Rinkey Investments

CIK

1730774

Location

San Diego, CA

Portfolio Value

Micro $49,617,632

Diversification

Diversified

Filing Date

Global Rank

#7,221 / 8,710 ▼ 2604

Top Industry

Consumer Electronics 13.0%

Period ended 3 months ago

Filed Jul 20, 2026 · 2mo

19 quarters · since Dec 2021

Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.5%

−4.4 pts

Top 5

38.8%

−18.8 pts

Top 10

57.8%

−20.3 pts

HHI

458

Diversified−366

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$16,261,140	14
Financial Services	25.7%	$12,743,405	13
Unclassified	11.6%	$5,742,381	4
Communication Services	6.4%	$3,182,319	4
Consumer Cyclical	6.1%	$3,039,381	2
Consumer Defensive	5.7%	$2,827,927	3
Industrials	4.5%	$2,247,926	5
Energy	3.8%	$1,902,818	3
Healthcare	3.4%	$1,670,335	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
NVG	Nuveen AMT-Free Municipal Credit Income Fund	+10,000	51,400	$657,920
NZF	Nuveen Municipal Credit Income Fund	+9,800	50,925	$645,729
BFLY	Butterfly Network, Inc.	+9,700	40,400	$340,168
TSLA	Tesla, Inc.	+935	2,247	$945,088
MSFT	Microsoft Corp	+577	8,439	$3,147,915
QQQ	Invesco Qqq Trust, Series 1	+396	5,254	$3,869,045
WMT	Walmart Inc.	+300	4,261	$482,600
CB	Chubb Ltd	+166	987	$336,310
META	Meta Platforms, Inc.	+126	875	$492,878
BA	Boeing Co	+40	1,204	$260,629
GLD	Spdr Gold Trust	+35	1,955	$720,182
SPY	Spdr S&P 500 ETF Trust	+5	610	$455,529
BRK-B	Berkshire Hathaway Inc	+3	8,274	$4,140,226
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
EOSE	Eos Energy Enterprises, Inc.	−9,000	35,877	$210,956
JNJ	Johnson & Johnson	−4,160	794	$201,652
TMUS	T-Mobile US, Inc.	−3,900	7,228	$1,212,352
GOOGL	Alphabet Inc.	−3,762	3,382	$1,208,625
BN	BROOKFIELD Corp /ON/	−2,170	42,547	$1,812,076
ORCL	Oracle Corp	−2,124	5,325	$780,378
IBIT	iShares Bitcoin Trust ETF	−1,812	20,956	$697,625
XOM	ExxonMobil Holdings Corp	−1,260	10,480	$1,432,825
ACN	Accenture plc	−738	2,025	$251,991
KMI	Kinder Morgan, Inc.	−650	6,595	$210,842
PLTR	Palantir Technologies Inc.	−640	1,789	$208,722
RTX	RTX Corp	−578	5,415	$1,027,387
AAPL	Apple Inc.	−467	19,648	$5,685,345
MU	Micron Technology Inc	−373	532	$614,082
AMD	Advanced Micro Devices Inc	−141	1,157	$672,112
LLY	ELI LILLY & Co	−108	229	$274,669
COST	Costco Wholesale Corp /New	−73	2,185	$2,044,001
V	Visa Inc.	−61	751	$257,660
AMZN	Amazon Com Inc	−46	8,787	$2,094,293
NVDA	Nvidia Corp	−38	10,108	$2,022,509
PANW	Palo Alto Networks Inc	−30	2,030	$692,270
NFLX	Netflix Inc	−4	3,760	$268,464
CRWD	CrowdStrike Holdings, Inc.	−2	733	$139,845
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	655	$312,808
AVGO	Broadcom Inc.	641	$242,137
C	Citigroup Inc	1,517	$212,319
BX	Blackstone Inc.	1,725	$202,980
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	197,869	$44,380,743
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	718,572	$38,623,904
CWI	State Street SPDR MSCI ACWI ex-US ETF	772,283	$35,406,321
BNDX	Vanguard Total International Bond ETF	483,891	$23,250,962
VEA	Vanguard FTSE Developed Markets ETF	310,210	$19,878,256
BIV	Vanguard Intermediate-Term Bond ETF	206,814	$15,229,782
FNDA	Schwab Fundamental U.S. Small Company ETF	447,248	$12,983,278
—		407,126	$11,879,936
BNDW	Vanguard Total World Bond ETF	184,529	$10,764,310
VEU	Vanguard FTSE All-World Ex-US ETF	115,006	$6,605,296
FAAA	Fidelity AAA CLO ETF	46,147	$2,105,226
OCGN	Ocugen, Inc.	1,032,989	$1,869,710
VIGI	Vanguard International Dividend Appreciation ETF	22,725	$1,492,805
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	29,494	$1,473,225
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	17,790	$1,001,727
BKF	iShares MSCI BIC ETF	11,038	$923,577
ACSG	American Century Small Cap Growth Insights ETF	6,241	$611,245
VXUS	Vanguard Total International Stock ETF	7,702	$593,901
AFK	VanEck Africa Index ETF	12,109	$562,220
BBN	BlackRock Taxable Municipal Bond Trust	20,585	$332,859
EQT	EQT Corp	5,049	$321,318
EXPE	Expedia Group, Inc.	1,235	$285,149
HON	Honeywell International Inc	1,186	$268,071
CTVA	Corteva, Inc.	2,967	$248,367
