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Refined Wealth Management

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13F filer, CIK 1724729, SALT LAKE CITY, UT

Refined Wealth Management reported $158,425,687 across 50 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-21. Its ten largest share positions make up 64.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001724729-26-000003

Period
2026-03-31
Reported value
$158M
Holdings
50
Top 10 weight
64.89%
New
14
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAadded+254,515$16.3M
RSPadded+62,388$12M
CVXnew+44,436$9.19M
PYLDnew+310,486$8.13M
BINCnew+148,168$7.69M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VSGXreduced-230,251-$16.5M
BNDXreduced-302,559-$14.5M
SRLNreduced-208,556-$8.37M
BIVexited-98,070-$7.64M
VTVreduced-28,260-$5.54M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001724729-26-000003, largest first. % of portfolio is the value over $158,425,687, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,204 shares; 2025Q4: 25,152 shares; 2026Q1: 279,667 shares 279,667$17.9M11.31%+254,515Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,582 shares; 2025Q2: 24,987 shares; 2025Q3: 24,473 shares; 2025Q4: 25,626 shares; 2026Q1: 23,203 shares 23,203$13.4M8.45%-2,423Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,162 shares; 2026Q1: 65,550 shares 65,550$12.6M7.94%+62,388Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,676 shares; 2025Q1: 57,808 shares; 2025Q2: 58,748 shares; 2025Q3: 58,056 shares; 2025Q4: 58,518 shares; 2026Q1: 59,151 shares 59,151$10.3M6.52%+633Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,436 shares 44,436$9.19M5.8%newTimeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,412 shares; 2025Q1: 178,316 shares; 2025Q2: 179,375 shares; 2025Q3: 187,728 shares; 2025Q4: 199,766 shares; 2026Q1: 245,693 shares 245,693$9.04M5.71%+45,927Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310,486 shares 310,486$8.13M5.13%newTimeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,168 shares 148,168$7.69M4.86%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,129 shares; 2025Q1: 16,787 shares; 2025Q2: 16,789 shares; 2025Q3: 16,309 shares; 2025Q4: 16,547 shares; 2026Q1: 17,074 shares 17,074$7.35M4.64%+527Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 64,348 shares; 2025Q2: 65,211 shares; 2025Q3: 65,001 shares; 2025Q4: 64,777 shares; 2026Q1: 36,517 shares 36,517$7.16M4.52%-28,260Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,991 shares 24,991$6.1M3.85%newTimeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,434 shares 77,434$6.09M3.84%newTimeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,477 shares 228,477$5.69M3.59%newTimeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,594 shares 116,594$5.58M3.52%newTimeline
ENVXENOVIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 568,606 shares; 2025Q1: 675,449 shares; 2025Q2: 691,161 shares; 2025Q3: 799,290 shares; 2025Q4: 807,937 shares; 2026Q1: 854,471 shares 854,471$4.43M2.79%+46,534Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,682 shares 77,682$4.4M2.77%newTimeline
REMXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,982 shares 37,982$3.34M2.11%newTimeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,774 shares 21,774$2.41M1.52%newTimeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,354 shares 16,354$2.37M1.5%newTimeline
XRPBITWISE XRP ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,603 shares 148,603$2.23M1.41%newTimeline
NXHNEIGHBORHOOD INTELLIGENCE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 401,095 shares; 2025Q1: 417,987 shares; 2025Q2: 419,149 shares; 2025Q3: 416,058 shares; 2025Q4: 417,346 shares; 2026Q1: 422,565 shares 422,565$1.96M1.24%+5,219Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,443 shares; 2025Q1: 1,957 shares; 2025Q2: 1,959 shares; 2025Q3: 1,963 shares; 2025Q4: 1,966 shares; 2026Q1: 1,530 shares 1,530$914K0.58%-436Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,811 shares; 2025Q1: 14,811 shares; 2025Q2: 14,811 shares; 2025Q3: 14,811 shares; 2025Q4: 14,209 shares; 2026Q1: 14,209 shares 14,209$849K0.54%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,062 shares; 2025Q1: 4,935 shares; 2025Q2: 4,870 shares; 2025Q3: 4,885 shares; 2025Q4: 6,810 shares; 2026Q1: 4,848 shares 