Long-term investor
Refined Wealth Management @refinedwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001724729).
Record
- Tracked since 2025-06-30 (449 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months -2.3% · 1 year n/a · all -0.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921943858 · 12.1% · long · since 2025-09-30
- 46090E103 · 10.2% · long · since 2025-06-30
- 46137V357 · 8.5% · long · since 2025-12-31
- COIN · 5.2% · long · since 2025-06-30
- 72201R585 · 5.1% · long · since 2026-03-31
- BITB · 4.8% · long · since 2025-06-30
- 922908744 · 4.8% · long · since 2025-06-30
- 46434G764 · 4.8% · long · since 2026-03-31
- 092528603 · 4.8% · long · since 2026-03-31
- CVX · 4.5% · long · since 2026-03-31
- GLD · 3.8% · long · since 2025-06-30
- MPC · 3.7% · long · since 2026-03-31