# EDGAR Filing Document

**Accession Number:** 0001802225
**File Stem:** 0001802225-25-000008
**Filing Date:** 2025-10
**Character Count:** 15258
**Document Hash:** 88d4bc9efa971e7a2b06f85f88098230
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001802225-25-000008.hdr.sgml**: 20251028

**ACCESSION NUMBER**: 0001802225-25-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251028

**DATE AS OF CHANGE**: 20251028

**EFFECTIVENESS DATE**: 20251028

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Copperleaf Capital, LLC
- **CENTRAL INDEX KEY:** 0001802225

**ORGANIZATION NAME:**
- **EIN:** 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:** 251422220

**BUSINESS ADDRESS:**
- **STREET 1:** 432 COPPERFIELD BLVD NE
- **STREET 2:** SUITE 206
- **CITY:** CONCORD
- **STATE:** NC
- **ZIP:** 28025-2427
- **BUSINESS PHONE:** 919-787-9725

**MAIL ADDRESS:**
- **STREET 1:** 432 COPPERFIELD BLVD NE
- **STREET 2:** SUITE 206
- **CITY:** CONCORD
- **STATE:** NC
- **ZIP:** 28025-2427

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Copperleaf Capital LLC<br>**Address:** 432 COPPERFIELD BLVD NE<br>SUITE 206<br>CONCORD, NC 28025-2427

**Form 13F File Number:** 028-19867

**CRD Number (if applicable):** 000117823

**SEC File Number (if applicable):** 801-80179

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rachael Stack<br>**Title:** Director of Compliance<br>**Phone:** 9197879725

**Signature, Place, and Date of Signing:**

Rachael Stack  Topeka, KS  10-28-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 114

