Q2 2026 13F · SEC CIK 1712686

Broadleaf Partners, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $516.6M
Reported positions: 86
Top holdings a year, 3 yrs: +24.0%
Assets under management: $551.3M

Broadleaf Partners, LLC is a wealth manager that reported 86 positions worth $516.6M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation (NVDA, 7.0%), Alphabet Inc (GOOG, 6.7%), Apple Inc (AAPL, 5.2%). A portfolio copying its top holdings returned 24.0% a year over the last 3 years, against 20.4% for the S&P 500.

Broadleaf Partners, LLC holdings largest 50 of 86 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Broadleaf Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.0%	7.4%	180,057	-1.1%	$36.0M
GOOGAlphabet Inc	6.7%	5.4%	98,432	+22.6%	$34.8M
AAPLApple Inc	5.2%	5.4%	93,535	+2.4%	$27.1M
AMZNAmazon Com Inc	4.8%	5.1%	105,103	+0.0%	$25.1M
SCHFSchwab Strategic Tr	4.8%	5.0%	895,562	+2.4%	$24.8M
LLYEli Lilly & Co	4.0%	1.9%	17,036	+87.4%	$20.4M
AVGOBroadcom Inc	3.7%	3.8%	49,924	-6.4%	$18.9M
VRTVertiv Holdings Co	3.0%	3.9%	46,774	-30.4%	$15.7M
MSFTMicrosoft Corp	3.0%	5.1%	41,425	-30.3%	$15.5M
ANETArista Networks Inc	2.8%	2.6%	86,097	-5.9%	$14.6M
MRVLMarvell Technology Inc	2.7%	—	47,243	—	$14.1M
METAMeta Platforms Inc	2.7%	3.4%	24,735	-2.2%	$13.9M
TSLATesla Inc	2.6%	1.9%	31,933	+48.8%	$13.4M
GSGoldman Sachs Group Inc	2.5%	2.5%	12,889	+2.8%	$13.0M
JPMJpmorgan Chase & Co	2.5%	2.6%	39,360	+2.4%	$12.9M
TSMTaiwan Semiconductor Manufac	2.4%	—	26,112	—	$12.5M
ARMArm Holdings PLC	2.4%	1.2%	34,484	+2.1%	$12.2M
PWRQuanta Svcs Inc	2.4%	2.1%	16,862	+3.2%	$12.1M
URIUnited Rentals Inc	2.2%	1.7%	10,196	+2.5%	$11.6M
MUMicron Technology Inc	2.1%	—	9,622	—	$11.1M
SCHGSchwab Strategic Tr	2.1%	2.1%	324,195	+3.2%	$11.0M
COSTCostco Wholesale Corporation	2.1%	3.4%	11,430	-20.9%	$10.7M
DDOGDatadog Inc	2.0%	1.0%	39,002	+2.5%	$10.2M
KLACKla Corp	1.8%	—	31,302	—	$9.4M
GEVGe Vernova Inc	1.8%	—	7,791	—	$9.2M
APPApplovin Corp	1.8%	0.9%	17,545	+81.1%	$9.0M
SCHMSchwab Strategic Tr	1.6%	1.6%	226,927	+2.0%	$8.4M
FBCGFidelity Covington Trust	1.4%	1.4%	119,988	+2.3%	$7.5M
UTHRUnited Therapeutics Corp Del	1.4%	1.2%	13,117	+46.0%	$7.1M
MAMastercard Incorporated	1.3%	2.0%	12,715	-24.2%	$6.5M
PLTRPalantir Technologies Inc	1.2%	2.0%	54,115	-9.4%	$6.3M
BEBloom Energy Corp	1.1%	—	18,475	—	$5.6M
ASMLAsml Hldg NV	1.0%	—	2,612	—	$5.2M
ISRGIntuitive Surgical Inc	0.9%	2.0%	12,225	-32.8%	$4.9M
VTVVanguard Index Fds	0.9%	1.0%	21,796	+1.9%	$4.8M
SCHASchwab Strategic Tr	0.8%	0.8%	119,969	+1.5%	$4.3M
COWZPacer Fds Tr	0.7%	0.8%	54,491	+4.7%	$3.4M
TXRHTexas Roadhouse Inc	0.6%	0.7%	17,196	+1.9%	$3.3M
IWPIshares Tr	0.6%	0.6%	20,519	+3.5%	$3.0M
QQQInvesco Qqq Tr	0.5%	0.5%	3,815	+2.9%	$2.8M
BALLBall Corp	0.4%	0.5%	32,116	-18.1%	$2.0M
JNJJohnson & Johnson	0.4%	0.4%	7,326	-5.2%	$1.9M
SYMSymbotic Inc	0.3%	—	37,978	—	$1.7M
GLDSpdr Gold Tr	0.3%	0.4%	4,529	+3.8%	$1.7M
ABBVAbbvie Inc	0.2%	0.2%	4,787	+0.0%	$1.2M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.3%	2,340	-0.1%	$1.2M
GOOGLAlphabet Inc	0.2%	0.2%	2,468	-0.2%	$882K
PGProcter & Gamble Co	0.2%	0.2%	5,553	+0.0%	$814K
CSCOCisco Sys Inc	0.2%	—	6,909	—	$812K
CATCaterpillar Inc	0.1%	—	670	—	$713K

