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CIK: 0001730774
Total reported value
$415.7M
$415.7M
128 檔
38.6%
In Q2 2026, Rinkey Investments's U.S. equity holdings reached a combined market value of $415.7M, distributed across 128 disclosed stock positions.
Rinkey Investments executed strategic sector rebalancing during Q2 2026, establishing 12 new positions while fully exiting 9 holdings and trimming 43 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 11.46% | -0.89% | +20.64% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.77% | +0.17% | -0.54% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.59% | -0.10% | -1.88% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.54% | +0.80% | +6.53% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.44% | +0.15% | -1.32% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 5.43% | +1.28% | +8.98% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.03% | +0.29% | +12.74% | |
| 8 | CMF | Ishares California Muni Bond | ETF-Other | 3.62% | -0.34% | +2.91% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.48% | +0.16% | +2.61% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.93% | +0.17% | +3.72% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.50% | +0.50% | +548.66% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.38% | -1.56% | +5.04% | |
| 13 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.94% | -0.02% | +2.46% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.90% | -0.06% | -31.59% | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.65% | -0.30% | -41.33% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.62% | -0.48% | +6.60% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.46% | +0.02% | -0.33% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.44% | -0.08% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.09% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.22% | -2.32% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.27% | -0.10% | -1.24% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.23% | -0.36% | -0.06% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.15% | +0.02% | +0.01% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | +0.02% | +0.04% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.93% | -0.04% | -2.30% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | — | +8.15% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | +0.32% | +7.34% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.67% | -0.01% | -7.76% | |
| 29 | PGR | Progressive CORP | Stock-Financials | 0.57% | -0.02% | — | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.56% | +0.12% | +700.28% | |
| 31 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.49% | +0.10% | -0.18% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.04% | -0.52% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.49% | +0.02% | +67.80% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.48% | +0.03% | +0.63% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | — | -3.23% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.48% | +0.03% | +6.84% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.09% | -0.37% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.44% | -0.07% | +29.76% | |
| 39 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.43% | +0.03% | -1.28% | |
| 40 | BN | Brookfield CORP | Stock-Financials | 0.43% | -0.06% | -4.85% | |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.35% | -0.01% | -2.08% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.34% | — | -1.65% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.34% | EXIT | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.07% | +0.56% | |
| 45 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.29% | -0.01% | -35.05% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | — | -20.27% | |
| 47 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.26% | -0.26% | EXIT | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.25% | -0.06% | — | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.24% | -0.03% | +2.48% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.24% | — | -9.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | +1.1% | +20.64% | Add |
| 2 | VTV | Vanguard Value ETF | +0.6% | +8.98% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.5% | +6.53% | Add |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.4% | -0.54% | Trim |
| 5 | VUG | Vanguard Growth ETF | +0.4% | +548.66% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +2.61% | Add |
| 7 | VB | Vanguard Small-cap ETF | +0.3% | +5.04% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +8.15% | Add |
| 9 | VGSH | Vanguard Short-term Treasury | +0.2% | +67.80% | Add |
| 10 | VGIT | Vanguard Intermediate-term T | +0.2% | NEW | New buy |
| 11 | SCHA | Schwab US Small-cap ETF | +0.2% | -0.06% | Trim |
| 12 | ARKK | Ark Innovation ETF | +0.1% | NEW | New buy |
| 13 | BND | Vanguard Total Bond Market | +0.1% | +12.74% | Add |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +6.60% | Add |
| 15 | VGT | Vanguard Info Tech ETF | +0.1% | +700.28% | Add |
| 16 | IAGG | Ishares Intl Aggregate Bond | +0.1% | NEW | New buy |
| 17 | SOXX | Ishares Semiconductor ETF | +0.1% | +2.48% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +71.27% | Add |
| 19 | AMD | Advanced Micro Devices | +0.1% | -10.86% | Trim |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | -1.46% | Trim |
| 21 | ITA | Ishares U.s. Aerospace & Def | +0.1% | NEW | New buy |
| 22 | SCHV | Schwab US Large-cap Value | +0.1% | — | Unchanged |
| 23 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 24 | VCIT | Vanguard Int-term Corporate | +0.1% | +29.76% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 26 | MU | Micron Technology Inc | +0.1% | -41.22% | Trim |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -0.27% | Trim |
| 28 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 29 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 30 | DFUV | Dimensional US Marketwide Va | +0.1% | NEW | New buy |
| 31 | BFLY | Butterfly Network Inc | +0.1% | +31.60% | Add |
| 32 | EWY | Ishares Msci South Korea ETF | +0.1% | NEW | New buy |
| 33 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 34 | ✓ | +0.1% | NEW | New buy | |
| 35 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | New buy |
| 36 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 37 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 38 | SCHX | Schwab US Large-cap ETF | 0% | +35.57% | Add |
| 39 | AAPL | Apple Inc | 0% | -2.32% | Trim |
| 40 | SCHG | Schwab US Large-cap Growth | 0% | +0.63% | Add |
| 41 | NVDA | Nvidia CORP | 0% | -0.37% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | 0% | -1.14% | Trim |
| 43 | IVW | Ishares S&p 500 Growth ETF | 0% | +1.65% | Add |
| 44 | SPEM | State Street Sp Ptf Em ETF | 0% | -0.33% | Trim |
| 45 | AMZN | Amazon.com Inc | 0% | -0.52% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | 0% | +0.56% | Add |
| 47 | VBK | Vanguard Small-cap Grwth ETF | 0% | +0.04% | Add |
| 48 | NVG | Nuveen Amt-fr Muni Crdt | 0% | +24.15% | Add |
| 49 | NZF | Nuveen Municipal Credit Inc | 0% | +23.83% | Add |
| 50 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Rinkey Investments reported a total U.S. public equity portfolio value of $415.7M across 128 disclosed positions in Q2 2026.
During Q2 2026, Rinkey Investments's top holdings by market value included TFLO (11.5%)、SPTM (7.8%)、SPDW (7.6%). The largest single position, TFLO, represented 11.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TFLO, SPTM, SPDW) accounted for 38.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
VGIT
市值: $734.4K
Top Position Liquidated / Trimmed
OCGN
前期市值: $1.9M
In Q2 2026, Rinkey Investments made 109 total portfolio adjustments, initiating 12 new buys, adding to 45 positions, trimming 43 holdings, and fully liquidating 9 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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