AGGH	Simplify Aggregate Bond ETF	18,000	$236,340
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $49,617,632 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	19,648	-467	$5,685,345	+11.4%	11.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,274	+3	$4,140,226	+4.5%	8.34%
QQQ	Invesco Qqq Trust, Series 1	Added	5,254	+396	$3,869,045	+38.0%	7.80%
MSFT	Microsoft Corp Technology	Added	8,439	+577	$3,147,915	+8.2%	6.34%
PGR	Progressive Corp/Oh/ Financial Services	Held	11,073	0	$2,418,896	+10.2%	4.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,787	-46	$2,094,293	+13.8%	4.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,185	-73	$2,044,001	−9.2%	4.12%
NVDA	Nvidia Corp Technology	Reduced	10,108	-38	$2,022,509	+14.3%	4.08%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	42,547	-2,170	$1,812,076	+0.1%	3.65%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,480	-1,260	$1,432,825	−28.1%	2.89%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	7,228	-3,900	$1,212,352	−48.1%	2.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,382	-3,762	$1,208,625	−41.1%	2.44%
TRV	Travelers Companies, Inc. Financial Services	Held	3,368	0	$1,111,844	+13.2%	2.24%
IBM	International Business Machines Corp Technology	Held	3,703	0	$1,041,320	+16.0%	2.10%
RTX	RTX Corp Industrials	Reduced	5,415	-578	$1,027,387	−11.1%	2.07%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,247	+935	$945,088	+93.8%	1.90%
SYK	Stryker Corp Healthcare	Held	2,712	0	$853,846	−4.2%	1.72%
ORCL	Oracle Corp Technology	Reduced	5,325	-2,124	$780,378	−28.8%	1.57%
GLD	Spdr Gold Trust	Added	1,955	+35	$720,182	−12.8%	1.45%
IBIT	iShares Bitcoin Trust ETF	Reduced	20,956	-1,812	$697,625	−20.2%	1.41%
PANW	Palo Alto Networks Inc Technology	Reduced	2,030	-30	$692,270	+109.6%	1.40%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,157	-141	$672,112	+154.5%	1.35%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Added	51,400	+10,000	$657,920	+28.9%	1.33%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Added	50,925	+9,800	$645,729	+28.9%	1.30%
MU	Micron Technology Inc Technology	Reduced	532	-373	$614,082	+100.8%	1.24%
CSX	Csx Corp Industrials	Held	11,240	0	$534,237	+15.8%	1.08%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Held	43,500	0	$510,690	+4.5%	1.03%
META	Meta Platforms, Inc. Communication Services	Added	875	+126	$492,878	+15.0%	0.99%
WMT	Walmart Inc. Consumer Defensive	Added	4,261	+300	$482,600	−2.0%	0.97%
SPY	Spdr S&P 500 ETF Trust	Added	610	+5	$455,529	+15.8%	0.92%
AMAT	Applied Materials Inc /De Technology	Held	622	0	$449,706	+111.5%	0.91%
BFLY	Butterfly Network, Inc. Healthcare	Added	40,400	+9,700	$340,168	+174.3%	0.69%
CB	Chubb Ltd Financial Services	Added	987	+166	$336,310	+25.7%	0.68%
JPM	Jpmorgan Chase & Co Financial Services	Held	977	0	$319,801	+11.3%	0.64%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	655	NEW	$312,808	NEW	0.63%
MO	Altria Group, Inc. Consumer Defensive	Held	4,188	0	$301,326	+9.0%	0.61%
LLY	ELI LILLY & Co Healthcare	Reduced	229	-108	$274,669	−11.4%	0.55%
NFLX	Netflix Inc Communication Services	Reduced	3,760	-4	$268,464	−25.8%	0.54%
BA	Boeing Co Industrials	Added	1,204	+40	$260,629	+12.5%	0.53%
PTEN	Patterson Uti Energy Inc Energy	Held	28,230	0	$259,151	−15.2%	0.52%
V	Visa Inc. Financial Services	Reduced	751	-61	$257,660	+5.0%	0.52%
ACN	Accenture plc Technology	Reduced	2,025	-738	$251,991	−54.0%	0.51%
AVGO	Broadcom Inc. Technology	NEW	641	NEW	$242,137	NEW	0.49%
WOR	Worthington Enterprises, Inc. Industrials	Held	3,994	0	$214,717	+3.1%	0.43%
C	Citigroup Inc Financial Services	NEW	1,517	NEW	$212,319	NEW	0.43%
EOSE	Eos Energy Enterprises, Inc. Industrials	Reduced	35,877	-9,000	$210,956	−5.2%	0.43%
KMI	Kinder Morgan, Inc. Energy	Reduced	6,595	-650	$210,842	−13.2%	0.42%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,789	-640	$208,722	−41.3%	0.42%
BX	Blackstone Inc. Financial Services	NEW	1,725	NEW	$202,980	NEW	0.41%
JNJ	Johnson & Johnson Healthcare	Reduced	794	-4,160	$201,652	−83.3%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.