What Canopy Partners, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1960860 · Filed Jul 22, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
AAPLApple Inc. | 53.7K | −0.2% | $15.5M | 4.7% |
Vanguard Total Stock Market ETFETF | 39.9K | +3.6% | $14.8M | 4.4% |
| 17.8K |
| ±0% |
| $13.3M |
| 4% |
Dimensional US Core Equity Markt ETFETF | 252.3K | −0.7% | $13M | 3.9% |
GOOGLAlphabet Inc. | 34.4K | −2.0% | $12.3M | 3.7% |
iShares Core MSCI EAFE ETFETF | 119K | +1.1% | $11.5M | 3.5% |
NVDANVIDIA Corp | 56K | +0.6% | $11.2M | 3.4% |
MDYSPDR S&P Midcap 400 ETF Trust | 14.9K | −4.0% | $10.5M | 3.2% |
MSFTMicrosoft Corp | 25.7K | +1.7% | $9.6M | 2.9% |
AMZNAmazon Com Inc | 37.9K | −2.5% | $9M | 2.7% |
Dimensional ETF (trust World Ex US Core)ETF | 193.4K | +0.4% | $7.1M | 2.1% |
iShares Core MSCI Emerging ETFETF | 71.9K | +1.7% | $6M | 1.8% |
iShares Russell Mid Cap ETFETF | 51.7K | +0.3% | $5.7M | 1.7% |
iShares Core S&P Small-Cap ETFETF | 32.6K | −1.5% | $4.8M | 1.5% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 10.1K | −0.8% | $4.8M | 1.4% |
JPMJPMorgan Chase & Co | 14.2K | +0.3% | $4.6M | 1.4% |
Berkshire Hathaway Inc CL ACommon Stock | 6 | ±0% | $4.5M | 1.4% |
AVGOBroadcom Inc. | 11.7K | +6.7% | $4.4M | 1.3% |
METAMeta Platforms, Inc. | 7.5K | −10.7% | $4.2M | 1.3% |
GOOGAlphabet Inc. | 11.7K | +1.3% | $4.1M | 1.2% |
CATCaterpillar Inc | 3.4K | −1.2% | $3.6M | 1.1% |
WMTWalmart Inc. | 30.6K | −1.7% | $3.5M | 1% |
JNJJohnson & Johnson | 13.1K | −0.3% | $3.3M | 1% |
Dimensional Core Fixed Income ETFETF | 78.6K | −0.3% | $3.3M | 1% |
VVisa Inc. | 8.6K | +4.3% | $2.9M | 0.9% |
MUMicron Technology Inc | 2.3K | +1.0% | $2.7M | 0.8% |
iShares MSCI EAFE Small Cap ETFETF | 30.9K | ±0% | $2.5M | 0.8% |
MAMastercard Inc | 4.9K | +0.4% | $2.5M | 0.8% |
TSLATesla, Inc. | 5.7K | +5.8% | $2.4M | 0.7% |
COSTCostco Wholesale Corp | 2.4K | −2.6% | $2.2M | 0.7% |
LLYELI LILLY & Co | 1.8K | +0.9% | $2.1M | 0.6% |
AXPAmerican Express Co | 6.2K | +0.4% | $2.1M | 0.6% |
Berkshire Hathaway Class BCommon Stock | 4.1K | +0.2% | $2M | 0.6% |
AMATApplied Materials Inc | 2.8K | −0.4% | $2M | 0.6% |
CSCOCisco Systems, Inc. | 16.9K | −0.2% | $2M | 0.6% |
BACBank of America Corp | 33.5K | −3.2% | $1.9M | 0.6% |
AMDAdvanced Micro Devices Inc | 3.1K | +9.7% | $1.8M | 0.5% |
ADPAutomatic Data Processing Inc | 7.9K | +0.0% | $1.8M | 0.5% |
PNCPNC Financial Services Group, Inc. | 7.1K | −0.4% | $1.7M | 0.5% |
MRKMerck & Co., Inc. | 13.5K | −0.8% | $1.7M | 0.5% |
iShares Core S&P 500 ETFETF | 2.3K | ±0% | $1.7M | 0.5% |
