Canopy Partners, LLC - Portfolio overview

Canopy Partners, LLC has 262 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - Apple Inc, 4.62%
2. VTI - Vanguard Total Stock Market ETF, 4.18%
3. SPY - SPDR S&P 500 ETF, 3.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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