# EDGAR Filing Document

**Accession Number:** 0001844142
**File Stem:** 0001844142-26-000001
**Filing Date:** 2026-2
**Character Count:** 14097
**Document Hash:** e38e99f94981ab42a6ffcd9459128ca4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001844142-26-000001.hdr.sgml**: 20260209

**ACCESSION NUMBER**: 0001844142-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260209

**DATE AS OF CHANGE**: 20260209

**EFFECTIVENESS DATE**: 20260209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Goepper Burkhardt LLC
- **CENTRAL INDEX KEY:** 0001844142

**ORGANIZATION NAME:**
- **EIN:** 161645692
- **STATE OF INCORPORATION:** SC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20604
- **FILM NUMBER:** 26611024

**BUSINESS ADDRESS:**
- **STREET 1:** 531 SOUTH MAIN STREET
- **STREET 2:** SUITE 303
- **CITY:** GREENVILLE
- **STATE:** SC
- **ZIP:** 29601
- **BUSINESS PHONE:** 8649014202

**MAIL ADDRESS:**
- **STREET 1:** 531 SOUTH MAIN STREET
- **STREET 2:** SUITE 303
- **CITY:** GREENVILLE
- **STATE:** SC
- **ZIP:** 29601

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Goepper Burkhardt LLC<br>**Address:** 531 SOUTH MAIN STREET<br>SUITE 303<br>GREENVILLE, SC 29601

**Form 13F File Number:** 028-20604

**CRD Number (if applicable):** 000127896

**SEC File Number (if applicable):** 028-20604

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John Bland Burkhardt III<br>**Title:** Managing Member and Chief Compliance Officer<br>**Phone:** (864)3703244

**Signature, Place, and Date of Signing:**

John Bland Burkhardt III  Greenville, SC  02-09-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 103

