Rinkey Investments Portfolio Stock Holdings

Rinkey Investments disclosed 128 stock positions valued at approximately $424.8 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and SPDR INDEX SHS FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 20, 2026.

Report Period
June 30, 2026
No. of Stocks
128
Portfolio Value
$424.8M
Holdings by Sector
Rinkey Investments Portfolio Holdings in Q2 2026

127 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRTFLOOther11.46%961,211+164,450+20.64%$48,666,150
SPDR SERIES TRUSTSPTMOther7.77%363,352-1,987-0.54%$32,988,747
SPDR INDEX SHS FDSSPDWOther7.59%639,738-12,225-1.88%$32,236,433
VANGUARD TAX-MANAGED FDSVEAOther5.54%330,467+20,257+6.53%$23,545,824
VANGUARD CHARLOTTE FDSBNDXOther5.44%477,491-6,400-1.32%$23,124,889
VANGUARD INDEX FDSVTVOther5.43%105,750+8,718+8.98%$23,046,098
VANGUARD BD INDEX FDSBNDOther4.03%233,157+26,343+12.74%$17,116,087
ISHARES TRCMFOther3.62%266,511+7,548+2.91%$15,361,694
VANGUARD INDEX FDSVTIOther3.48%39,953+1,018+2.61%$14,784,430
ISHARES TRMUBOther2.93%115,606+4,150+3.72%$12,441,533
VANGUARD INDEX FDSVUGOther2.50%123,408+104,383+548.66%$10,630,365
VANGUARD INDEX FDSVBOther2.38%33,327+1,600+5.04%$10,102,080
VANGUARD SCOTTSDALE FDSVGLTOther1.94%149,291+3,580+2.46%$8,237,877
SPDR SERIES TRUSTSPTSOther1.90%278,526-128,600-31.59%$8,080,054
ISHARES TRIEIOther1.65%59,819-42,147-41.33%$7,025,776
VANGUARD INTL EQUITY INDEX FVWOOther1.62%115,190+7,134+6.60%$6,875,724
SPDR INDEX SHS FDSSPEMOther1.46%119,924-396-0.33%$6,209,703
SCHWAB STRATEGIC TRSCHVOther1.44%175,707--$6,116,361
ISHARES TRIVVOther1.38%7,831--$5,864,735
APPLE INCAAPLTechnology1.34%19,648-467-2.32%$5,685,434
SPDR SERIES TRUSTSPABOther1.27%210,919-2,644-1.24%$5,382,653
SCHWAB STRATEGIC TRSCHAOther1.23%144,667-82-0.06%$5,226,819
ISHARES TRIEFAOther1.15%50,387+4+0.01%$4,866,376
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.97%8,274+3+0.04%$4,140,227
ISHARES TREMBOther0.93%40,795-961-2.30%$3,934,335
INVESCO QQQ TRQQQOther0.91%5,254+396+8.15%$3,869,187
MICROSOFT CORPMSFTTechnology0.74%8,439+577+7.34%$3,148,052
ISHARES TRIWDOther0.67%11,658-981-7.76%$2,826,249
PROGRESSIVE CORPPGRFinancial Services0.57%11,073--$2,418,897
VANGUARD WORLD FDVGTOther0.56%19,935+17,444+700.28%$2,382,723
FIDELITY MERRIMACK STR TRFBNDOther0.49%46,065-82-0.18%$2,095,497
AMAZON COM INCAMZNConsumer Cyclical0.49%8,787-46-0.52%$2,094,294
VANGUARD SCOTTSDALE FDSVGSHOther0.49%35,656+14,407+67.80%$2,075,179
SCHWAB STRATEGIC TRSCHGOther0.48%60,688+377+0.63%$2,053,682
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.48%2,185-73-3.23%$2,044,002
SPDR SERIES TRUSTSPIBOther0.48%60,896+3,896+6.84%$2,037,580
NVIDIA CORPORATIONNVDATechnology0.48%10,108-38-0.37%$2,022,555
VANGUARD SCOTTSDALE FDSVCITOther0.44%22,798+5,229+29.76%$1,884,255
SPDR SERIES TRUSTSPIPOther0.43%71,130-921-1.28%$1,826,626
BROOKFIELD CORPBNFinancial Services0.43%42,547-2,170-4.85%$1,812,077
VANGUARD WHITEHALL FDSVWOBOther0.35%22,253-472-2.08%$1,496,292
VANGUARD MALVERN FDSVTIPOther0.34%29,006-488-1.65%$1,457,006
EXXON MOBIL CORPXOMEnergy0.34%10,480-1,260-10.73%$1,432,826
VANGUARD INDEX FDSVOOOther0.29%1,803+10+0.56%$1,238,321
