Canopy Partners, LLC
Q4 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
253
- Value ($000)
$306,951
- Date Filed02/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Apple Inc | COMMON STOCK | 037833100 | $14.64M | 5 % | 53,834 | ||
Vanguard Total Stock Market ETF | ETF | 922908769 | $13.67M | 5 % | 40,760 | ||
SPDR S&P 500 ETF | ETF | 78462F103 | $12.13M | 4 % | 17,781 | ||
Microsoft | COMMON STOCK | 594918104 | $12.12M | 4 % | 25,068 | ||
Dimensional US Core Equity Markt ETF | ETF | 25434V104 | $11.71M | 4 % | 250,139 | ||
Alphabet Inc. Class A | COMMON STOCK | 02079K305 | $11.08M | 4 % | 35,407 | ||
iShares Core MSCI EAFE ETF | ETF | 46432F842 | $10.71M | 4 % | 119,761 | ||
Nvidia Corp | COMMON STOCK | 67066G104 | $10.44M | 3 % | 55,999 | ||
SPDR S&P Midcap 400 ETF | ETF | 78467Y107 | $9.96M | 3 % | 16,507 | ||
Amazon.Com Inc | COMMON STOCK | 023135106 | $8.67M | 3 % | 37,579 |
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