MondegarAI
Canopy Partners, LLC

Q2 2025 · 13F-HR

Canopy Partners, LLCholdings as filed

Filed 2025-07-23 · accession 0001960860-25-000003

$272.6M
Reported value
227
Positions
2025-06-30
Period end
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The Brief · Canopy Partners, LLC · Q2 2025

AI · grounded in 13F

Canopy Partners, LLC established a new position in the Vanguard Total Stock Market ETF VTI valued at $12.6M. The fund also initiated new stakes in Microsoft MSFT for $12.5M and Apple Inc AAPL for $11M. Additional new positions include the SPDR S&P 500 ETF SPY and the iShares Core MSCI EAFE ETF IEFA.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVanguard Total Stock Market ETF$12.6M4.62%41,488CommonSOLE
594918104MSFTMicrosoft$12.5M4.58%25,100CommonNONE
037833100AAPLApple Inc$11.0M4.04%53,717CommonNONE
78462F103SPYSPDR S&P 500 ETF$11.0M4.03%17,797CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$10.2M3.73%121,675CommonSOLE
78467Y107MDYSPDR S&P Midcap 400 ETF$9.7M3.56%17,127CommonSOLE
25434V104DFAUDimensional US Core Equity Markt ETF$8.9M3.25%209,405CommonSOLE
023135106AMZNAmazon.Com Inc$7.9M2.89%35,896CommonSOLE
67066G104NVDANvidia Corp$7.6M2.80%48,339CommonNONE
02079K305GOOGLAlphabet Inc. Class A$6.4M2.34%36,205CommonSOLE
30303M102METAMeta Platforms Inc Class A$6.1M2.22%8,198CommonNONE
09261H305BLPRCRIBlackstone Private Credi T Fund Class I$5.7M2.07%224,165CommonSOLE
464287499IWRiShares Russell Mid Cap ETF$5.4M1.98%58,600CommonSOLE
25434V880DFAXDimensional ETF (trust World Ex US Core)$5.2M1.90%176,477CommonSOLE
46434G103IEMGiShares Core MSCI Emerging ETF$4.4M1.61%73,037CommonSOLE
084670108BRK/ABerkshire Hathaway Inc CL A$4.4M1.60%6CommonSOLE
46625H100JPMJPMorgan Chase$4.3M1.57%14,738CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$3.7M1.37%34,057CommonSOLE
931142103WMTWal-Mart$3.2M1.17%32,526CommonSOLE
501044101KRKroger Co$3.1M1.15%43,678CommonSOLE
25434V872DFCFDimensional Core Fixed Income ETF$2.9M1.05%67,986CommonSOLE
92826C839VVisa Inc Class A$2.8M1.02%7,795CommonSOLE
57636Q104MAMastercard Inc Class A$2.7M0.98%4,765CommonSOLE
053015103ADPAuto Data Processing$2.6M0.95%8,377CommonSOLE
874039100TSMTaiwan Semiconductr F Sponsored ADR$2.4M0.88%10,576CommonNONE
22160K105COSTCostco Wholesale Co$2.4M0.87%2,396CommonSOLE
464288273SCZiShares MSCI EAFE Small Cap ETF$2.3M0.84%31,418CommonSOLE
81762P102NOWService Now Inc$2.2M0.79%2,100CommonSOLE
478160104JNJJohnson & Johnson$2.1M0.77%13,716CommonNONE
11135F101AVGOBroadcom Inc$2.0M0.74%7,340CommonNONE
025816109AXPAmerican Express Co$2.0M0.73%6,199CommonSOLE
02079K107GOOGAlphabet Inc. Class C$2.0M0.72%11,128CommonSOLE
002824100ABTAbbott Laboratories$1.8M0.67%13,375CommonSOLE
79466L302CRMSalesforce$1.7M0.63%6,332CommonSOLE
084670702BRK/BBerkshire Hathaway Class B$1.6M0.60%3,366CommonNONE
060505104BACBank Of America Corp$1.6M0.59%34,224CommonSOLE
808513105SCHWCharles Schwab Corp$1.6M0.58%17,292CommonSOLE
922907746VTEBVanguard Muni BND Tax Exempt ETF$1.6M0.57%31,835CommonSOLE
