Rinkey Investments Portfolio Stock Holdings
Rinkey Investments disclosed 125 stock positions valued at approximately $391.0 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, SPDR INDEX SHS FDS, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 125
- Portfolio Value
- $391.0M
Holdings by Sector
Rinkey Investments Portfolio Holdings in Q1 2026
125 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | TFLO | Other | 10.32% | 796,761 | -23,027 | -2.81% | $40,340,034 |
| SPDR INDEX SHS FDS | SPDW | Other | 7.61% | 651,963 | -42,531 | -6.12% | $29,762,143 |
| SPDR SERIES TRUST | SPTM | Other | 7.39% | 365,339 | -2,863 | -0.78% | $28,883,779 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 5.95% | 483,891 | -264,912 | -35.38% | $23,250,963 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 5.08% | 310,210 | -4,750 | -1.51% | $19,878,296 |
| VANGUARD INDEX FDS | VTV | Other | 4.87% | 97,032 | +3,535 | +3.78% | $19,037,678 |
| VANGUARD BD INDEX FDS | BND | Other | 3.90% | 206,814 | +122,543 | +145.42% | $15,229,808 |
| ISHARES TR | CMF | Other | 3.77% | 258,963 | +65,282 | +33.71% | $14,724,636 |
| VANGUARD INDEX FDS | VTI | Other | 3.19% | 38,935 | +1,160 | +3.07% | $12,490,882 |
| ISHARES TR | IEI | Other | 3.09% | 101,966 | +253 | +0.25% | $12,093,202 |
| SPDR SERIES TRUST | SPTS | Other | 3.04% | 407,126 | +177 | +0.04% | $11,879,952 |
| ISHARES TR | MUB | Other | 3.03% | 111,456 | +24,452 | +28.10% | $11,831,062 |
| VANGUARD INDEX FDS | VB | Other | 2.13% | 31,727 | +914 | +2.97% | $8,309,936 |
| VANGUARD INDEX FDS | VUG | Other | 2.13% | 19,025 | +877 | +4.83% | $8,309,930 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 2.06% | 145,711 | +54,226 | +59.27% | $8,065,834 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.49% | 108,056 | +36,560 | +51.14% | $5,840,443 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.44% | 120,320 | -3,983 | -3.20% | $5,644,246 |
| SPDR SERIES TRUST | SPAB | Other | 1.40% | 213,563 | +76 | +0.04% | $5,471,484 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.37% | 175,707 | - | - | $5,359,064 |
| ISHARES TR | IVV | Other | 1.31% | 7,831 | -11 | -0.14% | $5,115,443 |
| APPLE INC | AAPL | Technology | 1.31% | 20,115 | -583 | -2.82% | $5,105,105 |
| ISHARES TR | IEFA | Other | 1.17% | 50,383 | - | - | $4,561,173 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.08% | 144,749 | -1,561 | -1.07% | $4,209,301 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.01% | 8,271 | +253 | +3.16% | $3,963,463 |
| ISHARES TR | EMB | Other | 1.00% | 41,756 | -38,170 | -47.76% | $3,922,215 |
| MICROSOFT CORP | MSFT | Technology | 0.74% | 7,862 | -234 | -2.89% | $2,910,381 |
| INVESCO QQQ TR | QQQ | Other | 0.72% | 4,858 | +258 | +5.61% | $2,804,051 |
| ISHARES TR | IWD | Other | 0.69% | 12,639 | -783 | -5.83% | $2,700,575 |
| T-MOBILE US INC | TMUS | Communication Services | 0.60% | 11,128 | - | - | $2,337,214 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.58% | 2,258 | -82 | -3.50% | $2,249,939 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.56% | 11,073 | - | - | $2,195,112 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.54% | 46,147 | +16,896 | +57.76% | $2,105,226 |
| EXXON MOBIL CORP | XOM | Energy | 0.51% | 11,740 | -150 | -1.26% | $1,991,808 |
| SPDR SERIES TRUST | SPIB | Other | 0.49% | 57,000 | +636 | +1.13% | $1,911,780 |
| SPDR SERIES TRUST | SPIP | Other | 0.48% | 72,051 | +1,559 | +2.21% | $1,874,054 |
| OCUGEN INC | OCGN | Healthcare | 0.48% | 1,032,989 | +41,803 | +4.22% | $1,869,710 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.47% | 8,833 | -174 | -1.93% | $1,839,649 |
| BROOKFIELD CORP | BN | Financial Services | 0.46% | 44,717 | - | - | $1,809,697 |
| NVIDIA CORPORATION | NVDA | Technology | 0.45% | 10,146 | -349 | -3.33% | $1,769,469 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.45% | 60,311 | - | - | $1,756,859 |
| VANGUARD WORLD FD | VGT | Other | 0.44% | 2,491 | +675 | +37.17% | $1,738,191 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.38% | 22,725 | - | - | $1,492,805 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.38% | 29,494 | -489 | -1.63% | $1,473,257 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.37% | 17,569 | +2,139 | +13.86% | $1,453,835 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.32% | 21,249 | +2,425 | +12.88% | $1,243,916 |