ASMLASML Holding NV | 857 | −2.5% | $1.7M | 0.5% |
iShares S&P 500 Growth ETFETF | 12K | ±0% | $1.7M | 0.5% |
AMGNAmgen Inc | 4.5K | −1.2% | $1.6M | 0.5% |
UNHUnitedHealth Group Inc | 3.9K | +6.6% | $1.6M | 0.5% |
MPCMarathon Petroleum Corp | 6.3K | −1.0% | $1.6M | 0.5% |
iShares Core MSCI Total ETFETF | 16.2K | ±0% | $1.5M | 0.5% |
ETNEaton Corp plc | 3.6K | +0.7% | $1.5M | 0.5% |
KRKroger Co | 27K | −1.8% | $1.5M | 0.5% |
APHAmphenol Corp | 8K | −4.5% | $1.4M | 0.4% |
BLKBlackRock, Inc. | 1.5K | +0.8% | $1.4M | 0.4% |
ABBVAbbVie Inc. | 5.4K | +0.3% | $1.4M | 0.4% |
SCHWSchwab Charles Corp | 14.7K | −5.2% | $1.4M | 0.4% |
GEGeneral Electric Co | 3.6K | +10.1% | $1.3M | 0.4% |
SBUXStarbucks Corp | 12.7K | −3.7% | $1.3M | 0.4% |
INTCIntel Corp | 9.3K | +12.5% | $1.3M | 0.4% |
iShares S&P 500 Value ETFETF | 5.3K | ±0% | $1.2M | 0.4% |
GSGoldman Sachs Group Inc | 1.1K | +6.5% | $1.2M | 0.3% |
CVXChevron Corp | 6.9K | −0.6% | $1.1M | 0.3% |
NEENextEra Energy Inc | 12.9K | +15.8% | $1.1M | 0.3% |
MSMorgan Stanley | 5.3K | −0.3% | $1.1M | 0.3% |
Vanguard Muni BND Tax Exempt ETFETF | 21.5K | −8.5% | $1.1M | 0.3% |
LRCXLAM Research Corp | 2.5K | +2.2% | $1.1M | 0.3% |
CBChubb Ltd | 3K | +2.0% | $1M | 0.3% |
MDLZMondelez International, Inc. | 17.6K | −2.1% | $1M | 0.3% |
iShares Russell 2000 ETFETF | 3.4K | ±0% | $1M | 0.3% |
NOWServiceNow, Inc. | 10.1K | −12.2% | $1M | 0.3% |
DEDeere & Co | 1.5K | +1.4% | $955.9K | 0.3% |
PANWPalo Alto Networks Inc | 2.7K | +23.2% | $924.5K | 0.3% |
TXNTexas Instruments Inc | 3K | +3.5% | $908.5K | 0.3% |
PGPROCTER & GAMBLE Co | 6.2K | −4.4% | $903.2K | 0.3% |
TDGTransDigm Group INC | 665 | +0.5% | $885.8K | 0.3% |
iShares MSCI Acwi Ex US ETFETF | 11.4K | −0.0% | $870.4K | 0.3% |
PFEPfizer Inc | 36.1K | +0.5% | $870.3K | 0.3% |
ABTAbbott Laboratories | 9.2K | −12.8% | $837.3K | 0.3% |
TGTTarget Corp | 6.4K | −0.2% | $836K | 0.3% |
BKNGBooking Holdings Inc. | 4.7K | +2,277.2% | $834.7K | 0.3% |
ExxonMobilCommon Stock | 6.1K | +0.9% | $834.5K | 0.3% |
PEPPepsiCo Inc | 6K | −1.0% | $813.3K | 0.2% |
ISRGIntuitive Surgical Inc | 2K | +33.1% | $805.3K | 0.2% |
ITWIllinois Tool Works Inc | 3K | −0.8% | $801.1K | 0.2% |
ATEYYAdvantest Corp | 3.8K | +0.0% | $783.6K | 0.2% |
NFLXNetflix Inc | 10.7K | −2.0% | $762.3K | 0.2% |
QCOMQualcomm Inc | 4.1K | +8.3% | $756.2K | 0.2% |
KBKB Financial Group Inc. | 7.2K | +4.9% | $753K | 0.2% |
ECLEcolab Inc. | 2.7K | −7.9% | $747.2K | 0.2% |
MCDMcDonald's Corp | 2.7K | −7.9% | $737.1K | 0.2% |
SNDKSandisk Corp | 323 | New | $734.7K | 0.2% |
