MondegarAI
Rinkey Investments

Q1 2026 · 13F-HR

Rinkey Investmentsholdings as filed

Filed 2026-05-11 · accession 0001172661-26-001645

$391.0M
Reported value
125
Positions
2026-03-31
Period end
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The Brief · Rinkey Investments · Q1 2026

AI · grounded in 13F

Rinkey Investments increased its position in BND by 145.42%. The fund also accumulated shares of VGLT by 59.27% and VWO by 51.14%. On the sell side, the fund trimmed its holdings in EMB by 47.76% and BNDX by 35.38%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46434V860TFLOISHARES TR$40.3M10.3%796,761CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$29.8M7.61%651,963CommonNONE
78464A805SPTMSPDR SERIES TRUST$28.9M7.39%365,339CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$23.3M5.95%483,891CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$19.9M5.08%310,210CommonNONE
922908744VTVVANGUARD INDEX FDS$19.0M4.87%97,032CommonNONE
921937835BNDVANGUARD BD INDEX FDS$15.2M3.90%206,814CommonNONE
464288356CMFISHARES TR$14.7M3.77%258,963CommonNONE
922908769VTIVANGUARD INDEX FDS$12.5M3.19%38,935CommonNONE
464288661IEIISHARES TR$12.1M3.09%101,966CommonNONE
78468R101SPTSSPDR SERIES TRUST$11.9M3.04%407,126CommonNONE
464288414MUBISHARES TR$11.8M3.03%111,456CommonNONE
922908751VBVANGUARD INDEX FDS$8.3M2.13%31,727CommonNONE
922908736VUGVANGUARD INDEX FDS$8.3M2.13%19,025CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$8.1M2.06%145,711CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.8M1.49%108,056CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$5.6M1.44%120,320CommonNONE
78464A649SPABSPDR SERIES TRUST$5.5M1.40%213,563CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$5.4M1.37%175,707CommonNONE
464287200IVVISHARES TR$5.1M1.31%7,831CommonNONE
037833100AAPLAPPLE INC$5.1M1.31%20,115CommonNONE
46432F842IEFAISHARES TR$4.6M1.17%50,383CommonNONE
808524607SCHASCHWAB STRATEGIC TR$4.2M1.08%144,749CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M1.01%8,271CommonNONE
464288281EMBISHARES TR$3.9M1.00%41,756CommonNONE
594918104MSFTMICROSOFT CORP$2.9M0.74%7,862CommonNONE
46090E103QQQINVESCO QQQ TR$2.8M0.72%4,858CommonNONE
464287598IWDISHARES TR$2.7M0.69%12,639CommonNONE
872590104TMUST-MOBILE US INC$2.3M0.60%11,128CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.2M0.58%2,258CommonNONE
743315103PGRPROGRESSIVE CORP$2.2M0.56%11,073CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$2.1M0.54%46,147CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M0.51%11,740CommonNONE
78464A375SPIBSPDR SERIES TRUST$1.9M0.49%57,000CommonNONE
78464A656SPIPSPDR SERIES TRUST$1.9M0.48%72,051CommonNONE
67577C105OCGNOCUGEN INC$1.9M0.48%1,032,989CommonNONE
023135106AMZNAMAZON COM INC$1.8M0.47%8,833CommonNONE
11271J107BNBROOKFIELD CORP$1.8M0.46%44,717CommonNONE
67066G104NVDANVIDIA CORPORATION$1.8M0.45%10,146CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.8M0.45%60,311CommonNONE
92204A702VGTVANGUARD WORLD FD$1.7M0.44%2,491CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$1.5M0.38%22,725CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.5M0.38%29,494CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.5M0.37%17,569CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.2M0.32%21,249CommonNONE
02079K305GOOGLALPHABET INC$1.2M0.31%4,242CommonNONE
478160104JNJJOHNSON & JOHNSON$1.2M0.31%4,954CommonNONE
75513E101RTXRTX CORPORATION$1.2M0.30%5,993CommonNONE
68389X105ORCLORACLE CORP$1.1M0.28%7,449CommonNONE
922908363VOOVANGUARD INDEX FDS$1.1M0.27%1,793CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$982,3780.25%3,368CommonNONE
464287226AGGISHARES TR$900,1800.23%9,068CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$897,5700.23%3,703CommonNONE
863667101SYKSTRYKER CORPORATION$891,1360.23%2,712CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$874,7470.22%22,768CommonNONE
02079K107GOOGALPHABET INC$832,5390.21%2,902CommonNONE
78463V107GLDSPDR GOLD TR$826,1570.21%1,920CommonNONE
46429B655FLOTISHARES TR$808,3220.21%15,865CommonNONE
922908595VBKVANGUARD INDEX FDS$770,3020.20%2,548CommonNONE
