Institutions / Code Waechter LLC

Code Waechter LLC

CIK 2039212 · Institution · as of Dec 31, 2025

Portfolio value

$155.72M

Positions

108

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 108 →

Company	Class	Value	Shares	% of portfolio
Schwab Strategic Tr	—	$17.95M	550,273	11.5%
Capital Group Dividend Value	—	$12.92M	296,062	8.3%
iShares Tr	—	$11.06M	110,190	7.1%
Vanguard Index Fds	—	$9.79M	37,962	6.3%
Vanguard Admiral Fds Inc	—	$7.20M	73,665	4.6%
Vanguard Admiral Fds Inc	—	$6.05M	49,872	3.9%
Schwab Strategic Tr	—	$5.15M	205,411	3.3%
Schwab Strategic Tr	—	$4.75M	176,500	3.1%
Innovator Etfs Trust	—	$4.33M	129,116	2.8%
Schwab Strategic Tr	—	$4.27M	142,078	2.7%
ETF Ser Solutions	—	$3.41M	119,612	2.2%
Pacer Fds Tr	—	$3.13M	73,793	2.0%
Microsoft Corp	—	$2.31M	4,785	1.5%
Schwab Strategic Tr	—	$2.29M	80,391	1.5%
Apple Inc.	—	$2.26M	8,323	1.5%
iShares Tr	—	$1.83M	2,669	1.2%
Invesco Qqq Tr	—	$1.70M	2,773	1.1%
NVIDIA Corp	—	$1.70M	9,107	1.1%
iShares Tr	—	$1.44M	3,040	0.9%
Broadcom Inc.	—	$1.29M	3,738	0.8%
AbbVie Inc.	—	$1.29M	5,632	0.8%
J P Morgan Exchange Traded F	—	$1.25M	21,880	0.8%
Fidelity Covington Trust	—	$1.25M	21,969	0.8%
British Amern Tob PLC	—	$1.23M	21,803	0.8%
Schwab Strategic Tr	—	$1.19M	49,706	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.