Spinnaker Investment Group, LLC Portfolio Holdings
Spinnaker Investment Group, LLC
- $500 Million
- Q4 2025
Spinnaker Investment Group, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $500 Million distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $111M, Wisdomtree Tr Us Quality Divid with a value of $54.8M, Schwab Strategic Tr Us Dividen with a value of $50.8M, Dimensional ETF Tr with a value of $43.8M, and Microsoft Corp with a value of $28.3M.
Examining the 13F form we can see an increase of $8.83M in the current position value, from $491M to 500M.
Below you can find more details about Spinnaker Investment Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$500 Million
ETFs: $385 Million
Technology: $55.7 Million
Financial Services: $32.8 Million
Healthcare: $5.75 Million
Consumer Defensive: $4.68 Million
Consumer Cyclical: $3.95 Million
Communication Services: $2.95 Million
Utilities: $2.75 Million
Other: $3.82 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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