T-MOBILE US INCTMUSCommunication Services0.29%7,228-3,900-35.05%$1,212,352
ALPHABET INCGOOGLCommunication Services0.28%3,382-860-20.27%$1,208,890
TRAVELERS COMPANIES INCTRVFinancial Services0.26%3,368--$1,111,844
INTERNATIONAL BUSINESS MACHSIBMTechnology0.25%3,703--$1,041,321
ISHARES TRSOXXOther0.24%1,610+39+2.48%$1,031,624
RTX CORPORATIONRTXIndustrials0.24%5,415-578-9.64%$1,027,388
ALPHABET INCGOOGCommunication Services0.24%2,869-33-1.14%$1,013,795
TESLA INCTSLAConsumer Cyclical0.22%2,247+935+71.27%$945,088
VANGUARD INDEX FDSVBKOther0.22%2,549+1+0.04%$932,185
ISHARES TRAGGOther0.21%9,106+38+0.42%$901,312
STRYKER CORPORATIONSYKHealthcare0.20%2,712--$853,846
ISHARES TRIVWOther0.19%6,022+98+1.65%$828,206
ORACLE CORPORCLTechnology0.18%5,325-2,124-28.51%$780,379
ISHARES TRSUBOther0.18%7,165--$762,858
VANGUARD INDEX FDSVOOther0.18%9,228+6,921+300.00%$743,500
VANGUARD SCOTTSDALE FDSVGITOther0.17%12,451+12,451+100.00%$734,360
VANGUARD INDEX FDSVVOther0.17%2,110--$725,650
SPDR GOLD TRGLDOther0.17%1,955+35+1.82%$720,183
VANGUARD STAR FDSVXUSOther0.17%8,241+539+7.00%$704,532
ISHARES TRMTUMOther0.17%2,055--$704,516
ISHARES BITCOIN TRUST ETFIBITOther0.16%20,956-1,812-7.96%$697,625
PALO ALTO NETWORKS INCPANWTechnology0.16%2,030-30-1.46%$692,271
SELECT SECTOR SPDR TRXLUOther0.16%14,975-1,215-7.50%$678,967
ADVANCED MICRO DEVICES INCAMDTechnology0.16%1,157-141-10.86%$672,113
SCHWAB STRATEGIC TRSCHPOther0.16%25,252+188+0.75%$669,178
NUVEEN AMT FREE MUN CR INC FNVGFinancial Services0.15%51,400+10,000+24.15%$657,920
ISHARES TRFLOTOther0.15%12,837-3,028-19.09%$655,330
NUVEEN MUN CR INCOME FDNZFFinancial Services0.15%50,925+9,800+23.83%$645,729
MICRON TECHNOLOGY INCMUTechnology0.14%532-373-41.22%$614,082
ARK ETF TRARKKOther0.14%7,383+7,383+100.00%$596,694
VANGUARD INDEX FDSVBROther0.14%2,392--$581,232
VANECK ETF TRUSTITMOther0.13%12,109--$569,002
CROWDSTRIKE HLDGS INCCRWDTechnology0.13%733-2-0.27%$559,382
ISHARES TRSHVOther0.13%4,944+94+1.94%$545,570
ISHARES INCEISOther0.13%4,469+394+9.67%$539,453
VANGUARD INTL EQUITY INDEX FVTOther0.13%3,435--$539,123
CSX CORPCSXIndustrials0.13%11,240--$534,237
ISHARES TRIAGGOther0.12%10,150+10,150+100.00%$513,590
NUVEEN AMT FREE QLTY MUN INCXNEAXOther0.12%43,500--$510,690
SCHWAB STRATEGIC TRSCHXOther0.12%17,090+4,484+35.57%$502,978
META PLATFORMS INCMETACommunication Services0.12%875+126+16.82%$493,001
WALMART INCWMTConsumer Defensive0.11%4,261+300+7.57%$482,629
ISHARES INCEEMVOther0.11%6,293-670-9.62%$473,737
AMERICAN CENTY ETF TRAVUVOther0.11%3,716+526+16.49%$463,608
STATE STR SPDR S&P 500 ETF TSPYOther0.11%610+5+0.83%$455,537
APPLIED MATLS INCAMATTechnology0.11%622--$449,706
ISHARES TRGOVTOther0.10%18,057--$411,338
ISHARES TRDGROOther0.08%4,677-627-11.82%$354,470
SCHWAB STRATEGIC TRSCHROther0.08%14,251--$351,430
ISHARES TRITAOther0.08%1,412+1,412+100.00%$342,297
BUTTERFLY NETWORK INCBFLYHealthcare0.08%40,400+9,700+31.60%$340,168
SCHWAB STRATEGIC TRSCHHOther0.08%14,263-297-2.04%$337,748
CHUBB LIMITEDCBFinancial Services0.08%987+166+20.22%$336,310
AMERICAN CENTY ETF TRAVDEOther0.08%3,588+537+17.60%$320,050
JPMORGAN CHASE & COJPMFinancial Services0.08%977--$319,801
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.07%655+655+100.00%$312,808