Rinkey Investments - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Rinkey Investments held in its portfolio 123 assets valued at $393,763,393 (i.e. $393.76M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($52.00M), ISHARES TR ($41.37M), and VANGUARD CHARLOTTE FDS ($36.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 123 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Rinkey Investments - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1126107 | 51998602 | STATE STREET SPD |
| ISHARES TR | 819788 | 41366516 | TRS FLT RT BD |
| VANGUARD CHARLOTTE FDS | 748803 | 36182161 | TOTAL INT BD ETF |
| SPDR INDEX SHS FDS | 694494 | 30842510 | PORTFOLIO DEVLPD |
| VANGUARD TAX-MANAGED FDS | 314960 | 19675613 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 93497 | 17856992 | VALUE ETF |
| VANGUARD INDEX FDS | 37775 | 12665054 | TOTAL STK MKT |
| ISHARES TR | 101713 | 12139482 | 3 7 YR TREAS BD |
| ISHARES TR | 193681 | 11128910 | CALIF MUN BD ETF |
| ISHARES TR | 87004 | 9319001 | NATIONAL MUN ETF |
| VANGUARD INDEX FDS | 18148 | 8853683 | GROWTH ETF |
| VANGUARD INDEX FDS | 30813 | 7948213 | SMALL CP ETF |
| ISHARES TR | 79926 | 7695361 | JPMORGAN USD EMG |
| VANGUARD BD INDEX FDS | 84271 | 6241974 | TOTAL BND MRKT |
| SPDR INDEX SHS FDS | 124303 | 5818658 | PORTFOLIO EMG MK |
| APPLE INC | 20698 | 5627222 | COM |
| ISHARES TR | 7842 | 5371462 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 175707 | 5202684 | US LCAP VA ETF |
| VANGUARD SCOTTSDALE FDS | 91485 | 5104863 | LONG TERM TREAS |
| ISHARES TR | 50383 | 4507263 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 146310 | 4166909 | US SML CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 8018 | 4030248 | CL B NEW |
| MICROSOFT CORP | 8096 | 3915485 | COM |
| VANGUARD INTL EQUITY INDEX F | 71496 | 3843670 | FTSE EMR MKT ETF |
| INVESCO QQQ TR | 4600 | 2825900 | UNIT SER 1 |
| ISHARES TR | 13422 | 2823183 | RUS 1000 VAL ETF |
| PROGRESSIVE CORP | 11073 | 2521544 | COM |
| T-MOBILE US INC | 11128 | 2259429 | COM |
| AMAZON COM INC | 9007 | 2078996 | COM |
| BROOKFIELD CORP | 44717 | 2052063 | CL A LTD VT SH |
| COSTCO WHSL CORP NEW | 2340 | 2017876 | COM |
| SCHWAB STRATEGIC TR | 60311 | 1967345 | US LCAP GR ETF |
| NVIDIA CORPORATION | 10495 | 1957325 | COM |
| VANGUARD WHITEHALL FDS | 22725 | 1532347 | EM MK GOV BD ETF |
| VANGUARD MALVERN FDS | 29983 | 1482990 | STRM INFPROIDX |
| ORACLE CORP | 7439 | 1449935 | COM |
| EXXON MOBIL CORP | 11890 | 1430843 | COM |
| VANGUARD WORLD FD | 1816 | 1369265 | INF TECH ETF |
| ALPHABET INC | 4326 | 1354227 | CAP STK CL A |
| FIDELITY MERRIMACK STR TR | 29251 | 1346716 | TOTAL BD ETF |
| OCUGEN INC | 991186 | 1338101 | COM |
| VANGUARD SCOTTSDALE FDS | 15430 | 1292263 | INT-TERM CORP |
| INTERNATIONAL BUSINESS MACHS | 4045 | 1198169 | COM |
| VANGUARD INDEX FDS | 1837 | 1152091 | S&P 500 ETF SHS |
| ISHARES BITCOIN TRUST ETF | 22878 | 1135893 | SHS BEN INT |
| VANGUARD SCOTTSDALE FDS | 18824 | 1105534 | SHORT TERM TREAS |
| RTX CORPORATION | 5993 | 1099116 | COM |
| JOHNSON & JOHNSON | 5189 | 1073864 | COM |
| ISHARES TR | 9951 | 993906 | CORE US AGGBD ET |
| TRAVELERS COMPANIES INC | 3368 | 976922 | COM |
| ISHARES TR | 9058 | 966489 | SHRT NAT MUN ETF |
| STRYKER CORPORATION | 2712 | 953187 | COM |
| ACCENTURE PLC IRELAND | 3454 | 926708 | SHS CLASS A |
| ALPHABET INC | 2852 | 895032 | CAP STK CL C |
| SPDR GOLD TR | 2022 | 801339 | GOLD SHS |
| META PLATFORMS INC | 1208 | 797501 | CL A |
| ISHARES TR | 5934 | 731425 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 2307 | 669538 | MID CAP ETF |
| VANGUARD INDEX FDS | 2110 | 664228 | LARGE CAP ETF |
| SCHWAB STRATEGIC TR | 25064 | 663945 | US TIPS ETF |
| VANGUARD INDEX FDS | 2066 | 624159 | SML CP GRW ETF |
| VANECK ETF TRUST | 12109 | 571060 | INTRMDT MUNI ETF |
| ISHARES TR | 4967 | 547115 | TRUST ISHARE 0-1 |
| CORTEVA INC | 8072 | 541066 | COM |
| VANGUARD STAR FDS | 7163 | 540447 | VG TL INTL STK F |
| NUVEEN AMT FREE MUN CR INC F | 41400 | 524124 | COM |
| ISHARES TR | 2067 | 517391 | MSCI USA MMENTM |
| NUVEEN MUNICIPAL CREDIT INC | 40925 | 514837 | COM SH BEN INT |
| EOS ENERGY ENTERPRISES INC | 44877 | 514290 | COM CL A |
| VANGUARD INDEX FDS | 2392 | 506602 | SM CP VAL ETF |
| NUVEEN AMT FREE QLTY MUN INC | 43500 | 505905 | COM |
| VANGUARD INTL EQUITY INDEX F | 3439 | 485105 | TT WRLD ST ETF |
| ISHARES TR | 1571 | 473107 | ISHARES SEMICDTR |
| TESLA INC | 1041 | 468159 | COM |
| ISHARES INC | 6965 | 446039 | MSCI EMERG MRKT |
| WALMART INC | 3981 | 443523 | COM |
| CROWDSTRIKE HLDGS INC | 928 | 435009 | CL A |
| ISHARES TR | 18057 | 415762 | US TREAS BD ETF |
| SPDR S&P 500 ETF TR | 601 | 409834 | TR UNIT |
| EQT CORP | 7644 | 409718 | COM |
| CSX CORP | 10985 | 398206 | COM |
| ISHARES SILVER TR | 6100 | 392962 | ISHARES |
| ISHARES GOLD TR | 4835 | 392457 | ISHARES NEW |
| SCHWAB STRATEGIC TR | 15493 | 388564 | INT-TRM U.S TRES |
| ELI LILLY & CO | 357 | 383661 | COM |
| PALO ALTO NETWORKS INC | 2060 | 379452 | COM |
| TEXTRON INC | 4315 | 376139 | COM |
| ISHARES TR | 1526 | 375640 | RUSSELL 2000 ETF |
| PALANTIR TECHNOLOGIES INC | 2092 | 371853 | CL A |
| NETFLIX INC | 3960 | 371290 | COM |
| ISHARES TR | 5304 | 368204 | CORE DIV GRWTH |
| EXPEDIA GROUP INC | 1235 | 349888 | COM NEW |
| SCHWAB STRATEGIC TR | 12507 | 336581 | US LRG CAP ETF |
| ISHARES TR | 9000 | 336555 | BROAD USD HIGH |
| BLACKROCK TAX MUNICPAL BD TR | 20585 | 335947 | SHS |
| VISA INC | 927 | 325108 | COM CL A |
| AVERY DENNISON CORP | 1742 | 316835 | COM |
| ADVANCED MICRO DEVICES INC | 1475 | 315886 | COM |
| JPMORGAN CHASE & CO. | 977 | 314809 | COM |
| ISHARES TR | 8071 | 309039 | CHINA LG-CAP ETF |
| SCHWAB STRATEGIC TR | 14560 | 304158 | US REIT ETF |
| VANGUARD INTL EQUITY INDEX F | 3515 | 293889 | FTSE EUROPE ETF |
| CHUBB LIMITED | 871 | 271857 | COM |
| CITIGROUP INC | 2317 | 270371 | COM NEW |
| BOEING CO | 1164 | 252728 | COM |
| AMERICAN CENTY ETF TR | 2450 | 249851 | US SML CP VALU |
| UBER TECHNOLOGIES INC | 2995 | 244721 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 18000 | 243000 | INTMD TERM TRSRY |
| LENZ THERAPEUTICS INC | 15186 | 242976 | COM |
| MICRON TECHNOLOGY INC | 838 | 239174 | COM |
| HONEYWELL INTL INC | 1196 | 233370 | COM |
| ALTRIA GROUP INC | 3988 | 229948 | COM |
| ISHARES TR | 3266 | 227771 | FUTURE EXPONENTI |
| GFL ENVIRONMENTAL INC | 5185 | 222696 | SUB VTG SHS |
| PATRIOT NATL BANCORP INC | 121828 | 221727 | COM NEW |
| TRINITY CAP INC | 14787 | 216636 | COM |
| KROGER CO | 3367 | 210370 | COM |
| DIMENSIONAL ETF TRUST | 4147 | 206935 | INTERNATNAL VAL |
| WORTHINGTON ENTERPRISES INC | 3994 | 205971 | COM |
| ISHARES INC | 1847 | 203225 | MSCI ISRAEL ETF |
| J P MORGAN EXCHANGE TRADED F | 3055 | 201355 | BETABULDRS JAPAN |
| PATTERSON-UTI ENERGY INC | 28230 | 172485 | COM |
| BUTTERFLY NETWORK INC | 41600 | 158080 | COM CL A |
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