Copperleaf Capital, LLC Incresed Positions in Q3 2025

Copperleaf Capital, LLC

  • $137 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
37.5K
+ 363.2%
$61.62 - $72.77 $2.31M - $2.73M
47.9K $3.48M
EFV
Msci Eafe Value ETF

ETFs
26.9K
+ 54.46%
$62.79 - $68.42 $1.69M - $1.84M
76.3K $5.18M
ORCL
Oracle Corp

Technology
4.48K
+ 379.97%
$218.96 - $328.33 $980K - $1.47M
5.65K $1.59M
IEMG
Ishares Inc

ETFs
18.8K
+ 70.69%
N/A
45.4K $2.44M
OEF
Ishares S&P 100 ETF

ETFs
2.36K
+ 49.26%
N/A
7.15K $1.9M
JPM
Jpmorgan Chase & CO

Financial Services
1.3K
+ 23.48%
$282.78 - $316.06 $369K - $412K
6.86K $2.16M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.96K
+ 38.17%
$98.52 - $103.93 $489K - $516K
18K $1.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
772
+ 153.78%
$459.11 - $506.91 $354K - $391K
1.27K $640K
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.32K
+ 23.22%
$47.86 - $48.43 $350K - $354K
38.8K $1.87M
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.39K
+ 3.4%
$30.76 - $33.01 $104K - $112K
103K $3.38M
AMAT
Applied Materials Inc

Technology
616
+ 13.51%
$156.25 - $204.95 $96.3K - $126K
5.17K $1.06M
VEEV
Veeva Systems Inc

Healthcare
567
+ 22.59%
$269.2 - $297.91 $153K - $169K
3.08K $916K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
722
+ 18.38%
$134.94 - $145.86 $97.4K - $105K
4.65K $677K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
607
+ 1.37%
$29.55 - $32.52 $17.9K - $19.7K
44.9K $1.44M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.82K
+ 9.4%
$22.64 - $23.22 $86.5K - $88.7K
44.5K $1.03M
LYG
Lloyds Banking Group PLC

Financial Services
14.6K
+ 39.43%
$4.03 - $4.63 $58.9K - $67.6K
51.6K $234K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
900
+ 13.99%
$39.06 - $43.42 $35.2K - $39.1K
7.33K $318K
EMB
Ishares Tr

ETFs
404
+ 5.19%
$91.52 - $95.59 $37K - $38.6K
8.19K $779K
MBB
Ishares Tr

ETFs
282
+ 1.28%
$92.46 - $95.73 $26.1K - $27K
22.4K $2.13M
WFC
Wells Fargo & Company

Financial Services
230
+ 3.15%
$77.05 - $85.16 $17.7K - $19.6K
7.53K $630K
ENB
Enbridge Inc

Energy
217
+ 3.55%
$43.79 - $50.46 $9.5K - $10.9K
6.33K $319K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
774
+ 9.45%
$47.18 - $48.17 $36.5K - $37.3K
8.96K $429K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.62K
+ 18.56%
$22.89 - $23.7 $37.2K - $38.5K
10.4K $244K
MUB
Ishares National Muni Bond ETF

ETFs
216
+ 4.25%
$103.24 - $106.68 $22.3K - $23K
5.3K $564K
VEA
Vanguard Ftse Developed Market

ETFs
322
+ 7.92%
$56.02 - $60.3 $18K - $19.4K
4.39K $262K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
568
+ 11.34%
$46.86 - $48.27 $26.6K - $27.4K
5.58K $267K
Fidelity Wise Origin Bitcoin
21.4K
+ 19.04%
N/A
134K $0
Blackrock ETF Trust
44.4K
+ 733.55%
N/A
50.5K $0
Blackrock ETF Trust Ii
1.99K
+ 6.32%
N/A
33.5K $0
Blackrock Inc
20
+ 9.35%
N/A
234 $0
Dimensional ETF Trust
1.91K
+ 17.71%
N/A
12.7K $0
Dimensional ETF Trust
6.86K
+ 9.92%
N/A
76K $0
Ishares Bitcoin Trust ETF
77.4K
+ 16.86%
N/A
537K $0
Dimensional ETF Trust
1.34K
+ 6.23%
N/A
22.8K $0
Dimensional ETF Trust
5.46K
+ 29.96%
N/A
23.7K $0
Aduro Clean Technologies Inc
9.85K
+ 37.88%
N/A
35.9K $0
PG
Procter & Gamble CO

Consumer Defensive
31
+ 2.29%
$150.47 - $161.22 $4.66K - $5K
1.38K $212K
PM
Philip Morris International Inc.

Consumer Defensive
763
+ 11.91%
$157.77 - $183.27 $120K - $140K
7.17K $1.16M
Activity Summary
Buys All Purchases 56 New Holdings 17 Increased Positions 39 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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