Arkolith/Funds/Spinnaker Investment Group, LLC

Spinnaker Investment Group, LLC

CIK 1911067
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Spinnaker Investment Group, LLC holds a focused book of 179 stocks worth $624.1M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Ltd Duration ETF and trimmed SS DL ST Dur TR Tact ETF. Their largest long position is Dimensional US Core Equity M at 22% of the equity book.

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Use Arkolith to show Spinnaker Investment Group, LLC's latest
holdings, largest changes, and filing provenance.
Opened
49
new positions
Added to
107
existing
Trimmed
10
reduced
Sold out
15
exited

Concentration

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
68%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

16% mapped to company sectors

ETF / fund or unclassified
84%
Information Technology
8%
Financials
5%
Health Care
1%
Consumer Discretionary
1%
Consumer Staples
1%
Energy
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

179 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US CORE EQT MKT
$136.7M2.65M
21.9%
+15%
Added · +346K sh
2Wisdomtree TR
US QTLY DIV GRT
$61.4M642.3K
9.8%
+13%
Added · +74K sh
3Schwab Strategic TR
US DIVIDEND EQ
$61.3M1.93M
9.8%
+13%
Added · +218K sh
4Dimensional ETF Trust
INTL CORE EQT MK
$52.0M1.26M
8.3%
+16%
Added · +172K sh
5Capital Grp Fixed Incm ETF T
CORE BOND ETF
$30.4M1.16M
4.9%
+20%
Added · +193K sh
6Schwab Strategic TR
US MID-CAP ETF
$17.4M472.4K
2.8%
+13%
Added · +55K sh
7Berkshire Hathaway Inc Del
CL A
$17.2M23
2.8%
Held
8Dimensional ETF Trust
US SMALL CAP ETF
$15.8M192.1K
2.5%
+13%
Added · +22K sh
9Schwab Strategic TR
US BRD MKT ETF
$15.0M516.7K
2.4%
+6.4%
Added · +31K sh
10J P Morgan Exchange Traded F
JPMORGAM LTD DUR
$14.0M269.0K
2.2%
New
New position
11Ssga Active TR
ST STR TOTAL ETF
$14.0M297.5K
2.2%
−45%
Reduced · −246K sh
12Microsoft Corp
COM
$14.0M37.5K
2.2%
−5.3%
Reduced · −2K sh
13Apple Inc
COM
$13.6M46.9K
2.2%
+11%
Added · +5K sh
14RBB FD Inc
F/M US TREASURY
$7.5M150.3K
1.2%
+61%
Added · +57K sh
15Nvidia Corporation
COM
$6.2M30.9K
1.0%
+26%
Added · +6K sh
16Broadcom Inc
COM
$5.9M15.6K
0.9%
−3.8%
Reduced · −615 sh
17Berkshire Hathaway Inc Del
CL B NEW
$5.5M11.0K
0.9%
+1.0%
Added · +110 sh
18Vanguard Index FDS
TOTAL STK MKT
$4.8M12.9K
0.8%
+100%
Added · +6K sh
19State STR SPDR S&P 500 ETF T
TR UNIT
$4.5M6.0K
0.7%
+77%
Added · +3K sh
20RBB FD Inc
US TRSRY 6 MNTH
$4.3M86.9K
0.7%
+27%
Added · +18K sh
21Select Sector SPDR TR
ST STR CARE ETF
$3.7M23.4K
0.6%
+10%
Added · +2K sh
22BlackRock ETF Trust
ISHA SYST AL ETF
$3.7M130.3K
0.6%
+743%
Added · +115K sh
23Dimensional ETF Trust
WORLD EQUITY ETF
$3.2M38.9K
0.5%
+18%
Added · +6K sh
24SPDR Series Trust
ST STR SP AERO
$3.2M11.3K
0.5%
+7.0%
Added · +734 sh
25Ishares TR
NATIONAL MUN ETF
$3.0M27.7K
0.5%
+17%
Added · +4K sh
26Pacer FDS TR
METAURUS CAP 400
$2.6M58.4K
0.4%
+69%
Added · +24K sh
27Wisdomtree TR
EUROP OPPOR FD
$2.5M44.7K
0.4%
+14%
Added · +5K sh
28Global X FDS
GLB X MLP ENRG I
$2.3M31.7K
0.4%
+31%
Added · +7K sh
29Amazon Com Inc
COM
$2.3M9.7K
0.4%
+55%
Added · +3K sh
30Vanguard Specialized Funds
DIV APP ETF
$2.2M9.4K
0.4%
+2.8%
Added · +254 sh
31Ishares TR
CORE S&P500 ETF
$2.2M2.9K
0.3%
+751%
Added · +3K sh
32TCW ETF Trust
FLEXIBLE INCOME
$2.1M52.6K
0.3%
+272%
Added · +38K sh
33Schwab Strategic TR
US SML CAP ETF
$2.0M56.3K
0.3%
+16%
Added · +8K sh
34Select Sector SPDR TR
ST STR UTIL ETF
$2.0M44.3K
0.3%
+22%
Added · +8K sh
35Vanguard Index FDS
GROWTH ETF
$1.9M22.4K
0.3%
+523%
Added · +19K sh
36Johnson & Johnson
COM
$1.8M7.3K
0.3%
+16%
Added · +1K sh
37Bluerock PVT Real Estate FD
COM
$1.8M141.0K
0.3%
+58%
Added · +52K sh
38JPMorgan Chase & Co
COM
$1.8M5.4K
0.3%
+13%
Added · +637 sh
39J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.8M31.1K
0.3%
−0.5%
Reduced · −172 sh
40Alphabet Inc
CAP STK CL A
$1.7M4.8K
0.3%
+51%
Added · +2K sh
41Dimensional ETF Trust
WORLD EX US CORE
$1.6M43.7K
0.3%
+0.2%
Added · +87 sh
42Applied Matls Inc
COM
$1.5M2.1K
0.2%
+4.4%
Added · +88 sh
43Wisdomtree TR
EFFICIENT GLD PL
$1.5M24.6K
0.2%
+10%
Added · +2K sh
44Ishares TR
CALIF MUN BD ETF
$1.5M25.3K
0.2%
+47%
Added · +8K sh
45Ishares TR
IBONDS 1-5 YR TR
$1.4M56.2K
0.2%
+39%
Added · +16K sh
46Schwab Strategic TR
INTL EQTY ETF
$1.4M48.9K
0.2%
+21%
Added · +9K sh
47Capital Grp Fixed Incm ETF T
MUN INM ETF
$1.3M48.5K
0.2%
−15%
Reduced · −8K sh
48Vanguard Index FDS
S&P 500 ETF SHS
$1.3M1.9K
0.2%
+96%
Added · +934 sh
49Select Sector SPDR TR
ST STR ENERG ETF
$1.3M24.2K
0.2%
+32%
Added · +6K sh
50Schwab Strategic TR
INTERNL DIVID
$1.3M40.4K
0.2%
Held
Showing 50 of 179 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 2026179$624.1M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026147$491.0M13F-HR
Q4 2025Dec 31, 2025Jan 12, 2026170$551.4M13F-HR
Q3 2025Sep 30, 2025Oct 10, 2025157$532.1M13F-HR
Q2 2025Jun 30, 2025Jul 16, 2025100$425.7M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025104$442.2M13F-HR
Q4 2024Dec 31, 2024Jan 17, 202593$414.6M13F-HR
Q3 2024Sep 30, 2024Nov 6, 202492$408.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.