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Rinkey Investments
Rinkey Investments, operating as Illumination Wealth Management, is a registered investment adviser providing comprehensive financial life management services. It offers fee-only services and focuses on investment advice and fiduciary due diligence.
Investment Strategy
Focuses on tailored investment advice and financial planning for clients, including research and analysis across various investment products.
Latest 13F Filing Activity
Rinkey Investments filed their most recent 13F report on Jun 30, 2025 disclosing 100 equity positions with a total 13F market value of $333M. The fund increased holdings in Ishares TR, SPDR Index SHS FDS, Schwab Strategic TR among other positions. Rinkey Investments reduced exposure to Ishares TR, Ishares TR, Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TFLO | ISHARES TR | 10.36% | $34.5M | 680,627 | $50.50 | $50.65 | -$7.1M |
S SPDW | SPDR INDEX SHS FDS | 8.99% | $29.9M | 738,744 | $33.40 | $40.49 | +$4.2M |
S SPTM | SPDR SERIES TRUST | 8.51% | $28.3M | 378,037 | $54.84 | $74.89 | +$2.2M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.67% | $15.5M | 272,524 | $47.32 | $57.01 | -$619.9K |
V VTV | VANGUARD INDEX FDS | 4.36% | $14.5M | 82,019 | $173.94 | $176.74 | -$1.1M |
Industry Allocation
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