Arkolith/Funds/Goepper Burkhardt LLC

Goepper Burkhardt LLC

CIK 1844142
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Goepper Burkhardt LLC holds a focused book of 99 reported positions worth $333.1M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Cambria Global Ew 2 ETF and trimmed Vanguard Dividend Apprec ETF. Their largest long position is Schwab US Large-Cap Growth at 14% of the reported non-option book. Cloning the disclosed picks since 2024 would be +21% (+11.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.0%
+11.0%/yr · since Nov '24
Their reported book
+19.1%
held from quarter-end
S&P 500
+31.3%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25May '26Sep '26
Goepper Burkhardt LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.9 points over this window.

Growth of $10,000 cloning Goepper Burkhardt LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
62%
Top 20 holdings
81%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

16% mapped to company sectors

ETFs / funds
64%
No sector on file yet
19%
Information Technology
7%
Financials
2%
Health Care
2%
Consumer Discretionary
1%
Industrials
1%
Real Estate
1%

+5 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Goepper Burkhardt LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.9 / 80$4.5B
Swiss Re Ltd31 / 80$1.0B
Hoffman, Alan N Investment Management8 / 80$154.1M
Kearns & Associates LLC17 / 80$193.1M
Prosperity Advisers, LLC25 / 80$124.3M
Draper Asset Management, LLC8 / 80$170.5M
Nicholas Hoffman & Company, LLC.54 / 80$4.1B

Ranked by the share of each fund's own book sitting in the names it shares with Goepper Burkhardt LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

