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Spinnaker Investment Group, LLC

All holdings · as of Dec 31, 2025

170 positions

CompanyClassValueShares% of portfolio
SPDR GOLD TR$227.1K5730.0%
iShares MSCI UAE ETF$226.4K1,1400.0%
Merck & Co., Inc.$225.9K2,1460.0%
LOWES COMPANIES INC$223.9K9280.0%
VANGUARD INTL EQUITY INDEX F$220.6K2,6390.0%
BLACKROCK ETF TRUST$220.5K5,7190.0%
ISHARES TR$219.1K4,3070.0%
VANGUARD BD INDEX FDS$215.8K2,9140.0%
ISHARES TR$212.3K3,2660.0%
VANGUARD MUN BD FDS$206.6K4,1080.0%
CSX CORP$206.0K5,6840.0%
WELLS FARGO & COMPANY/MN$203.5K2,1840.0%
Bank of New York Mellon Corp/The$201.9K1,7390.0%
NEXTERA ENERGY INC$201.2K2,5060.0%
ISHARES TR$200.3K2,2360.0%
Safehold Inc$196.5K14,3510.0%
ROYCE MICRO-CAP TRUST, INC.RMTClosed-End Fund$165.6K15,8770.0%
BLACKSTONE STRATEGIC CRED 20$134.6K11,4280.0%
TOMI ENVIRONMENTAL SOLUTIONS$11.5K14,7380.0%
EON Resources Inc.EONRCommon Stock$6.8K17,6050.0%
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