Spinnaker Investment Group, LLC - Portfolio overview
Spinnaker Investment Group, LLC has 182 reported holdings in this dataset, with the latest filing dated 2026-04-08.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- DFAU - DIMENSIONAL ETF TRUST, 20.55%
- SCHD - SCHWAB STRATEGIC TR, 10.43%
- DGRW - WISDOMTREE TR, 9.89%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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