StockDriftsStockDriftsTop 50 Canopy Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 4.67% | 53.7K | $15.5M | -0.17%(-91) | $189.99(+61.41%) | 2026-06-30 | |
| VTI | Vanguard Total Stock Market ETF | 4.44% | 39.9K | $14.8M | +3.63%(+1.40K) | $242.65(+57.44%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF | 3.99% | 17.8K | $13.3M | +0.00%(+0) | $451.40(+71.36%) | 2026-06-30 | |
| DFAU | Dimensional US Core Equity Markt ETF | 3.92% | 252.3K | $13.0M | -0.75%(-1.90K) | $38.52(+39.06%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. Class A | 3.7% | 34.4K | $12.3M | -1.97%(-691) | $139.93(+151.16%) | 2026-06-30 | |
| IEFA | iShares Core MSCI EAFE ETF | 3.46% | 119.0K | $11.5M | +1.07%(+1.26K) | $67.87(+48.86%) | 2026-06-30 | |
| NVDA | Nvidia Corp | 3.37% | 56.0K | $11.2M | +0.57%(+318) | $75.02(+193.88%) | 2026-06-30 | |
| MDY | SPDR S&P Midcap 400 ETF | 3.16% | 14.9K | $10.5M | -4.03%(-627) | $501.73(+41.51%) | 2026-06-30 | |
| MSFT | Microsoft | 2.88% | 25.7K | $9.6M | +1.73%(+437) | $363.85(+38.18%) | 2026-06-30 | |
| AMZN | Amazon.Com Inc | 2.71% | 37.9K | $9.0M | -2.49%(-966) | $158.90(+73.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +55.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +63.20% |
Canopy Partners, LLC reports $332.43M in US-listed equity holdings across 256 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.7%), VTI (4.4%) and SPY (4.0%). The top 20 holdings account for 51.45% of reported assets. Its disclosed equity book has returned +55.02% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Canopy Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1960860). View Canopy Partners, LLC’s 13F filings on SEC