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Rinkey Investments

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

Top 5 stock holdings are TFLO, SPTM, SPDW, VEA, BNDX, and represent 37.80% of Rinkey Investments's stock portfolio.
Added to shares of these 10 stocks: VUG (+$9.0M), TFLO (+$8.3M), VGT, BND, VTV, VEA, VGSH, VGIT, ARKK, VO.
Started 12 new stock positions in IAGG, ITA, VGIT, DFUV, VIG, BX, C, TSM, EWY, AVGO. Roundhill Memory Etf, ARKK.
Reduced shares in these 10 stocks: IEI, SPTS, OCGN, JNJ, TMUS, SPDW, MU, IWM, , .
Sold out of its positions in AVY, BBN, CTVA, EQT, EXPE, Honeywell International, IWM, LENZ, OCGN.
Rinkey Investments was a net buyer of stock by $16M.
Rinkey Investments has $425M in assets under management (AUM), dropping by 8.66%.
Central Index Key (CIK): 0001730774

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Portfolio Holdings for Rinkey Investments

Rinkey Investments holds 128 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr TRS FLT RT BD (TFLO)	11.5	$49M	+20%	961k	50.63	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	7.8	$33M		363k	90.79	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	7.6	$32M		640k	50.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.5	$24M	+6%	331k	71.25	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	5.4	$23M		478k	48.43	View chart
Vanguard Index Fds Value Etf (VTV)	5.4	$23M	+8%	106k	217.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.0	$17M	+12%	233k	73.41	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	3.6	$15M	+2%	267k	57.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$15M	+2%	40k	370.05	View chart
Ishares Tr National Mun Etf (MUB)	2.9	$12M	+3%	116k	107.62	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$11M	+548%	123k	86.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.4	$10M	+5%	33k	303.12	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.9	$8.2M	+2%	149k	55.18	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	1.9	$8.1M	-31%	279k	29.01	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.7	$7.0M	-41%	60k	117.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$6.9M	+6%	115k	59.69	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.5	$6.2M		120k	51.78	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.4	$6.1M		176k	34.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$5.9M		7.8k	748.91	View chart
Apple (AAPL)	1.3	$5.7M	-2%	20k	289.36	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	1.3	$5.4M		211k	25.52	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$5.2M		145k	36.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$4.9M		50k	96.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$4.1M		8.3k	500.39	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.9	$3.9M	-2%	41k	96.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$3.9M	+8%	5.3k	736.43	View chart
Microsoft Corporation (MSFT)	0.7	$3.1M	+7%	8.4k	373.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$2.8M	-7%	12k	242.43	View chart
Progressive Corporation (PGR)	0.6	$2.4M		11k	218.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$2.4M	+700%	20k	119.52	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$2.1M		46k	45.49	View chart
Amazon (AMZN)	0.5	$2.1M		8.8k	238.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$2.1M	+67%	36k	58.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$2.1M		61k	33.84	View chart
Costco Wholesale Corporation (COST)	0.5	$2.0M	-3%	2.2k	935.47	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.5	$2.0M	+6%	61k	33.46	View chart
NVIDIA Corporation (NVDA)	0.5	$2.0M		10k	200.09	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$1.9M	+29%	23k	82.65	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.4	$1.8M		71k	25.68	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.4	$1.8M	-4%	43k	42.59	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$1.5M	-2%	22k	67.24	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$1.5M		29k	50.23	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.4M	-10%	11k	136.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.2M		1.8k	686.81	View chart
Metropcs Communications (TMUS)	0.3	$1.2M	-35%	7.2k	167.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M	-20%	3.4k	357.45	View chart
Travelers Companies (TRV)	0.3	$1.1M		3.4k	330.12	View chart
International Business Machines (IBM)	0.2	$1.0M		3.7k	281.21	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$1.0M	+2%	1.6k	640.76	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.0M	-9%	5.4k	189.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.0M		2.9k	353.36	View chart
Tesla Motors (TSLA)	0.2	$945k	+71%	2.2k	420.60	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$932k		2.5k	365.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$901k		9.1k	98.98	View chart
Stryker Corporation (SYK)	0.2	$854k		2.7k	314.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$828k		6.0k	137.53	View chart
