13F Insight
DOSSIER · 13F-HR · Q3 2026

Code Waechter LLC

$211M in tracked AUM across 126 positions as of Q3 2026.

CW
CIK 0002039212 · last filed Sep 30, 2026
Total AUM
$211M
as of Q3 2026
Holdings
126
−1 QoQ
positions
Whale Score
58
58
tracked
Activity
109
+6 new, −7 sold
changes this Q
AI Analysis · Q3 2026

Code Waechter LLC filed its latest 13F-HR for Q3 2026. 109 position changes this quarter — 6 new, 7 exited, 60 added, 36 trimmed.

Quarter at a glance — Q3 2026

109 material changes this filing.

NEW
VTVANGUARD INTL EQUITY INDEX F
+35K sh
+$6M
2.6%
ADD
CGGOCAPITAL GROUP GBL GROWTH EQT
+101K sh
+$4M
3.3%
ADD
BOXXEA SERIES TRUST
+27K sh
+$3M
1.6%
ADD
SCHGSCHWAB STRATEGIC TR
+48K sh
+$3M
11.2%
ADD
CGNGCAPITAL GROUP NEW GEOGRAPHY
+73K sh
+$2M
4.2%
TRIM
SGOVISHARES TR
-13K sh
$-1M
4.8%
ADD
MSFTMICROSOFT CORP
+162 sh
+$830K
1.3%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$24M660K11.2%02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$17M357K8.2%03
VB
VANGUARD INDEX FDS
$14M49K6.5%04
SGOV
ISHARES TR
$10M100K4.8%05
CGNG
CAPITAL GROUP NEW GEOGRAPHY
$9M241K4.2%06
VIOG
VANGUARD ADMIRAL FDS INC
$8M62K4.0%07
CGGO
CAPITAL GROUP GBL GROWTH EQT
$7M174K3.3%08
AVUV
AMERICAN CENTY ETF TR
$6M50K2.8%09
VT
VANGUARD INTL EQUITY INDEX F
$6M35K2.6%10
BALT
INNOVATOR ETFS TRUST
$5M157K2.6%

Filing history

2026Q3Sep 30
$211M▲ 9.4%
126 positionsView →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 positionsLocked2025Q2Jun 30
$141M▲ 15.6%
111 positionsLocked2025Q1Mar 31
$122M▲ 6.1%
126 positionsLocked2024Q4Dec 31
$115M▲ 9.2%
101 positionsLocked2024Q3Sep 30
$105M—
100 positionsLocked