What Broadleaf Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

LLY Eli Lilly & Co+87.4% shares
APP Applovin Corp+81.1% shares
TSLA Tesla Inc+48.8% shares
UTHR United Therapeutics Corp Del+46.0% shares
GOOG Alphabet Inc+22.6% shares

Reduced

ISRG Intuitive Surgical Inc-32.8% shares
VRT Vertiv Holdings Co-30.4% shares
MSFT Microsoft Corp-30.3% shares
MA Mastercard Incorporated-24.2% shares
COST Costco Wholesale Corporation-20.9% shares
BALL Ball Corp-18.1% shares
PLTR Palantir Technologies Inc-9.4% shares
AVGO Broadcom Inc-6.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.0% /yr; S&P 500 +20.1%
3 years: +24.0% /yr; S&P 500 +20.4%
5 years: +11.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$516.6M	86
Q1 2026	$428.9M	84
Q4 2025	$474.2M	82
Q3 2025	$479.7M	80
Q2 2025	$454.2M	82
Q1 2025	$381.9M	79
Q4 2024	$428.1M	77
Q3 2024	$422.7M	79
Q2 2024	$413.3M	75
Q1 2024	$390.2M	80
Q4 2023	$341.1M	82
Q3 2023	$299.4M	72

Questions about Broadleaf Partners, LLC's portfolio

What stocks does Broadleaf Partners, LLC own?

Broadleaf Partners, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 86 positions worth $516.6M. The largest are Nvidia Corporation (NVDA) at 7.0%, Alphabet Inc (GOOG) at 6.7%, Apple Inc (AAPL) at 5.2%, Amazon Com Inc (AMZN) at 4.8% and Schwab Strategic Tr (SCHF) at 4.8%.

What did Broadleaf Partners, LLC buy last quarter?

In Q2 2026, Broadleaf Partners, LLC added Eli Lilly & Co (LLY) (+87.4% shares), Applovin Corp (APP) (+81.1% shares) and Tesla Inc (TSLA) (+48.8% shares), compared with its Q1 2026 filing.

What did Broadleaf Partners, LLC sell last quarter?

In Q2 2026, Broadleaf Partners, LLC cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Cintas Corp (CTAS), cut from its top 50 Uber Technologies Inc (UBER), cut from its top 50 Servicenow Inc (NOW), cut from its top 50 Booking Holdings Inc (BKNG), Intuitive Surgical Inc (ISRG) (-32.8% shares), Vertiv Holdings Co (VRT) (-30.4% shares) and Microsoft Corp (MSFT) (-30.3% shares), compared with its Q1 2026 filing.

How has Broadleaf Partners, LLC's portfolio performed?

A portfolio copying Broadleaf Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.0% against +20.1%. Over 5 years: +11.6% a year against +11.6%.

When is Broadleaf Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Broadleaf Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Broadleaf Partners, LLC manage?

Broadleaf Partners, LLC reported $551.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $516.6M.