CIK 1911067
Spinnaker Investment Group, LLC
Institutional 13F holdings & portfolio
Holdings
170
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 2.4M | $1M+ | SH |
| DGRW | WISDOMTREE TR | 617K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 1.9M | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 1.2M | $1M+ | SH |
| STOT | SSGA ACTIVE TR | 578K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 56K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 999K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 33 | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 534K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 452K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 183K | $1M+ | SH |
| AAPL | APPLE INC | 45K | $1M+ | SH |
| AVGO | BROADCOM INC | 17K | $1M+ | SH |
| TBIL | RBB FD INC | 103K | $1M+ | SH |
| XBIL | RBB FD INC | 98K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 26K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 5K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 10K | $1M+ | SH |
| DFAW | DIMENSIONAL ETF TRUST | 32K | $1M+ | SH |
| OPPE | WISDOMTREE TR | 45K | $1M+ | SH |
| MUB | ISHARES TR | 21K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 10K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| SRE | SEMPRA | 19K | $1M+ | SH |
| GDE | WISDOMTREE TR | 27K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 29K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 58K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 8K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 44K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 51K | $1M+ | SH |
| QDPL | PACER FDS TR | 31K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 30K | $1M+ | SH |
| MLPX | GLOBAL X FDS | 21K | $1M+ | SH |
| CMF | ISHARES TR | 22K | $1M+ | SH |
| WMT | WALMART INC | 11K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 50K | $1M+ | SH |
| SCHY | SCHWAB STRATEGIC TR | 40K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| LDRT | ISHARES TR | 43K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| SHV | ISHARES TR | 9K | $500K+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 24K | $500K+ | SH |
| AGNC | AGNC INVT CORP | 83K | $500K+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |