Goepper Burkhardt LLC Portfolio Holdings
Goepper Burkhardt LLC
- $287 Million
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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