Refined Wealth Management
CIK
1724729
Location
SALT LAKE CITY, UT
Portfolio Value
Micro
$69,025,568
Diversification
Diversified
Filing Date
Global Rank
#6,354
/ 8,603
▲ 369
· as of Mar 2026
Top Industry
Financial Data & Stock Exchanges
29.7%
3Y Alpha vs SPY
-15.2%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
20 quarters · since Jun 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+16.9%
SPY
+76.0%
Annualised alpha
-15.4%
Max drawdown
−39.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.4%
−7.0 pts
Top 5
71.4%
−14.0 pts
Top 10
94.0%
−1.8 pts
HHI
1,206
Diversified−486
Portfolio Trend
20 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 49.6% | $34,261,984 |
| Energy | 22.7% | $15,689,891 |
| Financial Services | 15.6% | $10,740,468 |
| Industrials | 7.6% | $5,236,940 |
| Technology | 2.8% | $1,932,789 |
| Consumer Cyclical | 1.2% | $835,094 |
| Communication Services | 0.5% | $328,402 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ENVX | Enovix Corp | +46,534 | 854,471 | $4,426,159 | |
| BITB | Bitwise Bitcoin ETF | +45,927 | 245,693 | $9,043,959 | |
| BBBY | Bed Bath & Beyond, Inc. | +5,219 | 422,565 | $1,960,701 | |
| COIN | Coinbase Global, Inc. | +633 | 59,151 | $10,328,356 | |
| GLD | Spdr Gold Trust | +527 | 17,074 | $7,346,771 | |
| UNP | Union Pacific Corp | +13 | 2,472 | $599,756 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −2,423 | 23,203 | $13,392,307 | |
| AMZN | Amazon Com Inc | −2,204 | 2,928 | $609,814 | |
| NVDA | Nvidia Corp | −1,962 | 4,848 | $845,491 | |
| AAPL | Apple Inc. | −203 | 3,008 | $763,400 | |
| META | Meta Platforms, Inc. | −161 | 574 | $328,402 | |
| TSLA | Tesla, Inc. | −135 | 606 | $225,280 | |
| ETN | Eaton Corp plc | −51 | 590 | $211,025 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 581 | $201,084 | |
| No positions match the current search. | ||||
23 positions ·
$69,025,568 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 23,203 | $13,392,307 | 19.40% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Added | 59,151 | $10,328,356 | 14.96% | |
| CVX |
Chevron Corp
Energy
|
NEW | 44,436 | $9,193,808 | 13.32% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 245,693 | $9,043,959 | 13.10% | |
| GLD |
Spdr Gold Trust
|
Added | 17,074 | $7,346,771 | 10.64% | |
| MPC |
Marathon Petroleum Corp
Energy
|
NEW | 24,991 | $6,102,302 | 8.84% | |
| ENVX |
Enovix Corp
Industrials
|
Added | 854,471 | $4,426,159 | 6.41% | |
| XRP |
Bitwise XRP ETF
|
NEW | 148,603 | $2,233,503 | 3.24% | |
| BBBY |
Bed Bath & Beyond, Inc.
|
Added | 422,565 | $1,960,701 | 2.84% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,848 | $845,491 | 1.22% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,008 | $763,400 | 1.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,928 | $609,814 | 0.88% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 2,472 | $599,756 | 0.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 860 | $412,112 | 0.60% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 574 | $328,402 | 0.48% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 875 | $323,898 | 0.47% | |
| GLDM |
World Gold Trust
|
Held | 3,072 | $284,743 | 0.41% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 606 | $225,280 | 0.33% | |
| CCJ |
Cameco Corp
Energy
|
NEW | 1,950 | $211,789 | 0.31% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 590 | $211,025 | 0.31% | |
| NXE |
NexGen Energy Ltd.
Energy
|
Held | 11,000 | $127,600 | 0.18% | |
| DNN |
Denison Mines Corp.
Energy
|
Held | 10,850 | $38,300 | 0.06% | |
| URG |
Ur-Energy Inc
Energy
|
Held | 10,800 | $16,092 | 0.02% |