Quick Takeaways
- Code Waechter LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $168,279,973.
13F Filings History of Code Waechter LLC
- Latest 13F report
- Q1 2026 - 15 Apr 2026
- Value $
- $168,279,973
- Signature - Title
- Ashleigh Swayze - Counsel
- Location
- Tampa, FL
- Summary
- This page shows a list of all the recent 13F filings made by Code Waechter LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Code Waechter LLC reported 118 stock holdings with total value $168,279,973 as of Q1 2026. Top holdings included SCHG, CGDV, SGOV, VB, and VIOV.
Follow Filing Activity
Follow Code Waechter LLC and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Holdings Value
What Changed
- Most recent filing was accepted on 15 Apr 2026, 09:21.
- Reported value moved from $155,722,932 to $168,279,973.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 118 | $168,279,973 | +$18,541,864 | -$4,694,667 | +$13,847,197 | SCHG, CGDV, SGOV, VB, VIOV | 13F-HR | 15 Apr 2026, 09:21 |
| Q4 2025 | 108 | $155,722,932 | +$9,452,937 | -$9,847,540 | -$394,603 | SCHG, CGDV, SGOV, VB, VIOV | 13F-HR | 23 Jan 2026, 18:33 |
| Q3 2025 | 112 | $153,215,955 | +$10,805,031 | -$6,292,600 | +$4,512,431 | SCHG, SGOV, CGDV, VB, VIOV | 13F-HR | 22 Oct 2025, 15:17 |
| Q2 2025 | 111 | $140,564,628 | +$50,217,026 | -$36,625,306 | +$13,591,720 | SCHG, CGDV, SGOV, VB, VIOV | 13F-HR | 05 Aug 2025, 13:45 |
| Q1 2025 | 126 | $121,610,000 | +$22,895,537 | -$12,352,685 | +$10,542,852 | SCHG, CALF, CGDV, COWZ, SCHR | 13F-HR | 30 Apr 2025, 14:53 |
| Q4 2024 | 101 | $114,591,759 | +$33,113,521 | -$3,746,293 | +$29,367,228 | SCHG, CALF, COWZ, SCHR, CGDV | 13F-HR | 13 Jan 2025, 16:15 |
| Q3 2024 | 100 | $104,949,000 | $0 | $0 | $0 | SCHG, CALF, SCHR, COWZ, IJS | 13F-HR | 10 Oct 2024, 10:57 |