Spinnaker Investment Group, LLC Portfolio Holdings
Spinnaker Investment Group, LLC
- $412 Million
- Q1 2025
Spinnaker Investment Group, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $412 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $85.3M, Schwab Strategic Tr Us Dividen with a value of $48.6M, Wisdomtree Tr Us Quality Divid with a value of $47.9M, Dimensional ETF Tr with a value of $35.8M, and Berkshire Hathaway Inc with a value of $28.7M.
Examining the 13F form we can see an increase of $6.97M in the current position value, from $405M to 412M.
Below you can find more details about Spinnaker Investment Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$412 Million
ETFs: $314 Million
Technology: $45.8 Million
Financial Services: $34.2 Million
Consumer Defensive: $5.07 Million
Healthcare: $3.68 Million
Consumer Cyclical: $3.13 Million
Communication Services: $1.85 Million
Utilities: $1.68 Million
Other: $1.72 Million