Spinnaker Investment Group, LLC
Spinnaker Investment Group, LLC reported 179 positions worth $624.1M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: DFAU (21.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $136.7M | 21.91% | 2,645,051 | — | — | |
| ▸ 2 | DGRW | SH | $61.4M | 9.84% | 642,340 | — | — | |
| ▸ 3 | SCHD | SH | $61.3M | 9.82% | 1,933,604 | — | — | |
| ▸ 4 | DFAI | SH | $52.0M | 8.34% | 1,261,262 | — | — | |
| ▸ 5 | CGCB | SH | $30.4M | 4.87% | 1,160,847 | — | — | |
| ▸ 6 | SCHM | SH | $17.4M | 2.79% | 472,438 | — | — | |
| ▸ 7 | BRK-A | SH | $17.2M | 2.76% | 23 | — | — | |
| ▸ 8 | DFAS | SH | $15.8M | 2.53% | 192,134 | — | — | |
| ▸ 9 | SCHB | SH | $15.0M | 2.40% | 516,662 | — | — | |
| ▸ 10 | JPLD | SH | $14.0M | 2.25% | 269,007 | — | — |
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Frequently Asked Questions
What stocks does Spinnaker Investment Group, LLC hold as of Q2 2026?
Spinnaker Investment Group, LLC reported 179 positions worth $624.1M in its Q2 2026 13F filing. Largest positions: DFAU (21.9%), DGRW (9.8%), SCHD (9.8%), DFAI (8.3%) and CGCB (4.9%).
What did Spinnaker Investment Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Spinnaker Investment Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.