Canopy Partners, LLC

Family Office

Canopy Partners, LLC is a Family Office based in Winchester, MA led by Charles Edward Stutenroth, reporting $799.2M in AUM as of Q3 2025 with 33% ETF concentration.

Managing PartnerCharles Edward Stutenroth

Portfolio Value: $286.3M
Positions: 209
Top Holding: AAPL at 4.75%
Last Reported: Q3 2025

Address28 Church St, Suite 4, Winchester, MA, 01890, United States

Top Holdings

Largest long holdings in Canopy Partners, LLC's portfolio (38.7% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$13.6M	4.75%	-$64.7K Sold	0.00% 53.5K shares	Q4 2023 Held for 1y 11m
2 Vanguard Total Stock Market VTI	ETF ETF	$13.5M	4.70%	-$157.5K Sold	— 41.0K shares	Q4 2023 Held for 1y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$12.9M	4.50%	-$120.7K Sold	0.00% 24.9K shares	Q4 2023 Held for 1y 11m
4 SPDR S&P 500 ETF Trust SPY	ETF ETF	$11.8M	4.14%	-$10.7K Sold	— 17.8K shares	Q4 2023 Held for 1y 11m
5 Nvidia NVDA	Semiconductors Technology	$10.8M	3.79%	+$1.8M Bought	0.00% 58.1K shares	Q4 2023 Held for 1y 11m
6 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$10.5M	3.66%	-$138.3K Sold	— 120.1K shares	Q4 2023 Held for 1y 11m
7 Dimensional US Core Equity Market DFAU	ETF ETF	$10.4M	3.64%	+$838.4K Bought	— 227.7K shares	Q4 2023 Held for 1y 11m
8 SPDR S&P MidCap 400 ETF MDY	ETF ETF	$10.2M	3.56%	-$20.9K Sold	— 17.1K shares	Q4 2023 Held for 1y 11m
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$9.0M	3.13%	+$159.2K Bought	0.00% 36.9K shares	Q4 2023 Held for 1y 11m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$8.2M	2.85%	+$269.0K Bought	0.00% 37.1K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Canopy Partners, LLC's latest filing

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Market Value

$286.3M

Prior: $261.0M

Q/Q Change

+9.7%

+$25.3M

Net Flows % of MV

+2.05%

Turnover Ratio

2.89%

New Purchases

8 stocks

$1.7M

Added To

104 stocks

+$9.0M

Sold Out Of

8 stocks

$1.8M

Reduced Holdings

69 stocks

-$3.0M

Increased Positions

Position	Shares Δ	Change
1 Cummins CMI	New	0 → 607.0 +$256.4K
2 Lam Research LRCX	New	0 → 1.8K +$244.8K
3 CrowdStrike Holdings, Inc. CRWD	New	0 → 498.0 +$244.2K
4 Arista Networks ANET	New	0 → 1.6K +$229.3K
5 UL Unilever UL	New	0 → 3.5K +$208.9K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core U.S. Aggregate Bond AGG	Sold	3.5K → 0 −$342.2K
2 Colgate-Palmolive CL	Sold	2.8K → 0 −$256.9K
3 iShares 7-10 Year Treasury Bond IEF	Sold	2.6K → 0 −$245.3K
4 iShares Russell 2500 SMMD	Sold	3.5K → 0 −$238.8K
5 Simon Property Group SPG	Sold	1.3K → 0 −$209.1K