Goepper Burkhardt LLC — 13F Holdings & Portfolio

CIK 1844142 · latest 13F-HR filed 2026-05-13

Goepper Burkhardt LLC manages $299.3M in 13F-reported U.S. long-equity assets across 97 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SCHG (13.63%), SCHB (9.54%), VIG (8.33%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 9, added to 26, and trimmed 35.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$299.3M

Long-equity book

Holdings

97

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+3 / −9 / ↑26 / ↓35

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCH TRD SLF IDX FD$1.2M +10.2%
  • INVESCO EXCH TRD SLF IDX FD$1.1M +10.2%
  • DIMENSIONAL ETF TRUST$945.5K +67.1%
  • INVESCO EXCH TRD SLF IDX FD$764.8K +6.4%
  • ISHARES TR$555.4K +22.1%
Show all 26

Top Trims

  • SCHWAB STRATEGIC TR-$4.1M -9.1%
  • SCHWAB STRATEGIC TR-$1.6M -5.3%
  • APPLE INC-$1.5M -14.3%
  • MICROSOFT CORP-$1.5M -24.3%
  • VANGUARD INDEX FDS-$1.1M -31.3%
Show all 35

New Positions

  • INVESCO EXCHANGE TRADED FD T$295.7K
  • SUN LIFE FINANCIAL INC.$253.1K
  • COSTCO WHOLESALE CORPORATION$230.0K
Show all 3

Exited Positions

  • INTUITIVE SURGICAL INC$533.5K
  • TRANE TECHNOLOGIES PLC$405.5K
  • SCHWAB CHARLES CORP$259.8K
  • VANGUARD WORLD FD$257.0K
  • QUALCOMM INC$240.3K
Show all 9
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHG 808524300 $40.8M 13.63% 1,400,063 SH
2 SCHWAB STRATEGIC TR SCHB 808524102 $28.6M 9.54% 1,138,014 SH
3 VANGUARD SPECIALIZED FUNDS VIG 921908844 $24.9M 8.33% 115,851 SH
4 ISHARES TR IVV 464287200 $16.9M 5.63% 25,796 SH
5 SCHWAB STRATEGIC TR SCHV 808524409 $12.9M 4.30% 421,949 SH
6 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $12.7M 4.23% 620,564 SH
7 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $12.6M 4.20% 640,877 SH
8 INVESCO EXCH TRD SLF IDX FD BSCT 46138J577 $12.4M 4.14% 663,826 SH
9 INVESCO EXCH TRD SLF IDX FD BSCQ 46138J791 $12.0M 4.00% 612,857 SH
10 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $10.3M 3.45% 617,619 SH
11 APPLE INC AAPL 037833100 $9.0M 3.01% 35,529 SH
12 INVESCO EXCH TRD SLF IDX FD BSCV 46138J429 $8.5M 2.84% 516,873 SH
13 SCHWAB STRATEGIC TR SCHD 808524797 $6.8M 2.27% 221,159 SH
14 VANGUARD WORLD FD VGT 92204A702 $6.3M 2.11% 9,033 SH
15 INVESCO EXCH TRD SLF IDX FD BSCW 46139W858 $5.8M 1.95% 283,072 SH
16 VANGUARD INDEX FDS VOE 922908512 $4.8M 1.60% 26,051 SH
17 MICROSOFT CORP MSFT 594918104 $4.6M 1.52% 12,314 SH
18 VANGUARD INDEX FDS VOT 922908538 $4.5M 1.51% 17,595 SH
19 VANECK ETF TRUST MOAT 92189F643 $4.2M 1.39% 43,009 SH
20 NVIDIA CORPORATION NVDA 67066G104 $3.3M 1.10% 18,962 SH
21 ISHARES TR IGRO 46435G524 $3.1M 1.03% 36,677 SH
22 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.6M 0.87% 5,452 SH
23 VANGUARD INDEX FDS VBR 922908611 $2.5M 0.84% 11,620 SH
24 DIMENSIONAL ETF TRUST DFAS 25434V500 $2.4M 0.79% 33,097 SH
25 SELECT SECTOR SPDR TR XLK 81369Y803 $2.3M 0.78% 17,653 SH
26 REALTY INCOME CORP O 756109104 $2.3M 0.77% 37,667 SH
27 COCA COLA CO KO 191216100 $1.8M 0.59% 23,305 SH
28 ALPHABET INC GOOGL 02079K305 $1.5M 0.50% 5,218 SH
29 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.2M 0.41% 19,204 SH
30 HOMETRUST BANCSHARES INC HTB 437872104 $1.2M 0.41% 28,599 SH
31 EXXON MOBIL CORP XOM 30231G102 $1.2M 0.40% 7,121 SH
32 JOHNSON & JOHNSON JNJ 478160104 $1.2M 0.40% 4,937 SH
33 VANGUARD INDEX FDS VOO 922908363 $1.2M 0.39% 1,950 SH
34 AFLAC INC AFL 001055102 $1.1M 0.37% 10,066 SH
35 CATERPILLAR INC CAT 149123101 $1.0M 0.35% 1,467 SH
36 VANGUARD WORLD FD VHT 92204A504 $980.4K 0.33% 3,600 SH
37 BROADCOM INC AVGO 11135F101 $966.0K 0.32% 3,121 SH
38 PARKER-HANNIFIN CORP PH 701094104 $955.2K 0.32% 1,067 SH
39 AMAZON COM INC AMZN 023135106 $925.2K 0.31% 4,442 SH
40 VANGUARD INDEX FDS VTV 922908744 $872.9K 0.29% 4,449 SH
41 VANGUARD INDEX FDS VUG 922908736 $860.9K 0.29% 1,971 SH
42 SPDR GOLD TR GLD 78463V107 $828.3K 0.28% 1,925 SH
43 JPMORGAN CHASE & CO JPM 46625H100 $813.5K 0.27% 2,766 SH
44 SCHWAB STRATEGIC TR SCHM 808524508 $774.2K 0.26% 25,006 SH
45 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $766.8K 0.26% 1,179 SH
46 DUKE ENERGY CORP NEW DUK 26441C204 $763.6K 0.26% 5,832 SH
47 HOME DEPOT INC HD 437076102 $761.7K 0.25% 2,316 SH
48 ABBVIE INC ABBV 00287Y109 $756.1K 0.25% 3,477 SH
49 EA SERIES TRUST STRV 02072L680 $736.5K 0.25% 17,549 SH
50 WALMART INC WMT 931142103 $716.2K 0.24% 5,763 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $299.3M 97 0001844142-26-000002
2025-12-31 2026-02-09 $306.9M 103 0001844142-26-000001
2025-09-30 2025-11-14 $293.4M 102 0001844142-25-000005