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Portfolio (Quarterly) Guide ↗

Spinnaker Investment Group, LLC

· CIK 0001911067
13F Portfolio $551M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New
Page 1 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAU DIMENSIONAL ETF TRUST 2,426,090.0 $113.5M 20.59% NEW $46.80 +7.9%
2 DGRW WISDOMTREE TR 616,574.0 $55.1M 10.00% NEW $89.43 +6.9%
3 SCHD SCHWAB STRATEGIC TR 1,865,265.0 $51.2M 9.28% NEW $27.43 +17.2%
4 DFAI DIMENSIONAL ETF TRUST 1,181,987.0 $45.0M 8.17% NEW $38.11 +7.6%
5 STOT SSGA ACTIVE TR 578,169.0 $27.3M 4.96% NEW $47.28 -0.7%
6 MSFT MICROSOFT CORP Technology 55,858.0 $27.0M 4.90% NEW $483.62 -13.5%
7 CGCB CAPITAL GRP FIXED INCM ETF T 998,951.0 $26.5M 4.80% NEW $26.52 -2.4%
8 BERKSHIRE HATHAWAY INC DEL 33.0 $24.9M 4.52% NEW $754800.00
9 SCHB SCHWAB STRATEGIC TR 533,580.0 $14.0M 2.54% NEW $26.23 +7.8%
10 SCHM SCHWAB STRATEGIC TR 451,608.0 $13.6M 2.46% NEW $30.07 +12.0%
11 DFAS DIMENSIONAL ETF TRUST 183,359.0 $12.8M 2.32% NEW $69.67 +8.3%
12 AAPL APPLE INC Technology 44,912.0 $12.2M 2.21% NEW $271.86 +9.8%
13 AVGO BROADCOM INC Technology 17,443.0 $6.0M 1.09% NEW $346.10 +19.3%
14 TBIL RBB FD INC 103,207.0 $5.1M 0.93% NEW $49.88 +0.1%
15 XBIL RBB FD INC 97,553.0 $4.9M 0.89% NEW $50.07 +0.1%
16 NVDA NVIDIA CORPORATION Technology 25,934.0 $4.8M 0.88% NEW $186.50 +19.6%
17 VTI VANGUARD INDEX FDS 12,758.0 $4.3M 0.78% NEW $335.26 +7.7%
18 SPY SPDR S&P 500 ETF TR Financial Services 5,302.0 $3.6M 0.66% NEW $681.87 +8.0%
19 BERKSHIRE HATHAWAY INC DEL 5,501.0 $2.8M 0.50% NEW $502.64
20 XLV SELECT SECTOR SPDR TR 17,248.0 $2.7M 0.48% NEW $154.80 -4.8%
Page 1 of 9  ·  170 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 61.1%
Financial Services 11.8%
Healthcare 6.1%
Consumer Defensive 5.4%
Consumer Cyclical 4.5%
Communication Services 3.6%
Utilities 3.0%
Real Estate 1.8%
Industrials 1.8%
Energy 0.9%