149123101CATCaterpillar$1.5M0.55%3,893CommonSOLE
464287200IVViShares Core S&P 500 ETF$1.4M0.51%2,253CommonSOLE
09290D101BLKBlackRock FNDG Inc$1.4M0.51%1,329CommonSOLE
G1151C101ACNAccenture PLC F Class A$1.3M0.49%4,515CommonSOLE
693475105PNCP N C Financial Services Group Inc$1.3M0.49%7,209CommonSOLE
464287309IVWiShares S&P 500 Growth ETF$1.3M0.49%12,170CommonSOLE
64110L106NFLXNetflix Inc$1.3M0.48%972CommonNONE
46432F834IXUSiShares Core MSCI Total ETF$1.3M0.46%16,185CommonSOLE
609207105MDLZMondelez International W I$1.2M0.45%18,284CommonSOLE
532457108LLYLilly Eli & Co$1.2M0.44%1,556CommonNONE
88160R101TSLATesla Motors$1.2M0.44%3,815CommonNONE
031162100AMGNAmgen Inc$1.2M0.44%4,266CommonSOLE
855244109SBUXStarbucks Corp$1.1M0.42%12,527CommonNONE
09857L108BKNGBooking Holdings Inc$1.1M0.41%194CommonSOLE
56585A102MPCMarathon Pete Corp$1.1M0.41%6,654CommonSOLE
91324P102UNHUnitedHealth Group$1.1M0.40%3,469CommonNONE
68389X105ORCLOracle Corp$1.1M0.39%4,912CommonNONE
17275R102CSCOCisco Systems$1.1M0.39%15,443CommonNONE
G29183103ETNEaton Corp PLC F$1.1M0.39%2,988CommonSOLE
464287408IVEiShares S&P 500 Value ETF$1.0M0.38%5,296CommonSOLE
893641100TDGTransdigm Group Inc$1.0M0.38%675CommonSOLE
580135101MCDMcDonald's$1.0M0.37%3,483CommonSOLE
58933Y105MRKMerck & Co. Inc.$989,0250.36%12,494CommonSOLE
742718109PGProcter & Gamble$983,8010.36%6,175CommonSOLE
00287Y109ABBVAbbvie Inc$976,3610.36%5,260CommonNONE
166764100CVXChevron Corp.$963,3820.35%6,728CommonSOLE
032095101APHAmphenol Corp Class A$951,7530.35%9,638CommonSOLE
244199105DEDeere & Co$933,0790.34%1,835CommonSOLE
717081103PFEPfizer$887,6200.33%36,618CommonSOLE
65339F101NEENextera Energy Inc$831,3740.30%11,976CommonSOLE
713448108PEPPepsico Inc$828,0230.30%6,271CommonSOLE
H1467J104CBChubb LTD F$815,5620.30%2,815CommonNONE
464287655IWMiShares Russell 2000 ETF$747,9280.27%3,466CommonSOLE
278865100ECLEcolab Inc$737,4570.27%2,737CommonNONE
617446448MSMorgan Stanley$735,8530.27%5,224CommonNONE
539830109LMTLockheed Martin Corp$729,9090.27%1,576CommonSOLE
437076102HDHome Depot$721,5480.26%1,968CommonNONE
452308109ITWIllinois Tool Works$721,2280.26%2,917CommonNONE
863667101SYKStryker Corp$716,4860.26%1,811CommonSOLE
369604301GEGeneral Electric Co$713,7420.26%2,773CommonSOLE
464288240ACWXiShares MSCI Acwi Ex US ETF$696,9710.26%11,437CommonSOLE
438516106HONHoneywell Intl Inc$686,7630.25%2,949CommonSOLE
90353T100UBERUber Technologies Inc$684,6350.25%7,338CommonSOLE
38141G104GSGoldman Sachs Group$674,5550.25%953CommonNONE
N07059210ASMLAsml Holding N V F Sponsored ADR$673,9690.25%841CommonNONE
464287457SHYiShares 1-3 Year Treasry Bond ETF$665,1170.24%8,027CommonSOLE
46120E602ISRGIntuitive Surgical$664,0470.24%1,222CommonNONE
303250104FICOFair Isaac Intl Corp$663,5490.24%363CommonNONE
548661107LOWLowes Co Inc$635,6580.23%2,865CommonNONE
20825C104COPConocophillips$634,0130.23%7,065CommonSOLE
88032Q109TCEHYTencent Holdings F Unsponsored ADR$633,8420.23%9,827CommonNONE
