Rinkey Investments has disclosed its latest investment holdings in a recent SEC filing, revealing a total value of approximately $415.7 million as of September 30, 2026. This report is significant as it provides insights into the company's investment strategies and portfolio management.

The filing, made on October 28, 2026, indicates that Rinkey Investments is actively managing a diverse portfolio, which includes substantial stakes in well-known corporations such as Alphabet Inc., Amazon.com Inc., and Apple Inc. This diversification reflects the company’s approach to mitigating risk while aiming for growth in various sectors.

Background

Rinkey Investments is categorized as an investment management firm. According to its SEC filings, the company is incorporated in California and operates out of San Diego. The firm has been consistently filing with the SEC, with its most recent filings including various forms such as 13F-HR and N-PX, indicating its active participation in investment management.

What the Filing Says

The SEC filing includes a summary of Rinkey's holdings, which totals 132 entries with a combined value of $415,738,812. Among the notable investments are:

  • Alphabet Inc. (Class C): 3,065 shares valued at approximately $1,044,619.
  • Amazon.com Inc.: 8,887 shares valued at approximately $2,214,196.
  • Apple Inc.: 19,463 shares valued at approximately $6,481,577.

The filing emphasizes that all investments are held with sole discretion, indicating Rinkey's full control over these assets.

Impact

This filing may impact various stakeholders, including investors, analysts, and competitors in the investment management industry. By showcasing its holdings, Rinkey Investments provides transparency that can influence investor confidence and market perceptions. The detailed report also serves as a benchmark for other investment firms looking to assess their own performance in a competitive landscape.

What's Next

The filing does not specify what actions Rinkey Investments plans to take next. However, it is expected that the firm will continue to monitor its investments closely and may adjust its portfolio in response to market conditions.

For more details, the filing can be accessed through the SEC’s EDGAR database under accession number 0001172661-26-004732.