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Home > Institutional Investor > Refined Wealth Management > Profile

Instuitional Investor - Refined Wealth Management

Fund Profile
Filing Period:
Fund Name: Refined Wealth Management
Portfolio Value $158,425,687
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 279,667 $17,921,061 11.31%
2.
Invesco Qqq Tr
 23,203 $13,392,308 8.45%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 65,550 $12,580,356 7.94%
4.
Coinbase Global Inc.
 COIN 59,151 $10,328,356 6.52%
5.
Chevron Corp
 CVX 44,436 $9,193,709 5.8%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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