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Morgan Christen

Spinnaker Investment Group, Llc

Assets Managed
$624.081M
Holdings
179
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
27.12%(2Q avg: 8.08%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Spinnaker Investment Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Spinnaker Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 624.081M in assets, with a quarterly growth rate of 27.12% and a 2-quarter average growth rate of 8.08%. The portfolio is managed by Morgan Christen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 15.03%
21.91%
$136.723M
2.645M shares@ $51.7 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 13%
9.85%
$61.421M
642,340 shares@ $95.63 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 12.72%
9.83%
$61.315M
1.934M shares@ $31.72 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 15.75%
8.34%
$52.027M
1.261M shares@ $41.26 avg price
CGCB
Cap Group Core Bond
Recent Activity
Increased 19.91%
4.87%
$30.391M
1.161M shares@ $26.19 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 13.17%
2.8%
$17.419M
472,438 shares@ $36.88 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
2.76%
$17.224M
23 shares@ $748850.0 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 12.78%
2.54%
$15.82M
192,134 shares@ $82.35 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 6.41%
2.4%
$14.963M
516,662 shares@ $28.97 avg price
JPLD
Jpmorgan Ltd Duration Etf
Recent Activity
New Position
2.25%
$14.039M
269,007 shares@ $52.2 avg price

1-10 of 179