Copperleaf Capital, LLC Portfolio Holdings

Copperleaf Capital, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $123 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $8.68M, Ishares Core Total Usd Bond Ma with a value of $7.58M, Ishares S&P 500 Growth ETF with a value of $4.75M, Dimensional ETF Tr U S Core Eq with a value of $4.68M, and Ishares Msci Usa Quality Facto with a value of $4.66M.

Examining the 13F form we can see an increase of $693K in the current position value, from $123M to 123M.

Copperleaf Capital, LLC is based out at Raleigh, NC

Below you can find more details about Copperleaf Capital, LLC portfolio as well as his latest detailed transactions.