Refined Wealth Management: 13F holdings
CIK 17247292026Q2
| Positions | 49 |
|---|---|
| Reported value | $165.7m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VEA VANGUARD TAX-MANAGED FDS | 280,248 | $20.0m | 12.1% |
| QQQ INVESCO QQQ TR | 23,018 | $17.0m | 10.2% |
| RSP INVESCO EXCHANGE TRADED FD T | 65,994 | $14.0m | 8.5% |
| COIN COINBASE GLOBAL INC | 58,894 | $8.6m | 5.2% |
| PYLD PIMCO ETF TR | 317,941 | $8.4m | 5.1% |
| BITWISE BITCOIN ETF TR | 251,344 | $8.0m | 4.8% |
| VTV VANGUARD INDEX FDS | 36,555 | $8.0m | 4.8% |
| EMXC ISHARES INC | 77,483 | $7.9m | 4.8% |
| BINC BLACKROCK ETF TRUST II | 151,094 | $7.9m | 4.8% |
| CVX CHEVRON CORPORATION | 44,951 | $7.5m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1724729")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.