Copperleaf Capital, LLC — 13F holdings

Copperleaf Capital, LLC reported 114 holdings worth $209M in its 13F filing for Q3 2025, filed October 28, 2025.

Largest positions

1. IBIT ISHARES BITCOIN TRUST ETF — $34.9M (16.7%)
2. FBTC FIDELITY WISE ORIGIN BITCOIN — $13.3M (6.4%)
3. CBOJ CALAMOS ETF TR — $6.95M (3.3%)
4. DIMENSIONAL ETF TRUST — $6.15M (2.9%)
5. DIMENSIONAL ETF TRUST — $5.47M (2.6%)
6. IVV ISHARES TR — $5.33M (2.6%)
7. EFV ISHARES TR — $5.18M (2.5%)
8. IUSB ISHARES TR — $4.87M (2.3%)
9. QUAL ISHARES TR — $4.51M (2.2%)
10. DYNF BLACKROCK ETF TRUST — $4.33M (2.1%)