CRMSalesforce, Inc. | 4.6K | −24.6% | $727.2K | 0.2% |
COPConocoPhillips | 6.9K | −1.6% | $720.7K | 0.2% |
UMCUnited Microelectronics Corp | 26.1K | +1.9% | $711.4K | 0.2% |
EWEdwards Lifesciences Corp | 7.7K | +7.3% | $700.1K | 0.2% |
iShares 1-3 Year Treasry Bond ETFETF | 8.5K | −11.0% | $697.9K | 0.2% |
ORCLOracle Corp | 4.8K | +3.8% | $696.7K | 0.2% |
RTXRTX Corp | 3.7K | −1.6% | $693.7K | 0.2% |
WDCWestern Digital Corp | 1.1K | +0.5% | $679.6K | 0.2% |
SYKStryker Corp | 2.1K | +6.5% | $672.5K | 0.2% |
KOCoca Cola Co | 8.2K | +6.1% | $667.1K | 0.2% |
CRWDCrowdStrike Holdings, Inc. | 860 | +7.6% | $656.3K | 0.2% |
LMTLockheed Martin Corp | 1.3K | +1.4% | $645K | 0.2% |
EMREmerson Electric Co | 4.5K | +0.7% | $640.9K | 0.2% |
ADIAnalog Devices Inc | 1.6K | −5.0% | $635.1K | 0.2% |
UNPUnion Pacific Corp | 2.3K | −1.2% | $617.2K | 0.2% |
UBERUber Technologies, Inc | 8.4K | −9.6% | $609.7K | 0.2% |
DELLDell Technologies Inc. | 1.4K | −0.8% | $609.7K | 0.2% |
HDHome Depot, Inc. | 1.7K | −8.3% | $606.6K | 0.2% |
RYRoyal Bank of Canada | 2.9K | −1.2% | $597.1K | 0.2% |
Vanguard Esg US Stock ETFETF | 4.5K | +61.3% | $596.7K | 0.2% |
LOWLowe's Companies Inc | 2.7K | −12.5% | $588.9K | 0.2% |
GEVGE Vernova Inc. | 501 | +8.2% | $588.6K | 0.2% |
iShares MSCI EAFE ETFETF | 5.6K | ±0% | $585.3K | 0.2% |
iShares MSCI Emerging Markets ETFETF | 8.5K | −1.8% | $582.5K | 0.2% |
APPAppLovin Corp | 1.1K | +3.5% | $571.9K | 0.2% |
CTASCintas Corp | 3.3K | +2.3% | $563.6K | 0.2% |
iShares Currency Hedged MSCI ETFETF | 12K | ±0% | $561.7K | 0.2% |
KLACKLA Corp | 1.8K | +916.9% | $546.1K | 0.2% |
NVSNovartis AG | 3.5K | −0.6% | $541.9K | 0.2% |
QQQInvesco QQQ Trust, Series 1 | 733 | −2.0% | $539.8K | 0.2% |
Tencent Holdings F Unsponsored ADRCommon Stock | 9.8K | −3.0% | $538.4K | 0.2% |
AZNAstraZeneca PLC | 2.7K | −0.7% | $512.4K | 0.2% |
Tokyo Electron LTD F Sponsored ADRCommon Stock | 2.1K | +2.1% | $505K | 0.2% |
ASXASE Technology Holding Co., Ltd. | 11.2K | +4.6% | $504.5K | 0.2% |
ADSKAutodesk, Inc. | 2.6K | +23.8% | $502.4K | 0.2% |
ANETArista Networks, Inc. | 2.9K | +39.3% | $500.8K | 0.2% |
MEDPMedpace Holdings, Inc. | 943 | −17.9% | $499.4K | 0.2% |
WFCWells Fargo & Company | 6K | +1.5% | $498.8K | 0.2% |
INGING Groep NV | 15.5K | ±0% | $486.3K | 0.1% |
Dimensional Emerg Core Eqy MRKT ETFETF | 11.9K | +0.1% | $479K | 0.1% |
GLWCorning Inc | 1.9K | +12.3% | $477.1K | 0.1% |
Prysmian Spa F Sponsored ADRCommon Stock | 5.7K | ±0% | $474.6K | 0.1% |
WSMWilliams Sonoma Inc | 2K | −3.2% | $471.3K | 0.1% |
TMOThermo Fisher Scientific Inc. | 937 | −6.4% | $469.8K | 0.1% |
