Canopy Partners, LLC Portfolio Holdings
Canopy Partners, LLC
- $299 Billion
- Q3 2025
Canopy Partners, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $299 Billion distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.6B, Vanguard Total Stock Market Et with a value of $13.5B, Microsoft Corp with a value of $12.9B, Spdr S&P 500 ETF Trust with a value of $11.8B, and Nvidia Corp with a value of $10.8B.
Examining the 13F form we can see an increase of $26.7B in the current position value, from $273B to 299B.
Canopy Partners, LLC is based out at Terrace Park, OH
Below you can find more details about Canopy Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$299 Billion
ETFs: $89.9 Billion
Technology: $63.7 Billion
Financial Services: $35 Billion
Communication Services: $21.3 Billion
Consumer Cyclical: $17.9 Billion
Industrials: $17.6 Billion
Healthcare: $16.9 Billion
Consumer Defensive: $14.2 Billion
Other: $7.89 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 235
- Current Value $299 Billion
- Prior Value $273 Billion
- Filing
- Period Q3 2025
- Filing Date October 29, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 18 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 75 stocks