Institutions / Canopy Partners, LLC
Canopy Partners, LLC
CIK 1960860 · Institution · as of Dec 31, 2025
Portfolio value
$306.95M
Positions
253
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 253 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $14.64M | 4.8% |
| Vanguard Total Stock Market ETF | $13.67M | 4.5% |
| SPDR S&P 500 ETF | $12.13M | 4.0% |
| Microsoft Corp | $12.12M | 3.9% |
| Dimensional US Core Equity Markt ETF | $11.71M | 3.8% |
| Alphabet Inc. | $11.08M | 3.6% |
| iShares Core MSCI EAFE ETF | $10.71M | 3.5% |
| NVIDIA Corp | $10.44M | 3.4% |
| SPDR S&P Midcap 400 ETF | $9.96M | 3.2% |
| Amazon.com Inc | $8.67M | 2.8% |
| Dimensional ETF (trust World Ex US Core) | $6.14M | 2.0% |
| Meta Platforms Inc | $5.50M | 1.8% |
| iShares Russell Mid Cap ETF | $5.41M | 1.8% |
| iShares Core MSCI Emerging ETF | $4.82M | 1.6% |
| JPMorgan Chase & Co | $4.73M | 1.5% |
| Berkshire Hathaway Inc CL A | $4.53M | 1.5% |
| iShares Core S&P Small-Cap ETF | $4.05M | 1.3% |
| Alphabet Inc. | $3.92M | 1.3% |
| Broadcom Inc. | $3.80M | 1.2% |
| Walmart Inc. | $3.55M | 1.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $3.16M | 1.0% |
| Dimensional Core Fixed Income ETF | $2.95M | 1.0% |
| Visa Inc | $2.87M | 0.9% |
| Mastercard Inc | $2.81M | 0.9% |
| Johnson & Johnson | $2.79M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.