DOSSIER · 13F-HR · Q2 2026

Rinkey Investments

$425M in tracked AUM across 128 positions as of Q2 2026.

RI
CIK 0001730774 · last filed Jun 30, 2026
Total AUM
$425M
as of Q2 2026
Holdings
128
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Rinkey Investments filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TFLO
ISHARES TR
$49M961K11.5%
02
SPTM
SPDR SERIES TRUST
$33M363K7.8%
03
SPDW
SPDR INDEX SHS FDS
$32M640K7.6%
04
VEA
VANGUARD TAX-MANAGED FDS
$24M330K5.5%
05
BNDX
VANGUARD CHARLOTTE FDS
$23M477K5.4%
06
VTV
VANGUARD INDEX FDS
$23M106K5.4%
07
BND
VANGUARD BD INDEX FDS
$17M233K4.0%
08
CMF
ISHARES TR
$15M267K3.6%
09
VTI
VANGUARD INDEX FDS
$15M40K3.5%
10
MUB
ISHARES TR
$12M116K2.9%

Filing history

2026Q2Jun 30
$425M 8.7%
128 positionsView →
2026Q1Mar 31
$391M 0.7%
125 positionsView →
2025Q4Dec 31
$394M 4.5%
129 positionsView →
2025Q3Sep 30
$377M 13.3%
126 positionsView →
2025Q2Jun 30
$333M 5.4%
100 positionsLocked
2025Q1Mar 31
$316M 1.0%
95 positionsLocked
2024Q4Dec 31
$313M 1.1%
90 positionsLocked
2024Q3Sep 30
$309M 11.0%
81 positionsLocked
2024Q2Jun 30
$278M 1.4%
72 positionsLocked
2024Q1Mar 31
$274M 8.0%
71 positionsLocked
2023Q4Dec 31
$254M 16.3%
61 positionsLocked
2023Q3Sep 30
$218M 0.2%
47 positionsLocked
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