Spinnaker Investment Group, LLC

Business address
4100 Macarthur Blvd. Suite 120, Newport Beach, CA, 92660
Top securities (13F)
DFAU, DGRW, SCHD, DFAI, MSFT, STOT, CGCB, BRKA, SCHB, SCHM, DFAS, AAPL, AVGO, NVDA, XBIL, VTI, SPY, BRKB, XAR, and VIG
State of incorporation
CA
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Spinnaker Investment Group, LLC has filed 18 SEC EDGAR filings since 15 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Oct 2025 30 Sep 2025 028-22188
N-PX Open Document Open Filing 19 Aug 2025 30 Jun 2025 028-22188
13F-HR Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-22188
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-22188
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-22188
13F-HR Open Document Open Filing 06 Nov 2024 30 Sep 2024 028-22188
N-PX Open Document Open Filing 11 Oct 2024 30 Jun 2024 028-22188
13F-HR Open Document Open Filing 24 Jul 2024 30 Jun 2024 028-22188
13F-HR Open Document Open Filing 19 Apr 2024 31 Mar 2024 028-22188
13F-HR Open Document Open Filing 22 Jan 2024 31 Dec 2023 028-22188
13F-HR Open Document Open Filing 31 Oct 2023 30 Sep 2023 028-22188
13F-HR Open Document Open Filing 20 Jul 2023 30 Jun 2023 028-22188
13F-HR Open Document Open Filing 13 Apr 2023 31 Mar 2023 028-22188
13F-HR Open Document Open Filing 17 Jan 2023 31 Dec 2022 028-22188
13F-HR Open Document Open Filing 21 Oct 2022 30 Sep 2022 028-22188
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-22188
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-22188
13F-HR Open Document Open Filing 15 Feb 2022 31 Dec 2021 028-22188