Long-term investor
Code Waechter LLC @codewaechterllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002039212).
Record
- Tracked since 2025-06-30 (441 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months n/a · 1 year +18.5% · all +18.5%
- Max drawdown n/a · win rate 11% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHG · 10.7% · long · since 2025-06-30
- CGDV · 8.8% · long · since 2025-06-30
- VB · 7.0% · long · since 2025-06-30
- SGOV · 5.9% · long · since 2025-06-30
- VIOG · 4.5% · long · since 2025-06-30
- CGNG · 3.3% · long · since 2026-03-31
- AVUV · 2.9% · long · since 2026-06-30
- SCHX · 2.7% · long · since 2025-06-30
- BALT · 2.7% · long · since 2025-06-30
- SCHM · 2.6% · long · since 2025-06-30
- SCHR · 2.1% · long · since 2025-06-30
- DRSK · 2.1% · long · since 2025-06-30