13F Filings History of Spinnaker Investment Group, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$551,365,939
Signature - Title
Morgan Christen - CEO
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Spinnaker Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spinnaker Investment Group, LLC reported 170 stock holdings with total value $551,365,939 as of Q4 2025. Top holdings included DFAU, DGRW, SCHD, DFAI, and STOT.

Notify me when Spinnaker Investment Group, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 170 $551,365,939 +$26,689,534 -$12,667,223 +$14,022,311 DFAU, DGRW, SCHD, DFAI, STOT 13F-HR 12 Jan 2026, 10:04
Q3 2025 157 $532,105,866 +$85,236,387 -$3,137,620 +$82,098,767 DFAU, DGRW, SCHD, DFAI, MSFT 13F-HR 10 Oct 2025, 15:31
Q2 2025 100 $425,670,387 +$6,830,131 -$50,727,292 -$43,897,161 DFAU, DGRW, SCHD, DFAI, MSFT 13F-HR 16 Jul 2025, 12:51
Q1 2025 104 $442,225,358 +$69,751,818 -$32,600,609 +$37,151,209 DFAU, SCHD, DGRW, DFAI, BERKSHIRE HATHAWAY INC DEL 13F-HR 22 Apr 2025, 17:29
Q4 2024 93 $414,571,899 +$70,581,238 -$12,261,716 +$58,319,522 DFAU, DGRW, SCHD, DFAI, MSFT 13F-HR 17 Jan 2025, 17:14
Q3 2024 92 $408,886,317 +$36,326,224 -$8,819,181 +$27,507,043 DFAU, DGRW, SCHD, DFAI, STOT 13F-HR 06 Nov 2024, 16:18
Q2 2024 82 $362,869,273 +$12,611,721 -$6,661,765 +$5,949,956 DFAU, DGRW, SCHD, DFAI, STOT 13F-HR 24 Jul 2024, 16:57
Q1 2024 87 $356,025,294 +$15,552,392 -$7,069,941 +$8,482,451 DFAU, DGRW, SCHD, DFAI, STOT 13F-HR 19 Apr 2024, 16:35
Q4 2023 84 $329,433,948 +$27,805,286 -$21,751,333 +$6,053,953 DFAU, DGRW, SCHD, DFAI, STOT 13F-HR 22 Jan 2024, 13:52
Q3 2023 83 $297,510,482 +$11,291,286 -$5,279,262 +$6,012,024 DFAU, DGRW, SCHD, DFAI, STOT 13F-HR 31 Oct 2023, 14:15
Q2 2023 83 $303,664,068 +$11,092,591 -$3,389,575 +$7,703,016 DFAU, DGRW, SCHD, DFAI, STOT 13F-HR 20 Jul 2023, 12:50
Q1 2023 82 $284,384,157 +$11,484,892 -$18,743,478 -$7,258,586 DFAU, SCHD, DGRW, DFAI, TOTL 13F-HR 13 Apr 2023, 14:10
Q4 2022 86 $281,179,735 +$13,170,274 -$4,972,941 +$8,197,333 SCHD, DGRW, DFAU, DFAI, TOTL 13F-HR 17 Jan 2023, 12:48
Q3 2022 81 $255,405,000 +$30,334,099 -$6,038,676 +$24,295,423 SCHD, DGRW, DFAU, DFAI, TOTL 13F-HR 21 Oct 2022, 16:34
Q2 2022 74 $245,473,000 +$14,438,440 -$37,235,533 -$22,797,093 SCHD, DGRW, TOTL, DFAU, DFAI 13F-HR 18 Jul 2022, 21:15
Q1 2022 88 $307,338,000 +$65,015,889 -$26,691,772 +$38,324,117 TOTL, SCHD, DGRW, DFAI, DFAU 13F-HR 09 May 2022, 18:41
Q4 2021 90 $284,416,000 $0 $0 $0 TOTL, SCHD, DFAI, SCHB, NUSI 13F-HR 14 Feb 2022, 17:52