account_balance

Investment manager · 13F filer · SEC CIK 1844142

Goepper Burkhardt LLC

Reported value$344Mas of Sep 30, 2026
Positions102 5 new, 2 sold out
Top 10 weight62.3%SCHG alone is 15%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHG Schwab Strategic Tr 14.9% Held
SCHB Schwab Strategic Tr 10.2% Added +3%
VIG Vanguard Specialized Funds 7.8% Held
IVV iShares Tr 6.5% Added +8%
BSCT Invesco Exch TRD SLF Idx Fd 4.4% Added +12%
BSCS Invesco Exch TRD SLF Idx Fd 4.0% Added +3%
BSCR Invesco Exch TRD SLF Idx Fd 3.9% Held
SCHV Schwab Strategic Tr 3.8% Trimmed −4%
BSCU Invesco Exch TRD SLF Idx Fd 3.5% Added +7%
AAPL Apple Inc. 3.4% Held
VGT Vanguard World Fd 2.8% Added +5%
BSCV Invesco Exch TRD SLF Idx Fd 2.8% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • MOAT −42%
  • BSCQ −21%
  • HTB −16%
  • VOE −11%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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