Code Waechter LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $140 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $13.9M, Capital Group Divid Value ETF with a value of $12.6M, Ishares Trishares 0 3 Mnth Tre with a value of $9.72M, Vanguard Small Cap ETF with a value of $8.19M, and Vanguard S&P Small Cap 600 Val with a value of $5.92M.
Examining the 13F form we can see an increase of $18.2M in the current position value, from $122M to 140M.
Code Waechter LLC is based out at Tampa, FL
Below you can find more details about Code Waechter LLC portfolio as well as his latest detailed transactions.
Portfolio value
$140 Million
ETFs: $95 Million
Technology: $6.76 Million
Financial Services: $6.18 Million
Healthcare: $5.72 Million
Energy: $4.54 Million
Utilities: $4.1 Million
Communication Services: $3.86 Million
Consumer Cyclical: $2.23 Million
Other: $5.69 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
