Fund Holdings — Spinnaker Investment Group, LLC

Total Portfolio Value
$490.95M
Total Bought
$12.18M
Total Sold
$77.49M
Net Transaction
-$65.31M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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BERKSHIRE HATHAWAY INC DEL5,50110,914+5,4132,7655,2301.07%+2,465
SCHWAB STRATEGIC TR1,865,2651,715,499-149,76651,16452,63110.72%+1,467
SELECT SECTOR SPDR TR
ST STR ENERG ETF
018,324+18,32401,1230.23%+1,123
BLUEROCK PVT REAL ESTATE FD(BPRE)32,98289,108+56,1264951,4800.30%+985
VANGUARD WORLD FD
MATERIALS ETF
03,368+3,36807590.15%+759
ASTRAZENECA PLC(AZN)02,793+2,79305510.11%+551
GLOBAL X FDS
GLB X MLP ENRG I
20,90724,214+3,3071,2661,7900.36%+525
SELECT SECTOR SPDR TR
ST STR CARE ETF
17,24821,213+3,9652,6703,1100.63%+440
BLACKROCK ETF TRUST
ISHA SYST AL ETF
015,458+15,45804210.09%+421
VANECK ETF TRUST
URANI NUCLE ETF
2,0505,045+2,9952556720.14%+417
OCEAN PWR TECHNOLOGIES INC(OPTT)01,041,240+1,041,24003640.07%+364
SELECT SECTOR SPDR TR
ST STR UTIL ETF
30,41036,185+5,7751,2981,6610.34%+362
ISHARES TR20,66123,747+3,0862,2132,5210.51%+308
ISHARES TR5525,624+5,0723135660.12%+253
CONSTELLATION BRANDS INC(STZ)01,504+1,50402260.05%+226
DIAMONDBACK ENERGY INC(FANG)01,136+1,13602250.05%+225
CONOCOPHILLIPS(COP)01,696+1,69602240.05%+224
MICRON TECHNOLOGY INC(MU)0633+63302140.04%+214
RBB FD INC
FM ULTRASHORT TR
04,157+4,15702080.04%+208
BLACKROCK ETF TRUST II03,906+3,90602030.04%+203
FRANCO NEV CORP(FNV)0815+81502010.04%+201
TCW ETF TRUST
FLEXIBLE INCOME
8,95714,136+5,1793555550.11%+200
SPDR SERIES TRUST
ST STR SP AERO
10,27310,540+2672,4782,6770.55%+199
SEMPRA(SRE)19,03118,897-1341,6801,8360.37%+156
KLARNA GROUP PLC(KLAR)011,803+11,80301550.03%+155
APPLIED MATLS INC2,0652,003-625316850.14%+154
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
51,17556,992+5,8171,4011,5470.32%+146
CHEVRON CORPORATION(CVX)2,2112,267+563374690.10%+132
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
3,4004,000+6005336630.14%+130
EXXON MOBIL CORP4,0503,618-4324876140.13%+126
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
29,16131,274+2,1131,6691,7730.36%+103
HONEYWELL INTL INC(HON)3,2353,214-216317260.15%+95
USCF ETF TR
MIDS ENE INC ETF
8,2298,423+1944044940.10%+90
VANGUARD INDEX FDS794978+1844985840.12%+87
DUKE ENERGY CORP NEW(DUK)6,2976,290-77388240.17%+86
PACER FDS TR
METAURUS CAP 400
30,87434,628+3,7541,3121,3900.28%+78
SPDR INDEX SHS FDS
ST STR NAT ETF
6,5146,445-694054810.10%+76
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
31,73832,845+1,1072,3482,4230.49%+75
SCHWAB STRATEGIC TR40,38940,38901,2041,2790.26%+74
LOCKHEED MARTIN CORP(LMT)507520+132453140.06%+69
HERSHEY CO(HSY)2,4922,486-64535170.11%+63
DIMENSIONAL ETF TRUST
WORLD EX US CORE
43,61643,61601,4281,4820.30%+54
MERCK & CO INC(MRK)2,1462,203+572262650.05%+39
AMGEN INC(AMGN)2,4882,424-648148530.17%+39
PEPSICO INC(PEP)2,9322,952+204214580.09%+38
VANGUARD WORLD FD
CONSUM STP ETF
2,4232,426+35125450.11%+33
FRANKLIN TEMPLETON HOLDINGS(FGDL)6,1616,16103553830.08%+28