HSBCHSBC Holdings PLC | 4.8K | +0.6% | $460K | 0.1% |
iShares Russell 1000 Growth ETFETF | 3.7K | +300.0% | $455K | 0.1% |
LINLinde PLC | 859 | +0.4% | $445.8K | 0.1% |
DHRDanaher Corp | 2.3K | −1.5% | $442.9K | 0.1% |
FICOFair Isaac Corp | 369 | +2.8% | $440.9K | 0.1% |
Schwab International Equity ETFETF | 15.8K | ±0% | $437.5K | 0.1% |
DBS Group Holdings Lim F Sponsored ADRCommon Stock | 2.1K | ±0% | $432.6K | 0.1% |
CMICummins Inc | 603 | −1.0% | $430.1K | 0.1% |
PKXPosco Holdings Inc. | 8.3K | +128.8% | $428.4K | 0.1% |
GILDGilead Sciences, Inc. | 3.4K | −10.0% | $427.3K | 0.1% |
L Oreal S A F Sponsored ADRCommon Stock | 4.9K | +0.4% | $425.7K | 0.1% |
ACNAccenture plc | 3.4K | +5.4% | $421.1K | 0.1% |
WFWoori Financial Group Inc. | 7.3K | +17.3% | $418.4K | 0.1% |
PLDPrologis, Inc. | 3.1K | −0.6% | $414.7K | 0.1% |
BABoeing Co | 1.9K | +4.5% | $403.7K | 0.1% |
IBNIcici Bank Ltd | 13.9K | ±0% | $402.2K | 0.1% |
Nestle S A F Sponsored ADRCommon Stock | 3.8K | −22.0% | $395.2K | 0.1% |
Allianz Se F Unsponsored ADRCommon Stock | 8.4K | ±0% | $394.9K | 0.1% |
Roche HLDG AG F Sponsored ADRCommon Stock | 7.6K | −0.7% | $392.5K | 0.1% |
IBMInternational Business Machines Corp | 1.4K | −10.8% | $390.6K | 0.1% |
Schneider Elect Se Unsp A D RCommon Stock | 6K | ±0% | $388.6K | 0.1% |
Vanguard FTSE Developed Markets ETFETF | 5.4K | −6.4% | $384.6K | 0.1% |
UniCredit Spa A D RCommon Stock | 8.5K | ±0% | $380.5K | 0.1% |
EMEEMCOR Group, Inc. | 457 | −17.7% | $379.3K | 0.1% |
WMWaste Management Inc | 1.7K | −2.3% | $377.8K | 0.1% |
AFLAflac Inc | 3.2K | −3.5% | $374.4K | 0.1% |
BCSBarclays PLC | 13.9K | ±0% | $373.4K | 0.1% |
GDGeneral Dynamics Corp | 1K | −0.3% | $370.5K | 0.1% |
IMOImperial Oil Ltd | 3.3K | ±0% | $370K | 0.1% |
Commonwealth BK Aust F Sponsored ADRCommon Stock | 3.2K | −0.9% | $369.8K | 0.1% |
SHELShell plc | 4.8K | +1.0% | $368.5K | 0.1% |
HBMHudbay Minerals Inc. | 15.2K | ±0% | $358.4K | 0.1% |
RSGRepublic Services, Inc. | 1.6K | −2.8% | $350.9K | 0.1% |
PHParker-Hannifin Corp | 356 | −8.0% | $348.2K | 0.1% |
SHGShinhan Financial Group Co Ltd | 5.5K | +10.8% | $346.8K | 0.1% |
SMFGSumitomo Mitsui Financial Group, Inc. | 14.6K | +7.1% | $344.9K | 0.1% |
VLOValero Energy Corp | 1.3K | +1.8% | $338.6K | 0.1% |
TDToronto Dominion Bank | 2.7K | ±0% | $331.7K | 0.1% |
Murata MFG Co LTD F Sponsored ADRCommon Stock | 9.1K | New | $330.3K | 0.1% |
MKSIMKS Inc | 727 | New | $323.4K | 0.1% |
MUFGMitsubishi UFJ Financial Group Inc | 16K | +7.5% | $318K | 0.1% |
