Canopy Partners, LLC

Holdings as of 2026-06-30, filed 2026-07-22

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 22 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
256
Value reported by manager
$332.4M
Sum of our stored positions
$332.4M
should match the line above
Disclosure lag
22 d
quarter end to filing
Top 5 concentration
21.4%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
Apple IncCommon Stock$15.5M53,655037833100
Vanguard Total Stock Market ETFETF$14.8M39,895922908769
SPDR S&P 500 ETFETF$13.3M17,78178462F103
Dimensional US Core Equity Markt ETFETF$13M252,29625434V104
Alphabet Inc. Class ACommon Stock$12.3M34,39702079K305
iShares Core MSCI EAFE ETFETF$11.5M119,02146432F842
Nvidia CorpCommon Stock$11.2M55,98067066G104
SPDR S&P Midcap 400 ETFETF$10.5M14,92178467Y107
MicrosoftCommon Stock$9.6M25,671594918104
Amazon.Com IncCommon Stock$9M37,868023135106
Dimensional ETF (trust World Ex US Core)ETF$7.1M193,36225434V880
iShares Core MSCI Emerging ETFETF$6M71,88946434G103
iShares Russell Mid Cap ETFETF$5.7M51,719464287499
iShares Core S&P Small-Cap ETFETF$4.8M32,624464287804
Taiwan Semiconductr F Sponsored ADRCommon Stock$4.8M10,070874039100
JPMorgan ChaseCommon Stock$4.6M14,16846625H100
Berkshire Hathaway Inc CL ACommon Stock$4.5M6084670108
Broadcom IncCommon Stock$4.4M11,65011135F101
Meta Platforms Inc Class ACommon Stock$4.2M7,48130303M102
Alphabet Inc. Class CCommon Stock$4.1M11,72502079K107
CaterpillarCommon Stock$3.6M3,420149123101
Wal-MartCommon Stock$3.5M30,644931142103
Johnson & JohnsonCommon Stock$3.3M13,071478160104
Dimensional Core Fixed Income ETFETF$3.3M78,58625434V872
Visa Inc Class ACommon Stock$2.9M8,55992826C839
Micron TechnologyCommon Stock$2.7M2,319595112103
iShares MSCI EAFE Small Cap ETFETF$2.5M30,908464288273
Mastercard Inc Class ACommon Stock$2.5M4,88557636Q104
Tesla MotorsCommon Stock$2.4M5,68188160R101
Costco Wholesale CoCommon Stock$2.2M2,35722160K105
Lilly Eli & CoCommon Stock$2.1M1,784532457108
American Express CoCommon Stock$2.1M6,241025816109
Berkshire Hathaway Class BCommon Stock$2M4,053084670702
Applied MaterialsCommon Stock$2M2,753038222105
Cisco SystemsCommon Stock$2M16,91717275R102
Bank Of America CorpCommon Stock$1.9M33,466060505104
Advanced Micro Devices ICommon Stock$1.8M3,096007903107
Auto Data ProcessingCommon Stock$1.8M7,866053015103
P N C Financial Services Group IncCommon Stock$1.7M7,077693475105
Merck & Co. Inc.Common Stock$1.7M13,53058933Y105
iShares Core S&P 500 ETFETF$1.7M2,282464287200
Asml Holding N V F Sponsored ADRCommon Stock$1.7M857N07059210
iShares S&P 500 Growth ETFETF$1.7M12,036464287309
Amgen IncCommon Stock$1.6M4,519031162100
UnitedHealth GroupCommon Stock$1.6M3,93291324P102
Marathon Pete CorpCommon Stock$1.6M6,33456585A102
iShares Core MSCI Total ETFETF$1.5M16,18546432F834
Eaton Corp PLC FCommon Stock$1.5M3,556G29183103
Kroger CoCommon Stock$1.5M27,029501044101
Amphenol Corp Class ACommon Stock$1.4M8,039032095101
BlackRock FNDG IncCommon Stock$1.4M1,46909290D101
Abbvie IncCommon Stock$1.4M5,42300287Y109
Charles Schwab CorpCommon Stock$1.4M14,651808513105
General Electric CoCommon Stock$1.3M3,583369604301
Starbucks CorpCommon Stock$1.3M12,705855244109
IntelCommon Stock$1.3M9,294458140100
iShares S&P 500 Value ETFETF$1.2M5,296464287408
Goldman Sachs GroupCommon Stock$1.2M1,14438141G104
Chevron Corp.Common Stock$1.1M6,863166764100
Nextera Energy IncCommon Stock$1.1M12,93665339F101
Morgan StanleyCommon Stock$1.1M5,323617446448
Vanguard Muni BND Tax Exempt ETFETF$1.1M21,487922907746
Lam Research CorpCommon Stock$1.1M2,485512807306
Chubb LTD FCommon Stock$1M3,000H1467J104
Mondelez International W ICommon Stock$1M17,630609207105
iShares Russell 2000 ETFETF$1M3,355464287655
