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| Happy Holidays!! thanks for using AUM13F!! |
| Copperleaf Capital LLC
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| CRD # | 117823 |
| SEC # | 801-80179 |
| CIK # | 0001802225 |
| AUM | $249.7 M (2025-06-23) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 919-787-9725 |
| Address | 432 Copperfield Blvd NE Concord, NC 28025-2427 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 28.1 | ||
| Fidelity Wise Origin Bitcoin Fund | 10.6 | ||
| Amazon Com Inc | 3.3 | ||
| Facebook Inc | 3.3 | ||
| Microsoft Corp | 3.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.7 | ||
| Alphabet Inc | 2.7 | ||
| Schwab Charles Corp | 2.3 | ||
| Mastercard Inc | 2.1 | ||
| VISA Inc | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 51.2 |
| (b) Individuals (high net worth individuals) | 98 | 180.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 7.0 |
| (n) Other | 7 | 11.3 |
| Total | 957 | 249.7 |
| By Discretionary | ||
| Discretionary | 817 | 238.4 |
| Non-Discretionary | 140 | 11.3 |
| Total | 957 | 249.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 248.9 | |
| Total | 957 | 249.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802225] |
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0.2 | |
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