# EDGAR Filing Document

**Accession Number:** 0001911067
**File Stem:** 0001667731-25-000848
**Filing Date:** 2025-7
**Character Count:** 13689
**Document Hash:** 698c96becb2724cccc25c73a71069972
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-000848.hdr.sgml**: 20250716

**ACCESSION NUMBER**: 0001667731-25-000848

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250716

**DATE AS OF CHANGE**: 20250716

**EFFECTIVENESS DATE**: 20250716

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Spinnaker Investment Group, LLC
- **CENTRAL INDEX KEY:** 0001911067

**ORGANIZATION NAME:**
- **EIN:** 812550846
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22188
- **FILM NUMBER:** 251126777

**BUSINESS ADDRESS:**
- **STREET 1:** 4100 MACARTHUR BLVD. SUITE 120
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660
- **BUSINESS PHONE:** 9493966703

**MAIL ADDRESS:**
- **STREET 1:** 4100 MACARTHUR BLVD. SUITE 120
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Spinnaker Investment Group LLC<br>**Address:** 4100 Macarthur Blvd. Suite 120<br>Newport Beach, CA 92660

**Form 13F File Number:** 028-22188

**CRD Number (if applicable):** 000283414

**SEC File Number (if applicable):** 801-107671

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Morgan Christen<br>**Title:** CEO<br>**Phone:** 949-396-6703

**Signature, Place, and Date of Signing:**

/s/ Morgan Christen  Newport Beach, CA  07-16-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 100

