Canopy Partners, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $273 Billion distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $12.6B, Microsoft Corp with a value of $12.5B, Apple Inc. with a value of $11B, Spdr S&P 500 ETF Trust with a value of $11B, and Ishares Tr with a value of $10.2B.
Examining the 13F form we can see an increase of $16B in the current position value, from $257B to 273B.
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.