13F Filings History of Goepper Burkhardt LLC
- Latest 13F filing
- Q2 2026 - 10 Aug 2026
- Latest reported 13F value
- $333,074,283
- Largest 13F holdings
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SCHG SCHB VIG IVV SCHV BSCT BSCS BSCR BSCU BSCQ AAPL BSCV
+8 more
VGT SCHD BSCW VOT VOE MSFT NVDA IGRO - Form 13F summary
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- Goepper Burkhardt LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Goepper Burkhardt LLC reported 99 equity holdings with a total reported market value of $333,074,283 for Q2 2026. Top reported holdings included SCHG, SCHB, VIG, IVV, and SCHV.
- Manager signature
- Bland Burkhardt - Managing Member & CCO
- Manager location
- Greenville, SC
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$333,074,283
Quarter delta
+$33,798,093
Accepted
10 Aug 2026, 14:45
Rows shown
1-23 of 23
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 99 | $333,074,283 | +$22,043,977 | -$9,622,497 | +$12,421,480 | SCHG, SCHB, VIG, IVV, SCHV | 13F-HR | 10 Aug 2026, 14:45 |
| Q1 2026 | 97 | $299,276,190 | +$11,955,851 | -$9,572,182 | +$2,383,669 | SCHG, SCHB, VIG, IVV, SCHV | 13F-HR | 13 May 2026, 14:09 |
| Q4 2025 | 103 | $306,913,527 | +$28,329,699 | -$18,192,817 | +$10,136,882 | SCHG, SCHB, VIG, IVV, SCHV | 13F-HR | 09 Feb 2026, 14:49 |
| Q3 2025 | 102 | $293,387,595 | +$14,143,228 | -$8,371,372 | +$5,771,856 | SCHG, SCHB, VIG, IVV, SCHV | 13F-HR | 14 Nov 2025, 12:23 |
| Q2 2025 | 97 | $271,453,927 | +$15,352,368 | -$7,859,819 | +$7,492,549 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 12 Aug 2025, 13:35 |
| Q1 2025 | 97 | $250,100,000 | +$16,652,497 | -$5,592,594 | +$11,059,903 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 06 May 2025, 13:22 |
| Q4 2024 | 82 | $246,224,327 | +$70,803,780 | -$7,580,475 | +$63,223,305 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 12 Feb 2025, 14:38 |
| Q3 2024 | 82 | $242,485,467 | +$12,504,456 | -$4,708,077 | +$7,796,379 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 12 Nov 2024, 15:32 |
| Q2 2024 | 79 | $220,849,781 | +$5,295,365 | -$2,701,544 | +$2,593,821 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 13 Aug 2024, 16:57 |
| Q1 2024 | 81 | $214,739,712 | +$14,316,668 | -$5,535,437 | +$8,781,231 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 13 May 2024, 15:55 |
| Q4 2023 | 79 | $198,485,904 | +$23,699,431 | -$7,902,076 | +$15,797,355 | SCHG, VIG, SCHB, SCHV, SCHD | 13F-HR | 12 Feb 2024, 10:45 |
| Q3 2023 | 67 | $163,900,140 | +$5,852,564 | -$1,870,931 | +$3,981,633 | SCHG, VIG, SCHB, SCHV, VHT | 13F-HR | 13 Nov 2023, 12:26 |
| Q2 2023 | 67 | $164,274,114 | +$4,714,741 | -$626,622 | +$4,088,119 | SCHG, VIG, SCHB, SCHV, AAPL | 13F-HR | 16 Aug 2023, 11:34 |
| Q1 2023 | 65 | $152,841,191 | +$6,680,806 | -$2,487,216 | +$4,193,590 | SCHG, VIG, SCHB, SCHV, VHT | 13F-HR | 12 May 2023, 11:36 |
| Q4 2022 | 64 | $142,882,761 | +$9,636,290 | -$9,805,471 | -$169,181 | VIG, SCHB, SCHG, SCHV, VHT | 13F-HR | 15 Feb 2023, 09:20 |
| Q3 2022 | 57 | $134,482,000 | +$2,515,401 | -$3,973,496 | -$1,458,095 | SCHB, SCHG, VIG, SCHV, VHT | 13F-HR | 14 Nov 2022, 10:18 |
| Q2 2022 | 62 | $141,942,000 | +$2,608,621 | -$3,900,278 | -$1,291,657 | SCHB, VIG, SCHG, SCHV, VHT | Restatement | 26 Aug 2022, 13:49 |
| Q1 2022 | 67 | $164,767,000 | +$27,082,241 | -$1,940,698 | +$25,141,543 | SCHG, SCHB, VIG, SCHV, VOT | Restatement | 22 Apr 2022, 09:49 |
| Q4 2021 | 68 | $168,304,000 | +$5,701,776 | -$6,331,543 | -$629,767 | SCHG, SCHB, VIG, SCHV, VOT | 13F-HR | 21 Jan 2022, 13:40 |
| Q3 2021 | 63 | $156,858,000 | +$973,567 | -$2,026,774 | -$1,053,207 | SCHB, SCHG, VIG, SCHV, VOT | 13F-HR | 28 Oct 2021, 16:13 |
| Q2 2021 | 64 | $158,384,000 | +$4,632,644 | -$2,046,009 | +$2,586,635 | SCHB, SCHG, VIG, SCHV, VOT | 13F-HR | 28 Jul 2021, 16:41 |
| Q1 2021 | 63 | $147,122,000 | +$7,286,539 | -$2,595,963 | +$4,690,576 | SCHB, VIG, SCHG, SCHV, VOT | 13F-HR | 11 May 2021, 17:02 |
| Q4 2020 | 59 | $137,545,000 | $0 | $0 | $0 | SCHB, SCHG, VIG, SCHV, VOT | 13F-HR | 08 Feb 2021, 13:56 |