Refined Wealth Management
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 165,701
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 49 | 165,701 | 13F-HR | Refined Wealth Management |
| Q1 2026 | 4/21/2026 | 50 | 158,426 | 13F-HR | Refined Wealth Management |
| Q4 2025 | 1/15/2026 | 43 | 148,564 | 13F-HR | Refined Wealth Management |
| Q3 2025 | 10/21/2025 | 36 | 155,624 | 13F-HR | Refined Wealth Management |
| Q2 2025 | 7/17/2025 | 33 | 145,487 | 13F-HR | Refined Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.32 K | 21.9% | 0 | 1.786 K | -1.786 K |
| ETFs | 129.4 K | 78.1% | 9.066 K | 0 | 9.066 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
165,701
Holdings
49
QoQ value change ($000)
7,275
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.