Code Waechter LLC: 13F holdings
CIK 20392122026Q2
| Positions | 127 |
|---|---|
| Reported value | $193.3m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 611,454 | $20.7m | 10.7% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 344,545 | $17.0m | 8.8% |
| VB VANGUARD INDEX FDS | 44,952 | $13.6m | 7.0% |
| SGOV ISHARES TR | 113,092 | $11.4m | 5.9% |
| VANGUARD ADMIRAL FDS INC | 57,143 | $8.8m | 4.5% |
| CAPITAL GROUP NEW GEOGRAPHY | 168,168 | $6.3m | 3.3% |
| AVUV AMERICAN CENTY ETF TR | 44,804 | $5.6m | 2.9% |
| SCHX SCHWAB STRATEGIC TR | 178,796 | $5.3m | 2.7% |
| INNOVATOR ETFS TRUST | 152,786 | $5.2m | 2.7% |
| SCHM SCHWAB STRATEGIC TR | 135,742 | $5.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2039212")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.