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 151–170 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLD | SPDR GOLD TR | 573 | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| LOW | LOWES COS INC | 928 | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| THRO | BLACKROCK ETF TRUST | 6K | $100K–$500K | SH |
| FLOT | ISHARES TR | 4K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| AOR | ISHARES TR | 3K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 4K | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| AOA | ISHARES TR | 2K | $100K–$500K | SH |
| SAFE | SAFEHOLD INC | 14K | $100K–$500K | SH |
| RMT | ROYCE MICRO-CAP TR INC | 16K | $100K–$500K | SH |
| BGB | BLACKSTONE STRATEGIC CRED 20 | 11K | $100K–$500K | SH |
| TOMZ | TOMI ENVIRONMENTAL SOLUTIONS | 15K | $1K–$15K | SH |
| EONR | EON RESOURCES INC | 18K | $1K–$15K | SH |