account_balance
Investment manager · 13F filer · SEC CIK 1960860
Canopy Partners, LLC
Reported value$346Mas of Sep 30, 2026
Positions236 18 new, 38 sold out
Top 10 weight37.5%AAPL alone is 5%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.3%Added +3%
VTIVanguard Total Stock Market ETF
4.2%
MSFTMicrosoft Corp
4.0%Added +4%
SPYSPDR S&P 500 ETF Trust
3.9%
DFAUDimensional US Core Equity Markt ETF
3.9%
NVDANVIDIA Corp
3.8%Added +4%
GOOGLAlphabet Inc.
3.5%Added +2%
IEFAiShares Core MSCI EAFE ETF
3.3%
MDYSPDR S&P Midcap 400 ETF Trust
2.8%Trimmed −2%
AMZNAmazon.com Inc
2.7%
DFAXDimensional ETF (trust World Ex US Core)
2.1%Added +3%
IEMGiShares Core MSCI Emerging ETF
1.7%
AAPLApple Inc.
5.3%+3%
VTIVanguard Total Stock Market ETF
4.2%
MSFTMicrosoft Corp
4.0%
SPYSPDR S&P 500 ETF Trust
3.9%
DFAUDimensional US Core Equity Markt ETF
3.9%
NVDANVIDIA Corp
3.8%Added +4%
GOOGLAlphabet Inc.
3.5%
IEFAiShares Core MSCI EAFE ETF
3.3%
MDYSPDR S&P Midcap 400 ETF Trust
2.8%−2%
AMZNAmazon.com Inc
2.7%
DFAX2.1%
IEMG1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.3% Added +3%
VTI Vanguard Total Stock Market ETF 4.2% Held
MSFT Microsoft Corp 4.0% Added +4%SPY SPDR S&P 500 ETF Trust 3.9% HeldDFAU Dimensional US Core Equity Markt ETF 3.9% Held
NVDA NVIDIA Corp 3.8% Added +4%GOOGL Alphabet Inc. 3.5% Added +2%IEFA iShares Core MSCI EAFE ETF 3.3% Held
MDY SPDR S&P Midcap 400 ETF Trust 2.8% Trimmed −2%AMZN Amazon.com Inc 2.7% HeldDFAX Dimensional ETF (trust World Ex US Core) 2.1% Added +3%
IEMG iShares Core MSCI Emerging ETF 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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