Spinnaker Investment Group, LLC — 13F holdings

Spinnaker Investment Group, LLC reported 177 holdings worth $635M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. DFAU DIMENSIONAL ETF TRUST — $138M (21.7%)
2. SCHD SCHWAB STRATEGIC TR — $62.9M (9.9%)
3. DGRW WISDOMTREE TR — $62.2M (9.8%)
4. DFAI DIMENSIONAL ETF TRUST — $52.0M (8.2%)
5. CGCB CAPITAL GRP FIXED INCM ETF T — $28.1M (4.4%)
6. JPLD J P MORGAN EXCHANGE TRADED F — $19.9M (3.1%)
7. MSFT MICROSOFT CORP — $18.9M (3.0%)
8. BRK.A BERKSHIRE HATHAWAY INC DEL — $17.2M (2.7%)
9. SCHM SCHWAB STRATEGIC TR — $15.8M (2.5%)
10. AAPL APPLE INC — $15.1M (2.4%)