Code Waechter LLC
Sector Allocation
- Other73.0%$154.3M
- Technology7.8%$16.4M
- Financials4.0%$8.6M
- Industrials3.9%$8.3M
- Healthcare3.0%$6.5M
- Energy2.8%$5.9M
- Consumer Staples1.5%$3.3M
- Consumer Discretionary1.3%$2.8M
- Utilities1.2%$2.6M
- Real Estate0.6%$1.3M
AUM History
13fpro.ai/research/fund/code-waechter-llc-2039212
Conviction and streaks
Stable · top 10 = 50.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$23.7M
- CAPITAL$17.4M
- VANGUARD$13.8M
- ISHARES$10.1M
- CAPITAL$8.8M
- VANGUARD$8.5M
- CAPITAL$6.9M
- AMERICAN$5.9M
DOV
$5.6M- INNOVATOR$5.5M
- SCHWAB$5.4M
- SCHWAB$4.6M
- SCHWAB$4.0M
- PACER$4.0M
- ETF$3.9M
- EA$3.4M
- VANGUARD$3.2M
AAPL
$3.2MMSFT
$2.8M- SCHWAB$2.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/code-waechter-llc-2039212
Code Waechter LLC 13F holdings — Q3 2026
$211.4M portfolio (+9.3% QoQ) · 126 holdings · Q3 2026 13F · top 10 are 50% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LCAP GR ETF
$23.7M
11.2% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$17.4M
8.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MRNGSTR SML CAP
$13.8M
6.5% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - 0-3 MTH TREASURY
$10.1M
4.8% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
CAPITAL GROUP NEW GEOGRAPHY - SHS
$8.8M
4.2% of stocks
+43%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH
$8.5M
4.0% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT
$6.9M
3.3% of stocks
+138%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
AMERICAN CENTY ETF TR - US SML CP VALU
$5.9M
2.8% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $5.6M
2.6% of stocks
NewThis quarter+1.7%Since filedNew this quarterHeld- 10
INNOVATOR ETFS TRUST - DEFINED WLT SHLD
$5.5M
2.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $23.7M | 11.2% | +8% | — | — | — | — | |
| 2 | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $17.4M | 8.2% | +4% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MRNGSTR SML CAP | $13.8M | 6.5% | +8% | — | — | — | — | |
| 4 | ISHARES TR - 0-3 MTH TREASURY | $10.1M | 4.8% | -11% | — | — | — | — | |
| 5 | CAPITAL GROUP NEW GEOGRAPHY - SHS | $8.8M | 4.2% | +43% | — | — | — | — | |
| 6 | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | $8.5M | 4.0% | +8% | — | — | — | — | |
| 7 | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $6.9M | 3.3% | +138% | — | — | — | — | |
| 8 | AMERICAN CENTY ETF TR - US SML CP VALU | $5.9M | 2.8% | +11% | — | — | — | — | |
| 9 | $5.6M | 2.6% | New | +1.7% | New this quarter | 59.5#924 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $5.5M | 2.6% | +3% | — | — | — | — |
All holdings — Code Waechter LLC (Q3 2026)
126 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $5.4M | 2.5% | 179K | +0.0% | — | — | 13F |
| 12 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $4.6M | 2.2% | 134K | -1% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $4.0M | 1.9% | 169K | +4% | — | — | 13F |
| 14 | — | PACER FDS TR - METAURUS CAP 400 | — | $4.0M | 1.9% | 87K | -0.0% | — | — | 13F |
| 15 | — | ETF SER SOLUTIONS - APTUS DEFINEDetf/fund | — | $3.9M | 1.9% | 145K | +5% | — | — | 13F |
| 16 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $3.4M | 1.6% | 29K | +1395% | — | — | 13F |
| 17 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VALetf/fund | — | $3.2M | 1.5% | 29K | -2% | — | — | 13F |
| 18 | Apple Inc. | Technology | $3.2M | 1.5% | 9,554 | +8% | 8+ qtrsAdded 3 qtrs in a row | 75.7 | 13F | |
| 19 | MICROSOFT CORP | Technology | $2.8M | 1.3% | 5,505 | +3% | 8+ qtrsAdded 3 qtrs in a row | 79.8 | 13F | |
| 20 | — | SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund | — | $2.5M | 1.2% | 77K | -1% | — | — | 13F |
| 21 | NVIDIA CORP | Technology | $2.5M | 1.2% | 11K | +15% | 8+ qtrs | 86.0 | 13F | |
| 22 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $2.3M | 1.1% | 3,061 | +10% | 8+ qtrs | — | 13F | |
| 23 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $2.0M | 0.9% | 2,634 | +1.0% | — | — | 13F |
| 24 | — | ETF SER SOLUTIONS - APTU DEFD IN ETFetf/fund | — | $2.0M | 0.9% | 75K | +13% | — | — | 13F |
| 25 | Broadcom Inc. | Technology | $1.6M | 0.7% | 4,461 | +14% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GOOGL | Alphabet Inc. | Technology | $1.6M | 0.7% | 4,545 | +28% | |||
| 27 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.5M | 0.7% | 12K | — | |||
| 28 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $1.4M | 0.7% | 50K | -4% | |||
| 29 | $ABBV | AbbVie Inc. | Healthcare | $1.3M | 0.6% | 5,134 | +0.6% | |||
| 30 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $1.3M | 0.6% | 22K | — | |||
| 31 | $META | Meta Platforms, Inc. | Technology | $1.3M | 0.6% | 1,808 | +37% | |||
| 32 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.3M | 0.6% | 23K | +6% | |||
| 33 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.3M | 0.6% | 5,212 | +12% | |||
| 34 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.1M | 0.5% | 35K | — | |||
| 35 | — | ISHARES TR - SELECT DIVID ETF | — | $1.1M | 0.5% | 7,120 | — | |||
| 36 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.0M | 0.5% | 1,373 | +0.7% | |||
| 37 | $TTE | TotalEnergies SE | Energy | $1.0M | 0.5% | 12K | -14% | |||
| 38 | — | ISHARES TR - NATIONAL MUN ETF | — | $956K | 0.5% | 9,454 | — | |||
| 39 | $JPM | JPMORGAN CHASE & CO | Financials | $951K | 0.5% | 2,876 | +5% | |||
| 40 | $USB | US BANCORP DE | Financials | $943K | 0.5% | 16K | -2% | |||
| 41 | — | SPDR SERIES TRUST - ST STR SP500DIV | — | $931K | 0.4% | 21K | — | |||
| 42 | $LLY | ELI LILLY & Co | Healthcare | $912K | 0.4% | 788 | +11% | |||
| 43 | $CVX | CHEVRON CORP | Energy | $891K | 0.4% | 4,365 | -15% | |||
| 44 | $ENB | ENBRIDGE INC | Energy | $888K | 0.4% | 19K | -1% | |||
| 45 | $IVZ | Invesco Ltd. | Financials | $885K | 0.4% | 18K | — | |||
| 46 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $877K | 0.4% | 13K | +0.1% | |||
| 47 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $866K | 0.4% | 4,006 | — | |||
| 48 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $847K | 0.4% | 16K | -24% | |||
| 49 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $795K | 0.4% | 3,575 | -9% | |||
| 50 | $GOOG | Alphabet Inc. | Technology | $788K | 0.4% | 2,314 | -0.3% | |||
| 51 | $PFE | PFIZER INC | Healthcare | $782K | 0.4% | 27K | -2% | |||
| 52 | $NGG | NATIONAL GRID PLC | Energy | $758K | 0.4% | 10K | -3% | |||
| 53 | $TRP | TC ENERGY CORP | Energy | $748K | 0.3% | 13K | +17% | |||
| 54 | $PLD | Prologis, Inc. | Real Estate | $709K | 0.3% | 5,461 | -0.3% | |||
| 55 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $682K | 0.3% | 4,188 | -14% | |||
| 56 | $AMGN | AMGEN INC | Healthcare | $675K | 0.3% | 1,602 | -10% | |||
| 57 | $PM | Philip Morris International Inc. | Consumer Staples | $648K | 0.3% | 3,393 | -26% | |||
| 58 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $637K | 0.3% | 14K | +11% | |||
| 59 | $SNY | Sanofi | Healthcare | $622K | 0.3% | 15K | +9% | |||
| 60 | — | ISHARES TR - CORE S&P MCP ETF | — | $608K | 0.3% | 8,455 | — | |||
| 61 | — | INNOVATOR ETFS TRUST - EQUIT DEFIN JUL | — | $605K | 0.3% | 20K | New | |||
| 62 | $MA | Mastercard Inc | Financials | $597K | 0.3% | 1,083 | +8% | |||
| 63 | $GE | GENERAL ELECTRIC CO | Industrials | $595K | 0.3% | 1,905 | +24% | |||
| 64 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $589K | 0.3% | 1,152 | -2% | |||
| 65 | $FE | FIRSTENERGY CORP | Utilities | $577K | 0.3% | 13K | +12% | |||
| 66 | — | ISHARES TR - SHRT NAT MUN ETF | — | $576K | 0.3% | 5,514 | — | |||
| 67 | $MS | MORGAN STANLEY | Financials | $568K | 0.3% | 3,021 | — | |||
| 68 | $CME | CME GROUP INC. | Financials | $553K | 0.3% | 2,111 | +3% | |||
| 69 | $PAYX | PAYCHEX INC | Technology | $550K | 0.3% | 5,579 | +16% | |||
| 70 | $RTX | RTX Corp | Industrials | $528K | 0.3% | 2,844 | +5% | |||
| 71 | $DUK | Duke Energy CORP | Utilities | $527K | 0.3% | 4,621 | +0.4% | |||
| 72 | $TFC | TRUIST FINANCIAL CORP | Financials | $509K | 0.2% | 11K | -24% | |||
| 73 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $508K | 0.2% | 1,912 | +82% | |||
| 74 | $MDT | Medtronic plc | Healthcare | $498K | 0.2% | 5,772 | +56% | |||
| 75 | $PEP | PEPSICO INC | Consumer Staples | $496K | 0.2% | 3,917 | +6% | |||
| 76 | $JNJ | JOHNSON & JOHNSON | Healthcare | $492K | 0.2% | 1,859 | -29% | |||
| 77 | $AMCR | Amcor plc | Consumer Discretionary | $481K | 0.2% | 11K | +4% | |||
| 78 | $XEL | XCEL ENERGY INC | Utilities | $470K | 0.2% | 6,672 | -16% | |||
| 79 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $426K | 0.2% | 5,429 | -0.9% | |||
| 80 | — | ROUNDHILL ETF TRUST - S&P 500 NO ETF | — | $423K | 0.2% | 14K | +1% | |||
| 81 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $414K | 0.2% | 4,110 | +37% | |||
| 82 | $UNP | UNION PACIFIC CORP | Industrials | $405K | 0.2% | 1,490 | +11% | |||
| 83 | — | VANECK ETF TRUST - LONG MUNI ETF | — | $404K | 0.2% | 25K | — | |||
| 84 | $CSCO | CISCO SYSTEMS, INC. | Technology | $404K | 0.2% | 3,749 | +34% | |||
| 85 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $401K | 0.2% | 18K | -0.6% | |||
| 86 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $398K | 0.2% | 438 | -0.2% | |||
| 87 | $WT | WisdomTree, Inc. | Financials | $389K | 0.2% | 4,000 | — | |||
| 88 | $CARR | CARRIER GLOBAL Corp | Industrials | $373K | 0.2% | 6,793 | +17% | |||
| 89 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $371K | 0.2% | 3,949 | +19% | |||
| 90 | $UL | UNILEVER PLC | Consumer Staples | $367K | 0.2% | 6,048 | +12% | |||
| 91 | $LIN | LINDE PLC | Materials | $367K | 0.2% | 772 | +26% | |||
| 92 | $MU | MICRON TECHNOLOGY INC | Technology | $364K | 0.2% | 342 | +3% | |||
| 93 | $PPL | PPL Corp | Utilities | $348K | 0.2% | 11K | +11% | |||
| 94 | $O | REALTY INCOME CORP | Real Estate | $345K | 0.2% | 6,350 | -13% | |||
| 95 | $IAU | ISHARES GOLD TRUST | Financials | $339K | 0.2% | 4,339 | — | |||
| 96 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $339K | 0.2% | 10K | — | |||
| 97 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $337K | 0.2% | 899 | -2% | |||
| 98 | $TSLA | Tesla, Inc. | Consumer Discretionary | $331K | 0.2% | 932 | -1% | |||
| 99 | $KMB | KIMBERLY CLARK CORP | Materials | $324K | 0.1% | 3,320 | +9% | |||
| 100 | $MRK | Merck & Co., Inc. | Healthcare | $317K | 0.1% | 2,179 | +3% | |||
| 101 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $312K | 0.1% | 850 | -30% | |||
| 102 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $311K | 0.1% | 625 | — | |||
| 103 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $301K | 0.1% | 660 | +26% | |||
| 104 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $299K | 0.1% | 4,439 | +15% | |||
| 105 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $296K | 0.1% | 1,772 | -41% | |||
