Code Waechter LLC - Portfolio overview

Code Waechter LLC has 128 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 9.99%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 8.04%
3. SGOV - ISHARES TR, 6.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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