**Form 13F Information Table Value Total:** $425670387

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 464131 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 587319 | 1965 | SH |  | SOLE |  | 1965 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 356703 | 922 | SH |  | SOLE |  | 922 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 362133 | 2041 | SH |  | SOLE |  | 2041 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 387954 | 2201 | SH |  | SOLE |  | 2201 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1064700 | 4853 | SH |  | SOLE |  | 4853 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 703609 | 2520 | SH |  | SOLE |  | 2520 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 8575311 | 41796 | SH |  | SOLE |  | 41796 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 405866 | 2217 | SH |  | SOLE |  | 2217 | 0 | 0 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 389930 | 5580 | SH |  | SOLE |  | 5580 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 26236800 | 36 | SH |  | SOLE |  | 36 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2075695 | 4273 | SH |  | SOLE |  | 4273 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 230503 | 1541 | SH |  | SOLE |  | 1541 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 5097595 | 18493 | SH |  | SOLE |  | 18493 | 0 | 0 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 419371 | 12541 | SH |  | SOLE |  | 12541 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 |  | 20346311 | 773624 | SH |  | SOLE |  | 773624 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 1288700 | 48284 | SH |  | SOLE |  | 48284 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 340031 | 4901 | SH |  | SOLE |  | 4901 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 586239 | 8286 | SH |  | SOLE |  | 8286 | 0 | 0 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 249865 | 1536 | SH |  | SOLE |  | 1536 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 10831390 | 170011 | SH |  | SOLE |  | 170011 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 35771680 | 1034761 | SH |  | SOLE |  | 1034761 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 |  | 1621927 | 24179 | SH |  | SOLE |  | 24179 | 0 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 733000 | 17345 | SH |  | SOLE |  | 17345 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 1156444 | 39375 | SH |  | SOLE |  | 39375 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 89455514 | 2111792 | SH |  | SOLE |  | 2111792 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 285843 | 2305 | SH |  | SOLE |  | 2305 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 308570 | 2615 | SH |  | SOLE |  | 2615 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 228536 | 2120 | SH |  | SOLE |  | 2120 | 0 | 0 |
| FRANKLIN TEMPLETON HOLDINGS | RESPBLY SRCD GLD | 35473M105 |  | 270064 | 6142 | SH |  | SOLE |  | 6142 | 0 | 0 |
| HERSHEY CO | COM | 427866108 |  | 338828 | 2042 | SH |  | SOLE |  | 2042 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 650786 | 1775 | SH |  | SOLE |  | 1775 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 716106 | 3075 | SH |  | SOLE |  | 3075 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 645857 | 820 | SH |  | SOLE |  | 820 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 272792 | 502 | SH |  | SOLE |  | 502 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 250906 | 3521 | SH |  | SOLE |  | 3521 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 204319 | 3338 | SH |  | SOLE |  | 3338 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 219743 | 4307 | SH |  | SOLE |  | 4307 | 0 | 0 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 229814 | 3882 | SH |  | SOLE |  | 3882 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 659164 | 6309 | SH |  | SOLE |  | 6309 | 0 | 0 |
| ISHARES TR | IBONDS 1-5 YR TR | 46438G521 |  | 846469 | 33497 | SH |  | SOLE |  | 33497 | 0 | 0 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 1180950 | 10695 | SH |  | SOLE |  | 10695 | 0 | 0 |
| ISHARES TR | IBONDS 1-5 YR CO | 46438G539 |  | 623582 | 24711 | SH |  | SOLE |  | 24711 | 0 | 0 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 252333 | 4976 | SH |  | SOLE |  | 4976 | 0 | 0 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 1044177 | 18733 | SH |  | SOLE |  | 18733 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1581218 | 27814 | SH |  | SOLE |  | 27814 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1024527 | 6707 | SH |  | SOLE |  | 6707 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1422625 | 4907 | SH |  | SOLE |  | 4907 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 204069 | 441 | SH |  | SOLE |  | 441 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 387125 | 1325 | SH |  | SOLE |  | 1325 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 579880 | 786 | SH |  | SOLE |  | 786 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 31867478 | 64067 | SH |  | SOLE |  | 64067 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 361209 | 5356 | SH |  | SOLE |  | 5356 | 0 | 0 |
| NEOS ETF TRUST | NEOS S 500 HI | 78433H303 |  | 435318 | 8651 | SH |  | SOLE |  | 8651 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3441965 | 21786 | SH |  | SOLE |  | 21786 | 0 | 0 |
| PACER FDS TR | METAURUS CAP 400 | 69374H436 |  | 405964 | 10288 | SH |  | SOLE |  | 10288 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 379219 | 2872 | SH |  | SOLE |  | 2872 | 0 | 0 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 253030 | 5085 | SH |  | SOLE |  | 5085 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 375916 | 2064 | SH |  | SOLE |  | 2064 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 600697 | 5975 | SH |  | SOLE |  | 5975 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1128928 | 7086 | SH |  | SOLE |  | 7086 | 0 | 0 |
| RBB FD INC | US TRSRY 6 MNTH | 74933W460 |  | 3143001 | 62672 | SH |  | SOLE |  | 62672 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 330589 | 2264 | SH |  | SOLE |  | 2264 | 0 | 0 |
| SAMSARA INC | COM CL A | 79589L106 |  | 200849 | 5049 | SH |  | SOLE |  | 5049 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 42823201 | 1615970 | SH |  | SOLE |  | 1615970 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 |  | 1104639 | 40389 | SH |  | SOLE |  | 40389 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 585266 | 24006 | SH |  | SOLE |  | 24006 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 11547752 | 411685 | SH |  | SOLE |  | 411685 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 12375494 | 519324 | SH |  | SOLE |  | 519324 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 873486 | 34525 | SH |  | SOLE |  | 34525 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 901336 | 40784 | SH |  | SOLE |  | 40784 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 794552 | 9730 | SH |  | SOLE |  | 9730 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 439262 | 5425 | SH |  | SOLE |  | 5425 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 258548 | 1021 | SH |  | SOLE |  | 1021 | 0 | 0 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 311811 | 5954 | SH |  | SOLE |  | 5954 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 787519 | 5843 | SH |  | SOLE |  | 5843 | 0 | 0 |
| SEMPRA | COM | 816851109 |  | 1439554 | 18999 | SH |  | SOLE |  | 18999 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 317677 | 309 | SH |  | SOLE |  | 309 | 0 | 0 |
| SNOWFLAKE INC | CL A | 833445109 |  | 323571 | 1446 | SH |  | SOLE |  | 1446 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1725400 | 2793 | SH |  | SOLE |  | 2793 | 0 | 0 |
| SPDR SERIES TRUST | AEROSPACE DEF | 78464A631 |  | 1166920 | 5532 | SH |  | SOLE |  | 5532 | 0 | 0 |
| SPINNAKER ETF SERIES | SELECT STOXX EUR | 84858T772 |  | 380497 | 8818 | SH |  | SOLE |  | 8818 | 0 | 0 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 |  | 617373 | 15392 | SH |  | SOLE |  | 15392 | 0 | 0 |
| SSGA ACTIVE TR | SPDR DBLELN SHRT | 78470P200 |  | 23733158 | 501228 | SH |  | SOLE |  | 501228 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 222997 | 702 | SH |  | SOLE |  | 702 | 0 | 0 |
| TOMI ENVIRONMENTAL SOLUTIONS | COM NEW | 890023203 |  | 15699 | 14738 | SH |  | SOLE |  | 14738 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 219739 | 704 | SH |  | SOLE |  | 704 | 0 | 0 |
| USCF ETF TR | MIDSTREAM ENERGY | 90290T882 |  | 454537 | 8909 | SH |  | SOLE |  | 8909 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1899160 | 6249 | SH |  | SOLE |  | 6249 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 353211 | 622 | SH |  | SOLE |  | 622 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1762368 | 4020 | SH |  | SOLE |  | 4020 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 231078 | 4713 | SH |  | SOLE |  | 4713 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1922261 | 9392 | SH |  | SOLE |  | 9392 | 0 | 0 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 534141 | 2439 | SH |  | SOLE |  | 2439 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 309680 | 1247 | SH |  | SOLE |  | 1247 | 0 | 0 |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 |  | 812096 | 22973 | SH |  | SOLE |  | 22973 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 338952 | 955 | SH |  | SOLE |  | 955 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 782142 | 7999 | SH |  | SOLE |  | 7999 | 0 | 0 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 45980167 | 549082 | SH |  | SOLE |  | 549082 | 0 | 0 |
| YUM BRANDS INC | COM | 988498101 |  | 233976 | 1579 | SH |  | SOLE |  | 1579 | 0 | 0 |

---