Service Now IncCommon Stock$1M10,07981762P102
Deere & CoCommon Stock$955.9K1,507244199105
Palo Alto NetworksCommon Stock$924.5K2,711697435105
Texas InstrumentsCommon Stock$908.5K3,048882508104
Procter & GambleCommon Stock$903.2K6,159742718109
Transdigm Group IncCommon Stock$885.8K665893641100
iShares MSCI Acwi Ex US ETFETF$870.4K11,436464288240
PfizerCommon Stock$870.3K36,141717081103
Abbott LaboratoriesCommon Stock$837.3K9,227002824100
Target CorpCommon Stock$836K6,40187612E106
Booking Holdings IncCommon Stock$834.7K4,68309857L108
ExxonMobilCommon Stock$834.5K6,10430231G102
Pepsico IncCommon Stock$813.3K6,007713448108
Intuitive SurgicalCommon Stock$805.3K2,02546120E602
Illinois Tool WorksCommon Stock$801.1K2,962452308109
Advantest Corp F Sponsored ADRCommon Stock$783.6K3,76600762U200
Netflix IncCommon Stock$762.3K10,67664110L106
Qualcomm IncCommon Stock$756.2K4,092747525103
KB Finl Group Inc F Sponsored ADRCommon Stock$753K7,17448241A105
Ecolab IncCommon Stock$747.2K2,682278865100
McDonald'sCommon Stock$737.1K2,727580135101
Sandisk CorpCommon Stock$734.7K32380004C200
SalesforceCommon Stock$727.2K4,64279466L302
ConocophillipsCommon Stock$720.7K6,93220825C104
United Microelectronic F Sponsored ADRCommon Stock$711.4K26,143910873405
Edwards Lifesciences CorpCommon Stock$700.1K7,73928176E108
iShares 1-3 Year Treasry Bond ETFETF$697.9K8,499464287457
Oracle CorpCommon Stock$696.7K4,75468389X105
Raytheon Technologies CoCommon Stock$693.7K3,65675513E101
Western Digital Corp ComCommon Stock$679.6K1,064958102105
Stryker CorpCommon Stock$672.5K2,136863667101
Coca-ColaCommon Stock$667.1K8,209191216100
Crowdstrike HLDGS Inc Class ACommon Stock$656.3K86022788C105
Lockheed Martin CorpCommon Stock$645K1,266539830109
Emerson Electric CoCommon Stock$640.9K4,477291011104
Analog Devices IncCommon Stock$635.1K1,599032654105
Union Pacific CorpCommon Stock$617.2K2,269907818108
Uber Technologies IncCommon Stock$609.7K8,44990353T100
Dell Technologies Inc Class CCommon Stock$609.7K1,41324703L202
Home DepotCommon Stock$606.6K1,720437076102
Royal Bank Of Canada FCommon Stock$597.1K2,885780087102
Vanguard Esg US Stock ETFETF$596.7K4,512921910733
Lowes Co IncCommon Stock$588.9K2,671548661107
GE Vernova IncCommon Stock$588.6K50136828A101
iShares MSCI EAFE ETFETF$585.3K5,634464287465
iShares MSCI Emerging Markets ETFETF$582.5K8,515464287234
Applovin Corp Com CL ACommon Stock$571.9K1,11003831W108
Cintas CorpCommon Stock$563.6K3,314172908105
iShares Currency Hedged MSCI ETFETF$561.7K11,97046434V803
Kla CorpCommon Stock$546.1K1,810482480100
Novartis AG F Sponsored ADRCommon Stock$541.9K3,45866987V109
Invesco QQQ Trust ETFETF$539.8K73346090E103
Tencent Holdings F Unsponsored ADRCommon Stock$538.4K9,75088032Q109
Astrazeneca PLC FCommon Stock$512.4K2,702G0593M107
Tokyo Electron LTD F Sponsored ADRCommon Stock$505K2,078889110102
Ase Technology Holding Co LTD A D RCommon Stock$504.5K11,18100215W100
Autodesk IncCommon Stock$502.4K2,584052769106
Arista Networks IncCommon Stock$500.8K2,948040413205
Medpace HLDGS IncCommon Stock$499.4K94358506Q109
Wells Fargo & CoCommon Stock$498.8K6,036949746101
ING Groep ADR Rep 1 Or F Sponsored ADRCommon Stock$486.3K15,497456837103
Dimensional Emerg Core Eqy MRKT ETFETF$479K11,91225434V302
Corning IncCommon Stock$477.1K1,868219350105
Prysmian Spa F Sponsored ADRCommon Stock$474.6K5,65874440L106
Williams Sonoma IncCommon Stock$471.3K2,022969904101
Thermo Fisher SCNTFCCommon Stock$469.8K937883556102
HSBC HLDGS PLC F Sponsored ADRCommon Stock$460K4,837404280406
iShares Russell 1000 Growth ETFETF$455K3,664464287614
Linde PLC FCommon Stock$445.8K859G54950103
Danaher CorpCommon Stock$442.9K2,325235851102
Fair Isaac Intl CorpCommon Stock$440.9K369303250104
