Goepper Burkhardt LLC - Portfolio Stock Holdings
Goepper Burkhardt LLC disclosed 106 stock positions in a recent SEC 13F filing. $291,820,635 of stock holdings were filed, with the largest holdings including SCHG, SCHB, and VIG. This filing represented positions held on March 31, 2026, and was filed on May 13, 2026.We estimate the fund has a total AUM of $380,275,598 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
106Est. Stock Holding Value:
$291,820,635Top Stock Holdings By Sector
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Portfolio Stock Holdings - Goepper Burkhardt LLC
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