SEC Form 13F · Q2 2026

Refined Wealth Management

Institutional Holdings Report

13F-HRUT
$165.7M
Portfolio Value
49
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Refined Wealth Management
CIK
1724729
Accession No.
0001724729-26-000005
Location
SALT LAKE CITY, UT
Form Type
13F-HR
Portfolio Value
$165.7M
Holdings Reported
49
Reporting Period
Q2 2026
Filed
July 21, 2026

About this Filing

Refined Wealth Management is an institutional investment manager based in SALT LAKE CITY, UT reporting approximately $165.7M in 13(f) securities across 49 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.