Chief Operations Officer

0001802225-23-000004.txt : 20231114 0001802225-23-000004.hdr.sgml : 20231114 20231113183858 ACCESSION NUMBER: 0001802225-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231114 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: 231400727 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 09-30-2023 09-30-2023 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 11-13-2023 0 79 92461175 false INFORMATION TABLE 2 copperleafcapitalllc13fq323.xml ADOBE INC COM 00724F101 990736 1943 SH SOLE 301 0 1642 AIR PRODS & CHEMS INC COM 009158106 926196 3268 SH SOLE 427 0 2841 ALPHABET INC CAP STK CL A 02079K305 1933326 14774 SH SOLE 3056 0 11718 AMAZON COM INC COM 023135106 1867774 14693 SH SOLE 2991 0 11702 APPLE INC COM 037833100 1302739 7609 SH SOLE 0 0 7609 AUTODESK INC COM 052769106 321124 1552 SH SOLE 270 0 1282 AUTOZONE INC COM 053332102 208279 82 SH SOLE 0 0 82 BARINGS BDC INC COM 06759L103 339164 38066 SH SOLE 0 0 38066 BERKSHIRE HATHAWAY INC DEL CL A 084670108 531477 1 SH SOLE 0 0 1 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 548500 11650 SH SOLE 0 0 11650 BOOKING HOLDINGS INC COM 09857L108 1418617 460 SH SOLE 113 0 347 CARMAX INC COM 143130102 810212 11455 SH SOLE 2306 0 9149 CENCORA INC COM 03073E105 1532316 8514 SH 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