§ 13F · FUND PROFILE
Copperleaf Capital, LLC.
AUM · $209M (13F)Positions · 114Turnover · n/a · Q3Filed · Oct 28, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 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 | $35M | 16.7% | +17% |
| 2 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 134K | $13M | 6.4% | +19% |
| 3 | CBOJ | CALAMOS ETF TR | 266K | $7M | 3.3% | −1% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 159K | $6M | 2.9% | −3% |
| 5 | DCOR | DIMENSIONAL ETF TRUST | 76K | $5M | 2.6% | +10% |
| 6 | IVV | ISHARES TR | 8K | $5M | 2.6% | −49% |
| 7 | EFV | ISHARES TR | 76K | $5M | 2.5% | +54% |
| 8 | IUSB | ISHARES TR | 104K | $5M | 2.3% | −37% |
| 9 | QUAL | ISHARES TR | 23K | $5M | 2.2% | −17% |
| 10 | DYNF | BLACKROCK ETF TRUST | 73K | $4M | 2.1% | −14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COPPERLEAF SIGNAL
AC read
Copperleaf Capital, LLC is a Other fund managing $209 million in assets. The fund runs a portfolio of 114 positions.
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