StockDriftsStockDriftsTop 50 Rinkey Investments Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | 11.46% | 961.2K | $48.7M | +20.64%(+164.45K) | $50.54(+0.08%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 7.77% | 363.4K | $33.0M | -0.54%(-1.99K) | $53.43(+76.47%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 7.59% | 639.7K | $32.2M | -1.88%(-12.22K) | $33.64(+55.19%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.54% | 330.5K | $23.5M | +6.53%(+20.26K) | $51.30(+44.26%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.44% | 477.5K | $23.1M | -1.32%(-6.40K) | $49.10(-2.87%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.43% | 105.8K | $23.0M | +8.98%(+8.72K) | $173.87(+30.85%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 4.03% | 233.2K | $17.1M | +12.74%(+26.34K) | $73.71(-1.98%) | 2026-06-30 | |
| CMF | ISHARES TR | 3.62% | 266.5K | $15.4M | +2.91%(+7.55K) | $56.59(+0.38%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.48% | 40.0K | $14.8M | +2.61%(+1.02K) | $235.70(+62.65%) | 2026-06-30 | |
| MUB | ISHARES TR | 2.93% | 115.6K | $12.4M | +3.72%(+4.15K) | $107.29(-1.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.69% | +28.40% | — | — | +7.65% |
| Top 20 Holdings Unweighted | +9.84% | +32.51% | — | — | +8.02% |
Rinkey Investments reports $424.81M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are TFLO (11.5%), SPTM (7.8%) and SPDW (7.6%). The top 20 holdings account for 74.9% of reported assets. Its disclosed equity book has returned +28.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rinkey Investments’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730774). View Rinkey Investments’s 13F filings on SEC