Rinkey Investments Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Rinkey Investments disclosed 127 stock positions valued at approximately $424.81M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and SPDR INDEX SHS FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 127
- Portfolio Value
- $424.81M
Holdings by Sector
Rinkey Investments Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | TFLO | Other | 11.46% | 961,211 | +164,450 | +20.64% | $48,666,150 |
| SPDR SERIES TRUST | SPTM | Other | 7.77% | 363,352 | -1,987 | -0.54% | $32,988,747 |
| SPDR INDEX SHS FDS | SPDW | Other | 7.59% | 639,738 | -12,225 | -1.88% | $32,236,433 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 5.54% | 330,467 | +20,257 | +6.53% | $23,545,824 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 5.44% | 477,491 | -6,400 | -1.32% | $23,124,889 |
| VANGUARD INDEX FDS | VTV | Other | 5.43% | 105,750 | +8,718 | +8.98% | $23,046,098 |
| VANGUARD BD INDEX FDS | BND | Other | 4.03% | 233,157 | +26,343 | +12.74% | $17,116,087 |
| ISHARES TR | CMF | Other | 3.62% | 266,511 | +7,548 | +2.91% | $15,361,694 |
| VANGUARD INDEX FDS | VTI | Other | 3.48% | 39,953 | +1,018 | +2.61% | $14,784,430 |
| ISHARES TR | MUB | Other | 2.93% | 115,606 | +4,150 | +3.72% | $12,441,533 |
| VANGUARD INDEX FDS | VUG | Other | 2.50% | 123,408 | +104,383 | +548.66% | $10,630,365 |
| VANGUARD INDEX FDS | VB | Other | 2.38% | 33,327 | +1,600 | +5.04% | $10,102,080 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 1.94% | 149,291 | +3,580 | +2.46% | $8,237,877 |
| SPDR SERIES TRUST | SPTS | Other | 1.90% | 278,526 | -128,600 | -31.59% | $8,080,054 |
| ISHARES TR | IEI | Other | 1.65% | 59,819 | -42,147 | -41.33% | $7,025,776 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.62% | 115,190 | +7,134 | +6.60% | $6,875,724 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.46% | 119,924 | -396 | -0.33% | $6,209,703 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.44% | 175,707 | - | - | $6,116,361 |
| ISHARES TR | IVV | Other | 1.38% | 7,831 | - | - | $5,864,735 |
| APPLE INC | AAPL | Technology | 1.34% | 19,648 | -467 | -2.32% | $5,685,434 |
| SPDR SERIES TRUST | SPAB | Other | 1.27% | 210,919 | -2,644 | -1.24% | $5,382,653 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.23% | 144,667 | -82 | -0.06% | $5,226,819 |
| ISHARES TR | IEFA | Other | 1.15% | 50,387 | +4 | +0.01% | $4,866,376 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.97% | 8,274 | +3 | +0.04% | $4,140,227 |
| ISHARES TR | EMB | Other | 0.93% | 40,795 | -961 | -2.30% | $3,934,335 |
| INVESCO QQQ TR | QQQ | Other | 0.91% | 5,254 | +396 | +8.15% | $3,869,187 |
| MICROSOFT CORP | MSFT | Technology | 0.74% | 8,439 | +577 | +7.34% | $3,148,052 |
| ISHARES TR | IWD | Other | 0.67% | 11,658 | -981 | -7.76% | $2,826,249 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.57% | 11,073 | - | - | $2,418,897 |
| VANGUARD WORLD FD | VGT | Other | 0.56% | 19,935 | +17,444 | +700.28% | $2,382,723 |
Showing 30 of 127 holdings in the latest reporting period.