Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Code Waechter LLC (CIK 2039212) reported $168.3M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($17.3M, 10.26%), CGDV ($13.9M, 8.26%), SGOV ($11.7M, 6.92%), VB ($11.0M, 6.54%), VIOV ($7.7M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $17.3M | 10.26% | 592,508 | Added |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $13.9M | 8.26% | 326,667 | Added |
| 3 | SGOV | ISHARES TR | $11.7M | 6.92% | 115,749 | Added |
| 4 | VB | VANGUARD INDEX FDS | $11.0M | 6.54% | 42,027 | Added |
| 5 | VIOV | VANGUARD ADMIRAL FDS INC | $7.7M | 4.60% | 76,087 | Added |
| 6 | VIOG | VANGUARD ADMIRAL FDS INC | $6.8M | 4.06% | 54,907 | Added |
| 7 | SCHR | SCHWAB STRATEGIC TR | $5.4M | 3.20% | 215,982 | Added |
| 8 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $5.0M | 2.97% | 158,239 | New |
| 9 | BALT | INNOVATOR ETFS TRUST | $4.7M | 2.77% | 139,374 | Added |
| 10 | SCHX | SCHWAB STRATEGIC TR | $4.5M | 2.68% | 176,163 | Trimmed |
| 11 | SCHM | SCHWAB STRATEGIC TR | $4.2M | 2.52% | 136,757 | Trimmed |
| 12 | DRSK | ETF SER SOLUTIONS | $3.4M | 2.05% | 126,071 | Added |
| 13 | QDPL | PACER FDS TR | $3.4M | 2.04% | 85,360 | Added |
| 14 | SCHA | SCHWAB STRATEGIC TR | $2.3M | 1.37% | 79,528 | Trimmed |
| 15 | AAPL | APPLE INC | $2.2M | 1.31% | 8,667 | Added |
| 16 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.2M | 1.28% | 64,521 | New |
| 17 | MSFT | MICROSOFT CORP | $1.9M | 1.13% | 5,147 | Added |
| 18 | IVV | ISHARES TR | $1.7M | 1.03% | 2,649 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $1.7M | 1.01% | 9,776 | Added |
| 20 | QQQ | INVESCO QQQ TR | $1.6M | 0.95% | 2,776 | Added |
| 21 | IWF | ISHARES TR | $1.3M | 0.77% | 3,040 | Hold |
| 22 | TTFNF | TOTALENERGIES SE | $1.2M | 0.74% | 13,685 | Trimmed |
| 23 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.2M | 0.74% | 22,018 | Added |
| 24 | FDVV | FIDELITY COVINGTON TRUST | $1.2M | 0.72% | 21,969 | Hold |
| 25 | SCHF | SCHWAB STRATEGIC TR | $1.2M | 0.71% | 48,277 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31