**Form 13F Information Table Value Total:** $306913527

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 469838 | 3750 | SH |  | SOLE | 0 | 0 | 0 | 3750 |
| ABBVIE INC | COM | 00287Y109 |  | 793954 | 3475 | SH |  | SOLE | 0 | 0 | 0 | 3475 |
| AFLAC INC | COM | 001055102 |  | 1109978 | 10066 | SH |  | SOLE | 0 | 0 | 0 | 10066 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2083641 | 6657 | SH |  | SOLE | 0 | 0 | 0 | 6657 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 342617 | 1092 | SH |  | SOLE | 0 | 0 | 0 | 1092 |
| AMAZON COM INC | COM | 023135106 |  | 1195711 | 5180 | SH |  | SOLE | 0 | 0 | 0 | 5180 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 |  | 208527 | 3550 | SH |  | SOLE | 0 | 0 | 0 | 3550 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072299 |  | 207928 | 2800 | SH |  | SOLE | 0 | 0 | 0 | 2800 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 314458 | 850 | SH |  | SOLE | 0 | 0 | 0 | 850 |
| AMGEN INC | COM | 031162100 |  | 659202 | 2014 | SH |  | SOLE | 0 | 0 | 0 | 2014 |
| APPLE INC | COM | 037833100 |  | 10525895 | 38718 | SH |  | SOLE | 0 | 0 | 0 | 38718 |
| BANK AMERICA CORP | COM | 060505104 |  | 285597 | 5193 | SH |  | SOLE | 0 | 0 | 0 | 5193 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2797859 | 5566 | SH |  | SOLE | 0 | 0 | 0 | 5566 |
| BROADCOM INC | COM | 11135F101 |  | 810566 | 2342 | SH |  | SOLE | 0 | 0 | 0 | 2342 |
| CATERPILLAR INC | COM | 149123101 |  | 1298773 | 2267 | SH |  | SOLE | 0 | 0 | 0 | 2267 |
| COCA COLA CO | COM | 191216100 |  | 1747121 | 24991 | SH |  | SOLE | 0 | 0 | 0 | 24991 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 268194 | 3394 | SH |  | SOLE | 0 | 0 | 0 | 3394 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 338445 | 722 | SH |  | SOLE | 0 | 0 | 0 | 722 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 1408727 | 20220 | SH |  | SOLE | 0 | 0 | 0 | 20220 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 756191 | 6452 | SH |  | SOLE | 0 | 0 | 0 | 6452 |
| EA SERIES TRUST | STRIVE 500 ETF | 02072L680 |  | 746878 | 16942 | SH |  | SOLE | 0 | 0 | 0 | 16942 |
| EATON CORP PLC | SHS | G29183103 |  | 211491 | 664 | SH |  | SOLE | 0 | 0 | 0 | 664 |
| ELI LILLY  CO | COM | 532457108 |  | 391184 | 364 | SH |  | SOLE | 0 | 0 | 0 | 364 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 283731 | 8850 | SH |  | SOLE | 0 | 0 | 0 | 8850 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 856892 | 7121 | SH |  | SOLE | 0 | 0 | 0 | 7121 |
| FASTENAL CO | COM | 311900104 |  | 240780 | 6000 | SH |  | SOLE | 0 | 0 | 0 | 6000 |
| GE AEROSPACE | COM NEW | 369604301 |  | 234612 | 762 | SH |  | SOLE | 0 | 0 | 0 | 762 |
| HEXCEL CORP NEW | COM | 428291108 |  | 555876 | 7522 | SH |  | SOLE | 0 | 0 | 0 | 7522 |
| HOME DEPOT INC | COM | 437076102 |  | 1050884 | 3054 | SH |  | SOLE | 0 | 0 | 0 | 3054 |
| HOMETRUST BANCSHARES INC | COM | 437872104 |  | 1228041 | 28599 | SH |  | SOLE | 0 | 0 | 0 | 28599 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 227489 | 768 | SH |  | SOLE | 0 | 0 | 0 | 768 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 533511 | 942 | SH |  | SOLE | 0 | 0 | 0 | 942 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 10856334 | 554602 | SH |  | SOLE | 0 | 0 | 0 | 554602 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 11415543 | 578295 | SH |  | SOLE | 0 | 0 | 0 | 578295 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | 46139W858 |  | 5621638 | 269300 | SH |  | SOLE | 0 | 0 | 0 | 269300 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 |  | 11832938 | 628242 | SH |  | SOLE | 0 | 0 | 0 | 628242 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 11908963 | 578105 | SH |  | SOLE | 0 | 0 | 0 | 578105 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | 46138J429 |  | 8271588 | 495453 | SH |  | SOLE | 0 | 0 | 0 | 495453 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 |  | 9869741 | 583318 | SH |  | SOLE | 0 | 0 | 0 | 583318 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 530764 | 864 | SH |  | SOLE | 0 | 0 | 0 | 864 |
| ISHARES TR | CORE S ETF | 464287200 |  | 16194036 | 23643 | SH |  | SOLE | 0 | 0 | 0 | 23643 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 534724 | 5327 | SH |  | SOLE | 0 | 0 | 0 | 5327 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 380973 | 15094 | SH |  | SOLE | 0 | 0 | 0 | 15094 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 354736 | 5110 | SH |  | SOLE | 0 | 0 | 0 | 5110 |
| ISHARES TR | INTL DIV GRWTH | 46435G524 |  | 2517036 | 30410 | SH |  | SOLE | 0 | 0 | 0 | 30410 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1017573 | 4917 | SH |  | SOLE | 0 | 0 | 0 | 4917 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 892615 | 2770 | SH |  | SOLE | 0 | 0 | 0 | 2770 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 225202 | 767 | SH |  | SOLE | 0 | 0 | 0 | 767 |
| LOWES COS INC | COM | 548661107 |  | 296627 | 1230 | SH |  | SOLE | 0 | 0 | 0 | 1230 |
| MCDONALDS CORP | COM | 580135101 |  | 361905 | 1184 | SH |  | SOLE | 0 | 0 | 0 | 1184 |
| META PLATFORMS INC | CL A | 30303M102 |  | 805416 | 1220 | SH |  | SOLE | 0 | 0 | 0 | 1220 |
