Goepper Burkhardt LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 306,914
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 103 | 306,914 | 13F-HR | Goepper Burkhardt LLC |
| Q3 2025 | 11/14/2025 | 102 | 293,388 | 13F-HR | Goepper Burkhardt LLC |
| Q2 2025 | 8/12/2025 | 97 | 271,454 | 13F-HR | Goepper Burkhardt LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.1 K | 51.5% | 4.058 K | 0 | 4.058 K |
| ETFs | 148.6 K | 48.4% | 9.666 K | 0 | 9.666 K |
| Debt | 221 | 0.1% | 18 | 0 | 18 |
| Other | 0 | 0.0% | 0 | 212 | -212 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
306,914
Holdings
103
QoQ value change ($000)
13,526
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.