464287234EEMiShares MSCI Emerging Markets ETF$629,9180.23%13,058CommonSOLE
747525103QCOMQualcomm Inc$619,5210.23%3,890CommonNONE
882508104TXNTexas Instruments$591,7170.22%2,850CommonNONE
28176E108EWEdwards Lifesciences Corp$580,8660.21%7,427CommonSOLE
291011104EMREmerson Electric Co$571,3190.21%4,285CommonSOLE
88339J105TTDThe Trade Desk Inc Class A$568,1450.21%7,892CommonSOLE
48241A105KBKB Finl Group Inc F Sponsored ADR$555,6660.20%6,728CommonNONE
30231G102XOMExxonMobil$550,2110.20%5,104CommonNONE
949746101WMT2Wells Fargo & Co$541,3710.20%6,757CommonNONE
760759100RSGRepublic Services$538,3500.20%2,183CommonNONE
46090E103QQQInvesco QQQ Trust ETF$537,2970.20%974CommonSOLE
907818108UNPUnion Pacific Corp$528,4940.19%2,297CommonSOLE
641069406NSRGYNestle S A F Sponsored ADR$520,0400.19%5,236CommonNONE
87612E106TGTTarget Corp$506,7650.19%5,137CommonSOLE
235851102DHRDanaher Corp$503,3320.18%2,548CommonSOLE
172908105CTASCintas Corp$501,4580.18%2,250CommonSOLE
038222105AMATApplied Materials$496,8520.18%2,714CommonNONE
052769106ADSKAutodesk Inc$495,9310.18%1,602CommonSOLE
803054204SAPSAP Se Spon A D R$493,5540.18%1,623CommonNONE
94106L109WMWaste Management Inc$493,3360.18%2,156CommonNONE
191216100KOCoca-Cola$486,8310.18%6,881CommonSOLE
45104G104IBNIcici Bank LTD A D R$466,0150.17%13,853CommonNONE
98419M100XYLXylem Inc Com$458,3220.17%3,543CommonNONE
46434V803HEFAiShares Currency Hedged MSCI ETF$454,3810.17%11,970CommonSOLE
883556102TMOThermo Fisher SCNTFC$452,0880.17%1,115CommonNONE
697435105PANWPalo Alto Networks$449,0570.16%2,194CommonSOLE
670100205NVONovo-Nordisk As Vormal F Sponsored ADR$448,9060.16%6,504CommonNONE
202712600CMWAYCommonwealth BK Aust F Sponsored ADR$418,9350.15%3,431CommonNONE
502117203LRLCYL Oreal S A F Sponsored ADR$411,9870.15%4,818CommonNONE
459200101IBMIBM$410,3340.15%1,392CommonNONE
375558103GILDGilead Sciences Inc$388,3780.14%3,503CommonNONE
464287465EFAiShares MSCI EAFE ETF$382,9470.14%4,284CommonSOLE
097023105BABoeing Co$382,3920.14%1,825CommonSOLE
58733R102MELIMercadolibre Inc$381,5900.14%146CommonSOLE
780087102RYRoyal Bank Of Canada F$381,3630.14%2,899CommonNONE
776696106ROPRoper Technologies$379,7830.14%670CommonSOLE
032654105ADIAnalog Devices Inc$378,6900.14%1,591CommonSOLE
66987V109NVSNovartis AG F Sponsored ADR$377,9140.14%3,123CommonNONE
03831W108APPApplovin Corp Com CL A$376,6860.14%1,076CommonNONE
G54950103LINLinde PLC F$369,7140.14%788CommonNONE
40415F101HDBHDFC Bank LTD A D R$350,5350.13%4,572CommonNONE
046353108AZNNAstrazeneca PLC F Sponsored ADR$349,0510.13%4,995CommonNONE
00724F101ADBEAdobe Inc$348,9660.13%902CommonNONE
808524805SCHFSchwab International Equity ETF$346,4180.13%15,675CommonSOLE
58506Q109MEDPMedpace HLDGS Inc$345,2460.13%1,100CommonSOLE
25434V302DFAEDimensional Emerg Core Eqy MRKT ETF$343,4520.13%11,863CommonSOLE
29084Q100EMEEmcor Group Inc$342,3300.13%640CommonSOLE
464287226AGGiShares Core US Aggregate Bond ETF$342,2400.13%3,450CommonSOLE
001055102AFLAflac Inc$340,6360.12%3,230CommonNONE
