1y return+11.3%S&P 500 +20.9%
3y return+29.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $113 against $157 in the S&P 500.2
Rinkey InvestmentsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TFLOIshares Tr | $48.7M | 11.5% | +20.6% |
| SPTMSpdr Series Trust | $33.0M | 7.8% | |
| SPDWSpdr Index Shs Fds | $32.2M | 7.6% | −1.9% |
| VEAVanguard Tax-managed Fds | $23.5M | 5.5% | +6.5% |
| BNDXVanguard Charlotte Fds | $23.1M | 5.4% | −1.3% |
| VTVVanguard Index Fds | $23.0M | 5.4% | +9.0% |
| BNDVanguard Bd Index Fds | $17.1M | 4.0% | +12.7% |
| CMFIshares Tr | $15.4M | 3.6% | +2.9% |
| VTIVanguard Index Fds | $14.8M | 3.5% | +2.6% |
| MUBIshares Tr | $12.4M | 2.9% | +3.7% |
| VUGVanguard Index Fds | $10.6M | 2.5% | +8.1% |
| VBVanguard Index Fds | $10.1M | 2.4% | +5.0% |
| VGLTVanguard Scottsdale Fds | $8.2M | 1.9% | +2.5% |
| SPTSSpdr Series Trust | $8.1M | 1.9% | −31.6% |
| IEIIshares Tr | $7.0M | 1.7% | −41.3% |
| VWOVanguard Intl Equity Index F | $6.9M | 1.6% | +6.6% |
| SPEMSpdr Index Shs Fds | $6.2M | 1.5% | |
| SCHVSchwab Strategic Tr | $6.1M | 1.4% | |
| IVVIshares Tr | $5.9M | 1.4% | |
| AAPLApple Inc | $5.7M | 1.3% | −2.3% |
| SPABSpdr Series Trust | $5.4M | 1.3% | −1.2% |
| SCHASchwab Strategic Tr | $5.2M | 1.2% | |
| IEFAIshares Tr | $4.9M | 1.1% | |
| BRK/BBerkshire Hathaway Inc Del | $4.1M | 1.0% | |
| EMBIshares Tr | $3.9M | 0.9% | −2.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VGTVanguard World Fd | September 30, 2022 | +211.1% | $2.4M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $2.0M |
| AAPLApple Inc | June 30, 2022 | +111.6% | $5.7M |
| COSTCostco Wholesale Corporation | September 30, 2022 | +98.1% | $2.0M |
| VTIVanguard Index Fds | December 31, 2022 | +93.5% | $14.8M |
| VEAVanguard Tax-managed Fds | December 31, 2022 | +69.8% | $23.5M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2022 | +62.0% | $4.1M |
| IVVIshares Tr | December 31, 2023 | +56.8% | $5.9M |
| SPTMSpdr Series Trust | December 31, 2021 | +55.3% | $33.0M |
| SCHASchwab Strategic Tr | March 31, 2025 | +54.2% | $5.2M |
Sold off last quarter
- OCGNOcugen Inc was $1.9M
- IWMIshares Tr was $369K
- BBNBlackrock Tax Municpal Bd Tr was $333K
- EQTEqt Corp was $321K
- EXPEExpedia Group Inc was $285K
- Honeywell Intl IncCUSIP 438516106 was $268K
- CTVACorteva Inc was $248K
- AVYAvery Dennison Corp was $207K
- LENZLenz Therapeutics Inc was $139K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.0% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +4.6% | +7.8% |
| June 30, 2025 | +4.8% | +10.5% |
| March 31, 2025 | +0.1% | −4.6% |
| December 31, 2024 | −2.0% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +4.0% | +10.0% |
| December 31, 2023 | +6.5% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +2.1% | +8.3% |
| March 31, 2023 | +4.5% | +7.0% |
| December 31, 2022 | +4.3% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −12.4% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rinkey Investments Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730774&type=13F-HR&dateb=&owner=include&count=40CIK 1730774
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730774/000117266126002676/Filed July 20, 2026 · accession 0001172661-26-002676