Spinnaker Investment Group, LLC Portfolio Holdings
Spinnaker Investment Group, LLC
- $491 Million
- Q3 2025
Spinnaker Investment Group, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $491 Million distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $110M, Wisdomtree Tr Us Quality Divid with a value of $54.7M, Schwab Strategic Tr Us Dividen with a value of $50.3M, Dimensional ETF Tr with a value of $42.8M, and Microsoft Corp with a value of $33.7M.
Examining the 13F form we can see an increase of $96.3M in the current position value, from $395M to 491M.
Below you can find more details about Spinnaker Investment Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$491 Million
ETFs: $372 Million
Technology: $59.7 Million
Financial Services: $33.9 Million
Healthcare: $5.32 Million
Consumer Defensive: $4.73 Million
Consumer Cyclical: $3.58 Million
Communication Services: $2.62 Million
Utilities: $2.49 Million
Other: $3.92 Million