Fund HoldingsSpinnaker Investment Group, LLC

Total Portfolio Value
$551.37M
Total Bought
$69.66M
Total Sold
$51.46M
Net Transaction
+$18.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SSGA ACTIVE TR
ST STR TOTAL ETF
0578,169+578,169027,3364.96%+27,336
RBB FD INC
F/M US TREASURY
7,021103,207+96,1863515,1480.93%+4,797
DIMENSIONAL ETF TRUST
US CORE EQT MKT
2,408,8512,426,090+17,239110,229113,54120.59%+3,312
SELECT SECTOR SPDR TR
ST STR CARE ETF
017,248+17,24802,6700.48%+2,670
SPDR SERIES TRUST
ST STR SP AERO
010,273+10,27302,4780.45%+2,478
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
1,178,2761,181,987+3,71142,83045,0468.17%+2,215
SELECT SECTOR SPDR TR
ST STR UTIL ETF
030,410+30,41001,2980.24%+1,298
GLOBAL X FDS
GLB X MLP ENRG I
020,907+20,90701,2660.23%+1,266
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
953,507998,951+45,44425,34426,4924.80%+1,148
WISDOMTREE TR(WT)26,49144,542+18,0511,2952,2880.41%+993
ISHARES TR08,960+8,96009870.18%+987
ISHARES TR11,57620,661+9,0851,2332,2130.40%+980
APPLE INC(AAPL)44,46244,912+45011,32212,2102.21%+888
SCHWAB STRATEGIC TR1,843,3881,865,265+21,87750,32551,1649.28%+840
SSGA ACTIVE TR
STATE STREET US
013,373+13,37308330.15%+833
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
017,489+17,48907040.13%+704
RBB FD INC
US TRSRY 6 MNTH
83,38897,553+14,1654,1864,8840.89%+699
SPDR SERIES TRUST
ST STR MSCI USAQ
03,856+3,85606720.12%+672
AMAZON COM INC(AMZN)6,0748,086+2,0121,3341,8660.34%+533
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
03,400+3,40005330.10%+533
SELECT SECTOR SPDR TR
ST STR STAPL ETF
06,373+6,37304950.09%+495
BLUEROCK PVT REAL ESTATE FD(BPRE)032,982+32,98204950.09%+495
SPDR SERIES TRUST
ST STR SP600 SML
010,392+10,39204870.09%+487
ISHARES TR
CORE UNIVRSL USD
09,923+9,92304620.08%+462
PGIM ETF TR
AAA CLO ETF
08,296+8,29604250.08%+425
SELECT SECTOR SPDR TR
ST STR FINL ETF
07,713+7,71304220.08%+422
WISDOMTREE TR(WT)21,82627,156+5,3301,2531,6730.30%+420
ALPHABET INC(GOOG)3,0273,652+6257361,1430.21%+407
WISDOMTREE TR(WT)615,340616,574+1,23454,74155,14010.00%+400
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
07,700+7,70003920.07%+392
SPDR SERIES TRUST
ST STR P400MID
06,365+6,36503690.07%+369
TCW ETF TRUST
FLEXIBLE INCOME
08,957+8,95703550.06%+355
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
04,365+4,36503240.06%+324
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,102+2,10203030.05%+303
GOLUB CAP BDC INC(GBDC)021,512+21,51202920.05%+292
VANGUARD WORLD FD
HEALTH CAR ETF
02,382+2,38206860.12%+686
ISHARES TR01,695+1,69502860.05%+286
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,1232,604+1,4812134990.09%+286
SPDR INDEX SHS FDS
ST STR PO EX ETF
06,125+6,12502720.05%+272
APOLLO GLOBAL MGMT INC(APO)01,835+1,83502660.05%+266
ISHARES TR2,2003,320+1,1204547040.13%+250
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
29,26031,738+2,4782,1032,3480.43%+245
VANGUARD INDEX FDS3,6394,706+1,0677599970.18%+237
ISHARES TR
MSCI USA MMENTM
0911+91102280.04%+228
