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Code Waechter - Q1 2026 13F Filings

CO

Code Waechter LLC

CIK: 0002039212
Address: Florida Tampa 4890 W. Kennedy Blvd. Suite 680
$168.28 M
Portfolio Value
118
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/23/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. CGNG Capital Group New Geography Equity Etf
+$5 M
2. CGGO Capital Group Global Growth Equity Etf
+$2.15 M
3. CGDV Capital Group Dividend Value Etf
+$1.3 M
4. SCHG Schwab Us Large-Cap Growth Etf
+$1.23 M
5. VB Vanguard Small-Cap Etf
+$1.06 M

Top Sells

Q1 2026
1. AMCR Amcor PLC
−$451,302
2. VZ Verizon Communications
−$381,232.01
3. JNJ Johnson & Johnson
−$254,217.73
4. WMB The Williams Companies
−$252,539.61
5. ARE Alexandria Real Estate Equities
−$252,139

Asset Allocation

Stocks/ETFs
+7.90%
$167.03 M 99.26%
Options
$0 0.00%
Debt
$0 0.00%
Other
+36.54%
$1.25 M 0.74%

Sector Allocation (Stocks)

Code Waechter Q1 2026 Filing Summary

Code Waechter LLC filed its 13F report for Q1 2026 on April 15, 2026. The portfolio totaled 168.28 M reflecting a +8.06% change from the prior quarter, spanning 118 assets. The top 10 holdings comprised 52.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Code Waechter’s Q1 2026 Filing

Code Waechter submitted their Form 13F-HR for the Q1 2026 period on 04/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Code Waechter reported a managed portfolio value of 168.28 M, consisting of 118 individual positions.

This page displays the raw filing documents. To see which stocks Code Waechter bought or sold during Q1 2026, please visit Code Waechter's Portfolio Analysis page.