Copperleaf Capital, LLC - Portfolio overview

Copperleaf Capital, LLC has 114 reported holdings in this dataset, with the latest filing dated 2025-10-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IBIT - ISHARES BITCOIN TRUST ETF, 16.72%
2. FBTC - FIDELITY WISE ORIGIN BITCOIN, 6.40%
3. CBOJ - CALAMOS ETF TR, 3.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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