13F Insight
DOSSIER · 13F-HR · Q2 2026

Code Waechter LLC

$193M in tracked AUM across 127 positions as of Q2 2026.

CW
CIK 0002039212 · last filed Jun 30, 2026
Total AUM
$193M
as of Q2 2026
Holdings
127
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Code Waechter LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$21M611K10.7%02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$17M345K8.8%03
VB
VANGUARD INDEX FDS
$14M45K7.0%04
SGOV
ISHARES TR
$11M113K5.9%05
VIOG
VANGUARD ADMIRAL FDS INC
$9M57K4.5%06
CGNG
CAPITAL GROUP NEW GEOGRAPHY
$6M168K3.3%07
AVUV
AMERICAN CENTY ETF TR
$6M45K2.9%08
SCHX
SCHWAB STRATEGIC TR
$5M179K2.7%09
BALT
INNOVATOR ETFS TRUST
$5M153K2.7%10
SCHM
SCHWAB STRATEGIC TR
$5M136K2.6%

Filing history

2026Q2Jun 30
$193M▲ 14.9%
127 positionsView →2026Q1Mar 31
$168M▲ 8.1%
118 positionsView →2025Q4Dec 31
$156M▲ 1.6%
108 positionsView →2025Q3Sep 30
$153M▲ 9.0%
112 positionsView →2025Q2Jun 30
$141M▲ 15.6%
111 positionsLocked2025Q1Mar 31
$122M▲ 6.1%
126 positionsLocked2024Q4Dec 31
$115M▲ 9.2%
101 positionsLocked2024Q3Sep 30
$105M—
100 positionsLocked