DOSSIER · 13F-HR · Q1 2026

Spinnaker Investment Group, LLC

Spinnaker Investment's family office based in London, UK $491M in tracked AUM across 147 positions as of Q1 2026.

SI
Spinnaker Investment·London, UK·Family Office
CIK 0001911067 · last filed Mar 31, 2026
Total AUM
$491M
5.4%
vs prior
Holdings
147
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Spinnaker Investment Group, LLC has reported a significant expansion in its 13F portfolio for the period ending December 31, 2025. The total portfolio value surged by 62.4%, rising from $339.60 million in the previous quarter to $551.37 million. This substantial increase in assets under management (AUM) is driven not only by market appreciation but also by a major restructuring of the portfolio’s composition. The firm currently holds 170 positions, indicating a highly div...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$104M2.3M21.1%
02
SCHD
SCHWAB STRATEGIC TR
$53M1.7M10.7%
03
DGRW
WISDOMTREE TR
$50M568K10.2%
04
DFAI
DIMENSIONAL ETF TRUST
$42M1.1M8.6%
05
STOT
SSGA ACTIVE TR
$26M543K5.2%
06
CGCB
CAPITAL GRP FIXED INCM ETF T
$25M968K5.2%
07
BRK/A
BERKSHIRE HATHAWAY INC DEL
$17M233.4%
08
MSFT
MICROSOFT CORP
$15M40K3.0%
09
SCHM
SCHWAB STRATEGIC TR
$13M417K2.6%
10
SCHB
SCHWAB STRATEGIC TR
$12M486K2.5%

Filing history

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