Rinkey Investments Portfolio Shifts in Q2 2026

As of June 30, 2026, Rinkey Investments' portfolio value reached $424,602,540. The firm's latest disclosure reveals specific adjustments made within its investment strategy over this period. This analysis focuses on the changes observed across their holdings, highlighting both new positions and shifts in existing ones.

Rinkey Investments demonstrated a mixed approach to portfolio management during Q2 2026, featuring significant buying activity alongside notable selling decisions. The filing indicates that large purchases were made, including substantial increases in positions like Vanguard Index Funds (VUG) and Vanguard World Fund (VGT), while other holdings saw reductions or exits.

Specifically, Rinkey Investments significantly increased its position in VUG by over 548% during the quarter. This ETF likely represents exposure to growth-oriented stocks within various sectors. Similarly, a substantial purchase of Vanguard World Fund (VGT) was noted, increasing portfolio allocation from 0.56% to an unspecified higher level.

Conversely, Rinkey Investments reduced its stake in SPDR Series Trust (SPTS) by approximately 31.59%, and decreased holdings in iShares TR (IEI) by about 41.33%. The firm also scaled back its position in Vanguard BD Index Fund Shares (BND), though this ETF remains a core holding at around 4% allocation.

Furthermore, Rinkey Investments appears to have initiated new positions or increased allocations for several other funds during Q2 2026. These include Vanguard Scottsdale Small Cap Equity Fund (VGSH) and Vanguard Scottsdale Small-Mid Cap Index Fund (VGIT), both seeing a significant increase in allocation percentages.

In addition, Rinkey Investments made notable purchases of specific equity holdings outside the ETF structure. Butterflies Network Inc. (BFLY) saw its position grow by 31.6%, while EOS Energy Enterprises Inc. (EOSE) was added or significantly increased despite a prior period decrease in shares.