Code Waechter LLC Portfolio Holdings

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.