StockDriftsStockDriftsTop 50 Copperleaf Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | 16.72% | 536.6K | $34.9M | +16.86%(+77.41K) | $47.92(+3.52%) | 2025-09-30 | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 6.4% | 133.7K | $13.3M | +19.04%(+21.38K) | $76.88(-0.78%) | 2025-09-30 | |
| CBOJ | CALAMOS ETF TR | 3.33% | 266.1K | $7.0M | -0.65%(-1.75K) | $24.98(-3.64%) | 2025-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.95% | 159.3K | $6.1M | -2.65%(-4.34K) | $27.29(+47.06%) | 2025-09-30 | |
| DCOR | DIMENSIONAL ETF TRUST | 2.62% | 76.0K | $5.5M | +9.92%(+6.86K) | $52.29(+42.66%) | 2025-09-30 | |
| IVV | ISHARES TR | 2.56% | 8.0K | $5.3M | -48.98%(-7.65K) | $422.05(+64.26%) | 2025-09-30 | |
| EFV | ISHARES TR | 2.48% | 76.3K | $5.2M | +54.46%(+26.91K) | $57.02(+25.68%) | 2025-09-30 | |
| IUSB | ISHARES TR | 2.34% | 104.3K | $4.9M | -37.03%(-61.35K) | $45.92(+1.55%) | 2025-09-30 | |
| QUAL | ISHARES TR | 2.16% | 23.2K | $4.5M | -17.36%(-4.87K) | $133.80(+50.24%) | 2025-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.08% | 73.2K | $4.3M | -14.32%(-12.24K) | $44.48(+38.49%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.22% | +82.59% | — | — | +82.59% |
| Top 20 Holdings Unweighted | +23.62% | +88.92% | — | — | +88.92% |
Copperleaf Capital, Llc reports $208.60M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are IBIT (16.7%), FBTC (6.4%) and CBOJ (3.3%). The top 20 holdings account for 60% of reported assets. Its disclosed equity book has returned +82.59% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Copperleaf Capital, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802225). View Copperleaf Capital, Llc’s 13F filings on SEC