Spinnaker Investment Group, LLC - Portfolio Stock Holdings
Spinnaker Investment Group, LLC disclosed 195 stock positions in a recent SEC 13F filing. $623,422,674 of stock holdings were filed, with the largest holdings including DFAU, DGRW, and SCHD. This filing represented positions held on June 30, 2026, and was filed on July 10, 2026.We estimate the fund has a total AUM of $1,072,851,920 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
195Est. Stock Holding Value:
$623,422,674Top Stock Holdings By Sector
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Portfolio Stock Holdings - Spinnaker Investment Group, LLC
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