Rinkey Investments holds a focused book of 128 stocks worth $424.8M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Intermediate-Term T and trimmed SS SPDR P S&P 1500 Comp ETF. Their largest long position is Ishares Treasury Floating Ra at 11% of the equity book. Cloning the disclosed picks since 2024 would be +18% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730774/holdings"
Use Arkolith to show Rinkey Investments's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.0 points over this window.
Growth of $10,000 cloning Rinkey Investments's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Rinkey Investments
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $486.5B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $419.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $148.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $136.3B |
| UBS Group AG | 80 / 80 | $129.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $110.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $96.2B |
| LPL Financial LLC | 80 / 80 | $92.2B |
Ranked by how many of Rinkey Investments's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR TRS FLT RT BD | $48.7M | 961.2K | 11.5% | ▲+21% Added · +164K sh | |
| 2 | SPDR Series Trust ST STR PR SP1500 | $33.0M | 363.4K | 7.8% | ▼−0.5% Reduced · −2K sh | |
| 3 | SPDR Index SHS FDS ST STR PO EX ETF | $32.2M | 639.7K | 7.6% | ▼−1.9% Reduced · −12K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $23.5M | 330.5K | 5.5% | ▲+6.5% Added · +20K sh | |
| 5 | Vanguard Charlotte FDS TOTAL INT BD ETF | $23.1M | 477.5K | 5.4% | ▼−1.3% Reduced · −6K sh | |
| 6 | Vanguard Index FDS VALUE ETF | $23.0M | 105.8K | 5.4% | ▲+9.0% Added · +9K sh | |
| 7 | Vanguard BD Index FDS TOTAL BND MRKT | $17.1M | 233.2K | 4.0% | ▲+13% Added · +26K sh | |
| 8 | Ishares TR CALIF MUN BD ETF | $15.4M | 266.5K | 3.6% | ▲+2.9% Added · +8K sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $14.8M | 40.0K | 3.5% | ▲+2.6% Added · +1K sh | |
| 10 | Ishares TR NATIONAL MUN ETF | $12.4M | 115.6K | 2.9% | ▲+3.7% Added · +4K sh | |
| 11 | Vanguard Index FDS GROWTH ETF | $10.6M | 123.4K | 2.5% | ▲+549% Added · +104K sh | |
| 12 | Vanguard Index FDS SMALL CP ETF | $10.1M | 33.3K | 2.4% | ▲+5.0% Added · +2K sh | |
| 13 | Vanguard Scottsdale FDS LONG TERM TREAS | $8.2M | 149.3K | 1.9% | ▲+2.5% Added · +4K sh | |
| 14 | SPDR Series Trust ST SHO TREAS ETF | $8.1M | 278.5K | 1.9% | ▼−32% Reduced · −129K sh | |
| 15 | Ishares TR 3 7 YR TREAS BD | $7.0M | 59.8K | 1.7% | ▼−41% Reduced · −42K sh | |
| 16 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $6.9M | 115.2K | 1.6% | ▲+6.6% Added · +7K sh | |
| 17 | SPDR Index SHS FDS ST PORT MARK ETF | $6.2M | 119.9K | 1.5% | ▼−0.3% Reduced · −396 sh | |
| 18 | Schwab Strategic TR US LCAP VA ETF | $6.1M | 175.7K | 1.4% | —Held | |
| 19 | Ishares TR CORE S&P500 ETF | $5.9M | 7.8K | 1.4% | —Held | |
| 20 | Apple Inc COM | $5.7M | 19.6K | 1.3% | ▼−2.3% Reduced · −467 sh | |
| 21 | SPDR Series Trust ST STR AGGRE ETF | $5.4M | 210.9K | 1.3% | ▼−1.2% Reduced · −3K sh | |
