13F Filings History of Canopy Partners, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$306,951,159
Signature - Title
Patrick D. Hayes - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Canopy Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Canopy Partners, LLC reported 253 stock holdings with total value $306,951,159 as of Q4 2025. Top holdings included AAPL, VTI, SPY, MSFT, and DFAU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 253 $306,951,159 +$13,116,981 -$10,801,093 +$2,315,888 AAPL, VTI, SPY, MSFT, DFAU 13F-HR 11 Feb 2026, 19:53
Q3 2025 235 $299,346,944 +$13,352,615 -$5,299,882 +$8,052,733 AAPL, VTI, MSFT, SPY, NVDA 13F-HR 29 Oct 2025, 17:43
Q2 2025 227 $272,645,350 +$9,353,283 -$15,941,596 -$6,588,313 VTI, MSFT, AAPL, SPY, IEFA 13F-HR 23 Jul 2025, 13:13
Q1 2025 217 $256,642,580 +$16,997,639 -$13,153,723 +$3,843,916 AAPL, VTI, SPY, MSFT, MDY 13F-HR 07 May 2025, 17:01
Q4 2024 213 $261,969,564 +$36,249,428 -$6,980,774 +$29,268,654 AAPL, VTI, MSFT, SPY, MDY 13F-HR 13 Feb 2025, 10:22
Q3 2024 210 $232,347,877 +$12,654,487 -$5,827,099 +$6,827,388 VTI, AAPL, SPY, IEFA, MSFT 13F-HR 12 Nov 2024, 16:15
Q2 2024 198 $215,341,305 +$15,833,003 -$5,291,057 +$10,541,946 VTI, MSFT, SPY, IEFA, AAPL 13F-HR 09 Aug 2024, 11:18
Q1 2024 200 $204,647,486 +$35,922,936 -$7,373,550 +$28,549,386 VTI, IEFA, SPY, MSFT, MDY 13F-HR 15 May 2024, 12:41
Q4 2023 162 $164,129,101 $0 $0 $0 IEFA, SPY, AAPL, MSFT, MDY 13F-HR 14 Feb 2024, 17:12