Refined Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists Ryan Larsen as the sole owner and managing person of the firm.
The report details a portfolio of 48 individual equity securities. The top holdings by reported shares include Marathon Petroleum Corporation, with 9,654,278 shares; Chevron Corporation, with 9,078,674 shares; and Eaton Corp plc, with 202,823 shares. The firm also holds significant positions in Coinbase Global Inc. (58,350 shares), Enovix Corporation (850,768 shares), and NVIDIA Corporation (1,106,891 shares).
Alongside individual equities, the portfolio includes several exchange-traded funds (ETFs). Major index funds held include Invesco QQQ Trust (24,323 shares), Invesco S&P 500 Equal Weight ETF (72,717 shares), and the Vanguard S&P 500 ETF Shares (1,677 shares). The filing also lists exposure to Bitcoin and XRP through the Bitwise Bitcoin ETF Trust (255,819 shares) and the Bitwise XRP ETF (160,705 shares). Additionally, the firm holds positions in the SPDR Gold Shares (17,573 shares) and the VanEck Rare Earth Strategic ETF (40,000 shares).
