Canopy Partners, LLC

Q3 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    235

  • Value ($000)

    $299,347

  • Date Filed
    10/29/2025
  • Form type
    13F-HR
  • CIK
    0001960860
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

Apple Inc

COMMON STOCK
037833100
$13.61M
5 %

53,463

V
VTI

Vanguard Total Stock Market ETF

ETF
922908769
$13.46M
5 %

41,008

M
MSFT

Microsoft

COMMON STOCK
594918104
$12.88M
4 %

24,867

S
SPY

SPDR S&P 500 ETF

ETF
78462F103
$11.85M
4 %

17,781

N
NVDA

Nvidia Corp

COMMON STOCK
67066G104
$10.85M
4 %

58,143

I
IEFA

iShares Core MSCI EAFE ETF

ETF
46432F842
$10.49M
4 %

120,091

D
DFAU

Dimensional US Core Equity Markt ETF

ETF
25434V104
$10.42M
4 %

227,726

M
MDY

SPDR S&P Midcap 400 ETF

ETF
78467Y107
$10.19M
3 %

17,092

G
GOOGL

Alphabet Inc. Class A

COMMON STOCK
02079K305
$8.96M
3 %

36,860

A
AMZN

Amazon.Com Inc

COMMON STOCK
023135106
$8.15M
3 %

37,121

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