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Justine Kidwell

Canopy Partners, Llc

Assets Managed
$291.472M
Holdings
245
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-5.04%(2Q avg: -1.25%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Canopy Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 245 positions.

Assets under management

The assets under management (AUM) of Canopy Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 291.472M in assets, with a quarterly growth rate of -5.04% and a 2-quarter average growth rate of -1.25%. The portfolio is managed by Justine Kidwell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.16%
4.68%
$13.64M
53,746 shares@ $253.8 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -5.55%
4.24%
$12.35M
38,496 shares@ $320.82 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
3.97%
$11.564M
17,781 shares@ $650.35 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 1.63%
3.94%
$11.469M
254,194 shares@ $45.13 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -1.66%
3.66%
$10.661M
117,764 shares@ $90.54 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.9%
3.47%
$10.09M
35,088 shares@ $287.56 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.6%
3.34%
$9.707M
55,662 shares@ $174.41 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -5.8%
3.29%
$9.589M
15,548 shares@ $616.76 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.67%
3.21%
$9.341M
25,234 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.34%
2.78%
$8.088M
38,834 shares@ $208.28 avg price

1-10 of 245