**Form 13F Information Table Value Total:** $208600206

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 |  | 690332 | 1957 | SH |  | SOLE |  | 150 | 0 | 1807 |
| ADURO CLEAN TECHNOLOGIES INC | COM NEW | 007408206 |  | 480390 | 35850 | SH |  | SOLE |  | 28259 | 0 | 7591 |
| AEROVIRONMENT INC | COM | 008073108 |  | 592623 | 1882 | SH |  | SOLE |  | 59 | 0 | 1823 |
| AIRBNB INC | COM CL A | 009066101 |  | 512274 | 4219 | SH |  | SOLE |  | 248 | 0 | 3971 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3345768 | 13763 | SH |  | SOLE |  | 2242 | 0 | 11521 |
| AMAZON COM INC | COM | 023135106 |  | 3177776 | 14473 | SH |  | SOLE |  | 1539 | 0 | 12934 |
| APPLE INC | COM | 037833100 |  | 2112719 | 8297 | SH |  | SOLE |  | 0 | 0 | 8297 |
| APPLIED MATLS INC | COM | 038222105 |  | 1059229 | 5174 | SH |  | SOLE |  | 303 | 0 | 4871 |
| AUTODESK INC | COM | 052769106 |  | 824036 | 2594 | SH |  | SOLE |  | 235 | 0 | 2359 |
| AUTOZONE INC | COM | 053332102 |  | 351800 | 82 | SH |  | SOLE |  | 0 | 0 | 82 |
| BANK AMERICA CORP | COM | 060505104 |  | 948748 | 18390 | SH |  | SOLE |  | 1027 | 0 | 17363 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 640524 | 1274 | SH |  | SOLE |  | 21 | 0 | 1253 |
| BLACKROCK ETF TRUST | US CARBON TRANS | 09290C509 |  | 875834 | 12067 | SH |  | SOLE |  | 0 | 0 | 12067 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 1061146 | 31064 | SH |  | SOLE |  | 668 | 0 | 30396 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 1912125 | 50505 | SH |  | SOLE |  | 2648 | 0 | 47857 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 4334603 | 73220 | SH |  | SOLE |  | 5558 | 0 | 67662 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 1784259 | 33514 | SH |  | SOLE |  | 862 | 0 | 32652 |
| BLACKROCK INC | COM | 09290D101 |  | 273297 | 234 | SH |  | SOLE |  | 0 | 0 | 234 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 702159 | 130 | SH |  | SOLE |  | 13 | 0 | 117 |
| BROADCOM INC | COM | 11135F101 |  | 343766 | 1042 | SH |  | SOLE |  | 0 | 0 | 1042 |
| CALAMOS ETF TR | CALLMOS BIT STRU | 12811T688 |  | 6953811 | 266056 | SH |  | SOLE |  | 53788 | 0 | 212268 |
| CALAMOS ETF TR | CALAMOS BIT 80 S | 12811T720 |  | 261547 | 9145 | SH |  | SOLE |  | 4785 | 0 | 4360 |
| CENCORA INC | COM | 03073E105 |  | 736629 | 2357 | SH |  | SOLE |  | 249 | 0 | 2108 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 699563 | 3381 | SH |  | SOLE |  | 261 | 0 | 3120 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 535934 | 1588 | SH |  | SOLE |  | 115 | 0 | 1473 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 221008 | 7034 | SH |  | SOLE |  | 94 | 0 | 6940 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 346147 | 12675 | SH |  | SOLE |  | 370 | 0 | 12305 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 |  | 5468067 | 76009 | SH |  | SOLE |  | 2634 | 0 | 73375 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 429949 | 8961 | SH |  | SOLE |  | 0 | 0 | 8961 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 1441213 | 44940 | SH |  | SOLE |  | 292 | 0 | 44648 |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 |  | 1228898 | 22774 | SH |  | SOLE |  | 0 | 0 | 22774 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 3380442 | 103094 | SH |  | SOLE |  | 0 | 0 | 103094 |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 |  | 1313787 | 23693 | SH |  | SOLE |  | 0 | 0 | 23693 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 6145668 | 159338 | SH |  | SOLE |  | 0 | 0 | 159338 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 217960 | 6946 | SH |  | SOLE |  | 0 | 0 | 6946 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 1871379 | 38833 | SH |  | SOLE |  | 0 | 0 | 38833 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 |  | 260517 | 6169 | SH |  | SOLE |  | 0 | 0 | 6169 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 1266033 | 29608 | SH |  | SOLE |  | 0 | 0 | 29608 |
| DIREXION SHS ETF TR | DLY FIN BULL NEW | 25459Y694 |  | 225044 | 1265 | SH |  | SOLE |  | 0 | 0 | 1265 |
| DISNEY WALT CO | COM | 254687106 |  | 1020966 | 8917 | SH |  | SOLE |  | 958 | 0 | 7959 |
| ELI LILLY  CO | COM | 532457108 |  | 739436 | 969 | SH |  | SOLE |  | 57 | 0 | 912 |
| ENBRIDGE INC | COM | 29250N105 |  | 319328 | 6328 | SH |  | SOLE |  | 0 | 0 | 6328 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 284374 | 3052 | SH |  | SOLE |  | 0 | 0 | 3052 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 |  | 3647078 | 320200 | SH |  | SOLE |  | 0 | 0 | 320200 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 269630 | 2391 | SH |  | SOLE |  | 0 | 0 | 2391 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 13341500 | 133669 | SH |  | SOLE |  | 16112 | 0 | 117557 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 330088 | 968 | SH |  | SOLE |  | 24 | 0 | 944 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2177280 | 3627 | SH |  | SOLE |  | 381 | 0 | 3246 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 34875872 | 536552 | SH |  | SOLE |  | 61604 | 0 | 474947 |
| ISHARES ETHEREUM TR | SHS | 46438R105 |  | 648003 | 20565 | SH |  | SOLE |  | 8107 | 0 | 12458 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 3483285 | 47867 | SH |  | SOLE |  | 22183 | 0 | 25684 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 2995676 | 45444 | SH |  | SOLE |  | 3255 | 0 | 42189 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 318355 | 7332 | SH |  | SOLE |  | 0 | 0 | 7332 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 4873774 | 104341 | SH |  | SOLE |  | 3501 | 0 | 100840 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 267815 | 5576 | SH |  | SOLE |  | 0 | 0 | 5576 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 1388309 | 7088 | SH |  | SOLE |  | 502 | 0 | 6586 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 1028229 | 44474 | SH |  | SOLE |  | 1693 | 0 | 42781 |