4,848$845K0.53%-1,962Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,728 shares; 2025Q1: 2,969 shares; 2025Q2: 2,750 shares; 2025Q3: 2,850 shares; 2025Q4: 3,211 shares; 2026Q1: 3,008 shares 3,008$764K0.48%-203Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219,158 shares; 2025Q1: 13,421 shares; 2025Q2: 12,853 shares; 2025Q3: 12,505 shares; 2025Q4: 12,510 shares; 2026Q1: 7,737 shares 7,737$704K0.44%-4,773Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,829 shares; 2025Q1: 4,536 shares; 2025Q2: 4,283 shares; 2025Q3: 4,293 shares; 2025Q4: 5,132 shares; 2026Q1: 2,928 shares 2,928$610K0.38%-2,204Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276,644 shares; 2025Q1: 241,653 shares; 2025Q2: 243,425 shares; 2025Q3: 240,811 shares; 2025Q4: 238,673 shares; 2026Q1: 8,422 shares 8,422$604K0.38%-230,251Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,376 shares; 2025Q1: 2,389 shares; 2025Q2: 2,412 shares; 2025Q3: 2,440 shares; 2025Q4: 2,459 shares; 2026Q1: 2,472 shares 2,472$600K0.38%+13Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 373,457 shares; 2025Q1: 334,233 shares; 2025Q2: 335,394 shares; 2025Q3: 313,503 shares; 2025Q4: 313,035 shares; 2026Q1: 10,476 shares 10,476$503K0.32%-302,559Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214,675 shares; 2025Q1: 210,079 shares; 2025Q2: 210,651 shares; 2025Q3: 219,125 shares; 2025Q4: 219,927 shares; 2026Q1: 11,371 shares 11,371$456K0.29%-208,556Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860$412K0.26%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 735 shares; 2026Q1: 574 shares 574$328K0.21%-161Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 875 shares 875$324K0.2%0Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,837 shares; 2025Q1: 56,930 shares; 2025Q2: 57,026 shares; 2025Q3: 58,962 shares; 2025Q4: 58,006 shares; 2026Q1: 3,712 shares 3,712$322K0.2%-54,294Timeline
XMAGTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,350 shares; 2025Q4: 34,566 shares; 2026Q1: 14,433 shares 14,433$321K0.2%-20,133Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,472 shares; 2025Q1: 13,000 shares; 2025Q2: 13,285 shares; 2025Q3: 13,232 shares; 2025Q4: 13,363 shares; 2026Q1: 1,053 shares 1,053$302K0.19%-12,310Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,072 shares; 2025Q3: 3,072 shares; 2025Q4: 3,072 shares; 2026Q1: 3,072 shares 3,072$285K0.18%0Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,766 shares; 2025Q1: 65,644 shares; 2025Q2: 65,669 shares; 2025Q3: 67,699 shares; 2025Q4: 66,754 shares; 2026Q1: 3,423 shares 3,423$256K0.16%-63,331Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,812 shares; 2026Q1: 1,787 shares 1,787$236K0.15%-25Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,182 shares; 2025Q1: 13,718 shares; 2025Q2: 14,081 shares; 2025Q3: 14,092 shares; 2025Q4: 14,167 shares; 2026Q1: 897 shares 897$235K0.15%-13,270Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 741 shares; 2026Q1: 606 shares 606$225K0.14%-135Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,950 shares 1,950$212K0.13%newTimeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 590 shares 590$211K0.13%-51Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,225 shares 1,225$208K0.13%newTimeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000$128K0.08%0Timeline
XRPIVOLATILITY SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,851 shares; 2025Q4: 174,132 shares; 2026Q1: 12,860 shares 12,860$97.5K0.06%-161,272Timeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,850 shares; 2025Q1: 10,850 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,850 shares; 2026Q1: 10,850 shares 10,850$38.3K0.02%0Timeline
BED BATH & BEYOND INCBED BATH & BEYOND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,161 shares; 2026Q1: 41,621 shares 41,621$23.4K0.01%+460
URGUR-ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares 10,800$16.1K0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BIVVANGUARD BD INDEX FDS98,070$7.64Mshares
VWOVANGUARD INTL EQUITY INDEX F9,677$520Kshares
VOTVANGUARD INDEX FDS1,143$319Kshares
VBKVANGUARD INDEX FDS942$285Kshares
BNDVANGUARD BD INDEX FDS3,517$261Kshares
XSOEWISDOMTREE TR6,048$236Kshares
AVGOBROADCOM INC581$201Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001724729-26-000003 base2026-04-21acceptance time not in the bulk data set