Canopy Partners, LLC
Q3 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
235
- Value ($000)
$299,347
- Date Filed10/29/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc | COMMON STOCK | 037833100 | $13.61 M | 5 % | 53,463 | ||
VTI Vanguard Total Stock Market ETF | ETF | 922908769 | $13.46 M | 5 % | 41,008 | ||
MSFT Microsoft | COMMON STOCK | 594918104 | $12.88 M | 4 % | 24,867 | ||
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $11.85 M | 4 % | 17,781 | ||
NVDA Nvidia Corp | COMMON STOCK | 67066G104 | $10.85 M | 4 % | 58,143 | ||
IEFA iShares Core MSCI EAFE ETF | ETF | 46432F842 | $10.49 M | 4 % | 120,091 | ||
DFAU Dimensional US Core Equity Markt ETF | ETF | 25434V104 | $10.42 M | 4 % | 227,726 | ||
MDY SPDR S&P Midcap 400 ETF | ETF | 78467Y107 | $10.19 M | 3 % | 17,092 | ||
GOOGL Alphabet Inc. Class A | COMMON STOCK | 02079K305 | $8.96 M | 3 % | 36,860 | ||
AMZN Amazon.Com Inc | COMMON STOCK | 023135106 | $8.15 M | 3 % | 37,121 |
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