99 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LCAP GR ETF
$47.8M1.41M
14.4%
+0.9%
Added · +12K sh
2Schwab Strategic TR
US BRD MKT ETF
$33.6M1.16M
10.1%
+2.0%
Added · +23K sh
3Vanguard Specialized Funds
DIV APP ETF
$27.1M114.5K
8.1%
−1.1%
Reduced · −1K sh
4Ishares TR
CORE S&P500 ETF
$20.1M26.8K
6.0%
+3.9%
Added · +1K sh
5Schwab Strategic TR
US LCAP VA ETF
$14.4M412.9K
4.3%
−2.1%
Reduced · −9K sh
6Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$13.8M743.8K
4.1%
+12%
Added · +80K sh
7Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$13.6M666.7K
4.1%
+7.4%
Added · +46K sh
8Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$13.2M673.5K
4.0%
+5.1%
Added · +33K sh
9Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$11.5M693.6K
3.5%
+12%
Added · +76K sh
10Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$11.1M570.3K
3.3%
−6.9%
Reduced · −43K sh
11Apple Inc
COM
$10.0M34.6K
3.0%
−2.7%
Reduced · −946 sh
12Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$9.6M588.2K
2.9%
+14%
Added · +71K sh
13Vanguard World FD
INF TECH ETF
$8.8M73.9K
2.7%
+718%
Added · +65K sh
14Schwab Strategic TR
US DIVIDEND EQ
$6.7M212.7K
2.0%
−3.8%
Reduced · −8K sh
15Invesco Exch TRD SLF Idx FD
BULLETSHS 2032
$5.9M290.1K
1.8%
+2.5%
Added · +7K sh
16Vanguard Index FDS
MCAP GR IDXVIP
$5.0M16.2K
1.5%
−7.8%
Reduced · −1K sh
17Vanguard Index FDS
MCAP VL IDXVIP
$4.6M23.2K
1.4%
−11%
Reduced · −3K sh
18Microsoft Corp
COM
$4.1M10.9K
1.2%
−12%
Reduced · −1K sh
19Nvidia Corporation
COM
$3.9M19.7K
1.2%
+3.7%
Added · +702 sh
20Ishares TR
INTL DIV GRWTH
$3.8M42.7K
1.1%
+17%
Added · +6K sh
21Select Sector SPDR TR
ST STR TECHN ETF
$3.3M17.6K
1.0%
−0.4%
Reduced · −72 sh
22Dimensional ETF Trust
US SMALL CAP ETF
$3.1M38.1K
0.9%
+15%
Added · +5K sh
23Berkshire Hathaway Inc Del
CL B NEW
$2.7M5.3K
0.8%
−2.7%
Reduced · −149 sh
24Vaneck ETF Trust
MRNGSTR WDE MOAT
$2.6M25.4K
0.8%
−41%
Reduced · −18K sh
25Realty Income Corp
COM
$2.5M41.0K
0.8%
+8.9%
Added · +3K sh
26Vanguard Index FDS
SM CP VAL ETF
$2.5M10.2K
0.7%
−13%
Reduced · −1K sh
27Vanguard Index FDS
S&P 500 ETF SHS
$2.4M3.5K
0.7%
+81%
Added · +2K sh
28Coca Cola Co
COM
$1.9M23.3K
0.6%
Held
29Alphabet Inc
CAP STK CL A
$1.8M5.1K
0.6%
−1.4%
Reduced · −75 sh
30Caterpillar Inc
COM
$1.5M1.4K
0.5%
−1.4%
Reduced · −20 sh
31Broadcom Inc
COM
$1.3M3.4K
0.4%
+8.4%
Added · +262 sh
32Hometrust Bancshares Inc
COM
$1.3M25.6K
0.4%
−10%
Reduced · −3K sh
33Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.2M17.1K
0.4%
−11%
Reduced · −2K sh
34Ea Series Trust
CAMBRIA GLOBAL E
$1.2M23.0K
0.4%
New
New position
35Aflac Inc
COM
$1.2M9.9K
0.3%
−1.5%
Reduced · −150 sh
36Johnson & Johnson
COM
$1.1M4.4K
0.3%
−11%
Reduced · −560 sh
37Vanguard World FD
HEALTH CAR ETF
$1.0M3.5K
0.3%
−3.2%
Reduced · −114 sh
38Amazon Com Inc
COM
$1.0M4.4K
0.3%
−1.8%
Reduced · −80 sh
39Exxon Mobil Corp
COM
$991K7.2K
0.3%
+1.8%
Added · +125 sh
40Unitedhealth Group Inc
COM
$938K2.3K
0.3%
−13%
Reduced · −347 sh
41JPMorgan Chase & Co
COM
$905K2.8K
0.3%
−0.1%
Reduced · −2 sh
42Vanguard Index FDS
VALUE ETF
$895K4.1K
0.3%
−7.7%
Reduced · −343 sh
43State STR SPDR S&P 500 ETF T
TR UNIT
$880K1.2K
0.3%
Held
44Ea Series Trust
STRIVE 500 ETF
$870K18.0K
0.3%
+2.6%
Added · +459 sh
45Parker-Hannifin Corp
COM
$848K867
0.3%
−19%
Reduced · −200 sh
46Schwab Strategic TR
US MID-CAP ETF
$843K22.9K
0.3%
−8.5%
Reduced · −2K sh
47Abbvie Inc
COM
$801K3.2K
0.2%
−8.5%
Reduced · −296 sh
48Tesla Inc
COM
$781K1.9K
0.2%
−1.1%
Reduced · −20 sh
49Home Depot Inc
COM
$766K2.2K
0.2%
−6.2%
Reduced · −144 sh
50Dimensional ETF Trust
INTERNATNAL VAL
$742K13.7K
0.2%
New
New position
Showing 50 of 99 positions
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Filing history

As-of date vs the date the SEC received each filing

$333.1M · Q2 2026Q3 2024 · $242.5MQ2 2026 · $333.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202641d99$333.1M13F-HR
Q1 2026Mar 31, 2026May 13, 202643d97$299.3M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d103$306.9M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d102$293.4M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d97$271.5M13F-HR
Q1 2025Mar 31, 2025May 6, 202536d97$250.1M13F-HR
Q4 2024Dec 31, 2024Feb 12, 202543d82$246.2M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202443d82$242.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.