Code Waechter LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 126 total positions held by the firm, managed from an office in Tampa, Florida.
The portfolio is diversified across various sectors, with notable holdings including Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. In terms of mutual funds and exchange-traded funds, the firm holds significant shares in the Schwab Strategic Trust US Large-Cap Growth ETF and the Vanguard Index Funds Morningstar Small Cap ETF.
The filing reports that all positions are held in a sole voting capacity with no shared investment power.