0001802225-23-000002.txt : 20230515 0001802225-23-000002.hdr.sgml : 20230515 20230515160228 ACCESSION NUMBER: 0001802225-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Copperleaf Capital, LLC CENTRAL INDEX KEY: 0001802225 IRS NUMBER: 472687350 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19867 FILM NUMBER: 23921829 BUSINESS ADDRESS: STREET 1: 5904 SIX FORKS ROAD STREET 2: SUITE 201 CITY: RALEIGH STATE: NC ZIP: 27609 BUSINESS PHONE: 919-787-9725 MAIL ADDRESS: STREET 1: 5904 SIX FORKS ROAD STREET 2: SUITE 201 CITY: RALEIGH STATE: NC ZIP: 27609 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001802225 XXXXXXXX 03-31-2023 03-31-2023 Copperleaf Capital, LLC

5904 SIX FORKS ROAD SUITE 201 RALEIGH NC 27609

13F HOLDINGS REPORT 028-19867 000117823 801-80179 N Rachael Stack 9197879725 Rachael Stack Topeka KS 05-15-2023 0 73 100616211 false INFORMATION TABLE 2 copperleafcapitalllc13fq123.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 480942 1248 SH SOLE 0 0 1248 ALPHABET INC CAP STK CL A 02079K305 2675819 25796 SH SOLE 0 0 25796 AMAZON COM INC COM 023135106 1386255 13421 SH SOLE 0 0 13421 AMERISOURCEBERGEN CORP COM 03073E105 1866260 11656 SH SOLE 0 0 11656 APPLE INC COM 037833100 1274005 7726 SH SOLE 0 0 7726 AUTODESK INC COM 052769106 348252 1673 SH SOLE 0 0 1673 AUTOZONE INC COM 053332102 201568 82 SH SOLE 0 0 82 BARINGS BDC INC COM 06759L103 354600 44660 SH SOLE 0 0 44660 BERKSHIRE HATHAWAY INC DEL CL A 084670108 465600 1 SH SOLE 0 0 1 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 212718 4702 SH SOLE 0 0 4702 BOOKING HOLDINGS INC COM 09857L108 1708152 644 SH SOLE 0 0 644 CARMAX INC COM 143130102 781195 12153 SH SOLE 0 0 12153 CVS HEALTH CORP COM 126650100 483139 6502 SH SOLE 0 0 6502 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