Rinkey Investments

CIK 0001730774 · SAN DIEGO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

Rinkey Investments reported 128 positions worth $424.8M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: TFLO (11.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$424.8M
2026 Q2
Positions
128
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.3%
Est. Net Flow (Q)
2026 Q2
10 / 128 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TFLOISHARES TRSH$48.7M11.46%961,211
2SPTMSPDR SERIES TRUSTSH$33.0M7.77%363,352
3SPDWSPDR INDEX SHS FDSSH$32.2M7.59%639,738
4VEAVANGUARD TAX-MANAGED FDSSH$23.5M5.54%330,467
5BNDXVANGUARD CHARLOTTE FDSSH$23.1M5.44%477,491
6VTVVANGUARD INDEX FDSSH$23.0M5.43%105,750
7BNDVANGUARD BD INDEX FDSSH$17.1M4.03%233,157
8CMFISHARES TRSH$15.4M3.62%266,511
9VTIVANGUARD INDEX FDSSH$14.8M3.48%39,953
10MUBISHARES TRSH$12.4M2.93%115,606

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Rinkey Investments hold as of Q2 2026?

Rinkey Investments reported 128 positions worth $424.8M in its Q2 2026 13F filing. Largest positions: TFLO (11.5%), SPTM (7.8%), SPDW (7.6%), VEA (5.5%) and BNDX (5.4%).

What did Rinkey Investments buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Rinkey Investments sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.