Code Waechter LLC — 13F holdings

Code Waechter LLC reported 126 holdings worth $211M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. SCHG SCHWAB STRATEGIC TR — $23.7M (11.2%)
  2. CGDV CAPITAL GROUP DIVIDEND VALUE — $17.4M (8.2%)
  3. VB VANGUARD INDEX FDS — $13.8M (6.5%)
  4. SGOV ISHARES TR — $10.1M (4.8%)
  5. CGNG CAPITAL GROUP NEW GEOGRAPHY — $8.79M (4.2%)
  6. VIOG VANGUARD ADMIRAL FDS INC — $8.49M (4.0%)
  7. CGGO CAPITAL GROUP GBL GROWTH EQT — $6.94M (3.3%)
  8. AVUV AMERICAN CENTY ETF TR — $5.86M (2.8%)
  9. VT VANGUARD INTL EQUITY INDEX F — $5.58M (2.6%)
  10. BALT INNOVATOR ETFS TRUST — $5.50M (2.6%)