Refined Wealth Management ETF holdings
Salt Lake City, UT
Reported $130.8M in 30 ETFs in its Form 13F for June 30, 2026.
ETF value
$130.8M
ETFs held
30
Change from prior quarter
+7.7%
With price moves
ETFs as a share of its 13F
78.9%
of $165.7M
Top 10 of 30 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $20.0M | 280,248 | +581 shares |
| QQQ | Invesco QQQ Trust | $17.0M | 23,018 | −185 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $14.0M | 65,994 | +444 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $8.4M | 317,941 | +7,455 shares |
| BITB | Bitwise Bitcoin ETF | $8.0M | 251,344 | +5,651 shares |
| VTV | Vanguard Morningstar Value ETF | $8.0M | 36,555 | +38 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $7.9M | 77,483 | +49 shares |
| BINC | iShares Flexible Income Active ETF | $7.9M | 151,094 | +2,926 shares |
| GLD | SPDR Gold Shares | $6.3M | 17,178 | +104 shares |
| JPIB | JPMorgan International Bond Opportunities ETF | $5.8M | 119,352 | +2,758 shares |
20 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001724729. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Refined Wealth Management own?
Refined Wealth Management reported 30 ETF positions worth $130.8M in its Form 13F for June 30, 2026. The largest was VEA, at $20.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.