Canopy Partners, LLC
Q2 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
227
- Value ($000)
$272,645
- Date Filed07/23/2025
- Form type13F-HR
- CIK0001960860
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | ETF | 922908769 | $12.61 M | 5 % | 41,488 | ||
MSFT Microsoft | COMMON STOCK | 594918104 | $12.49 M | 5 % | 25,100 | ||
AAPL Apple Inc | COMMON STOCK | 037833100 | $11.02 M | 4 % | 53,717 | ||
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $11.00 M | 4 % | 17,797 | ||
IEFA iShares Core MSCI EAFE ETF | ETF | 46432F842 | $10.16 M | 4 % | 121,675 | ||
MDY SPDR S&P Midcap 400 ETF | ETF | 78467Y107 | $9.70 M | 4 % | 17,127 | ||
DFAU Dimensional US Core Equity Markt ETF | ETF | 25434V104 | $8.87 M | 3 % | 209,405 | ||
AMZN Amazon.Com Inc | COMMON STOCK | 023135106 | $7.88 M | 3 % | 35,896 | ||
NVDA Nvidia Corp | COMMON STOCK | 67066G104 | $7.64 M | 3 % | 48,339 | ||
GOOGL Alphabet Inc. Class A | COMMON STOCK | 02079K305 | $6.38 M | 2 % | 36,205 |
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