Schwab International Equity ETFETF$437.5K15,795808524805
DBS Group Holdings Lim F Sponsored ADRCommon Stock$432.6K2,13223304Y100
Cummins IncCommon Stock$430.1K603231021106
Posco Holdings Inc ADR F Sponsored ADRCommon Stock$428.4K8,337693483109
Gilead Sciences IncCommon Stock$427.3K3,382375558103
L Oreal S A F Sponsored ADRCommon Stock$425.7K4,853502117203
Accenture PLC F Class ACommon Stock$421.1K3,384G1151C101
Woori Finl Group Inc F Unsponsored ADRCommon Stock$418.4K7,289981064108
Prologis Inc. REITReit$414.7K3,06174340W103
Boeing CoCommon Stock$403.7K1,865097023105
Icici Bank LTD A D RCommon Stock$402.2K13,85345104G104
Nestle S A F Sponsored ADRCommon Stock$395.2K3,848641069406
Allianz Se F Unsponsored ADRCommon Stock$394.9K8,380018820100
Roche HLDG AG F Sponsored ADRCommon Stock$392.5K7,644771195104
IBMCommon Stock$390.6K1,389459200101
Schneider Elect Se Unsp A D RCommon Stock$388.6K5,96280687P106
Vanguard FTSE Developed Markets ETFETF$384.6K5,398921943858
UniCredit Spa A D RCommon Stock$380.5K8,511904678406
Emcor Group IncCommon Stock$379.3K45729084Q100
Waste Management IncCommon Stock$377.8K1,69594106L109
Aflac IncCommon Stock$374.4K3,193001055102
Barclays PLC A D RCommon Stock$373.4K13,90106738E204
General Dynamics CorpCommon Stock$370.5K1,046369550108
Imperial Oil LTD FCommon Stock$370K3,303453038408
Commonwealth BK Aust F Sponsored ADRCommon Stock$369.8K3,231202712600
Shell PLC F Sponsored ADRCommon Stock$368.5K4,753780259305
Hudbay Minerals IncCommon Stock$358.4K15,182443628102
Republic ServicesCommon Stock$350.9K1,647760759100
Parker Hannifin CorpCommon Stock$348.2K356701094104
Shinhan Finl Group Co F Sponsored ADRCommon Stock$346.8K5,483824596100
Sumitomo Mitsui Finl00 F Sponsored ADRCommon Stock$344.9K14,62686562M209
Valero Energy CorpCommon Stock$338.6K1,30091913Y100
Toronto Dominion BankCommon Stock$331.7K2,732891160509
Murata MFG Co LTD F Sponsored ADRCommon Stock$330.3K9,124626425102
M K S Instruments IncCommon Stock$323.4K72755306N104
Mitsubishi U F J Finan F Sponsored ADRCommon Stock$318K15,989606822104
Sun Life Financial IncCommon Stock$317K4,042866796105
Honeywell Intl IncCommon Stock$310.1K1,385438516205
Colgate Palmolive CoCommon Stock$310K3,381194162103
NTNL Australia Bank F Sponsored ADRCommon Stock$307K23,504632525408
Celestica Inc FCommon Stock$306.4K84015101Q207
Honeywell Aerospace IncCommon Stock$306.2K1,38543849R105
Palantir Technologies IncCommon Stock$304.2K2,60769608A108
Philip Morris IntlCommon Stock$303K1,675718172109
Softbank Group Corp Unsp A D RCommon Stock$298.9K15,88283404D109
Anz Group Holdings LTD F Unsponsored ADRCommon Stock$298.8K12,23003736N104
Infineon Tech AG F Sponsored ADRCommon Stock$298.2K3,17445662N103
iShares Russel 3000 ETFETF$290.8K682464287689
Iberdrola S A F Sponsored ADRCommon Stock$289.9K2,902450737101
Novo-Nordisk As Vormal F Sponsored ADRCommon Stock$288.1K6,010670100205
Elbit Systems LTDCommon Stock$283K373M3760D101
Marvell Technology IncCommon Stock$277.6K932573874104
Wheaton Precious Metal CorpCommon Stock$277.5K2,471962879102
Zurich Insurance Group F Sponsored ADRCommon Stock$273.7K7,400989825104
Itochu Corp F Sponsored ADRCommon Stock$272K23,860465717106
Rockwell AutomationCommon Stock$270.3K546773903109
iShares Core S&P Mid-Cap ETFETF$270K3,501464287507
Citigroup IncCommon Stock$269.1K1,923172967424
Technology Select Sector SPDR FundETF$266.7K1,40081369Y803
Hitachi LTD F Sponsored ADRCommon Stock$265.7K9,608433578507
Duke Energy CorpCommon Stock$263.3K2,08026441C204
TJX Companies IncCommon Stock$261.8K1,728872540109
Targa Resources CorpCommon Stock$256.6K95787612G101
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-22

Canopy Partners, LLC — 256 positions reported for 2026Q2 — Tapewire