Code Waechter LLC
CODE WAECHTER LLC is an investment advisory firm headquartered in Tampa, Florida. Founded in 2023, the firm operates with a team of approximately 6 to 10 employees and primarily serves individuals and high net worth individuals. CODE WAECHTER LLC manages client assets and advises on U.S. securities, reporting regularly via 13F filings. Their clients also include at least one charitable organization.
Investment Strategy
CODE WAECHTER LLC utilizes a discretionary investment strategy focused on U.S. equities and ETFs. The firm's portfolio comprises a diversified mix of large-cap and growth-oriented securities. With positions in prominent index funds and consistently reconstituted holdings, CODE WAECHTER LLC appears to emphasize long-term growth, core equity, and sector rotation based on market analysis and client risk tolerance. The majority of their accounts are discretionary, providing the firm flexibility in asset allocation decisions.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 9.56% | $14.6M | 460,885 | $26.76 | $31.91 | +$702.6K |
S SGOV | ISHARES TR | 7.90% | $12.1M | 120,427 | $100.69 | $100.70 | +$2.4M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.85% | $12.0M | 287,896 | $37.30 | $42.03 | -$588.7K |
V VB | VANGUARD INDEX FDS | 7.05% | $10.8M | 42,240 | $240.13 | $254.28 | +$2.6M |
V VIOV | VANGUARD ADMIRAL FDS INC | 4.49% | $6.9M | 72,658 | $86.03 | $95.22 | +$962.6K |