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Portfolio (Quarterly) Guide ↗

Spinnaker Investment Group, LLC

· CIK 0001911067
13F Portfolio $624M AUM 179 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 49 New 98 Added 10 Reduced 17 Exited
Page 1 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAU DIMENSIONAL ETF TRUST 2,645,051.0 $136.7M 21.91% +346K +15.0% $51.69 +2.7%
2 DGRW WISDOMTREE TR 642,340.0 $61.4M 9.84% +74K +13.0% $95.62 +3.8%
3 SCHD SCHWAB STRATEGIC TR 1,933,604.0 $61.3M 9.82% +218K +12.7% $31.71 +10.7%
4 DFAI DIMENSIONAL ETF TRUST 1,261,262.0 $52.0M 8.34% +172K +15.8% $41.25 +5.1%
5 CGCB CAPITAL GRP FIXED INCM ETF T 1,160,847.0 $30.4M 4.87% +193K +19.9% $26.18 -1.3%
6 SCHM SCHWAB STRATEGIC TR 472,438.0 $17.4M 2.79% +55K +13.2% $36.87 -1.9%
7 DFAS DIMENSIONAL ETF TRUST 192,134.0 $15.8M 2.54% +22K +12.8% $82.34 +0.8%
8 SCHB SCHWAB STRATEGIC TR 516,662.0 $15.0M 2.40% +31K +6.4% $28.96 +2.2%
9 AAPL APPLE INC Technology 46,933.0 $13.6M 2.18% +5K +10.8% $289.37 +6.9%
10 TBIL RBB FD INC 150,256.0 $7.5M 1.20% +57K +61.0% $49.86 +0.3%
11 NVDA NVIDIA CORPORATION Technology 30,937.0 $6.2M 0.99% +6K +25.7% $200.09 +7.3%
12 BERKSHIRE HATHAWAY INC DEL 11,024.0 $5.5M 0.88% +110.0 +1.0% $500.39
13 VTI VANGUARD INDEX FDS 12,874.0 $4.8M 0.76% +6K +100.1% $370.03 +2.2%
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,004.0 $4.5M 0.72% +3K +76.8% $746.72 +2.5%
15 XBIL RBB FD INC 86,853.0 $4.3M 0.70% +18K +27.0% $50.00 +0.3%
16 XLV SELECT SECTOR SPDR TR 23,425.0 $3.7M 0.60% +2K +10.4% $158.66 +10.1%
17 IALT BLACKROCK ETF TRUST 130,254.0 $3.7M 0.58% +115K +742.6% $28.05 +3.3%
18 DFAW DIMENSIONAL ETF TRUST 38,873.0 $3.2M 0.52% +6K +18.4% $82.79 +3.1%
19 XAR SPDR SERIES TRUST 11,274.0 $3.2M 0.51% +734.0 +7.0% $283.79 -3.9%
20 MUB ISHARES TR 27,702.0 $3.0M 0.48% +4K +16.6% $107.62 -2.1%
Page 1 of 5  ·  98 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.2%
Financial Services 12.4%
Healthcare 8.5%
Consumer Defensive 7.3%
Consumer Cyclical 4.3%
Communication Services 3.4%
Energy 2.1%
Industrials 2.0%
Utilities 1.6%
Real Estate 1.1%