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CIK: 0001730774
Total reported value
$424.8M
$424.8M
125 檔
33.5%
As reported in its official Q1 2026 Form 13F filing, Rinkey Investments's tracked investment portfolio stood at $424.8M with 125 total positions.
In Q1 2026, Rinkey Investments adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including TFLO, SPDW, SPTM) accounted for 33.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 10.32% | +1.14% | -2.81% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.61% | -0.02% | -6.12% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.39% | +0.38% | -0.78% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.95% | -0.51% | -35.38% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.08% | +0.46% | -1.51% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.87% | +0.56% | +3.78% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.90% | +0.13% | +145.42% | |
| 8 | CMF | Ishares California Muni Bond | ETF-Other | 3.77% | -0.15% | +33.71% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.19% | +0.29% | +3.07% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.09% | -1.44% | +0.25% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.04% | -1.14% | +0.04% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 3.03% | -0.10% | +28.10% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.13% | +0.25% | +2.97% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.13% | +0.37% | +4.83% | |
| 15 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.06% | -0.12% | +59.27% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.49% | +0.13% | +51.14% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.44% | +0.02% | -3.20% | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.40% | -0.13% | +0.04% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.37% | +0.07% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.07% | -0.14% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.03% | -2.82% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.17% | -0.02% | — | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.08% | +0.15% | -1.07% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.04% | +3.16% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.00% | -0.07% | -47.76% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | — | -2.89% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.19% | +5.61% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | -0.02% | -5.83% | |
| 29 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.60% | -0.31% | — | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.10% | -3.50% | |
| 31 | PGR | Progressive CORP | Stock-Financials | 0.56% | +0.01% | — | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.54% | -0.05% | +57.76% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.17% | -1.26% | |
| 34 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.49% | -0.01% | +1.13% | |
| 35 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.48% | -0.05% | +2.21% | |
| 36 | OCGN | Ocugen Inc | Stock-Other | 0.48% | -0.48% | EXIT | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.02% | -1.93% | |
| 38 | BN | Brookfield CORP | Stock-Financials | 0.46% | -0.03% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.03% | -3.33% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | +0.03% | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.44% | +0.12% | +37.17% | |
| 42 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.38% | -0.03% | — | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.38% | -0.04% | -1.63% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.37% | +0.07% | +13.86% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.32% | +0.17% | +12.88% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | -0.03% | -1.94% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.26% | -4.53% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.30% | -0.06% | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.28% | -0.10% | +0.13% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.02% | -2.40% |
According to official SEC Form 13F filings, Rinkey Investments reported a total U.S. public equity portfolio value of $424.8M across 125 disclosed positions in Q1 2026.
During Q1 2026, Rinkey Investments's top holdings by market value included TFLO (10.3%)、SPDW (7.6%)、SPTM (7.4%). The largest single position, TFLO, represented 10.3% of total portfolio value.
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Top New Position Initiated
FLOT
市值: $808.3K
Top Position Liquidated / Trimmed
SLV
前期市值: $393.0K
In Q1 2026, Rinkey Investments made 98 total portfolio adjustments, initiating 6 new buys, adding to 36 positions, trimming 46 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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