| 106 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $274K | 0.1% | 1,671 | New | |||
| 107 | $GSK | GSK plc | Healthcare | $272K | 0.1% | 5,655 | -34% | |||
| 108 | $AZO | AUTOZONE INC | Consumer Discretionary | $269K | 0.1% | 95 | — | |||
| 109 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $266K | 0.1% | 434 | +15% | |||
| 110 | $LMT | LOCKHEED MARTIN CORP | Industrials | $262K | 0.1% | 515 | — | |||
| 111 | $BLK | BlackRock, Inc. | Financials | $256K | 0.1% | 242 | +8% | |||
| 112 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $254K | 0.1% | 7,656 | +12% | |||
| 113 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 JULY | — | $254K | 0.1% | 8,386 | — | |||
| 114 | $RF | REGIONS FINANCIAL CORP | Financials | $248K | 0.1% | 9,209 | New | |||
| 115 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $242K | 0.1% | 3,021 | New | |||
| 116 | — | ISHARES TR - RUS MID CAP ETF | — | $241K | 0.1% | 2,257 | — | |||
| 117 | $SO | SOUTHERN CO | Utilities | $238K | 0.1% | 2,877 | +8% | |||
| 118 | $V | VISA INC. | Financials | $236K | 0.1% | 657 | -1% | |||
| 119 | $BX | Blackstone Inc. | Financials | $231K | 0.1% | 2,060 | — | |||
| 120 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $229K | 0.1% | 1,539 | -39% | |||
| 121 | $GNRC | GENERAC HOLDINGS INC. | Technology | $228K | 0.1% | 1,100 | — | |||
| 122 | — | ISHARES TR - CORE S&P SCP ETF | — | $224K | 0.1% | 1,646 | -2% | |||
| 123 | $IVZ | Invesco Ltd. | Financials | $207K | 0.1% | 12K | -0.6% | |||
| 124 | $KO | COCA COLA CO | Consumer Staples | $206K | 0.1% | 2,395 | -43% | |||
| 125 | $ACHR | Archer Aviation Inc. | Industrials | $50K | 0.0% | 10K | — | |||
| 126 | $ATCH | AtlasClear Holdings, Inc. | Financials | $2K | 0.0% | 10K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 5 new, 60 added to, 37 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (60)
- CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT+138%
now $6.9M
- EA SERIES TRUST - ALPHA ARCH 1-3+1395%
now $3.4M
- CAPITAL GROUP NEW GEOGRAPHY - SHS+43%
now $8.8M
- SCHWAB STRATEGIC TR - US LCAP GR ETF+8%
now $23.7M
- VANGUARD INDEX FDS - MRNGSTR SML CAP+8%
now $13.8M
- VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH+8%
now $8.5M
+54 more in the Excel export
Trimmed (37)
- ISHARES TR - 0-3 MTH TREASURY-11%
now $10.1M
$BTIBritish American Tobacco p.l.c.-24%
now $847K · held 6 qtrs
$PMPhilip Morris International Inc.-26%
now $648K · held 8+ qtrs, 2 trims in a row
$BMOBANK OF MONTREAL /CAN/-41%
now $296K · held 7 qtrs, 3 trims in a row
$JNJJOHNSON & JOHNSON-29%
now $492K · held 8+ qtrs, 3 trims in a row
$TTETotalEnergies SE-14%
now $1.0M · held 7 qtrs
+31 more in the Excel export
Holdings by quarter
Every 13F Code Waechter LLC has filed, 8 earlier quarters. Pick one to see what it held then.
Is it too late to follow Code Waechter?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Code Waechter's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+0.8%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 17% over the last 4
Top 10 weight
50%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
80%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Code Waechter LLC disclosed 126 positions worth $211.4M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 5 new positions and exited 6 — including a new stake in $DOV and a full exit from $AEP. The portfolio is most concentrated in Other (73.0% of disclosed assets). All figures are sourced directly from Code Waechter LLC’s Form 13F-HR filing with the SEC under CIK 2039212.
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