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 51–100 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 14K | $500K+ | SH |
| XLSR | SSGA ACTIVE TR | 13K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| WD | WALKER & DUNLOP INC | 12K | $500K+ | SH |
| IVE | ISHARES TR | 3K | $500K+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 17K | $500K+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 2K | $500K+ | SH |
| IVV | ISHARES TR | 995 | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| QUS | SPDR SERIES TRUST | 4K | $500K+ | SH |
| PMT | PENNYMAC MTG INVT TR | 52K | $500K+ | SH |
| DYNF | BLACKROCK ETF TRUST | 11K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| KO | COCA COLA CO | 9K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| MINT | PIMCO ETF TR | 6K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| IEMG | ISHARES INC | 9K | $500K+ | SH |
| IVW | ISHARES TR | 5K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 7K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| LDRC | ISHARES TR | 21K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 2K | $500K+ | SH |
| SPYI | NEOS ETF TRUST | 10K | $500K+ | SH |
| INTU | INTUIT | 782 | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 6K | $500K+ | SH |
| EUAD | SPINNAKER ETF SERIES | 12K | $500K+ | SH |
| VDC | VANGUARD WORLD FD | 2K | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 14K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 794 | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| — | BLUEROCK PVT REAL ESTATE FD | 33K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| EFV | ISHARES TR | 7K | $100K–$500K | SH |
| IUSB | ISHARES TR | 10K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 3K | $100K–$500K | SH |
| HSY | HERSHEY CO | 2K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| PAAA | PGIM ETF TR | 8K | $100K–$500K | SH |