Code Waechter LLC - Portfolio Stock Holdings

Code Waechter LLC disclosed 122 stock positions in a recent SEC 13F filing. $167,773,199 of stock holdings were filed, with the largest holdings including SCHG, CGDV, and SGOV. This filing represented positions held on March 31, 2026, and was filed on April 15, 2026.

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.