SLFSun Life Financial Inc | 4K | +2.9% | $317K | 0.1% |
HONHoneywell International Inc | 1.4K | New | $310.1K | 0.1% |
CLColgate Palmolive Co | 3.4K | −3.2% | $310K | 0.1% |
NTNL Australia Bank F Sponsored ADRCommon Stock | 23.5K | −1.7% | $307K | 0.1% |
CLSCelestica Inc | 840 | New | $306.4K | 0.1% |
HONAHoneywell Aerospace Inc. | 1.4K | New | $306.2K | 0.1% |
PLTRPalantir Technologies Inc. | 2.6K | +0.6% | $304.2K | 0.1% |
PMPhilip Morris International Inc. | 1.7K | −7.7% | $303K | 0.1% |
Softbank Group Corp Unsp A D RCommon Stock | 15.9K | +3.0% | $298.9K | 0.1% |
Anz Group Holdings LTD F Unsponsored ADRCommon Stock | 12.2K | −1.2% | $298.8K | 0.1% |
IFNNYInfineon Technologies AG | 3.2K | New | $298.2K | 0.1% |
iShares Russel 3000 ETFETF | 682 | ±0% | $290.8K | 0.1% |
Iberdrola S A F Sponsored ADRCommon Stock | 2.9K | ±0% | $289.9K | 0.1% |
NVONovo Nordisk a S | 6K | +5.4% | $288.1K | 0.1% |
ESLTElbit Systems Ltd | 373 | +1.1% | $283K | 0.1% |
MRVLMarvell Technology, Inc. | 932 | New | $277.6K | 0.1% |
WPMWheaton Precious Metals Corp. | 2.5K | +0.3% | $277.5K | 0.1% |
Zurich Insurance Group F Sponsored ADRCommon Stock | 7.4K | −2.4% | $273.7K | 0.1% |
Itochu Corp F Sponsored ADRCommon Stock | 23.9K | ±0% | $272K | 0.1% |
ROKRockwell Automation, Inc | 546 | New | $270.3K | 0.1% |
iShares Core S&P Mid-Cap ETFETF | 3.5K | −26.2% | $270K | 0.1% |
CCitigroup Inc | 1.9K | New | $269.1K | 0.1% |
Technology Select Sector SPDR FundETF | 1.4K | New | $266.7K | 0.1% |
HTHIYHitachi Ltd | 9.6K | −2.1% | $265.7K | 0.1% |
DUKDuke Energy CORP | 2.1K | +6.7% | $263.3K | 0.1% |
TJXTJX Companies Inc | 1.7K | +2.8% | $261.8K | 0.1% |
TRGPTarga Resources Corp. | 957 | +5.2% | $256.6K | 0.1% |
RCLRoyal Caribbean Cruises Ltd | 797 | +8.3% | $253.1K | 0.1% |
SPGSimon Property Group Inc. | 1.1K | −17.4% | $251.8K | 0.1% |
Siemens A G F Sponsored ADRCommon Stock | 1.6K | New | $251.7K | 0.1% |
SAPSAP SE | 1.6K | −0.4% | $250.9K | 0.1% |
TKOMYTokio Marine Holdings, Inc. | 5.6K | +1.8% | $247K | 0.1% |
CVSCVS HEALTH Corp | 2.4K | New | $245.4K | 0.1% |
PWRQuanta Services, Inc. | 339 | New | $244.1K | 0.1% |
RDYDr Reddys Laboratories Ltd | 16.8K | −14.1% | $242.8K | 0.1% |
MARMarriott International Inc | 642 | −14.5% | $237.9K | 0.1% |
Schwab US Dividend Equity ETFETF | 7.5K | +0.2% | $237.4K | 0.1% |
BHPBHP Group Ltd | 2.8K | New | $236.8K | 0.1% |
SHOPShopify Inc. | 2K | −2.3% | $233.8K | 0.1% |
BMYBristol Myers Squibb Co | 4K | −9.3% | $232.5K | 0.1% |
CNQCANADIAN NATURAL RESOURCES Ltd | 5.9K | ±0% | $232.3K | 0.1% |
SONYSony Group Corp | 11.5K | +2.8% | $231.4K | 0.1% |