018820100ALIZYAllianz Se F Unsponsored ADR$339,6200.12%8,380CommonNONE
007903107AMDAdvanced Micro Devices I$338,0100.12%2,382CommonNONE
461202103INTUIntuit Inc$337,8930.12%429CommonNONE
456837103INGING Groep ADR Rep 1 Or F Sponsored ADR$336,9510.12%15,407CommonNONE
456788108INFYInfosys LTD F Sponsored ADR$336,1160.12%18,139CommonNONE
75513E101RTXRaytheon Technologies Co$328,5450.12%2,250CommonNONE
464287507IJHiShares Core S&P Mid-Cap ETF$322,5660.12%5,201CommonSOLE
969904101WSMWilliams Sonoma Inc$318,2450.12%1,948CommonNONE
780259305SHELShell PLC F Sponsored ADR$317,7600.12%4,513CommonNONE
85472N109STNStantec Inc$312,5640.11%2,876CommonNONE
69608A108PLTRPalantir Technologies Inc$311,4290.11%2,284CommonNONE
632525408NABZYNTNL Australia Bank F Sponsored ADR$309,2360.11%23,824CommonNONE
256135203RDYDR Reddy S Laboratorie F Sponsored ADR$307,2730.11%20,444CommonNONE
80687P106SBGSYSchneider Elect Se Unsp A D R$302,2380.11%5,662CommonNONE
981064108WFWoori Finl Group Inc F Unsponsored ADR$301,9110.11%6,071CommonNONE
835699307SONYSony Group Corp F Sponsored ADR$299,6310.11%11,511CommonNONE
771195104RHHBYRoche HLDG AG F Sponsored ADR$294,6130.11%7,228CommonNONE
433578507HTHIYHitachi LTD F Sponsored ADR$291,9660.11%10,047CommonNONE
23304Y100DBSDYDBS Group Holdings Lim F Sponsored ADR$290,2780.11%2,051CommonNONE
404280406HSBCHSBC HLDGS PLC F Sponsored ADR$289,3600.11%4,760CommonNONE
74340W103PLDPrologis Inc. REIT$288,9750.11%2,749CommonNONE
42751Q105HESAYHermes Interntnl Sca F Sponsored ADR$287,3770.11%1,060CommonNONE
00762U200ATEYYAdvantest Corp F Sponsored ADR$287,2610.11%3,884CommonNONE
904678406UNCRYUniCredit Spa A D R$282,4990.10%8,453CommonNONE
464287614IWFiShares Russell 1000 Growth ETF$278,9490.10%657CommonSOLE
97651M109WITWipro LTD F Sponsored ADR$276,7920.10%91,653CommonNONE
921910733ESGVVanguard Esg US Stock ETF$271,2490.10%2,474CommonSOLE
03027X100AMTAmerican Tower Corp$269,6440.10%1,220CommonNONE
78409V104SPGIS&P Global Inc$264,7000.10%502CommonNONE
453038408IMOImperial Oil LTD F$263,2380.10%3,312CommonNONE
989825104ZURVYZurich Insurance Group F Sponsored ADR$261,3240.10%7,460CommonNONE
194162103CLColgate Palmolive Co$256,8830.09%2,826CommonNONE
866796105SLFSun Life Financial Inc$256,0980.09%3,854CommonNONE
88579Y101MMM3M$255,3060.09%1,677CommonNONE
87612G101TRGPTarga Resources Corp$252,5900.09%1,451CommonNONE
12572Q105CMECme Group Inc$250,8140.09%910CommonNONE
718172109PMPhilip Morris Intl$250,0640.09%1,373CommonNONE
01609W102BABAAlibaba Group HLDG LTD F Sponsored ADR$249,9560.09%2,204CommonNONE
701094104PHParker Hannifin Corp$247,9570.09%355CommonNONE
464287440IEFiShares 7-10 Year Treasury Bond ETF$245,2670.09%2,561CommonSOLE
465717106ITOCYItochu Corp F Sponsored ADR$244,2300.09%2,332CommonNONE
06738E204BCSBarclays PLC A D R$242,8040.09%13,061CommonNONE
369550108GDGeneral Dynamics Corp$242,3690.09%831CommonSOLE
370334104GISGeneral Mills Inc$239,6210.09%4,625CommonNONE
464287689IWViShares Russel 3000 ETF$239,3820.09%682CommonSOLE
