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| Happy Holidays!! thanks for using AUM13F!! |
| Broadleaf Partners LLC
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| CRD # | 137433 |
| SEC # | 801-71143 |
| CIK # | 0001712686 |
| AUM | $494.7 M (2025-03-12) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 330-650-0921 |
| Address | 9 Aurora Street, Suite 5 Hudson, OH 44236 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 30.8 | ||
| Nvidia Corp | 30.2 | ||
| Amazon Com Inc | 24.5 | ||
| Apple Inc | 19.7 | ||
| Facebook Inc | 19.6 | ||
| Alphabet Inc | 15.1 | ||
| Broadcom Inc | 13.8 | ||
| ServiceNow Inc | 13.3 | ||
| Netflix Inc | 13.0 | ||
| Costco Wholesale Corp /NEW | 12.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 46.4 |
| (b) Individuals (high net worth individuals) | 85 | 334.8 |
| (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 | 1.1 |
| (h) Charitable organizations | 13 | 97.0 |
| (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 | 15.4 |
| (n) Other | 0 | 0.0 |
| Total | 526 | 494.7 |
| By Discretionary | ||
| Discretionary | 514 | 493.9 |
| Non-Discretionary | 12 | 0.9 |
| Total | 526 | 494.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 494.7 | |
| Total | 526 | 494.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001712686] |
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|---|---|---|
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Keidan Financial Consultants LLC
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OH | 0.5 |
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CO | 0.5 |
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Trust Advisory Group Ltd
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Kolinsky Wealth Management LLC
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