464288158SUBISHARES TR$763,0730.20%7,165CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$742,9590.19%16,190CommonNONE
464287309IVWISHARES TR$670,0640.17%5,924CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$666,9530.17%25,064CommonNONE
922908629VOVANGUARD INDEX FDS$662,5240.17%2,307CommonNONE
922908637VVVANGUARD INDEX FDS$630,5740.16%2,110CommonNONE
921909768VXUSVANGUARD STAR FDS$593,9760.15%7,702CommonNONE
92189H201ITMVANECK ETF TRUST$562,2210.14%12,109CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$547,8750.14%2,763CommonNONE
464288679SHVISHARES TR$535,3920.14%4,850CommonNONE
922908611VBRVANGUARD INDEX FDS$519,6620.13%2,392CommonNONE
464287523SOXXISHARES TR$516,3250.13%1,571CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$510,4620.13%41,400CommonNONE
67070X101NZFNUVEEN MUN CR INCOME FD$500,9030.13%41,125CommonNONE
46432F396MTUMISHARES TR$493,1790.13%2,055CommonNONE
931142103WMTWALMART INC$492,2830.13%3,961CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$488,5050.12%43,500CommonNONE
88160R101TSLATESLA INC$487,7360.12%1,312CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$475,1290.12%3,435CommonNONE
464286632EISISHARES INC$472,8630.12%4,075CommonNONE
126408103CSXCSX CORP$461,4020.12%11,240CommonNONE
464286533EEMVISHARES INC$450,7150.12%6,963CommonNONE
30303M102METAMETA PLATFORMS INC$428,6360.11%749CommonNONE
46429B267GOVTISHARES TR$413,6860.11%18,057CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$393,4560.10%605CommonNONE
46434V621DGROISHARES TR$372,2350.10%5,304CommonNONE
464287655IWMISHARES TR$368,5280.09%1,486CommonNONE
64110L106NFLXNETFLIX INC.$361,9090.09%3,764CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$355,3140.09%2,429CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$354,9920.09%14,251CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$352,3990.09%3,190CommonNONE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$332,8590.09%20,585CommonNONE
697435105PANWPALO ALTO NETWORKS INC$330,2590.08%2,060CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$323,2350.08%12,606CommonNONE
26884L109EQTEQT CORP$321,3180.08%5,049CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$312,8940.08%14,560CommonNONE
532457108LLYELI LILLY & CO$309,9620.08%337CommonNONE
595112103MUMICRON TECHNOLOGY INC$305,7450.08%905CommonNONE
703481101PTENPATTERSON-UTI ENERGY INC$305,7310.08%28,230CommonNONE
464287184FXIISHARES TR$289,7490.07%8,071CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$289,7410.07%3,515CommonNONE
46625H100JPMJPMORGAN CHASE & CO$287,3940.07%977CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$286,9510.07%735CommonNONE
30212P303EXPEEXPEDIA GROUP INC$285,1490.07%1,235CommonNONE
02209S103MOALTRIA GROUP INC$276,3660.07%4,188CommonNONE
78464A474SPSBSPDR SERIES TRUST$268,9460.07%8,944CommonNONE
438516106HONHONEYWELL INTL INC$268,0720.07%1,186CommonNONE
H1467J104CBCHUBB LTD SWITZ$267,5890.07%821CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$264,0520.07%1,298CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$258,8470.07%3,051CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$258,7680.07%1,600CommonNONE
22052L104CTVACORTEVA INC$248,3680.06%2,967CommonNONE
92826C839VVISA INC$245,4190.06%812CommonNONE
49456B101KMIKINDER MORGAN INC DEL$242,9250.06%7,245CommonNONE
82889N798TYASIMPLIFY EXCHANGE TRADED FUN$236,3400.06%18,000CommonNONE
097023105BABOEING CO$231,6710.06%1,164CommonNONE
29415C101EOSEEOS ENERGY ENTERPRISES INC$222,5900.06%44,877CommonNONE
46434V381XTISHARES TR$222,5760.06%3,266CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$218,8790.06%4,147CommonNONE
78464A870XBISPDR SERIES TRUST$213,9480.05%1,675CommonNONE
038222105AMATAPPLIED MATLS INC$212,5930.05%622CommonNONE
981811102WORWORTHINGTON ENTERPRISES INC$208,2470.05%3,994CommonNONE
053611109AVYAVERY DENNISON CORP$207,0430.05%1,199CommonNONE
70336F203PNBKPATRIOT NATL BANCORP INC$157,1580.04%121,828CommonNONE
52635N103LENZLENZ THERAPEUTICS INC$138,9520.04%15,186CommonNONE
124155102BFLYBUTTERFLY NETWORK INC$124,0280.03%30,700CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.