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Portfolio (Quarterly) Guide ↗

Rinkey Investments

· CIK 0001730774
13F Portfolio $425M AUM 128 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 42 Added 47 Reduced 18 Exited
Page 4 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VV VANGUARD INDEX FDS 2,110.0 $726K 0.17% $343.91 +2.6%
62 GLD SPDR GOLD TR Financial Services 1,955.0 $720K 0.17% -67.0 -3.3% $368.38 +14.4%
63 VXUS VANGUARD STAR FDS 8,241.0 $705K 0.17% +1K +15.1% $85.49 +2.7%
64 MTUM ISHARES TR 2,055.0 $705K 0.17% -12.0 -0.6% $342.83 -11.3%
65 IBIT ISHARES BITCOIN TRUST ETF Financial Services 20,956.0 $698K 0.16% -2K -8.4% $33.29 +33.6%
66 PANW PALO ALTO NETWORKS INC Technology 2,030.0 $692K 0.16% -30.0 -1.5% $341.02 -0.5%
67 XLU SELECT SECTOR SPDR TR 14,975.0 $679K 0.16% NEW $45.34 -4.0%
68 AMD ADVANCED MICRO DEVICES INC Technology 1,157.0 $672K 0.16% -318.0 -21.6% $580.91 -17.2%
69 SCHP SCHWAB STRATEGIC TR 25,252.0 $669K 0.16% +188.0 +0.8% $26.50 -1.7%
70 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 51,400.0 $658K 0.15% +10K +24.1% $12.80 -4.5%
71 FLOT ISHARES TR 12,837.0 $655K 0.15% NEW $51.05 -0.0%
72 NZF NUVEEN MUN CR INCOME FD Financial Services 50,925.0 $646K 0.15% +10K +24.4% $12.68 -3.5%
73 MU MICRON TECHNOLOGY INC Technology 532.0 $614K 0.14% -306.0 -36.5% $1154.29 -18.7%
74 ARKK ARK ETF TR 7,383.0 $597K 0.14% NEW $80.82 +6.1%
75 VBR VANGUARD INDEX FDS 2,392.0 $581K 0.14% $242.99 +2.5%
76 ITM VANECK ETF TRUST 12,109.0 $569K 0.13% $46.99 -2.2%
77 CRWD CROWDSTRIKE HLDGS INC Technology 733.0 $559K 0.13% -195.0 -21.0% $190.79 -0.8%
78 SHV ISHARES TR 4,944.0 $546K 0.13% $110.35 +0.0%
79 EIS ISHARES INC 4,469.0 $539K 0.13% +3K +142.0% $120.71 +2.5%
80 VT VANGUARD INTL EQUITY INDEX F 3,435.0 $539K 0.13% $156.95 +2.5%
Page 4 of 7  ·  128 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Financial Services 31.3%
Communication Services 6.9%
Consumer Cyclical 6.6%
Consumer Defensive 6.2%
Industrials 4.9%
Energy 4.1%
Healthcare 3.6%