Canopy Partners, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 332,430
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 256 | 332,430 | 13F-HR | Canopy Partners, LLC |
| Q1 2026 | 5/11/2026 | 245 | 291,472 | 13F-HR | Canopy Partners, LLC |
| Q4 2025 | 2/12/2026 | 253 | 306,951 | 13F-HR | Canopy Partners, LLC |
| Q3 2025 | 10/30/2025 | 235 | 299,347 | 13F-HR | Canopy Partners, LLC |
| Q2 2025 | 7/23/2025 | 227 | 272,645 | 13F-HR | Canopy Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 224 K | 67.4% | 28.75 K | 0 | 28.75 K |
| ETFs | 108.5 K | 32.6% | 12.22 K | 0 | 12.22 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
332,430
Holdings
256
QoQ value change ($000)
40,958
(14.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.