Spinnaker Investment Group, LLC has filed its Form 13F-HR, disclosing equity holdings as of September 30, 2026. The filing lists 177 distinct positions held by the firm, managed by CEO Morgan Christen, who signed the document on October 13, 2026.
The largest position disclosed in the portfolio is Apple Inc., with 15,113,253 shares. Microsoft Corporation is the second-largest holding, with 18,947,650 shares. Other significant positions include Broadcom Inc. with 5,578,302 shares, NVIDIA Corporation with 7,046,257 shares, and Berkshire Hathaway Inc. Class B shares with 5,459,524 shares.
The filing also details substantial holdings in exchange-traded funds (ETFs), including BlackRock ETF Trust iShares Systematic Active ETF with 6,113,104 shares and Dimensional ETF Trust US Core Equity Market ETF with 13,796,803 shares.
Notable individual stock holdings include Costco Wholesale Corporation with 220,307 shares, Chipotle Mexican Grill Inc. with 472,860 shares, and Snowflake Inc. with 491,344 shares.