VANGUARD TAX-MANAGED FDS10,31713,539+3,2226188460.15%+228
MERCK & CO INC(MRK)02,146+2,14602260.04%+226
ISHARES TR022,005+22,00501,2640.23%+1,264
VANGUARD INTL EQUITY INDEX F02,639+2,63902210.04%+221
BLACKROCK ETF TRUST
ISHA US THEM ETF
05,719+5,71902210.04%+221
VANGUARD INTL EQUITY INDEX F1,6623,147+1,4852294440.08%+215
ALPHABET INC(GOOG)2,2302,414+1845437570.14%+214
ISHARES TR03,266+3,26602120.04%+212
CSX CORP(CSX)05,684+5,68402060.04%+206
WELLS FARGO CO NEW(WFC)02,184+2,18402040.04%+204
BANK NEW YORK MELLON CORP01,739+1,73902020.04%+202
NEXTERA ENERGY INC(NEE)02,506+2,50602010.04%+201
ISHARES TR02,236+2,23602000.04%+200
SAFEHOLD INC(SAFE)014,351+14,35101960.04%+196
AGNC INVT CORP(AGNC)71,03883,120+12,0826958910.16%+196
SPDR S&P 500 ETF TR(SPY)5,1375,302+1653,4223,6150.66%+193
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
183,788183,359-42912,58212,7752.32%+193
ISHARES INC
CORE MSCI EMKT
6,0958,826+2,7314025930.11%+192
ADOBE INC(ADBE)01,392+1,39204870.09%+487
ROYCE MICRO-CAP TR INC015,877+15,87701660.03%+166
JOHNSON & JOHNSON(JNJ)7,7127,611-1011,4301,5750.29%+145
PENNYMAC MTG INVT TR(PMT)41,24551,581+10,3365066470.12%+142
AMGEN INC(AMGN)02,488+2,48808140.15%+814
SCHWAB STRATEGIC TR454,127451,608-2,51913,46013,5802.46%+120
PACER FDS TR
METAURUS CAP 400
28,71430,874+2,1601,2031,3120.24%+108
ELI LILLY & CO(LLY)267287+202043090.06%+105
VANGUARD INDEX FDS12,72012,758+384,1744,2770.78%+103
DIMENSIONAL ETF TRUST
WORLD EX US CORE
043,616+43,61601,4280.26%+1,428
VANGUARD INTL EQUITY INDEX F5,9577,642+1,6853234110.07%+88
ASTRAZENECA PLC(AZN)05,601+5,60105150.09%+515
WALMART INC(WMT)11,03910,974-651,1381,2230.22%+85
INTUITIVE SURGICAL INC0552+55203130.06%+313
SCHWAB STRATEGIC TR040,389+40,38901,2040.22%+1,204
ISHARES GOLD TR(IAU)6,7126,941+2294885630.10%+75
BLACKSTONE INC(BX)02,955+2,95504560.08%+456
NEOS ETF TRUST
NEOS S&P 500 HI
010,011+10,01105260.10%+526
ISHARES TR4,1454,608+4635005680.10%+68
APPLIED MATLS INC02,065+2,06505310.10%+531
BLACKROCK ETF TRUST
ISHARES US EQUIT
9,98410,638+6545916470.12%+56
ISHARES TR937995+586276820.12%+54
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
051,175+51,17501,4010.25%+1,401
ISHARES TR
IBONDS 1-5 YR TR
41,14543,073+1,9281,0421,0900.20%+49
ISHARES TR1,1511,258+1073834310.08%+48
JPMORGAN CHASE & CO.(JPM)5,1495,183+341,6241,6700.30%+46
CAPITAL GROUP CORE BALANCED
SHS
014,403+14,40305090.09%+509
ACCENTURE PLC IRELAND
SHS CLASS A
02,088+2,08805600.10%+560
VANGUARD STAR FDS3,9734,363+3902923290.06%+37
FRANKLIN TEMPLETON HOLDINGS(FGDL)06,161+6,16103550.06%+355
ISHARES TR6,4036,575+1724344700.09%+35
TAIWAN SEMICONDUCTOR MFG LTD(TSM)907946+392532870.05%+34
RTX CORPORATION(RTX)02,489+2,48904560.08%+456
COCA COLA CO(KO)09,028+9,02806310.11%+631
BLACKROCK ETF TRUST
ISHA I IN TE ETF
9,47110,619+1,1483243540.06%+30
HERSHEY CO(HSY)02,492+2,49204530.08%+453
VANECK ETF TRUST
URANI NUCLE ETF
1,7112,050+3392322550.05%+23
SPDR GOLD TR(GLD)576573-32052270.04%+22
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