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Morgan Christen

Spinnaker Investment Group, Llc

Assets Managed
$490.951M
Holdings
147
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
-10.95%(2Q avg: -3.66%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Spinnaker Investment Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 147 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 490.951M in assets, with a quarterly growth rate of -10.95% and a 2-quarter average growth rate of -3.66%. The portfolio is managed by Morgan Christen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -5.21%
21.14%
$103.754M
2.3M shares@ $45.12 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -8.02%
10.73%
$52.631M
1.715M shares@ $30.68 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -7.8%
10.18%
$49.934M
568,471 shares@ $87.84 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -7.8%
8.65%
$42.454M
1.09M shares@ $38.96 avg price
STOT
Spdr Dl Shrt Duration Tr Etf
Recent Activity
Decreased -5.99%
5.22%
$25.615M
543,494 shares@ $47.14 avg price
CGCB
Cap Group Core Bond
Recent Activity
Decreased -3.08%
5.18%
$25.423M
968,120 shares@ $26.26 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Decreased -30.3%
3.37%
$16.517M
23 shares@ $718140.0 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -29.2%
2.99%
$14.638M
39,545 shares@ $370.17 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -7.56%
2.64%
$12.925M
417,462 shares@ $30.97 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -9%
2.49%
$12.187M
485,549 shares@ $25.1 avg price

1-10 of 147