654106103NKENike Inc$238,9080.09%3,363CommonSOLE
46435G268SMMDiShares Russell 2500 ETF$238,7890.09%3,523CommonSOLE
82509L107SHOPShopify Inc F Class A$238,6590.09%2,069CommonNONE
V7780T103RCLRoyal Caribbean Cruises$237,6730.09%759CommonNONE
03736N104ANZGYAnz Group Holdings LTD F Unsponsored ADR$236,8960.09%12,377CommonNONE
12504L109CBRECbre Group Inc$234,5610.09%1,674CommonNONE
889094108TKOMYTokio Marine Holdings F Sponsored ADR$232,3150.09%5,483CommonNONE
455793109IDEXYIndustria De Diseno Te F Sponsored ADR$231,5070.08%17,740CommonNONE
81369Y605XLFFinancial Select Sector SPDR Fund$229,1710.08%4,376CommonSOLE
962879102WPMWheaton Precious Metal Corp$227,8230.08%2,537CommonNONE
81369Y852XLCCommunication Services Select Sector SPDR Fund$225,1740.08%2,074CommonSOLE
14040H105COFCapital One FC$219,5680.08%1,032CommonNONE
L8681T102SPOTSpotify Technology SA$218,6920.08%285CommonNONE
G0403H108AONAon PLC F Class A$217,9800.08%611CommonNONE
824596100SHGShinhan Finl Group Co F Sponsored ADR$213,9270.08%4,735CommonNONE
36828A101GEVGE Vernova Inc$213,7770.08%404CommonNONE
826197501SIEGYSiemens A G F Sponsored ADR$212,6360.08%1,650CommonNONE
828806109SPGSimon PPTY Group REIT$209,1490.08%1,301CommonNONE
450737101IBDRYIberdrola S A F Sponsored ADR$208,4620.08%2,708CommonNONE
594972408MSTRMicrostrategy Inc Class A$208,1780.08%515CommonNONE
00206R102TAT&T$207,9340.08%7,185CommonNONE
254687106DISWalt Disney$207,5930.08%1,674CommonNONE
200525103CBSHCommerce Bancshares$205,1610.08%3,300CommonNONE
889110102TOELYTokyo Electron LTD F Sponsored ADR$204,5650.08%2,128CommonNONE
921943858VEAVanguard FTSE Developed Markets ETF$203,4120.07%3,568CommonSOLE
872540109TJXTJX Companies Inc$201,5360.07%1,632CommonNONE
86562M209SMFGSumitomo Mitsui Finl00 F Sponsored ADR$189,7510.07%12,558CommonNONE
910873405UMCUnited Microelectronic F Sponsored ADR$186,0860.07%24,325CommonNONE
606822104MUFGMitsubishi U F J Finan F Sponsored ADR$184,5750.07%13,453CommonNONE
09260D107BXBlackstone Group Inc Class A$171,8670.06%1,149CommonSOLE
443628102HBMHudbay Minerals Inc$157,6220.06%14,856CommonNONE
626188106MURGYMuenchener Rueck Unspon A D R$156,3700.06%12,010CommonNONE
74365P108PROSYProsus N V F Sponsored ADR$130,8330.05%11,755CommonNONE
000304105AACAYAac Technologies Holdings Inc A D R$110,3980.04%21,541CommonNONE
10552T107P5YBrasil SA A D R$100,4630.04%27,524CommonNONE
26441C204DUKDuke Energy Corp$94,4000.03%800CommonNONE
90460M204UNICYUni Charm Corporation A D R$92,8580.03%25,794CommonNONE
65535H208NMRNomura Holdings Inc A D R$92,3440.03%14,034CommonNONE
0076CA104AEGAegon LTD Amer Reg G D R$73,6020.03%10,166CommonNONE
021244207ALSMYAlstom SA F Sponsored ADR$69,7760.03%30,470CommonNONE
60687Y109MFGMizuho Finl Group F Sponsored ADR$65,9970.02%11,870CommonNONE
204409601CIGCompanhia Energetic F Sponsored ADR$36,6990.01%18,724CommonNONE
98389B100XELXcel Energy Inc$35,5480.01%522CommonNONE
902973304USBU S Bancorp$9,0950.00%201CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.