13F Insight
DOSSIER · 13F-HR · Q3 2025

Copperleaf Capital, LLC

$209M in tracked AUM across 114 positions as of Q3 2025.

CC
CIK 0001802225 · last filed Sep 30, 2025
Total AUM
$209M
as of Q3 2025
Holdings
114
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Copperleaf Capital, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
IBIT
ISHARES BITCOIN TRUST ETF
$35M537K16.7%02
FBTC
FIDELITY WISE ORIGIN BITCOIN
$13M134K6.4%03
CBOJ
CALAMOS ETF TR
$7M266K3.3%04
DFAC
DIMENSIONAL ETF TRUST
$6M159K2.9%05
DCOR
DIMENSIONAL ETF TRUST
$5M76K2.6%06
IVV
ISHARES TR
$5M8K2.6%07
EFV
ISHARES TR
$5M76K2.5%08
IUSB
ISHARES TR
$5M104K2.3%09
QUAL
ISHARES TR
$5M23K2.2%10
DYNF
BLACKROCK ETF TRUST
$4M73K2.1%

Filing history

2025Q3Sep 30
$209M▲ 5.5%
114 positionsView →2025Q2Jun 30
$198M▲ 18.1%
113 positionsLocked2025Q1Mar 31
$167M▲ 6.0%
107 positionsLocked2024Q4Dec 31
$158M▲ 20.9%
91 positionsLocked2024Q3Sep 30
$131M▲ 4.4%
90 positionsLocked2024Q2Jun 30
$125M▲ 8.3%
88 positionsLocked2024Q1Mar 31
$116M▲ 17.7%
91 positionsLocked2023Q4Dec 31
$98M▲ 6.2%
79 positionsLocked2023Q3Sep 30
$92M▼ 13.3%
79 positionsLocked2023Q2Jun 30
$107M▲ 6.0%
77 positionsLocked2023Q1Mar 31
$101M▲ 15.8%
73 positionsLocked2022Q4Dec 31
$87M▼ 6.0%
66 positionsLocked
Showing 12 of 24