Code Waechter LLC Portfolio Holdings

Code Waechter LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $151 Million distributed in 108 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 $17.8M, Capital Group Divid Value ETF with a value of $12.7M, Ishares Trishares 0 3 Mnth Tre with a value of $11.1M, Vanguard Small Cap ETF with a value of $9.48M, and Vanguard S&P Small Cap 600 Val with a value of $6.98M.

Examining the 13F form we can see an decrease of $1.5M in the current position value, from $153M to 151M.

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.