| ISHARES TR | S 100 ETF | 464287101 |  | 2379993 | 7151 | SH |  | SOLE |  | 381 | 0 | 6770 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 581320 | 4615 | SH |  | SOLE |  | 0 | 0 | 4615 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 677040 | 4650 | SH |  | SOLE |  | 0 | 0 | 4650 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 453676 | 2168 | SH |  | SOLE |  | 48 | 0 | 2120 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1364152 | 26628 | SH |  | SOLE |  | 947 | 0 | 25681 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 552617 | 5523 | SH |  | SOLE |  | 219 | 0 | 5304 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 213287 | 4216 | SH |  | SOLE |  | 0 | 0 | 4216 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 |  | 455383 | 7946 | SH |  | SOLE |  | 0 | 0 | 7946 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 564614 | 5302 | SH |  | SOLE |  | 0 | 0 | 5302 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 827322 | 8004 | SH |  | SOLE |  | 311 | 0 | 7693 |
| ISHARES TR | HIGH YLD SYSTM B | 46435G250 |  | 406287 | 8492 | SH |  | SOLE |  | 270 | 0 | 8222 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 4509638 | 23186 | SH |  | SOLE |  | 1843 | 0 | 21343 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 1849873 | 17962 | SH |  | SOLE |  | 591 | 0 | 17371 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 780031 | 8194 | SH |  | SOLE |  | 276 | 0 | 7918 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 |  | 244223 | 10366 | SH |  | SOLE |  | 0 | 0 | 10366 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 3570856 | 17291 | SH |  | SOLE |  | 1116 | 0 | 16175 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 4290384 | 35540 | SH |  | SOLE |  | 2558 | 0 | 32982 |
| ISHARES TR | IBONDS 2026 TERM | 46436E528 |  | 1445578 | 61803 | SH |  | SOLE |  | 2221 | 0 | 59582 |
| ISHARES TR | MBS ETF | 464288588 |  | 2128783 | 22373 | SH |  | SOLE |  | 633 | 0 | 21740 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 5177130 | 76325 | SH |  | SOLE |  | 10245 | 0 | 66080 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5334145 | 7970 | SH |  | SOLE |  | 520 | 0 | 7450 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 1640271 | 14404 | SH |  | SOLE |  | 1419 | 0 | 12985 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 1141533 | 4451 | SH |  | SOLE |  | 359 | 0 | 4092 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2163037 | 6857 | SH |  | SOLE |  | 664 | 0 | 6193 |
| KRATOS DEFENSE  SEC SOLUTIO | COM NEW | 50077B207 |  | 1184978 | 12969 | SH |  | SOLE |  | 2533 | 0 | 10436 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 |  | 218292 | 1783 | SH |  | SOLE |  | 0 | 0 | 1783 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 |  | 234467 | 51645 | SH |  | SOLE |  | 0 | 0 | 51645 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1121163 | 1971 | SH |  | SOLE |  | 184 | 0 | 1787 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 763707 | 8019 | SH |  | SOLE |  | 186 | 0 | 7833 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2857075 | 3890 | SH |  | SOLE |  | 635 | 0 | 3255 |
| MICROSOFT CORP | COM | 594918104 |  | 3132755 | 6048 | SH |  | SOLE |  | 977 | 0 | 5071 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1330634 | 7132 | SH |  | SOLE |  | 0 | 0 | 7132 |
| ORACLE CORP | COM | 68389X105 |  | 1590263 | 5654 | SH |  | SOLE |  | 461 | 0 | 5193 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1162732 | 7169 | SH |  | SOLE |  | 719 | 0 | 6450 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 212555 | 1383 | SH |  | SOLE |  | 0 | 0 | 1383 |
| QUALCOMM INC | COM | 747525103 |  | 796623 | 4789 | SH |  | SOLE |  | 508 | 0 | 4281 |
| SALESFORCE INC | COM | 79466L302 |  | 676287 | 2854 | SH |  | SOLE |  | 314 | 0 | 2540 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 1937737 | 20297 | SH |  | SOLE |  | 1711 | 0 | 18586 |
| STARBUCKS CORP | COM | 855244109 |  | 830523 | 9817 | SH |  | SOLE |  | 516 | 0 | 9301 |
| STRATEGY INC | CL A NEW | 594972408 |  | 625732 | 1942 | SH |  | SOLE |  | 134 | 0 | 1808 |
| SYSCO CORP | COM | 871829107 |  | 290907 | 3533 | SH |  | SOLE |  | 0 | 0 | 3533 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 2952255 | 10571 | SH |  | SOLE |  | 2023 | 0 | 8548 |
| TESLA INC | COM | 88160R101 |  | 445165 | 1001 | SH |  | SOLE |  | 0 | 0 | 1001 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 227423 | 3058 | SH |  | SOLE |  | 0 | 0 | 3058 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2566101 | 7819 | SH |  | SOLE |  | 0 | 0 | 7819 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 213426 | 445 | SH |  | SOLE |  | 0 | 0 | 445 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 386436 | 1846 | SH |  | SOLE |  | 0 | 0 | 1846 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3109218 | 5077 | SH |  | SOLE |  | 0 | 0 | 5077 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 1156551 | 16205 | SH |  | SOLE |  | 0 | 0 | 16205 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 302895 | 6450 | SH |  | SOLE |  | 421 | 0 | 6029 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 348561 | 4745 | SH |  | SOLE |  | 0 | 0 | 4745 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 262989 | 4389 | SH |  | SOLE |  | 0 | 0 | 4389 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 399432 | 5758 | SH |  | SOLE |  | 0 | 0 | 5758 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 823276 | 6951 | SH |  | SOLE |  | 0 | 0 | 6951 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 916669 | 3077 | SH |  | SOLE |  | 228 | 0 | 2849 |
| VISA INC | COM CL A | 92826C839 |  | 1105454 | 3238 | SH |  | SOLE |  | 347 | 0 | 2891 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 630750 | 7525 | SH |  | SOLE |  | 0 | 0 | 7525 |

---