Canopy Partners, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 291,472
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 195.2 K | 67.0% | 0 | 13.24 K | -13.24 K |
| ETFs | 96.25 K | 33.0% | 0 | 2.239 K | -2.239 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
291,472
Holdings
245
QoQ value change ($000)
-15,479
(-5.0%)
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.