Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Rinkey Investments

Latest statistics and disclosures from Rinkey Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are TFLO, SPDW, SPTM, BNDX, VEA, and represent 36.35% of Rinkey Investments's stock portfolio.
Added to shares of these 10 stocks: BND (+$9.0M), CMF, VGLT, MUB, VWO, FLOT, FBND, XLU, VTV, VGT.
Started 6 new stock positions in XLU, AVDE, FLOT, KMI, XLI, AMAT.
Reduced shares in these 10 stocks: BNDX (-$13M), EMB, SPDW, TFLO, CTVA, , IAU, TXT, USHY, VEA.
Sold out of its positions in C, GFL, IAU, SLV, USHY, BBJP, KR, TXT, TRIN, UBER.
Rinkey Investments was a net buyer of stock by $1.7M.
Rinkey Investments has $391M in assets under management (AUM), dropping by -0.71%.
Central Index Key (CIK): 0001730774

Tip: Access up to 7 years of quarterly data

Positions held by Rinkey Investments consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Rinkey Investments

Rinkey Investments holds 125 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr TRS FLT RT BD (TFLO)	10.3	$40M	-2%	797k	50.63	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	7.6	$30M	-6%	652k	45.65	View chart
Spdr Series Trust State Street Spd (SPTM)	7.4	$29M		365k	79.06	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	5.9	$23M	-35%	484k	48.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.1	$20M		310k	64.08	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$19M	+3%	97k	196.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.9	$15M	+145%	207k	73.64	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	3.8	$15M	+33%	259k	56.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$13M	+3%	39k	320.81	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.1	$12M		102k	118.60	View chart
Spdr Series Trust State Street Spd (SPTS)	3.0	$12M		407k	29.18	View chart
Ishares Tr National Mun Etf (MUB)	3.0	$12M	+28%	112k	106.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.1	$8.3M	+2%	32k	261.92	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$8.3M	+4%	19k	436.79	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	2.1	$8.1M	+59%	146k	55.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$5.8M	+51%	108k	54.05	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.4	$5.6M	-3%	120k	46.91	View chart
Spdr Series Trust State Street Spd (SPAB)	1.4	$5.5M		214k	25.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.4	$5.4M		176k	30.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$5.1M		7.8k	653.23	View chart
Apple (AAPL)	1.3	$5.1M	-2%	20k	253.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$4.6M		50k	90.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$4.2M		145k	29.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$4.0M	+3%	8.3k	479.20	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.0	$3.9M	-47%	42k	93.93	View chart
Microsoft Corporation (MSFT)	0.7	$2.9M	-2%	7.9k	370.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.8M	+5%	4.9k	577.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$2.7M	-5%	13k	213.67	View chart
Metropcs Communications (TMUS)	0.6	$2.3M		11k	210.03	View chart
Costco Wholesale Corporation (COST)	0.6	$2.2M	-3%	2.3k	996.43	View chart
Progressive Corporation (PGR)	0.6	$2.2M		11k	198.24	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$2.1M	+57%	46k	45.62	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.0M		12k	169.66	View chart
Spdr Series Trust State Street Spd (SPIB)	0.5	$1.9M		57k	33.54	View chart
Spdr Series Trust State Street Spd (SPIP)	0.5	$1.9M	+2%	72k	26.01	View chart
Ocugen (OCGN)	0.5	$1.9M	+4%	1.0M	1.81	View chart
Amazon (AMZN)	0.5	$1.8M		8.8k	208.27	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.5	$1.8M		45k	40.47	View chart
NVIDIA Corporation (NVDA)	0.5	$1.8M	-3%	10k	174.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.8M		60k	29.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.7M	+37%	2.5k	697.79	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$1.5M		23k	65.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$1.5M		30k	49.95	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$1.5M	+13%	18k	82.75	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.2M	+12%	21k	58.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M		4.2k	287.57	View chart
Johnson & Johnson (JNJ)	0.3	$1.2M	-4%	5.0k	244.44	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M		6.0k	192.90	View chart
Oracle Corporation (ORCL)	0.3	$1.1M		7.4k	147.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.1M	-2%	1.8k	597.60	View chart
Travelers Companies (TRV)	0.3	$982k		3.4k	291.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$900k	-8%	9.1k	99.27	View chart
International Business Machines (IBM)	0.2	$898k	-8%	3.7k	242.39	View chart
