Fund Holdings

Spinnaker Investment Group, LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DIMENSIONAL ETF TRUST
US CORE EQT MKT
2,299,5022,645,051+345,549103,753,517136,722,77821.91%+32,969,261
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
0269,007+269,007014,039,4762.25%+14,039,476
SSGA ACTIVE TR
ST STR TOTAL ETF
0297,491+297,491013,999,8602.24%+13,999,860
WISDOMTREE TR(WT)568,471642,340+73,86949,934,45761,420,6249.84%+11,486,167
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
1,089,6891,261,262+171,57342,454,26652,027,2678.34%+9,573,001
SCHWAB STRATEGIC TR1,715,4991,933,604+218,10552,631,49661,314,6379.82%+8,683,141
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
968,1201,160,847+192,72725,422,82630,390,9784.87%+4,968,152
SCHWAB STRATEGIC TR417,462472,438+54,97612,924,63217,418,8222.79%+4,494,190
SELECT SECTOR SPDR TR
ST STR CARE ETF
023,425+23,42503,716,5450.60%+3,716,545
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
170,374192,134+21,76012,118,67715,820,3462.53%+3,701,669
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0130,254+130,25403,653,6350.59%+3,653,635
SPDR SERIES TRUST
ST STR SP AERO
011,274+11,27403,199,4670.51%+3,199,467
RBB FD INC
F/M US TREASURY
93,327150,256+56,9294,653,2787,491,7431.20%+2,838,465
APPLE INC(AAPL)42,37246,933+4,56110,753,63913,580,7682.18%+2,827,129
SCHWAB STRATEGIC TR485,549516,662+31,11312,187,27814,962,5472.40%+2,775,269
VANGUARD INDEX FDS6,43412,874+6,4402,064,1964,763,7550.76%+2,699,559
WISDOMTREE TR(WT)044,722+44,72202,495,9360.40%+2,495,936
STATE STR SPDR S&P 500 ETF T(SPY)3,3956,004+2,6092,207,6364,483,3060.72%+2,275,670
SELECT SECTOR SPDR TR
ST STR UTIL ETF
044,280+44,28002,007,6540.32%+2,007,654
ISHARES TR3382,875+2,537220,7852,153,0840.35%+1,932,299
NVIDIA CORPORATION(NVDA)24,60730,937+6,3304,291,4016,190,2220.99%+1,898,821
TCW ETF TRUST
FLEXIBLE INCOME
14,13652,581+38,445555,1212,061,7010.33%+1,506,580
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
048,538+48,53801,333,3380.21%+1,333,338
SELECT SECTOR SPDR TR
ST STR ENERG ETF
024,192+24,19201,284,8410.21%+1,284,841
PACER FDS TR
METAURUS CAP 400
34,62858,374+23,7461,389,9262,630,9170.42%+1,240,991
AMAZON COM INC(AMZN)6,2449,673+3,4291,300,4382,305,4660.37%+1,005,028
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
020,932+20,9320957,6430.15%+957,643
RBB FD INC
US TRSRY 6 MNTH
68,39086,853+18,4633,421,5524,342,6500.70%+921,098
SSGA ACTIVE TR
STATE STREET US
013,661+13,6610886,0530.14%+886,053
BROADCOM INC(AVGO)16,20015,585-6155,014,0625,887,2350.94%+873,173
ISHARES TR
CORE UNIVRSL USD
018,575+18,5750857,2400.14%+857,240
BLACKROCK ETF TRUST
ISHARES US EQUIT
012,378+12,3780841,8230.13%+841,823
APPLIED MATLS INC2,0032,091+88684,6051,511,7930.24%+827,188
ALPHABET INC(GOOG)3,1434,759+1,616903,6761,700,5840.27%+796,908
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
32,84538,873+6,0282,423,3383,218,3730.52%+795,035
ISHARES TR05,618+5,6180772,6480.12%+772,648
VANECK ETF TRUST
URANI NUCLE ETF
06,638+6,6380769,8750.12%+769,875
SPDR SERIES TRUST
ST STR MSCI USAQ
04,068+4,0680760,1450.12%+760,145
WISDOMTREE TR(WT)012,984+12,9840748,7280.12%+748,728
VANGUARD INDEX FDS9781,912+934584,3931,313,2040.21%+728,811
BERKSHIRE HATHAWAY INC DEL2323016,517,22017,223,5502.76%+706,330
WALKER & DUNLOP INC(WD)012,777+12,7770698,9020.11%+698,902
ISHARES TR06,921+6,9210696,7640.11%+696,764
MICRON TECHNOLOGY INC(MU)633752+119213,853868,0260.14%+654,173
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
015,492+15,4920653,9150.10%+653,915
ISHARES TR02,863+2,8630650,0920.10%+650,092
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
