TraderTrends
Manager Profile

Spinnaker Investment Group, LLC

Diversified · Financial Services 62%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Newport Beach, CA

Portfolio Value

$624.1M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

DIMENSIONAL ETF TRUST

Latest disclosed holding

Top 4

25434V104 97717X669 808524797 25434V203 14020Y508

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
61.7%
Healthcare
12.3%
Technology
11.3%
Industrials
9.8%
Consumer Cyclical
1.9%
Consumer Defensive
1.1%
Communication Services
0.6%
Utilities
0.4%
Real Estate
0.2%
Energy
0.2%
Basic Materials
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
DIMENSIONAL ETF TRUST

Shares: 2.6M

136.7M

Position Value
2
WISDOMTREE TR

Shares: 642.3K

61.4M

Position Value
3
SCHWAB STRATEGIC TR

Shares: 1.9M

61.3M

Position Value
4
DIMENSIONAL ETF TRUST

Shares: 1.3M

52M

Position Value
5
CAPITAL GRP FIXED INCM ETF T

Shares: 1.2M

30.4M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID