Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Rinkey Investments 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Rinkey Investments (CIK 1730774) reported $391.0M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TFLO ($40.3M, 10.32%), SPDW ($29.8M, 7.61%), SPTM ($28.9M, 7.39%), BNDX ($23.3M, 5.95%), VEA ($19.9M, 5.08%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TFLOISHARES TR$40.3M10.32%796,761Trimmed
2SPDWSPDR INDEX SHS FDS$29.8M7.61%651,963Trimmed
3SPTMSPDR SERIES TRUST$28.9M7.39%365,339Trimmed
4BNDXVANGUARD CHARLOTTE FDS$23.3M5.95%483,891Trimmed
5VEAVANGUARD TAX-MANAGED FDS$19.9M5.08%310,210Trimmed
6VTVVANGUARD INDEX FDS$19.0M4.87%97,032Added
7BNDVANGUARD BD INDEX FDS$15.2M3.90%206,814Added
8CMFISHARES TR$14.7M3.77%258,963Added
9VTIVANGUARD INDEX FDS$12.5M3.19%38,935Added
10IEIISHARES TR$12.1M3.09%101,966Added
11SPTSSPDR SERIES TRUST$11.9M3.04%407,126Added
12MUBISHARES TR$11.8M3.03%111,456Added
13VBVANGUARD INDEX FDS$8.3M2.13%31,727Added
14VUGVANGUARD INDEX FDS$8.3M2.13%19,025Added
15VGLTVANGUARD SCOTTSDALE FDS$8.1M2.06%145,711Added
16VWOVANGUARD INTL EQUITY INDEX F$5.8M1.49%108,056Added
17SPEMSPDR INDEX SHS FDS$5.6M1.44%120,320Trimmed
18SPABSPDR SERIES TRUST$5.5M1.40%213,563Added
19SCHVSCHWAB STRATEGIC TR$5.4M1.37%175,707Hold
20IVVISHARES TR$5.1M1.31%7,831Trimmed
21AAPLAPPLE INC$5.1M1.31%20,115Trimmed
22IEFAISHARES TR$4.6M1.17%50,383Hold
23SCHASCHWAB STRATEGIC TR$4.2M1.08%144,749Trimmed
24BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M1.01%8,271Added
25EMBISHARES TR$3.9M1.00%41,756Trimmed

Source: SEC Form 13F filings · as of 2026-03-31