Refined Wealth Management - Portfolio overview

Refined Wealth Management has 54 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 10.49%
2. QQQ - INVESCO QQQ TR, 7.84%
3. RSP - INVESCO EXCHANGE TRADED FD T, 7.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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