Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Canopy Partners, LLC (CIK 1960860) reported $291.5M across 245 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($13.6M, 4.68%), VTI ($12.4M, 4.24%), SPY ($11.6M, 3.97%), DFAU ($11.5M, 3.93%), IEFA ($10.7M, 3.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $13.6M | 4.68% | 53,746 | Trimmed |
| 2 | VTI | Vanguard Total Stock Market ETF | $12.4M | 4.24% | 38,496 | Trimmed |
| 3 | SPY | SPDR S&P 500 ETF | $11.6M | 3.97% | 17,781 | Hold |
| 4 | DFAU | Dimensional US Core Equity Markt ETF | $11.5M | 3.93% | 254,194 | Added |
| 5 | IEFA | iShares Core MSCI EAFE ETF | $10.7M | 3.66% | 117,764 | Trimmed |
| 6 | GOOGL | Alphabet Inc. Class A | $10.1M | 3.46% | 35,088 | Trimmed |
| 7 | NVDA | Nvidia Corp | $9.7M | 3.33% | 55,662 | Trimmed |
| 8 | MDY | SPDR S&P Midcap 400 ETF | $9.6M | 3.29% | 15,548 | Trimmed |
| 9 | MSFT | Microsoft | $9.3M | 3.20% | 25,234 | Added |
| 10 | AMZN | Amazon.Com Inc | $8.1M | 2.77% | 38,834 | Added |
| 11 | DFAX | Dimensional ETF (trust World Ex US Core) | $6.5M | 2.24% | 192,626 | Added |
| 12 | IWR | iShares Russell Mid Cap ETF | $5.0M | 1.72% | 51,569 | Trimmed |
| 13 | IEMG | iShares Core MSCI Emerging ETF | $4.9M | 1.69% | 70,679 | Trimmed |
| 14 | META | Meta Platforms Inc Class A | $4.8M | 1.64% | 8,379 | Added |
| 15 | BRK/A | Berkshire Hathaway Inc CL A | $4.3M | 1.48% | 6 | Hold |
| 16 | JPM | JPMorgan Chase | $4.2M | 1.43% | 14,126 | Trimmed |
| 17 | IJR | iShares Core S&P Small-Cap ETF | $4.1M | 1.41% | 33,132 | Trimmed |
| 18 | WMT | Wal-Mart | $3.9M | 1.33% | 31,177 | Trimmed |
| 19 | TSM | Taiwan Semiconductr F Sponsored ADR | $3.4M | 1.18% | 10,147 | Trimmed |
| 20 | AVGO | Broadcom Inc | $3.4M | 1.16% | 10,921 | Trimmed |
| 21 | GOOG | Alphabet Inc. Class C | $3.3M | 1.14% | 11,572 | Trimmed |
| 22 | DFCF | Dimensional Core Fixed Income ETF | $3.3M | 1.14% | 78,842 | Added |
| 23 | JNJ | Johnson & Johnson | $3.2M | 1.10% | 13,115 | Trimmed |
| 24 | V | Visa Inc Class A | $2.5M | 0.85% | 8,209 | Added |
| 25 | CAT | Caterpillar | $2.5M | 0.84% | 3,463 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31