§ 13F · FUND PROFILE
Copperleaf Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $197.6T (13F)Positions · 113Turnover · — · Q3Filed · Oct 28, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 28, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IBIT | ISHARES BITCOIN TRUST ETF | 537K | $34.9T | 16.7% | — |
| 2 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 134K | $13.3T | 6.4% | — |
| 3 | CBOJ | CALAMOS ETF TR | 266K | $7.0T | 3.3% | — |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 159K | $6.1T | 2.9% | — |
| 5 | DCOR | DIMENSIONAL ETF TRUST | 76K | $5.5T | 2.6% | — |
| 6 | IVV | ISHARES TR | 8K | $5.3T | 2.6% | — |
| 7 | EFV | ISHARES TR | 76K | $5.2T | 2.5% | — |
| 8 | IUSB | ISHARES TR | 104K | $4.9T | 2.3% | — |
| 9 | QUAL | ISHARES TR | 23K | $4.5T | 2.2% | — |
| 10 | DYNF | BLACKROCK ETF TRUST | 73K | $4.3T | 2.1% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COPPERLEAF SIGNAL
AC read
Copperleaf Capital, LLC is a Other fund managing $197638.3 trillion in assets. The fund runs a portfolio of 113 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed