Chief Operations Officer

0001802225-23-000003.txt : 20230811 0001802225-23-000003.hdr.sgml : 20230811 20230811132911 ACCESSION NUMBER: 0001802225-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 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: 231162872 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 06-30-2023 06-30-2023 Copperleaf Capital, LLC

5904 SIX FORKS ROAD SUITE 201 RALEIGH NC 27609

13F HOLDINGS REPORT 028-19867 000117823 801-80179 N Rachael Stack Chief Operations Officer 9197879725 Rachael Stack Topeka KS 08-11-2023 0 77 106694953 false INFORMATION TABLE 2 copperleafcapitalllc13fq223.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 1204382 2463 SH SOLE 0 0 0 2463 AIR PRODS & CHEMS INC COM 009158106 1063631 3551 SH SOLE 0 0 0 3551 ALPHABET INC CAP STK CL A 02079K305 2512742 20992 SH SOLE 0 0 0 20992 AMAZON COM INC COM 023135106 2044436 15683 SH SOLE 0 0 0 15683 AMERISOURCEBERGEN CORP COM 03073E105 1714568 8910 SH SOLE 0 0 0 8910 APPLE INC COM 037833100 1480761 7634 SH SOLE 0 0 0 7634 AUTODESK INC COM 052769106 377301 1844 SH SOLE 0 0 0 1844 AUTOZONE INC COM 053332102 204456 82 SH SOLE 0 0 0 82 BARINGS BDC INC COM 06759L103 340130 43384 SH SOLE 0 0 0 43384 BERKSHIRE HATHAWAY INC DEL CL A 084670108 517810 1 SH SOLE 0 0 0 1 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 424468 8691 SH SOLE 0 0 0 8691 BOOKING HOLDINGS INC COM 09857L108 1609397 596 SH SOLE 0 0 0 596 CARMAX 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