Copperleaf Capital, LLC
Copperleaf Capital, LLC is an investment advisory firm headquartered in Concord, North Carolina, serving primarily high net worth individuals as well as some individual investors and corporate clients. Registered with the SEC, it operates as an independent asset manager. The firm was founded around 2011 and has 8 employees as of 2025, with a significant portion engaged in investment decision-making. Copperleaf manages client portfolios and provides wealth management and investment advisory services, primarily for U.S. clients.
Investment Strategy
Copperleaf Capital, LLC invests primarily in publicly traded securities with a focus on maximizing risk-adjusted returns for clients, which are predominantly high net worth individuals. Their portfolio includes significant allocations to equities (such as Amazon, Microsoft, Alphabet, and major fintechs), as well as alternative investments like the iShares Bitcoin Trust and Fidelity Wise Origin Bitcoin Fund. The firm utilizes discretionary portfolio management and may employ asset allocation strategies designed to balance growth, stability, and risk according to each client's best interest.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBIT | ISHARES BITCOIN TRUST ETF | 14.22% | $28.1M | 459,138 | $46.89 | $61.21 | +$6.8M |
F FBTC | FIDELITY WISE ORIGIN BITCOIN | 5.34% | $10.6M | 112,293 | $74.90 | $93.99 | +$4.8M |
I IVV | ISHARES TR | 4.91% | $9.7M | 15,622 | $395.54 | $620.90 | +$1.0M |
I IUSB | ISHARES TR | 3.88% | $7.7M | 165,688 | $45.20 | $46.23 | +$83.7K |
D DFAC | DIMENSIONAL ETF TRUST | 2.97% | $5.9M | 163,674 | $27.70 | $35.84 | +$1.2M |