Goepper Burkhardt LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $268 Million distributed in 97 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 $38.8M, Schwab Strategic Tr Us Broad M with a value of $25.8M, Vanguard Dividend Appreciation with a value of $19.8M, Schwab Strategic Tr Us Large C with a value of $12.9M, and Schwab Strategic Tr Us Dividen with a value of $12.1M.
Examining the 13F form we can see an increase of $20M in the current position value, from $248M to 268M.
Below you can find more details about Goepper Burkhardt LLC portfolio as well as his latest detailed transactions.
Portfolio value
$268 Million
ETFs: $215 Million
Technology: $17.3 Million
Healthcare: $6.04 Million
Financial Services: $5.59 Million
Consumer Defensive: $4.42 Million
Consumer Cyclical: $3.58 Million
Industrials: $3.02 Million
Real Estate: $2.31 Million
Other: $4.86 Million
Stock Holdings Table Market Cap. of $200 Billions or more
