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Rinkey Investments Portfolio holdings

AUM $425M
1-Year Est. Return 14.99%
This Fund
S&P 500
This Quarter Est. Return
+1.04%
1 Year Est. Return
+14.99%
3 Year Est. Return
+38.43%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$394M
AUM Growth
+$16.8M
Cap. Flow
+$14.2M
Cap. Flow %
3.61%
Top 10 Hldgs %
56.92%
Holding
143
New
17
Increased
36
Reduced
39
Closed
14

Top Buys

Rank Stock Value
1
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$21.6M
2
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.75M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$710K
4
MSFT icon
Microsoft
MSFT
+$682K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$681K

Top Sells

Rank Stock Value
1
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$6.97M
2
CMF icon
iShares California Muni Bond ETF
CMF
+$3.23M
3
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.15M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.56M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 4.33%
2 Financials 2.84%
3 Communication Services 1.44%
4 Healthcare 1.05%
5 Industrials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VT icon
76
Vanguard Total World Stock ETF
VT
$79.8B
$485K 0.12%
3,439
– –
SOXX icon
77
iShares Semiconductor ETF
SOXX
$48.7B
$473K 0.12%
1,571
+36
+2% +$10.6K
TSLA icon
78
Tesla
TSLA
$1.3T
$468K 0.12%
1,041
-135
-11% -$59.8K
EEMV icon
79
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.56B
$446K 0.11%
6,965
– –
WMT icon
80
Walmart Inc
WMT
$890B
$444K 0.11%
3,981
– –
CRWD icon
81
CrowdStrike
CRWD
$218B
$435K 0.11%
3,712
-52
-1% -$6.62K
GOVT icon
82
iShares US Treasury Bond ETF
GOVT
$43.6B
$416K 0.11%
18,057
– –
SPY icon
83
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$410K 0.1%
601
– –
EQT icon
84
EQT Corp
EQT
$32.3B
$410K 0.1%
+7,644
New +$430K
CSX icon
85
CSX Corp
CSX
$93.1B
$398K 0.1%
10,985
+4,325
+65% +$155K
SLV icon
86
iShares Silver Trust
SLV
$30.7B
$393K 0.1%
6,100
-1,210
-17% -$60.6K
IAU icon
87
iShares Gold Trust
IAU
$67.5B
$392K 0.1%
4,835
-1,040
-18% -$81.3K
SCHR
88
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$389K 0.1%
15,493
-15
-0.1% -$377
LLY icon
89
Eli Lilly
LLY
$1.06T
$384K 0.1%
+357
New +$341K
PANW icon
90
Palo Alto Networks
PANW
$297B
$379K 0.1%
2,060
– –
TXT icon
91
Textron
TXT
$15.4B
$376K 0.1%
+4,315
New +$361K
IWM icon
92
iShares Russell 2000 ETF
IWM
$83B
$376K 0.1%
1,526
+40
+3% +$9.83K
PLTR icon
93
Palantir
PLTR
$413B
$372K 0.09%
2,092
+108
+5% +$19.6K
NFLX icon
94
Netflix
NFLX
$309B
$371K 0.09%
3,960
+540
+16% +$58.2K
DGRO icon
95
iShares Core Dividend Growth ETF
DGRO
$43.5B
$368K 0.09%
5,304
– –
EXPE icon
96
Expedia Group
EXPE
$37.3B
$350K 0.09%
+1,235
New +$305K
SCHX icon
97
Schwab US Large- Cap ETF
SCHX
$74.5B
$337K 0.09%
12,507
– –
USHY icon
98
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.7B
$337K 0.09%
9,000
– –
BBN icon
99
BlackRock Taxable Municipal Bond Trust
BBN
$986M
$336K 0.09%
+20,585
New +$348K
V icon
100
Visa
V
$677B
$325K 0.08%
+927
New +$316K
2 3
4
5 6

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AFWM
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Rinkey Investments's Q4 2025 Portfolio in Review

As of Q4 2025, Rinkey Investments held 143 positions worth $394M, up 4.5% from $377M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Rinkey Investments deployed $14.2M of net new capital in Q4 2025, opening 17 new positions and adding to 36 existing holdings. Its largest new stake was Nuveen AMT-Free Quality Municipal Income Fund: 43,500 shares worth $506K.

By sector, the portfolio is most concentrated in Technology at 4.3% of assets, up from 4.2% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was State Street SPDR Portfolio Aggregate Bond ETF, an estimated $6.97M trimmed.

  • Rinkey Investments's largest Q4 2025 buy was Nuveen AMT-Free Quality Municipal Income Fund: 43,500 shares worth $506K.
  • Rinkey Investments added most to Vanguard Total International Bond ETF in Q4 2025, an estimated $21.6M increase.
  • Rinkey Investments's biggest Q4 2025 reduction was State Street SPDR Portfolio Aggregate Bond ETF, cutting an estimated $6.97M.
  • Rinkey Investments fully exited Aon in Q4 2025, selling an estimated $1.2M.
  • Rinkey Investments's ten largest holdings make up 57% of its $394M portfolio in Q4 2025.
  • Rinkey Investments opened 17 new positions and closed 14 in Q4 2025.
  • Rinkey Investments's portfolio value rose 4.5% quarter-over-quarter to $394M.

Based on Rinkey Investments's 13F filing for Q4 2025, filed 4 Feb 2026.