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Portfolio (Quarterly) Guide ↗

Goepper Burkhardt LLC

· CIK 0001844142
13F Portfolio $299M AUM 97 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 36 Added 34 Reduced 9 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG SCHWAB STRATEGIC TR 1,400,063.0 $40.8M 13.63% +25K +1.8% $29.13 +19.8%
2 VIG VANGUARD SPECIALIZED FUNDS 115,851.0 $24.9M 8.32% +599.0 +0.5% $215.06 +8.8%
3 IVV ISHARES TR 25,796.0 $16.9M 5.63% +2K +9.1% $653.21 +16.0%
4 BSCS INVESCO EXCH TRD SLF IDX FD 620,564.0 $12.7M 4.24% +42K +7.3% $20.42 -0.2%
5 BSCR INVESCO EXCH TRD SLF IDX FD 640,877.0 $12.6M 4.20% +63K +10.8% $19.62 +0.0%
6 BSCT INVESCO EXCH TRD SLF IDX FD 663,826.0 $12.4M 4.14% +36K +5.7% $18.66 -0.3%
7 BSCQ INVESCO EXCH TRD SLF IDX FD 612,857.0 $12.0M 4.00% +58K +10.5% $19.53 -0.0%
8 BSCU INVESCO EXCH TRD SLF IDX FD 617,619.0 $10.3M 3.45% +34K +5.9% $16.72 -0.3%
9 BSCV INVESCO EXCH TRD SLF IDX FD 516,873.0 $8.5M 2.84% +21K +4.3% $16.46 -0.3%
10 VGT VANGUARD WORLD FD 9,033.0 $6.3M 2.11% +281.0 +3.2% $697.72 -82.9%
11 BSCW INVESCO EXCH TRD SLF IDX FD 283,072.0 $5.8M 1.95% +14K +5.1% $20.59 -0.3%
12 NVDA NVIDIA CORPORATION Technology 18,962.0 $3.3M 1.10% +2K +11.7% $174.40 +22.1%
13 IGRO ISHARES TR 36,677.0 $3.1M 1.03% +6K +20.6% $83.77 +5.6%
14 DFAS DIMENSIONAL ETF TRUST 33,097.0 $2.4M 0.79% +13K +63.7% $71.13 +11.1%
15 XLK SELECT SECTOR SPDR TR 17,653.0 $2.3M 0.78% +610.0 +3.6% $132.90 +41.0%
16 O REALTY INCOME CORP Real Estate 37,667.0 $2.3M 0.77% +911.0 +2.5% $61.18 +1.7%
17 VOO VANGUARD INDEX FDS 1,950.0 $1.2M 0.39% +755.0 +63.2% $597.43 +16.1%
18 AVGO BROADCOM INC Technology 3,121.0 $966K 0.32% +779.0 +33.3% $309.52 +37.7%
19 VTV VANGUARD INDEX FDS 4,449.0 $873K 0.29% +1K +44.9% $196.20 +8.1%
20 VUG VANGUARD INDEX FDS 1,971.0 $861K 0.29% +712.0 +56.5% $436.79 -79.6%
Page 1 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.2%
Healthcare 11.1%
Financial Services 10.3%
Consumer Defensive 9.3%
Industrials 7.6%
Consumer Cyclical 6.3%
Communication Services 5.2%
Real Estate 4.7%
Energy 4.1%
Utilities 2.6%