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Holders — by stockHoldings — by fund

Canopy Partners, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001960860

$332.4M

disclosed book value

256

positions

4.7%

largest position share

Positions, as of 2026-06-30

top 100 of 256 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLApple Inc53,655$15.5M4.7%
2VTIVanguard Total Stock Market ETF39,895$14.8M4.4%
3SPYSPDR S&P 500 ETF17,781$13.3M4%
4DFAUDimensional US Core Equity Markt ETF252,296$13.0M3.9%
5GOOGLAlphabet Inc. Class A34,397$12.3M3.7%
6IEFAiShares Core MSCI EAFE ETF119,021$11.5M3.5%
7NVDANvidia Corp55,980$11.2M3.4%
8MDYSPDR S&P Midcap 400 ETF14,921$10.5M3.2%
9MSFTMicrosoft25,671$9.6M2.9%
10AMZNAmazon.Com Inc37,868$9.0M2.7%
11DFAXDimensional ETF (trust World Ex US Core)193,362$7.1M2.1%
12IEMGiShares Core MSCI Emerging ETF71,889$6.0M1.8%
13IWRiShares Russell Mid Cap ETF51,719$5.7M1.7%
14IJRiShares Core S&P Small-Cap ETF32,624$4.8M1.5%
15TSMTaiwan Semiconductr F Sponsored ADR10,070$4.8M1.4%
16JPMJPMorgan Chase14,168$4.6M1.4%
17BRK/ABerkshire Hathaway Inc CL A6$4.5M1.4%
18AVGOBroadcom Inc11,650$4.4M1.3%
19METAMeta Platforms Inc Class A7,481$4.2M1.3%
20GOOGAlphabet Inc. Class C11,725$4.1M1.2%
21CATCaterpillar3,420$3.6M1.1%
22WMTWal-Mart30,644$3.5M1%
23JNJJohnson & Johnson13,071$3.3M1%
24DFCFDimensional Core Fixed Income ETF78,586$3.3M1%
25VVisa Inc Class A8,559$2.9M0.9%
26MUMicron Technology2,319$2.7M0.8%
27SCZiShares MSCI EAFE Small Cap ETF30,908$2.5M0.8%
28MAMastercard Inc Class A4,885$2.5M0.8%
29TSLATesla Motors5,681$2.4M0.7%
30COSTCostco Wholesale Co2,357$2.2M0.7%
31LLYLilly Eli & Co1,784$2.1M0.6%
32AXPAmerican Express Co6,241$2.1M0.6%
33BRK/BBerkshire Hathaway Class B4,053$2.0M0.6%
34AMATApplied Materials2,753$2.0M0.6%
35CSCOCisco Systems16,917$2.0M0.6%
36BACBank Of America Corp33,466$1.9M0.6%
37AMDAdvanced Micro Devices I3,096$1.8M0.5%
38ADPAuto Data Processing7,866$1.8M0.5%
39PNCP N C Financial Services Group Inc7,077$1.7M0.5%
40MRKMerck & Co. Inc.13,530$1.7M0.5%
41IVViShares Core S&P 500 ETF2,282$1.7M0.5%
42Asml Holding N V F Sponsored ADR857$1.7M0.5%
43IVWiShares S&P 500 Growth ETF12,036$1.7M0.5%
44AMGNAmgen Inc4,519$1.6M0.5%
45UNHUnitedHealth Group3,932$1.6M0.5%
46MPCMarathon Pete Corp6,334$1.6M0.5%
47IXUSiShares Core MSCI Total ETF16,185$1.5M0.5%
48Eaton Corp PLC F3,556$1.5M0.5%
49KRKroger Co27,029$1.5M0.5%
50APHAmphenol Corp Class A8,039$1.4M0.4%
51BLKBlackRock FNDG Inc1,469$1.4M0.4%
52ABBVAbbvie Inc5,423$1.4M0.4%
53SCHWCharles Schwab Corp14,651$1.4M0.4%
54GEGeneral Electric Co3,583$1.3M0.4%
55SBUXStarbucks Corp12,705$1.3M0.4%
56INTCIntel9,294$1.3M0.4%
57IVEiShares S&P 500 Value ETF5,296$1.2M0.4%
58GSGoldman Sachs Group1,144$1.2M0.3%
59CVXChevron Corp.6,863$1.1M0.3%
60NEENextera Energy Inc12,936$1.1M0.3%
61MSMorgan Stanley5,323$1.1M0.3%
62VTEBVanguard Muni BND Tax Exempt ETF21,487$1.1M0.3%
63LRCXLam Research Corp2,485$1.1M0.3%
64Chubb LTD F3,000$1.0M0.3%
65MDLZMondelez International W I17,630$1.0M0.3%
66IWMiShares Russell 2000 ETF3,355$1.0M0.3%
67NOWService Now Inc10,079$1.0M0.3%
68DEDeere & Co1,507$955,9350.3%
69PANWPalo Alto Networks2,711$924,5050.3%
70TXNTexas Instruments3,048$908,5170.3%
71PGProcter & Gamble6,159$903,1560.3%
72TDGTransdigm Group Inc665$885,8070.3%
73ACWXiShares MSCI Acwi Ex US ETF11,436$870,3940.3%
74PFEPfizer36,141$870,2750.3%
75ABTAbbott Laboratories9,227$837,2580.3%
76TGTTarget Corp6,401$836,0350.3%
77BKNGBooking Holdings Inc4,683$834,6980.3%
78EXMOCExxonMobil6,104$834,5390.3%
79PEPPepsico Inc6,007$813,3480.2%
80ISRGIntuitive Surgical2,025$805,3020.2%
81ITWIllinois Tool Works2,962$801,1320.2%
82ATEYYAdvantest Corp F Sponsored ADR3,766$783,5540.2%
83NFLXNetflix Inc10,676$762,2660.2%
84QCOMQualcomm Inc4,092$756,1610.2%
85KBKB Finl Group Inc F Sponsored ADR7,174$752,9830.2%
86ECLEcolab Inc2,682$747,2320.2%
87MCDMcDonald's2,727$737,1350.2%
88SNDKSandisk Corp323$734,6910.2%
89CRMSalesforce4,642$727,2160.2%
90COPConocophillips6,932$720,6510.2%
91UMCUnited Microelectronic F Sponsored ADR26,143$711,3510.2%
92EWEdwards Lifesciences Corp7,739$700,0700.2%
93SHYiShares 1-3 Year Treasry Bond ETF8,499$697,8530.2%
94ORCLOracle Corp4,754$696,6990.2%
95RTXRaytheon Technologies Co3,656$693,6530.2%
96WDCWestern Digital Corp Com1,064$679,5980.2%
97SYKStryker Corp2,136$672,4980.2%
98KOCoca-Cola8,209$667,1450.2%
99CRWDCrowdstrike HLDGS Inc Class A860$656,3000.2%
100LMTLockheed Martin Corp1,266$644,9760.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.