Stryker Corporation (SYK)	0.2	$891k		2.7k	328.59	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$875k		23k	38.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$833k		2.9k	286.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$826k	-5%	1.9k	430.29	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$808k	NEW	16k	50.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$770k	+23%	2.5k	302.32	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$763k	-20%	7.2k	106.50	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$743k	NEW	16k	45.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$670k		5.9k	113.11	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$667k		25k	26.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$663k		2.3k	287.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$631k		2.1k	298.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$594k	+7%	7.7k	77.12	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$562k		12k	46.43	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$548k	-20%	2.8k	198.29	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$535k	-2%	4.9k	110.39	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$520k		2.4k	217.25	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$516k		1.6k	328.66	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$511k		41k	12.33	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.1	$501k		41k	12.18	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$493k		2.1k	239.99	View chart
Wal-Mart Stores (WMT)	0.1	$492k		4.0k	124.28	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$489k		44k	11.23	View chart
Tesla Motors (TSLA)	0.1	$488k	+26%	1.3k	371.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$475k		3.4k	138.32	View chart
Ishares Msci Israel Etf (EIS)	0.1	$473k	+120%	4.1k	116.04	View chart
CSX Corporation (CSX)	0.1	$461k	+2%	11k	41.05	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$451k		7.0k	64.73	View chart
Meta Platforms Cl A (META)	0.1	$429k	-37%	749.00	572.28	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$414k		18k	22.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$394k		605.00	650.34	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$372k		5.3k	70.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$369k	-2%	1.5k	248.00	View chart
Netflix (NFLX)	0.1	$362k	-4%	3.8k	96.15	View chart
Palantir Technologies Cl A (PLTR)	0.1	$355k	+16%	2.4k	146.28	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$355k	-8%	14k	24.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$352k	+30%	3.2k	110.47	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.1	$333k		21k	16.17	View chart
Palo Alto Networks (PANW)	0.1	$330k		2.1k	160.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$323k		13k	25.64	View chart
EQT Corporation (EQT)	0.1	$321k	-33%	5.0k	63.64	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$313k		15k	21.49	View chart
Eli Lilly & Co. (LLY)	0.1	$310k	-5%	337.00	919.77	View chart
Micron Technology (MU)	0.1	$306k	+7%	905.00	337.84	View chart
Patterson-UTI Energy (PTEN)	0.1	$306k		28k	10.83	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$290k		8.1k	35.90	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$290k		3.5k	82.43	View chart
JPMorgan Chase & Co. (JPM)	0.1	$287k		977.00	294.16	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$287k	-20%	735.00	390.41	View chart
Expedia Group Com New (EXPE)	0.1	$285k		1.2k	230.89	View chart
Altria (MO)	0.1	$276k	+5%	4.2k	65.99	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$269k		8.9k	30.07	View chart
Honeywell International (HON)	0.1	$268k		1.2k	226.03	View chart
Chubb (CB)	0.1	$268k	-5%	821.00	325.93	View chart
Advanced Micro Devices (AMD)	0.1	$264k	-12%	1.3k	203.43	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$259k	NEW	3.1k	84.84	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$259k	NEW	1.6k	161.73	View chart
Corteva (CTVA)	0.1	$248k	-63%	3.0k	83.71	View chart
Visa Com Cl A (V)	0.1	$245k	-12%	812.00	302.24	View chart
Kinder Morgan (KMI)	0.1	$243k	NEW	7.2k	33.53	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.1	$236k		18k	13.13	View chart
Boeing Company (BA)	0.1	$232k		1.2k	199.03	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.1	$223k		45k	4.96	View chart
Ishares Tr Future Exponenti (XT)	0.1	$223k		3.3k	68.15	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$219k		4.1k	52.78	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$214k		1.7k	127.73	View chart
Applied Materials (AMAT)	0.1	$213k	NEW	622.00	341.79	View chart
Worthington Industries (WOR)	0.1	$208k		4.0k	52.14	View chart
Avery Dennison Corporation (AVY)	0.1	$207k	-31%	1.2k	172.68	View chart
Patriot Natl Bancorp Com New (PNBK)	0.0	$157k		122k	1.29	View chart
Lenz Therapeutics (LENZ)	0.0	$139k		15k	9.15	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$124k	-26%	31k	4.04	View chart

Past Filings by Rinkey Investments

SEC 13F filings are viewable for Rinkey Investments going back to 2021

Rinkey Investments 2026 Q1 filed May 11, 2026
Rinkey Investments 2025 Q4 filed Feb. 4, 2026
Rinkey Investments 2025 Q3 filed Nov. 14, 2025
Rinkey Investments 2025 Q2 filed Aug. 13, 2025
Rinkey Investments 2025 Q1 filed May 15, 2025
Rinkey Investments 2024 Q4 filed Feb. 14, 2025
Rinkey Investments 2024 Q3 filed Nov. 13, 2024
Rinkey Investments 2024 Q2 filed July 31, 2024
Rinkey Investments 2024 Q1 filed May 2, 2024
Rinkey Investments 2023 Q4 filed Feb. 12, 2024
Rinkey Investments 2023 Q3 filed Nov. 9, 2023
Rinkey Investments 2023 Q2 filed Aug. 10, 2023
Rinkey Investments 2023 Q1 filed May 12, 2023
Rinkey Investments 2022 Q4 filed Feb. 13, 2023
Rinkey Investments 2022 Q3 filed Nov. 14, 2022
Rinkey Investments 2022 Q2 filed Aug. 9, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z