Code Waechter LLC - Portfolio Stock Holdings
Code Waechter LLC disclosed 130 stock positions in a recent SEC 13F filing. $192,648,252 of stock holdings were filed, with the largest holdings including SCHG, CGDV, and VB. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $409,020,241 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
130Est. Stock Holding Value:
$192,648,252Top Stock Holdings By Sector
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Portfolio Stock Holdings - Code Waechter LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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