DOSSIER · 13F-HR · Q2 2026

Canopy Partners, LLC

$332M in tracked AUM across 256 positions as of Q2 2026.

CP
CIK 0001960860 · last filed Jun 30, 2026
Total AUM
$332M
as of Q2 2026
Holdings
256
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Canopy Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc
$16M54K4.7%
02
VTI
Vanguard Total Stock Market ETF
$15M40K4.4%
03
SPY
SPDR S&P 500 ETF
$13M18K4.0%
04
DFAU
Dimensional US Core Equity Markt ETF
$13M252K3.9%
05
GOOGL
Alphabet Inc. Class A
$12M34K3.7%
06
IEFA
iShares Core MSCI EAFE ETF
$11M119K3.5%
07
NVDA
Nvidia Corp
$11M56K3.4%
08
MDY
SPDR S&P Midcap 400 ETF
$10M15K3.2%
09
MSFT
Microsoft
$10M26K2.9%
10
AMZN
Amazon.Com Inc
$9M38K2.7%

Filing history

2026Q2Jun 30
$332M 14.1%
256 positionsView →
2026Q1Mar 31
$291M 5.0%
245 positionsView →
2025Q4Dec 31
$307M 2.5%
253 positionsView →
2025Q3Sep 30
$299M 9.8%
235 positionsView →
2025Q2Jun 30
$273M 6.2%
227 positionsLocked
2025Q1Mar 31
$257M 2.0%
217 positionsLocked
2024Q4Dec 31
$262M 12.7%
213 positionsLocked
2024Q3Sep 30
$232M 7.9%
210 positionsLocked
2024Q2Jun 30
$215M 5.2%
198 positionsLocked
2024Q1Mar 31
$205M 24.7%
200 positionsLocked
2023Q4Dec 31
$164M
162 positionsLocked