Oracle Corporation (ORCL)	0.2	$780k	-28%	5.3k	146.55	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$763k		7.2k	106.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$744k	+300%	9.2k	80.57	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$734k	NEW	13k	58.98	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$726k		2.1k	343.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$720k		2.0k	368.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$705k	+6%	8.2k	85.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$705k		2.1k	342.83	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$698k	-7%	21k	33.29	View chart
Palo Alto Networks (PANW)	0.2	$692k		2.0k	341.02	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$679k	-7%	15k	45.34	View chart
Advanced Micro Devices (AMD)	0.2	$672k	-10%	1.2k	580.91	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$669k		25k	26.50	View chart
Nuveen Insd Dividend Advantage (NVG)	0.2	$658k	+24%	51k	12.80	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$655k	-19%	13k	51.05	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.2	$646k	+23%	51k	12.68	View chart
Micron Technology (MU)	0.1	$614k	-41%	532.00	1154.29	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$597k	NEW	7.4k	80.82	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$581k		2.4k	242.99	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$569k		12k	46.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$559k		733.00	763.14	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$546k		4.9k	110.35	View chart
Ishares Msci Israel Etf (EIS)	0.1	$540k	+9%	4.5k	120.71	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$539k		3.4k	156.95	View chart
CSX Corporation (CSX)	0.1	$534k		11k	47.53	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$514k	NEW	10k	50.60	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$511k		44k	11.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$503k	+35%	17k	29.43	View chart
Meta Platforms Cl A (META)	0.1	$493k	+16%	875.00	563.43	View chart
Wal-Mart Stores (WMT)	0.1	$483k	+7%	4.3k	113.27	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$474k	-9%	6.3k	75.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$464k	+16%	3.7k	124.76	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$456k		610.00	746.78	View chart
Applied Materials (AMAT)	0.1	$450k		622.00	723.00	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$411k		18k	22.78	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$355k	-11%	4.7k	75.79	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$351k		14k	24.66	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$342k	NEW	1.4k	242.42	View chart
Butterfly Network Com Cl A (BFLY)	0.1	$340k	+31%	40k	8.42	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$338k	-2%	14k	23.68	View chart
Chubb (CB)	0.1	$336k	+20%	987.00	340.74	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$320k	+17%	3.6k	89.20	View chart
JPMorgan Chase & Co. (JPM)	0.1	$320k		977.00	327.33	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$313k	NEW	655.00	477.57	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$311k		3.5k	88.54	View chart
Altria (MO)	0.1	$301k		4.2k	71.95	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$296k		1.6k	185.23	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$289k	+9%	1.8k	158.25	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$284k	+5%	9.5k	30.01	View chart
Eli Lilly & Co. (LLY)	0.1	$275k	-32%	229.00	1199.48	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.1	$270k		3.3k	82.63	View chart
Netflix (NFLX)	0.1	$269k		3.8k	71.40	View chart
Boeing Company (BA)	0.1	$261k	+3%	1.2k	216.47	View chart
Patterson-UTI Energy (PTEN)	0.1	$259k		28k	9.18	View chart
Visa Com Cl A (V)	0.1	$258k	-7%	751.00	343.09	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$255k		8.1k	31.59	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$252k	-26%	2.0k	124.44	View chart
Broadcom (AVGO)	0.1	$242k	NEW	641.00	377.75	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.1	$230k		18k	12.77	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$224k		4.1k	54.02	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$222k	NEW	4.0k	55.01	View chart
Worthington Industries (WOR)	0.1	$215k		4.0k	53.76	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$214k	NEW	1.1k	201.90	View chart
Citigroup Com New (C)	0.0	$212k	NEW	1.5k	139.96	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$211k	-20%	36k	5.88	View chart
Kinder Morgan (KMI)	0.0	$211k	-8%	6.6k	31.97	View chart
Palantir Technologies Cl A (PLTR)	0.0	$209k	-26%	1.8k	116.67	View chart
Roundhill Etf Trust Memory Etf	0.0	$205k	NEW	2.8k	73.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$203k	NEW	859.00	236.62	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$203k	NEW	1.7k	117.67	View chart
Johnson & Johnson (JNJ)	0.0	$202k	-83%	794.00	253.97	View chart
Patriot Natl Bancorp Com New (PNBK)	0.0	$117k		122k	0.96	View chart

Past Filings by Rinkey Investments

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

Rinkey Investments 2026 Q2 filed July 20, 2026
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

View all past filings

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