Rinkey Investments
CIK 1730774
13F filing for Q2 2026・No. 4,330
- Holdings
- US$424.81M
- Quarter change
- +US$33.84M
- Entries
- 128
- Net bought (estimate)
- +US$4.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 9
- Cut 43
- Added 44
- Corporate actions 0
- Unchanged 29
Largest holdings
128 stocks worth US$424.81M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRTRS FLT RT BD | Added | 961,211 | US$48.67M | 11.46% |
| SPDR SERIES TRUSTST STR PR SP1500 | Cut | 363,352 | US$32.99M | 7.77% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Cut | 639,738 | US$32.24M | 7.59% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 330,467 | US$23.55M | 5.54% |
| VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | Cut | 477,491 | US$23.12M | 5.44% |
| VANGUARD INDEX FDSVALUE ETF | Added | 105,750 | US$23.05M | 5.43% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 233,157 | US$17.12M | 4.03% |
| ISHARES TRCALIF MUN BD ETF | Added | 266,511 | US$15.36M | 3.62% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 39,953 | US$14.78M | 3.48% |
| MUBISHARES TRNATIONAL MUN ETF | Added | 115,606 | US$12.44M | 2.93% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.