016,262+16,2620641,8620.10%+641,862
ISHARES TR
IBOND 1 5 YR ETF
025,113+25,1130632,4710.10%+632,471
SCHWAB STRATEGIC TR48,70756,295+7,5881,416,3862,033,9460.33%+617,560
PIMCO ETF TR
ENHAN SHRT MA AC
5,97511,982+6,007600,9061,207,9060.19%+607,000
ISHARES INC
CORE MSCI EMKT
07,144+7,1440591,8200.09%+591,820
GLOBAL X FDS
GLB X MLP ENRG I
24,21431,704+7,4901,790,3832,335,3190.37%+544,936
SPDR SERIES TRUST
ST STR SP600 SML
09,348+9,3480539,0960.09%+539,096
ALPHABET INC(GOOG)2,0723,197+1,125594,2671,129,4820.18%+535,215
BLACKROCK ETF TRUST
ISHA I IN TE ETF
010,055+10,0550530,1010.08%+530,101
SELECT SECTOR SPDR TR
ST STR STAPL ETF
06,287+6,2870522,2610.08%+522,261
PHILIP MORRIS INTL INC(PM)2,2004,828+2,628363,748873,4360.14%+509,688
SPINNAKER ETF SERIES
SELE STO EUR ETF
012,071+12,0710509,1550.08%+509,155
USCF ETF TR
MIDS ENE INC ETF
08,423+8,4230495,6090.08%+495,609
ISHARES TR17,15225,279+8,127975,2631,457,0820.23%+481,819
SPDR INDEX SHS FDS
ST PORT MARK ETF
09,294+9,2940481,2460.08%+481,246
SPDR INDEX SHS FDS
ST STR PO EX ETF
09,362+9,3620471,7470.08%+471,747
ISHARES TR23,74727,702+3,9552,520,7442,981,2880.48%+460,544
SPDR SERIES TRUST
ST STR P400MID
06,666+6,6660450,3550.07%+450,355
SELECT SECTOR SPDR TR
ST STR FINL ETF
08,333+8,3330446,7330.07%+446,733
SPDR INDEX SHS FDS
ST STR NAT ETF
06,445+6,4450433,8120.07%+433,812
VANGUARD TAX-MANAGED FDS10,66915,449+4,780683,6601,100,7380.18%+417,078
PGIM ETF TR
ULTR SHO MUN ETF
07,936+7,9360400,0930.06%+400,093
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,086+2,0860397,4250.06%+397,425
ISHARES TR
IBONDS 1-5 YR TR
40,38856,192+15,8041,019,7401,410,7010.23%+390,961
PALO ALTO NETWORKS INC(PANW)01,146+1,1460390,8100.06%+390,810
UNITEDHEALTH GROUP INC(UNH)2,2672,413+146613,3461,002,9720.16%+389,626
ISHARES TR03,064+3,0640381,2270.06%+381,227
DIMENSIONAL ETF TRUST
GLOB CO PLUS ETF
06,790+6,7900369,7810.06%+369,781
JPMORGAN CHASE & CO(JPM)4,7525,389+6371,397,9761,763,8330.28%+365,857
VANGUARD INDEX FDS3,60022,433+18,8331,572,4571,932,3600.31%+359,903
SCHWAB STRATEGIC TR40,43748,940+8,5031,000,8081,355,6400.22%+354,832
BLUEROCK PVT REAL ESTATE FD(BPRE)89,108141,008+51,9001,480,0781,834,5170.29%+354,439
PHILLIPS 66(PSX)02,036+2,0360344,1860.06%+344,186
CROWDSTRIKE HLDGS INC(CRWD)0447+4470341,1230.05%+341,123
ISHARES TR
MSCI USA MMENTM
0973+9730333,5700.05%+333,570
TESLA INC(TSLA)9681,640+672359,854689,9340.11%+330,080
ISHARES TR03,219+3,2190323,0270.05%+323,027
JOHNSON & JOHNSON(JNJ)6,2497,276+1,0271,527,5581,847,9910.30%+320,433
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
03,805+3,8050311,7880.05%+311,788
VANGUARD STAR FDS03,585+3,5850306,5210.05%+306,521
ELI LILLY & CO(LLY)286473+187263,189567,5670.09%+304,378
PEPSICO INC(PEP)2,9525,626+2,674458,416761,7580.12%+303,342
ISHARES TR03,955+3,9550302,7820.05%+302,782
ABBVIE INC(ABBV)2,7663,577+811601,515900,1630.14%+298,648
BERKSHIRE HATHAWAY INC DEL10,91411,024+1105,229,9895,516,3030.88%+286,314
BLACKROCK ETF TRUST
ISHARES DEFENSE
08,724+8,7240277,2470.04%+277,247
BLACKROCK ETF TRUST
ISHA LA CORE ETF
05,434+5,4340273,7160.04%+273,716
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
07,205+7,2050263,6950.04%+263,695
SPDR SERIES TRUST
STATE STRET SPDR
07,872+7,8720263,1630.04%+263,163
VANGUARD SPECIALIZED FUNDS9,1429,396+2541,966,0792,223,2830.36%+257,204
BLACKROCK ETF TRUST
ISHA US THEM ETF
05,918+5,9180255,1350.04%+255,135
BANK OF NY MELLON CORP01,741+1,7410251,7670.04%+251,767
PFIZER INC(PFE)10,59922,810+12,211297,620549,2500.09%+251,630
GE VERNOVA INC(GEV)0211+2110247,9070.04%+247,907
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