SEC Form 13F

Code Waechter LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-01
Reported value$193,313,419
Positions127

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$20,691,587611,454
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$16,979,157344,545
VANGUARD INDEX FDSVBSMALL CP ETF$13,625,90744,952
ISHARES TRSGOV0-3 MTH TREASURY$11,384,971113,092
VANGUARD ADMIRAL FDS INCVIOGSMLCP 600 GRTH$8,766,88657,143
CAPITAL GROUP NEW GEOGRAPHYCGNGSHS$6,299,573168,168
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$5,589,74744,804
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$5,261,974178,796
INNOVATOR ETFS TRUSTBALTDEFINED WLT SHLD$5,235,976152,786
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$5,004,802135,742

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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