NEXTERA ENERGY INC(NEE)2,5062,414-922012240.05%+23
MONDELEZ INTL INC(MDLZ)6,0476,042-53263480.07%+23
ISHARES TR3,8823,88202382600.05%+22
SELECT SECTOR SPDR TR
ST STR STAPL ETF
6,3736,273-1004955140.10%+19
CSX CORP(CSX)5,6845,422-2622062230.05%+17
ROYCE MICRO-CAP TR INC(RMT)15,87715,87701661800.04%+14
PFIZER INC(PFE)11,48210,599-8832862980.06%+12
RTX CORPORATION(RTX)2,4892,399-904564630.09%+6
PIMCO ETF TR
ENHAN SHRT MA AC
5,9755,97506006010.12%+1
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,6042,60404995000.10%+1
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
3,5213,52102642650.05%0
ISHARES TR1,6951,69502862860.06%0
SAFEHOLD INC(SAFE)14,35114,35101961940.04%-2
ALTRIA GROUP INC(MO)4,4133,811-6022542510.05%-3
VANGUARD INTL EQUITY INDEX F2,6392,63902212180.04%-3
VANGUARD MUN BD FDS4,1084,076-322072030.04%-3
TOMI ENVIRONMENTAL SOLUTIONS(TOMZ)14,73814,73801180.00%-3
CISCO SYS INC(CSCO)4,7324,643-893643600.07%-4
MCDONALDS CORP(MCD)1,3771,337-404214160.08%-5
PHILIP MORRIS INTL INC(PM)2,3072,200-1073703640.07%-6
SPDR GOLD TR(GLD)573513-602272210.04%-6
EON RESOURCES INC(EONR)17,6050-17,60570—-7
VANGUARD INDEX FDS1,3481,239-1092392280.05%-11
TEVA PHARMACEUTICAL INDS LTD(TEVA)10,70010,70003343220.07%-12
ISHARES TR
ULTRA SHORT DUR
5,6575,385-2722862730.06%-14
PGIM ETF TR
PGIM ULTRA SH BD
5,7665,486-2802862720.06%-14
GOLUB CAP BDC INC(GBDC)21,51221,51202922720.06%-20
YUM BRANDS INC(YUM)1,5041,322-1822282060.04%-22
SPINNAKER ETF SERIES
SELE STO EUR ETF
12,19512,050-1455144910.10%-23
SELECT SECTOR SPDR TR
ST STR FINL ETF
7,7137,933+2204223920.08%-31
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,1022,042-603032710.06%-31
NEOS ETF TRUST
NEOS S&P 500 HI
10,01110,01105264940.10%-32
ISHARES TR
IBOND 1 5 YR ETF
20,93019,656-1,2745314960.10%-35
CAPITAL GROUP CORE BALANCED
SHS
14,40313,596-8075094680.10%-41
HOME DEPOT INC(HD)1,8551,813-426385960.12%-42
TAIWAN SEMICONDUCTOR MANUFAC(TSM)946719-2272872430.05%-44
SCHWAB STRATEGIC TR28,87027,121-1,7497046580.13%-45
ELI LILLY & CO(LLY)287286-13092630.05%-45
JOHNSON & JOHNSON(JNJ)7,6116,249-1,3621,5751,5280.31%-47
COCA COLA CO(KO)9,0287,643-1,3856315810.12%-50
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
4,3653,691-6743242620.05%-62
ARES CAPITAL CORP(ARCC)16,95315,453-1,5003432780.06%-64
APOLLO GLOBAL MGMT INC(APO)1,8351,801-342662010.04%-65
ISHARES TR
IBONDS 1-5 YR TR
43,07340,388-2,6851,0901,0200.21%-71
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
23,92021,956-1,9649428670.18%-75
VISA INC(V)1,0881,002-863823030.06%-79
VANGUARD INTL EQUITY INDEX F7,6426,121-1,5214113310.07%-80
INTUITIVE SURGICAL INC552502-503132310.05%-81
ISHARES TR8,9608,162-7989879010.18%-86
PENNYMAC MTG INVT TR(PMT)51,58147,628-3,9536475550.11%-92
BLACKSTONE INC(BX)2,9553,087+1324563550.07%-101
VANGUARD INDEX FDS4,7064,116-5909978940.18%-102
SNOWFLAKE INC(SNOW)1,4671,446-213222180.04%-104
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Spinnaker Investment Group, LLC — 13F Holdings — Q1 2026 | TickerTrail