Spinnaker Investment Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$415M
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 93 stock holdings with total value $415M as of Q4 2024. Top holdings included DFAU, DGRW, SCHD, DFAI, and MSFT.
Holdings Value