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Code Waechter LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002039212

$193.3M

disclosed book value

127

positions

10.7%

largest position share

Positions, as of 2026-06-30

top 100 of 127 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SCHGSCHWAB STRATEGIC TR611,454$20.7M10.7%
2CGDVCAPITAL GROUP DIVIDEND VALUE344,545$17.0M8.8%
3VBVANGUARD INDEX FDS44,952$13.6M7%
4SGOVISHARES TR113,092$11.4M5.9%
5VIOGVANGUARD ADMIRAL FDS INC57,143$8.8M4.5%
6CGNGCAPITAL GROUP NEW GEOGRAPHY168,168$6.3M3.3%
7AVUVAMERICAN CENTY ETF TR44,804$5.6M2.9%
8SCHXSCHWAB STRATEGIC TR178,796$5.3M2.7%
9BALTINNOVATOR ETFS TRUST152,786$5.2M2.7%
10SCHMSCHWAB STRATEGIC TR135,742$5.0M2.6%
11SCHRSCHWAB STRATEGIC TR162,866$4.0M2.1%
12DRSKETF SER SOLUTIONS137,928$4.0M2.1%
13QDPLPACER FDS TR86,848$3.9M2%
14VIOVVANGUARD ADMIRAL FDS INC29,864$3.5M1.8%
15CGGOCAPITAL GROUP GBL GROWTH EQT73,170$3.1M1.6%
16SCHASCHWAB STRATEGIC TR77,822$2.8M1.5%
17AAPLAPPLE INC8,850$2.6M1.3%
18QQQINVESCO QQQ TR2,785$2.1M1.1%
19MSFTMICROSOFT CORP5,343$2.0M1%
20IVVISHARES TR2,609$2.0M1%
21NVDANVIDIA CORPORATION9,479$1.9M1%
22DEFRETF SER SOLUTIONS67,072$1.8M0.9%
23IWFISHARES TR12,160$1.5M0.8%
24AVGOBROADCOM INC3,910$1.5M0.8%
25SCHFSCHWAB STRATEGIC TR52,347$1.5M0.8%
26FDVVFIDELITY COVINGTON TRUST21,969$1.3M0.7%
27ABBVABBVIE INC5,102$1.3M0.7%
28GOOGLALPHABET INC3,545$1.3M0.7%
29BTIBRITISH AMERN TOB PLC20,481$1.3M0.7%
30JEPIJ P MORGAN EXCHANGE TRADED F21,912$1.2M0.6%
31SCHDSCHWAB STRATEGIC TR35,192$1.1M0.6%
32AMZNAMAZON COM INC4,674$1.1M0.6%
33DVYISHARES TR7,120$1.1M0.6%
34TOTALENERGIES SE13,890$1.1M0.6%
35ENBENBRIDGE INC19,364$1.0M0.5%
36SPYSTATE STR SPDR S&P 500 ETF T1,363$1.0M0.5%
37MUBISHARES TR9,454$1.0M0.5%
38USBUS BANCORP16,599$1.0M0.5%
39SPYDSPDR SERIES TRUST20,513$978,6690.5%
40PNCPNC FINL SVCS GROUP INC3,923$965,9210.5%
41WMBWILLIAMS COS INC12,897$958,7370.5%
42SPHDINVESCO EXCH TRADED FD TR II18,361$933,4730.5%
43JPMJPMORGAN CHASE & CO2,750$900,0380.5%
44VTVVANGUARD INDEX FDS4,006$873,0280.5%
45NGGNATIONAL GRID PLC10,361$858,6160.4%
46CVXCHEVRON CORPORATION5,142$852,4210.4%
47AMATAPPLIED MATLS INC1,178$851,6940.4%
48LLYELI LILLY & CO710$851,5950.4%
49PMPHILIP MORRIS INTL INC4,572$827,0450.4%
50GOOGALPHABET INC2,321$820,0790.4%
51PLDPROLOGIS INC.5,478$742,1050.4%
52METAMETA PLATFORMS INC1,316$741,2910.4%
53TRPTC ENERGY CORP11,072$733,9630.4%
54TFCTRUIST FINL CORP14,400$717,4080.4%
55PFEPFIZER INC27,966$673,4240.3%
56EXMOCEXXON MOBIL CORP4,862$664,7330.3%
57JNJJOHNSON & JOHNSON2,607$662,1000.3%
58IJHISHARES TR8,455$651,9650.3%
59AMGNAMGEN INC1,786$646,7460.3%
60XELXCEL ENERGY INC7,900$634,3700.3%
61MSMORGAN STANLEY3,021$631,5100.3%
62SNYSANOFI SA13,905$593,1870.3%
63SUBISHARES TR5,514$587,1050.3%
64DUKDUKE ENERGY CORP NEW4,601$582,3950.3%
65GEGE AEROSPACE1,541$575,9640.3%
66FEFIRSTENERGY CORP11,860$563,8240.3%
67BMOBANK MONTREAL MEDIUM3,025$534,5180.3%
68VZVERIZON COMMUNICATIONS INC12,450$527,1120.3%
69MAMASTERCARD INCORPORATED1,001$514,1140.3%
70RTXRTX CORPORATION2,696$511,5120.3%
71UNHUNITEDHEALTH GROUP INC1,220$507,0690.3%
72PEPPEPSICO INC3,690$499,6260.3%
73AMCOR PLC11,067$479,7540.2%
74PAYXPAYCHEX INC4,804$472,3770.2%
75OREALTY INCOME CORP7,320$453,5690.2%
76CMECME GROUP INC2,046$451,8180.2%
77GSKGSK PLC8,535$447,4050.2%
78VOVANGUARD INDEX FDS5,480$441,5240.2%
79MLNVANECK ETF TRUST24,739$439,8600.2%
80CARRCARRIER GLOBAL CORPORATION5,817$426,6770.2%
81SCHZSCHWAB STRATEGIC TR18,235$421,7670.2%
82COSTCOSTCO WHOLESALE CORPORATION439$410,6710.2%
83XDIVROUNDHILL ETF TRUST13,390$407,8590.2%
84TSLATESLA INC946$397,8880.2%
85DLNWISDOMTREE TR4,000$385,2800.2%
86MUMICRON TECHNOLOGY INC331$382,0700.2%
87AEPAMERICAN ELEC PWR CO INC2,758$377,3220.2%
88HBANHUNTINGTON BANCSHARES INC20,789$368,5890.2%
89UNPUNION PAC CORP1,337$363,6640.2%
90SCHVSCHWAB STRATEGIC TR10,166$353,8650.2%
91WECWEC ENERGY GROUP INC2,999$350,1930.2%
92PPLPPL CORP9,535$346,5970.2%
93KOCOCA COLA CO4,222$343,1220.2%
94SBUXSTARBUCKS CORP3,326$339,8840.2%
95VTIVANGUARD INDEX FDS915$338,6700.2%
96KMBKIMBERLY-CLARK CORP3,049$334,6890.2%
97ROYAL CARIBBEAN GROUP1,052$334,0420.2%
98CSCOCISCO SYS INC2,804$329,3580.2%
99IAUISHARES GOLD TR4,339$327,6380.2%
100ULUNILEVER PLC5,403$324,8280.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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