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Spinnaker Investment Group, LLC

Spinnaker Investment Group, LLC is an Investment Adviser institutional filer with the SEC under CIK 1911067, reporting 177 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: CA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-13

Top 10 portfolio positions

The largest reported holdings in Spinnaker Investment Group, LLC's most recent 13F filing, ranked by reported market value.

  1. DIMENSIONAL ETF TRUST (DFAU)
  2. SCHWAB STRATEGIC TR (SCHD)
  3. WISDOMTREE TR (DGRW)
  4. DIMENSIONAL ETF TRUST (DFAI)
  5. CAPITAL GRP FIXED INCM ETF T (CGCB)
  6. J P MORGAN EXCHANGE TRADED F (JPLD)
  7. MICROSOFT CORP (MSFT)
  8. BERKSHIRE HATHAWAY INC DEL (BRK.A)
  9. SCHWAB STRATEGIC TR (SCHM)
  10. APPLE INC (AAPL)
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