Code Waechter LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 155,723
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 108 | 155,723 | 13F-HR | Code Waechter LLC |
| Q3 2025 | 10/22/2025 | 112 | 153,216 | 13F-HR | Code Waechter LLC |
| Q2 2025 | 8/5/2025 | 111 | 140,565 | 13F-HR | Code Waechter LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105.6 K | 67.8% | 0 | 311 | -311 |
| ETFs | 50.17 K | 32.2% | 2.816 K | 0 | 2.816 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
155,723
Holdings
108
QoQ value change ($000)
2,507
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.