Rinkey Investments 13F Holdings · Q2 2026
Rinkey Investments reported 128 securities worth $424.81M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TFLO (11.46%), SPTM (7.77%), SPDW (7.59%). Among its top 25 positions this quarter: 13 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | $48.7M | 11.46% | 961,211 | Added |
| 2 | SPTM | SPDR SERIES TRUST | $33.0M | 7.77% | 363,352 | Trimmed |
| 3 | SPDW | SPDR INDEX SHS FDS | $32.2M | 7.59% | 639,738 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $23.5M | 5.54% | 330,467 | Added |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $23.1M | 5.44% | 477,491 | Trimmed |
| 6 | VTV | VANGUARD INDEX FDS | $23.0M | 5.43% | 105,750 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $17.1M | 4.03% | 233,157 | Added |
| 8 | CMF | ISHARES TR | $15.4M | 3.62% | 266,511 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $14.8M | 3.48% | 39,953 | Added |
| 10 | MUB | ISHARES TR | $12.4M | 2.93% | 115,606 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $10.6M | 2.50% | 123,408 | Added |
| 12 | VB | VANGUARD INDEX FDS | $10.1M | 2.38% | 33,327 | Added |
| 13 | VGLT | VANGUARD SCOTTSDALE FDS | $8.2M | 1.94% | 149,291 | Added |
| 14 | SPTS | SPDR SERIES TRUST | $8.1M | 1.90% | 278,526 | Trimmed |
| 15 | IEI | ISHARES TR | $7.0M | 1.65% | 59,819 | Trimmed |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $6.9M | 1.62% | 115,190 | Added |
| 17 | SPEM | SPDR INDEX SHS FDS | $6.2M | 1.46% | 119,924 | Trimmed |
| 18 | SCHV | SCHWAB STRATEGIC TR | $6.1M | 1.44% | 175,707 | Hold |
| 19 | IVV | ISHARES TR | $5.9M | 1.38% | 7,831 | Hold |
| 20 | AAPL | APPLE INC | $5.7M | 1.34% | 19,648 | Trimmed |
| 21 | SPAB | SPDR SERIES TRUST | $5.4M | 1.27% | 210,919 | Trimmed |
| 22 | SCHA | SCHWAB STRATEGIC TR | $5.2M | 1.23% | 144,667 | Trimmed |
| 23 | IEFA | ISHARES TR | $4.9M | 1.15% | 50,387 | Added |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.1M | 0.97% | 8,274 | Added |
| 25 | EMB | ISHARES TR | $3.9M | 0.93% | 40,795 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR