Code Waechter LLC

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title: Ashleigh Swayze - Counsel
Location: Tampa, FL
Holdings as of: 30 Jun 2025
Value $: $140,564,628
Num holdings: 111
Filing time: 05 Aug 2025, 13:45:06 UTC
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included SCHG, CGDV, SGOV, VB, and VIOV.
Previous filing: Q1 2025 - 30 Apr 2025
Next filing: Q3 2025 - 22 Oct 2025
SEC: View on sec.gov

Key filing fact

Code Waechter LLC reported $140,564,628 across 111 holdings in Q2 2025.

Key facts

Code Waechter LLC reported 13f holdings report, stock holdings for Q2 2025.
Reported holdings value: $140,564,628.
111 holdings are listed in this filing snapshot.

Change

Previous comparable filing: Q1 2025.
Value moved from $121,610,000 to $140,564,628.

Research use

This filing-level page explains what the portfolio report tells you before the holdings table.
You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Evidence

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing

13F holdings

Reported holdings

Rows come from Code Waechter LLC's Q2 2025 Form 13F and keep security, value, share, and activity fields together.

Sym	Weight	Trade Impact	Company	Class	Share Change	Activity	Value Change $	Value $	* Price $	Shares	Principal

Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.

Compare Q2 2025 to

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Ashleigh Swayze	Counsel	Princeton, New Jersey	05 Aug 2025