SEC Form 13F

Refined Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$165,700,676
Positions49

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$19,967,670280,248
INVESCO QQQ TRQQQUNIT SER 1$16,950,45523,018
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$14,041,54365,994
COINBASE GLOBAL INCCOINCOM CL A$8,609,71458,894
PIMCO ETF TRPYLDMULTISECTOR BD$8,431,795317,941
BITWISE BITCOIN ETF TRBITBSHS BEN INT$8,007,826251,344
VANGUARD INDEX FDSVTVVALUE ETF$7,966,43136,555
ISHARES INCEMXCMSCI EMRG CHN$7,926,51177,483
BLACKROCK ETF TRUST IIBINCISHA FLEX IN ETF$7,908,260151,094
CHEVRON CORPORATIONCVXCOM$7,451,05544,951

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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