Copperleaf Capital, LLC
RIA/Wealth
Copperleaf Capital, LLC is a RIA/Wealth based in Raleigh, NC led by Ryan Gary Peterson, reporting $249.7M in AUM as of Q3 2025 with 71% ETF concentration and 17% allocation to IBIT.
PresidentRyan Gary Peterson
- Portfolio Value
- $200.3M
- Positions
- 111
- Top Holding
- IBIT at 17.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Copperleaf Capital, LLC's portfolio (44.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $34.9M | 17.41% | +$5.0M Bought | — 536.6K shares | |
ETF ETF | $13.3M | 6.66% | +$2.1M Bought | — 133.7K shares | |
ETF ETF | $6.1M | 3.07% | -$167.2K Sold | — 159.3K shares | |
ETF ETF | $5.5M | 2.73% | +$493.5K Bought | — 76.0K shares | |
ETF ETF | $5.3M | 2.66% | -$5.1M Sold | — 8.0K shares | |
ETF ETF | $5.2M | 2.58% | +$1.8M Bought | — 76.3K shares | |
ETF ETF | $4.9M | 2.43% | -$2.9M Sold | — 104.3K shares | |
ETF ETF | $4.5M | 2.25% | -$947.2K Sold | — 23.2K shares | |
ETF ETF | $4.3M | 2.16% | -$724.4K Sold | — 73.2K shares | |
ETF ETF | $4.3M | 2.14% | -$1.9M Sold | — 35.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Copperleaf Capital, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Copperleaf Capital, LLC
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