Code Waechter LLC - Portfolio Stock Holdings

Code Waechter LLC disclosed 132 stock positions in a recent SEC 13F filing. $211,390,445 of stock holdings were filed, with the largest holdings including SCHG, CGDV, and VB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

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.