Code Waechter LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 193,313
- Description
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 127 | 193,313 | 13F-HR | Code Waechter LLC |
| Q1 2026 | 4/15/2026 | 118 | 168,280 | 13F-HR | Code Waechter LLC |
| 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 | 85.64 K | 44.3% | 10.34 K | 0 | 10.34 K |
| ETFs | 107.7 K | 55.7% | 14.69 K | 0 | 14.69 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
193,313
Holdings
127
QoQ value change ($000)
25,033
(14.9%)
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.