Canopy Partners, LLC

CIK: 0001960860Latest portfolio: $306.0M · Q4 2025

Holdings

253

Total Value

$306.0M

New Positions

252

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
AAPLApple Inc
53,834$14.0M4.58%NEW
2
VTIVanguard Total Stock Market ETF
40,760$13.0M4.25%NEW
3
MSFTMicrosoft
25,068$12.0M3.92%NEW
4
SPYSPDR S&P 500 ETF
17,781$12.0M3.92%NEW
5
GOOGLAlphabet Inc. Class A
35,407$11.0M3.59%NEW
6
DFAUDimensional US Core Equity Markt ETF
250,139$11.0M3.59%NEW
7
AQLTiShares Core MSCI EAFE ETF
119,761$10.0M3.27%NEW
8
NVDANvidia Corp
55,999$10.0M3.27%NEW
9
MDYSPDR S&P Midcap 400 ETF
16,507$9.0M2.94%NEW
10
AMZNAmazon.Com Inc
37,579$8.0M2.61%NEW
11
DFAXDimensional ETF (trust World Ex US Core)
187,611$6.0M1.96%NEW
12
METAMeta Platforms Inc Class A
8,326$5.0M1.63%NEW
13
IWRiShares Russell Mid Cap ETF
56,176$5.0M1.63%NEW
14
JPMJPMorgan Chase
14,686$4.0M1.31%NEW
15
IEMGiShares Core MSCI Emerging ETF
71,727$4.0M1.31%NEW
16
IJRiShares Core S&P Small-Cap ETF
33,667$4.0M1.31%NEW
17
BRK-BBerkshire Hathaway Inc CL A
6$4.0M1.31%NEW
18
WMTWal-Mart
31,860$3.0M0.98%NEW
19
AVGOBroadcom Inc
10,981$3.0M0.98%NEW
20
GOOGAlphabet Inc. Class C
12,478$3.0M0.98%NEW
21
TSMTaiwan Semiconductr F Sponsored ADR
10,390$3.0M0.98%NEW
22
KRKroger Co
42,985$2.0M0.65%NEW
23
AXPAmerican Express Co
6,211$2.0M0.65%NEW
24
VVisa Inc Class A
8,187$2.0M0.65%NEW
25
JNJJohnson & Johnson
13,489$2.0M0.65%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.300012000110009e+130T)
Technology0.0% ($1.400012000100003e+64T)
Unknown0.0% ($1.000040002e+44T)
Healthcare0.0% ($2.0001000100010002e+31T)
Industrials0.0% ($2.00020001e+23T)
Consumer Cyclical0.0% ($8000200010001000.0T)
Communication Services0.0% ($11000500030.0T)
Consumer Defensive0.0% ($3000200020.0T)
Energy0.0% ($100010.0T)
Basic Materials0.0% ($0)
Utilities0.0% ($0)
Real Estate0.0% ($0)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$306.0M253
Q3 2025Oct 30, 2025$299.3B0
Q2 2025Jul 23, 2025$272.6B227
Q1 2025May 7, 2025$256.6B217
Q4 2024Feb 13, 2025$262.0B213

Fund Information

CIK0001960860
Most Recent FilingFeb 12, 2026
Number of Filings5

Canopy Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $306.0M across 253 holdings. The largest position is Apple Inc (AAPL), representing 4.6% of the portfolio. Compared to the previous quarter, the fund opened 253 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.