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| Broadleaf Partners LLC
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|---|---|
| CRD # | 137433 |
| SEC # | 801-71143 |
| CIK # | 0001712686 |
| AUM | 551.3 M (2026-06-08) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 330-650-0921 |
| Address | 9 Aurora Street, Suite 5 Hudson, OH 44236 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 31.7 | ||
| Apple Inc | 23.2 | ||
| Alphabet Inc | 23.0 | ||
| Microsoft Corp | 22.0 | ||
| Amazon Com Inc | 21.9 | ||
| GS Acquisition Holdings Corp | 16.8 | ||
| Broadcom Inc | 16.5 | ||
| Facebook Inc | 14.5 | ||
| Costco Wholesale Corp /NEW | 14.4 | ||
| Netflix Inc | 11.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 48.2 |
| (b) Individuals (high net worth individuals) | 94 | 388.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.4 |
| (h) Charitable organizations | 13 | 95.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 17.8 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 551.3 |
| By Discretionary | ||
| Discretionary | 567 | 550.0 |
| Non-Discretionary | 15 | 1.3 |
| Total | 582 | 551.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 551.3 | |
| Total | 582 | 551.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001712686] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
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|---|---|---|
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Stiles Financial Services Incorporated
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