| ALPHABET INC | GOOGL | Communication Services | 0.31% | 4,242 | -84 | -1.94% | $1,219,891 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.31% | 4,954 | -235 | -4.53% | $1,210,956 |
| RTX CORPORATION | RTX | Industrials | 0.30% | 5,993 | - | - | $1,156,050 |
| ORACLE CORP | ORCL | Technology | 0.28% | 7,449 | +10 | +0.13% | $1,095,822 |
| VANGUARD INDEX FDS | VOO | Other | 0.27% | 1,793 | -44 | -2.40% | $1,071,490 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.25% | 3,368 | - | - | $982,378 |
| ISHARES TR | AGG | Other | 0.23% | 9,068 | -883 | -8.87% | $900,180 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.23% | 3,703 | -342 | -8.45% | $897,570 |
| STRYKER CORPORATION | SYK | Healthcare | 0.23% | 2,712 | - | - | $891,136 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.22% | 22,768 | -110 | -0.48% | $874,747 |
| ALPHABET INC | GOOG | Communication Services | 0.21% | 2,902 | +50 | +1.75% | $832,539 |
| SPDR GOLD TR | GLD | Other | 0.21% | 1,920 | -102 | -5.04% | $826,157 |
| ISHARES TR | FLOT | Other | 0.21% | 15,865 | +15,865 | +100.00% | $808,322 |
| VANGUARD INDEX FDS | VBK | Other | 0.20% | 2,548 | +482 | +23.33% | $770,302 |
| ISHARES TR | SUB | Other | 0.20% | 7,165 | -1,893 | -20.90% | $763,073 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.19% | 16,190 | +16,190 | +100.00% | $742,959 |
| ISHARES TR | IVW | Other | 0.17% | 5,924 | -10 | -0.17% | $670,064 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.17% | 25,064 | - | - | $666,953 |
| VANGUARD INDEX FDS | VO | Other | 0.17% | 2,307 | - | - | $662,524 |
| VANGUARD INDEX FDS | VV | Other | 0.16% | 2,110 | - | - | $630,574 |
| VANGUARD STAR FDS | VXUS | Other | 0.15% | 7,702 | +539 | +7.52% | $593,976 |
| VANECK ETF TRUST | ITM | Other | 0.14% | 12,109 | - | - | $562,221 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.14% | 2,763 | -691 | -20.01% | $547,875 |
| ISHARES TR | SHV | Other | 0.14% | 4,850 | -117 | -2.36% | $535,392 |
| VANGUARD INDEX FDS | VBR | Other | 0.13% | 2,392 | - | - | $519,662 |
| ISHARES TR | SOXX | Other | 0.13% | 1,571 | - | - | $516,325 |
| NUVEEN AMT FREE MUN CR INC F | NVG | Financial Services | 0.13% | 41,400 | - | - | $510,462 |
| NUVEEN MUN CR INCOME FD | NZF | Financial Services | 0.13% | 41,125 | +200 | +0.49% | $500,903 |
| ISHARES TR | MTUM | Other | 0.13% | 2,055 | -12 | -0.58% | $493,179 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 3,961 | -20 | -0.50% | $492,283 |
| NUVEEN AMT FREE QLTY MUN INC | XNEAX | Other | 0.12% | 43,500 | - | - | $488,505 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 1,312 | +271 | +26.03% | $487,736 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.12% | 3,435 | -4 | -0.12% | $475,129 |
| ISHARES INC | EIS | Other | 0.12% | 4,075 | +2,228 | +120.63% | $472,863 |
| CSX CORP | CSX | Industrials | 0.12% | 11,240 | +255 | +2.32% | $461,402 |
| ISHARES INC | EEMV | Other | 0.12% | 6,963 | -2 | -0.03% | $450,715 |
| META PLATFORMS INC | META | Communication Services | 0.11% | 749 | -459 | -38.00% | $428,636 |
| ISHARES TR | GOVT | Other | 0.11% | 18,057 | - | - | $413,686 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.10% | 605 | +4 | +0.67% | $393,456 |
| ISHARES TR | DGRO | Other | 0.10% | 5,304 | - | - | $372,235 |
| ISHARES TR | IWM | Other | 0.09% | 1,486 | -40 | -2.62% | $368,528 |
| NETFLIX INC. | NFLX | Communication Services | 0.09% | 3,764 | -196 | -4.95% | $361,909 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.09% | 2,429 | +337 | +16.11% | $355,314 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.09% | 14,251 | -1,242 | -8.02% | $354,992 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.09% | 3,190 | +740 | +30.20% | $352,399 |
| BLACKROCK TAX MUNICPAL BD TR | BBN | Financial Services | 0.09% | 20,585 | - | - | $332,859 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.08% | 2,060 | - | - | $330,259 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.08% | 12,606 | +99 | +0.79% | $323,235 |
| EQT CORP | EQT | Energy | 0.08% | 5,049 | -2,595 | -33.95% | $321,318 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.08% | 14,560 | - | - | $312,894 |
| ELI LILLY & CO | LLY | Healthcare | 0.08% | 337 | -20 | -5.60% | $309,962 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.08% | 905 | +67 | +8.00% | $305,745 |
| PATTERSON-UTI ENERGY INC | PTEN | Energy | 0.08% | 28,230 | - | - | $305,731 |
| ISHARES TR | FXI | Other | 0.07% | 8,071 | - | - | $289,749 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.07% | 3,515 | - | - | $289,741 |