBY |
Bed Bath & Beyond, Inc.
|
Reduced | 421,102 | $2,438,180 | 3.58% | |
| XRP |
Bitwise XRP ETF
|
Added | 153,726 | $1,792,445 | 2.63% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,828 | $966,034 | 1.42% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,908 | $841,458 | 1.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,918 | $695,476 | 1.02% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 2,484 | $675,648 | 0.99% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 698 | $349,272 | 0.51% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 875 | $326,392 | 0.48% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 574 | $323,328 | 0.47% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 606 | $254,883 | 0.37% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 574 | $244,592 | 0.36% | |
| GLDM |
World Gold Trust
|
Held | 3,072 | $243,978 | 0.36% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 581 | $219,472 | 0.32% | |
| NXE |
NexGen Energy Ltd.
Energy
|
Held | 11,000 | $103,290 | 0.15% | |
| DNN |
Denison Mines Corp.
Energy
|
Held | 10,850 | $33,201 | 0.05% | |
| URG |
Ur-Energy Inc
Energy
|
Held | 10,800 | $14,688 | 0.02% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.