CIENCiena Corp | 464 | −22.0% | $227.6K | 0.1% |
iShares S&P 100 ETFETF | 620 | New | $226.8K | 0.1% |
UNFIUnited Natural Foods Inc | 5K | +3.7% | $226.5K | 0.1% |
MMM3M Co | 1.4K | +7.8% | $223.8K | 0.1% |
Communication Services Select Sector SPDR FundETF | 2.1K | ±0% | $220.7K | 0.1% |
URIUnited Rentals, Inc. | 194 | New | $219.8K | 0.1% |
COFCapital One Financial Corp | 1.1K | −13.8% | $217.5K | 0.1% |
ALLAllstate Corp | 913 | New | $217.2K | 0.1% |
DALDelta Air Lines, Inc. | 2.3K | New | $217K | 0.1% |
TXG10x Genomics, Inc. | 5.7K | New | $216.6K | 0.1% |
Aia Group LTD F Sponsored ADRCommon Stock | 5.9K | −2.6% | $216.3K | 0.1% |
AMTAmerican Tower Corp | 1.3K | +8.0% | $215.4K | 0.1% |
SCCOSouthern Copper Corp | 1.2K | +0.3% | $211K | 0.1% |
Fast Retailing Co F Sponsored ADRCommon Stock | 4.1K | New | $210.6K | 0.1% |
MELIMercadoLibre Inc | 123 | −21.7% | $208.8K | 0.1% |
CNICanadian National Railway Co | 1.7K | New | $207.1K | 0.1% |
SKMSK Telecom Co Ltd | 6.4K | New | $206.5K | 0.1% |
Shin Etsu Chemical Co F Sponsored ADRCommon Stock | 9.4K | New | $204.7K | 0.1% |
BTIBritish American Tobacco p.l.c. | 3.3K | −14.4% | $202.3K | 0.1% |
MNSTMonster Beverage Corp | 2.1K | New | $201.4K | 0.1% |
Airbus Se F Sponsored ADRCommon Stock | 3.6K | New | $201.1K | 0.1% |
BABAAlibaba Group Holding Ltd | 2.1K | −20.4% | $200.8K | 0.1% |
AONAon plc | 604 | New | $200.3K | 0.1% |
DISWalt Disney Co | 2.1K | −2.1% | $198.9K | 0.1% |
Renesas Electronics Corp A D RCommon Stock | 12.1K | New | $185.6K | 0.1% |
MFGMizuho Financial Group Inc | 18.3K | +15.1% | $175.2K | 0.1% |
NMRNomura Holdings Inc | 18.2K | −5.7% | $159.4K | 0.1% |
INFYInfosys Ltd | 15K | +12.7% | $157.6K | 0.1% |
SANBanco Santander, S.A. | 11.1K | +0.5% | $152.6K | 0.1% |
Muenchener Rueck Unspon A D RCommon Stock | 11.6K | −3.3% | $129.5K | 0.1% |
Naspers LTD F Sponsored ADRCommon Stock | 11.6K | ±0% | $115.5K | 0.1% |
Prosus N V F Sponsored ADRCommon Stock | 12.3K | +4.5% | $106.9K | 0.1% |
Aac Technologies Holdings Inc A D RCommon Stock | 17.7K | ±0% | $96K | 0.1% |
AEGAegon Ltd. | 10.9K | ±0% | $92.2K | 0.1% |
SBSCompanhia de Saneamento Basico do Estado de SAO Paulo-Sabesp | 14K | New | $81.2K | 0.1% |
LPLLG Display Co., Ltd. | 13.6K | New | $53.1K | 0.1% |
Alstom SA F Sponsored ADRCommon Stock | 25.3K | +9.3% | $42.7K | 0.1% |
WITWipro Ltd | 16.4K | −76.1% | $36.9K | 0.1% |
XELXcel Energy Inc | 443 | +1.6% | $35.6K | 0.1% |
CIGEnergy Co of Minas Gerais | 15.6K | ±0% | $32.8K | 0.1% |
USBUS Bancorp de | 201 | −35.6% | $12.1K | 0.1% |
