Goepper Burkhardt LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 333,074
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 99 | 333,074 | 13F-HR | Goepper Burkhardt LLC |
| Q1 2026 | 5/13/2026 | 97 | 299,276 | 13F-HR | Goepper Burkhardt LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.52 K | 16.4% | 4.213 K | 0 | 4.213 K |
| ETFs | 278.3 K | 83.6% | 29.58 K | 0 | 29.58 K |
| Debt | 239 | 0.1% | 16 | 0 | 16 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
333,074
Holdings
99
QoQ value change ($000)
33,798
(11.3%)
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.