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Refined Wealth Management Portfolio
$178.6M across 48 positions as of 2026-09-30, with 68% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
-4.5%
-18.9% a year vs the S&P 500
3 years
+10.6%
-10.7% a year vs the S&P 500
5 years
+6.1%
-6.1% a year vs the S&P 500
Quarters ahead
9 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +3.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +4.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -5.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -6.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +3.2% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +16.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -5.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +3.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VEAVanguard FTSE Developed Markets ETF | $21.3M | 11.9% | 302,006 |
| QQQInvesco QQQ Trust, Series 1 | $18M | 10.1% | 24,323 |
| RSPInvesco S&P 500 Equal Weight ETF | $15.1M | 8.5% | 72,717 |
| BITBBITWISE BITCOIN ETF TR | $11.6M | 6.5% | 255,819 |
| COINCoinbase Global Inc | $10.9M | 6.1% | 58,350 |
| MPCMarathon Petroleum Corp | $9.7M | 5.4% | 24,415 |
| CVXChevron Corp | $9.1M | 5.1% | 44,458 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $8.7M | 4.9% | 344,114 |
| VTVVanguard Value ETF | $8.4M | 4.7% | 38,919 |
| BINCiShares Flexible Income Active ETF | $8.3M | 4.7% | 164,168 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $8.2M | 4.6% | 82,469 |
| GLDSPDR Gold Shares | $6.7M | 3.7% | 17,573 |
| J P MORGAN EXCHANGE TRADED F | $5.9M | 3.3% | 127,365 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $5.8M | 3.2% | 244,580 |
| PICKiShares MSCI Global Select Metals & Mining Producers Fund | $4.9M | 2.7% | 80,949 |
| AVUVAvantis U.S. Small Cap Value ETF | $2.7M | 1.5% | 23,237 |
| BITWISE XRP ETF | $2.7M | 1.5% | 160,705 |
| REMXVANECK ETF TRUST | $2.6M | 1.4% | 40,000 |
| XMMOInvesco S&P MidCap Momentum ETF | $2.6M | 1.4% | 17,514 |
| ENVXEnovix Corp | $2.5M | 1.4% | 850,768 |
| NEIGHBORHOOD INTELLIGENCE IN | $1.3M | 0.7% | 431,751 |
| VOOVanguard S&P 500 ETF | $1.2M | 0.7% | 1,677 |
| NVDANVIDIA Corp | $1.1M | 0.6% | 4,847 |
| AAPLApple Inc | $868.8K | 0.5% | 2,609 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $845.6K | 0.5% | 14,209 |
| NULGNuveen ESG Large-Cap Growth ETF | $785.4K | 0.4% | 6,908 |
| AMZNAmazon.com Inc | $727K | 0.4% | 2,918 |
| UNPUnion Pacific Corp | $679.3K | 0.4% | 2,496 |
| VSGXVanguard ESG International Stock ETF | $620.8K | 0.3% | 7,657 |
| BNDXVanguard Total International Bond ETF | $468K | 0.3% | 9,986 |
| SRLNState Street Blackstone Senior Loan ETF | $455.9K | 0.3% | 11,289 |
| MSFTMicrosoft Corp | $448.8K | 0.3% | 875 |
| METAMeta Platforms Inc | $416.3K | 0.2% | 574 |
| TIDAL TRUST II | $366.2K | 0.2% | 14,433 |
| BRK.BBerkshire Hathaway Inc | $347.6K | 0.2% | 698 |
| VOVanguard Mid-Cap ETF | $321.8K | 0.2% | 4,103 |
| VBVanguard Small-Cap ETF | $261.2K | 0.1% | 918 |
| GLDMSPDR Gold MiniShares Trust | $252.5K | 0.1% | 3,072 |
| BIVVanguard Intermediate-Term Bond ETF | $248.7K | 0.1% | 3,414 |
| TLTiShares 20+ Year Treasury Bond ETF | $225.7K | 0.1% | 2,902 |
| VCLTVanguard Long-Term Corporate Bond ETF | $225.7K | 0.1% | 3,295 |
| TSLATesla Inc | $216.1K | 0.1% | 609 |
| AVGOBroadcom Inc | $204K | 0.1% | 581 |
| EATON CORP PLC | $202.8K | 0.1% | 472 |
| VOLATILITY SHS TR | $100.4K | 0.1% | 12,493 |
| NEXGEN ENERGY LTD | $100.3K | 0.1% | 11,000 |
| DENISON MINES CORP | $28.1K | 0.0% | 10,850 |
| UR-ENERGY INC | $11.7K | 0.0% | 10,800 |
Quarter ending 2026-09-30.
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