| 22 | Schwab Strategic TR US SML CAP ETF | $5.2M | 144.7K | 1.2% | ▼−0.1% Reduced · −82 sh | |
| 23 | Ishares TR CORE MSCI EAFE | $4.9M | 50.4K | 1.1% | ▲~0% Added · +4 sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $4.1M | 8.3K | 1.0% | ▲~0% Added · +3 sh | |
| 25 | Ishares TR JPMORGAN USD EMG | $3.9M | 40.8K | 0.9% | ▼−2.3% Reduced · −961 sh | |
| 26 | Invesco QQQ TR UNIT SER 1 | $3.9M | 5.3K | 0.9% | ▲+8.2% Added · +396 sh | |
| 27 | Microsoft Corp COM | $3.1M | 8.4K | 0.7% | ▲+7.3% Added · +577 sh | |
| 28 | Ishares TR RUS 1000 VAL ETF | $2.8M | 11.7K | 0.7% | ▼−7.8% Reduced · −981 sh | |
| 29 | Progressive Corp COM | $2.4M | 11.1K | 0.6% | —Held | |
| 30 | Vanguard World FD INF TECH ETF | $2.4M | 19.9K | 0.6% | ▲+700% Added · +17K sh | |
| 31 | Fidelity Merrimack STR TR TOTAL BD ETF | $2.1M | 46.1K | 0.5% | ▼−0.2% Reduced · −82 sh | |
| 32 | Amazon Com Inc COM | $2.1M | 8.8K | 0.5% | ▼−0.5% Reduced · −46 sh | |
| 33 | Vanguard Scottsdale FDS SHORT TERM TREAS | $2.1M | 35.7K | 0.5% | ▲+68% Added · +14K sh | |
| 34 | Schwab Strategic TR US LCAP GR ETF | $2.1M | 60.7K | 0.5% | ▲+0.6% Added · +377 sh | |
| 35 | Costco Wholesale Corporation COM | $2.0M | 2.2K | 0.5% | ▼−3.2% Reduced · −73 sh | |
| 36 | SPDR Series Trust ST INTER BD ETF | $2.0M | 60.9K | 0.5% | ▲+6.8% Added · +4K sh | |
| 37 | Nvidia Corporation COM | $2.0M | 10.1K | 0.5% | ▼−0.4% Reduced · −38 sh | |
| 38 | Vanguard Scottsdale FDS INT-TERM CORP | $1.9M | 22.8K | 0.4% | ▲+30% Added · +5K sh | |
| 39 | SPDR Series Trust ST STR TIPS ETF | $1.8M | 71.1K | 0.4% | ▼−1.3% Reduced · −921 sh | |
| 40 | Brookfield Corp CL A LTD VT SH | $1.8M | 42.5K | 0.4% | ▼−4.8% Reduced · −2K sh | |
| 41 | Vanguard Whitehall FDS EM MK GOV BD ETF | $1.5M | 22.3K | 0.4% | ▼−2.1% Reduced · −472 sh | |
| 42 | Vanguard Malvern FDS STRM INFPROIDX | $1.5M | 29.0K | 0.3% | ▼−1.6% Reduced · −488 sh | |
| 43 | Exxon Mobil Corp COM | $1.4M | 10.5K | 0.3% | ▼−11% Reduced · −1K sh | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $1.2M | 1.8K | 0.3% | ▲+0.6% Added · +10 sh | |
| 45 | T-Mobile US Inc COM | $1.2M | 7.2K | 0.3% | ▼−35% Reduced · −4K sh | |
| 46 | Alphabet Inc CAP STK CL A | $1.2M | 3.4K | 0.3% | ▼−20% Reduced · −860 sh | |
| 47 | Travelers Companies Inc COM | $1.1M | 3.4K | 0.3% | —Held | |
| 48 | International Business Machs COM | $1.0M | 3.7K | 0.2% | —Held | |
| 49 | Ishares TR ISHARES SEMICDTR | $1.0M | 1.6K | 0.2% | ▲+2.5% Added · +39 sh | |
| 50 | RTX Corporation COM | $1.0M | 5.4K | 0.2% | ▼−9.6% Reduced · −578 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 128 | $424.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 125 | $391.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 129 | $393.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 126 | $376.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 100 | $332.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 95 | $315.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 90 | $312.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 81 | $309.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.