Rinkey Investments
•CIK: 1730774•Filing: Q4 2025
**Rinkey Investments** manages $394M across a diversified portfolio of 129 positions. The fund exhibits significant allocations to fixed income and international exposure, notably holding TFLO at $41.4M and BNDX at $36.2M. Further concentration is visible in sector and index plays, including SPDW ($30.8M) and SPTM ($30.4M). These top holdings suggest a tactical focus on global fixed income and broad market exposure.
Total AUM
$393.8M
QoQ Performance
+4.5%
Positions
83
Top 10 Concentration
56.9%
Latest Filing
Q4 2025
Top Holdings Allocation
TFLO
BNDX
SPDW
SPTM
TFLO10.5%
BNDX9.2%
SPDW7.8%
SPTM7.7%
VEA5.0%
VTV4.5%
VTI3.2%
IEI3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.5%
Technology4.7%
Financial1.8%
ETF1.8%
Consumer1.3%
Communication0.7%
Industrial0.4%
Healthcare0.4%
🚪 Exited Positionssold since Q3 2025
—
BLACKROCK MUN INCOME QUALITY
SOLD
$487.3K
+9 more exited positions
Changes from Q3 2025
NEW17 new positions
↑36 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023