Spinnaker Investment Group, LLC
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 624,081
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 179 | 624,081 | 13F-HR | Spinnaker Investment Group, LLC |
| Q1 2026 | 4/8/2026 | 147 | 490,951 | 13F-HR | Spinnaker Investment Group, LLC |
| Q4 2025 | 1/12/2026 | 170 | 551,366 | 13F-HR | Spinnaker Investment Group, LLC |
| Q3 2025 | 10/10/2025 | 157 | 532,106 | 13F-HR | Spinnaker Investment Group, LLC |
| Q2 2025 | 7/16/2025 | 100 | 425,670 | 13F-HR | Spinnaker Investment Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 182.7 K | 29.3% | 4.943 K | 0 | 4.943 K |
| ETFs | 408.9 K | 65.5% | 122.7 K | 0 | 122.7 K |
| Debt | 32.43 K | 5.2% | 5.495 K | 0 | 5.495 K |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
624,081
Holdings
179
QoQ value change ($000)
133,130
(27.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.