Goepper Burkhardt LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $287 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $42.7M, Schwab Strategic Tr Us Broad M with a value of $28.6M, Vanguard Dividend Appreciation with a value of $19.8M, Ishares Core S&P 500 ETF with a value of $13M, and Schwab Strategic Tr Us Large C with a value of $12.6M.
Examining the 13F form we can see an increase of $18.9M in the current position value, from $268M to 287M.
Below you can find more details about Goepper Burkhardt LLC portfolio as well as his latest detailed transactions.
Portfolio value
$287 Million
ETFs: $228 Million
Technology: $19.8 Million
Healthcare: $5.98 Million
Financial Services: $5.82 Million
Consumer Defensive: $4.28 Million
Industrials: $4 Million
Consumer Cyclical: $3.86 Million
Real Estate: $2.69 Million
Other: $5.58 Million
Stock Holdings Table Market Cap. of $200 Billions or more