| MICROSOFT CORP | COM | 594918104 |  | 6019397 | 12447 | SH |  | SOLE | 0 | 0 | 0 | 12447 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 427539 | 5326 | SH |  | SOLE | 0 | 0 | 0 | 5326 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 294231 | 516 | SH |  | SOLE | 0 | 0 | 0 | 516 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 241273 | 1750 | SH |  | SOLE | 0 | 0 | 0 | 1750 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 |  | 215160 | 2200 | SH |  | SOLE | 0 | 0 | 0 | 2200 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3167360 | 16983 | SH |  | SOLE | 0 | 0 | 0 | 16983 |
| PACER FDS TR | AMERCN ENRGY IND | 69374H634 |  | 206029 | 5400 | SH |  | SOLE | 0 | 0 | 0 | 5400 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 292141 | 1586 | SH |  | SOLE | 0 | 0 | 0 | 1586 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 937850 | 1067 | SH |  | SOLE | 0 | 0 | 0 | 1067 |
| PEPSICO INC | COM | 713448108 |  | 750905 | 5232 | SH |  | SOLE | 0 | 0 | 0 | 5232 |
| PFIZER INC | COM | 717081103 |  | 310142 | 12456 | SH |  | SOLE | 0 | 0 | 0 | 12456 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 668306 | 4663 | SH |  | SOLE | 0 | 0 | 0 | 4663 |
| QUALCOMM INC | COM | 747525103 |  | 240325 | 1405 | SH |  | SOLE | 0 | 0 | 0 | 1405 |
| REALTY INCOME CORP | COM | 756109104 |  | 2071925 | 36756 | SH |  | SOLE | 0 | 0 | 0 | 36756 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 259766 | 2600 | SH |  | SOLE | 0 | 0 | 0 | 2600 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 30154033 | 1149601 | SH |  | SOLE | 0 | 0 | 0 | 1149601 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 523319 | 19447 | SH |  | SOLE | 0 | 0 | 0 | 19447 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 44843249 | 1374716 | SH |  | SOLE | 0 | 0 | 0 | 1374716 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 12602282 | 425609 | SH |  | SOLE | 0 | 0 | 0 | 425609 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 850801 | 28294 | SH |  | SOLE | 0 | 0 | 0 | 28294 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 6497287 | 236868 | SH |  | SOLE | 0 | 0 | 0 | 236868 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 2453735 | 17043 | SH |  | SOLE | 0 | 0 | 0 | 17043 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 762897 | 1925 | SH |  | SOLE | 0 | 0 | 0 | 1925 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 802620 | 1177 | SH |  | SOLE | 0 | 0 | 0 | 1177 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 265683 | 2490 | SH |  | SOLE | 0 | 0 | 0 | 2490 |
| STRYKER CORPORATION | COM | 863667101 |  | 715944 | 2037 | SH |  | SOLE | 0 | 0 | 0 | 2037 |
| SYSCO CORP | COM | 871829107 |  | 230281 | 3125 | SH |  | SOLE | 0 | 0 | 0 | 3125 |
| TESLA INC | COM | 88160R101 |  | 809496 | 1800 | SH |  | SOLE | 0 | 0 | 0 | 1800 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 405546 | 1042 | SH |  | SOLE | 0 | 0 | 0 | 1042 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1107519 | 3355 | SH |  | SOLE | 0 | 0 | 0 | 3355 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 293022 | 1800 | SH |  | SOLE | 0 | 0 | 0 | 1800 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 204390 | 2383 | SH |  | SOLE | 0 | 0 | 0 | 2383 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 4572571 | 44154 | SH |  | SOLE | 0 | 0 | 0 | 44154 |
| VANECK ETF TRUST | GREEN BOND ETF | 92189F171 |  | 221449 | 9100 | SH |  | SOLE | 0 | 0 | 0 | 9100 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 5508828 | 19735 | SH |  | SOLE | 0 | 0 | 0 | 19735 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 5309216 | 29933 | SH |  | SOLE | 0 | 0 | 0 | 29933 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 749469 | 1195 | SH |  | SOLE | 0 | 0 | 0 | 1195 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 781309 | 2586 | SH |  | SOLE | 0 | 0 | 0 | 2586 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 614216 | 1259 | SH |  | SOLE | 0 | 0 | 0 | 1259 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 401370 | 1556 | SH |  | SOLE | 0 | 0 | 0 | 1556 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 546538 | 1883 | SH |  | SOLE | 0 | 0 | 0 | 1883 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 3672439 | 17340 | SH |  | SOLE | 0 | 0 | 0 | 17340 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 586339 | 3070 | SH |  | SOLE | 0 | 0 | 0 | 3070 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 392448 | 7300 | SH |  | SOLE | 0 | 0 | 0 | 7300 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 25330027 | 115252 | SH |  | SOLE | 0 | 0 | 0 | 115252 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1208607 | 19347 | SH |  | SOLE | 0 | 0 | 0 | 19347 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 1144204 | 3975 | SH |  | SOLE | 0 | 0 | 0 | 3975 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 257040 | 2125 | SH |  | SOLE | 0 | 0 | 0 | 2125 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 6597083 | 8752 | SH |  | SOLE | 0 | 0 | 0 | 8752 |
| VISA INC | COM CL A | 92826C839 |  | 315639 | 900 | SH |  | SOLE | 0 | 0 | 0 | 900 |
| VULCAN MATLS CO | COM | 929160109 |  | 412521 | 1446 | SH |  | SOLE | 0 | 0 | 0 | 1446 |
| WALMART INC | COM | 931142103 |  | 594818 | 5339 | SH |  | SOLE | 0 | 0 | 0 | 5339 |

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