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Code Waechter LLC
RIA/Wealth
Code Waechter LLC is a RIA/Wealth based in Tampa, FL led by Lauren Gail Gretchen, reporting $329.5M in AUM as of Q3 2025 with 69% ETF concentration and 53% concentrated in top 10 holdings.
CCOLauren Gail Gretchen
- Portfolio Value
- $153.2M
- Positions
- 112
- Top Holding
- SCHG at 9.56%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Code Waechter LLC's portfolio (52.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.6M | 9.56% | -$519.1K Sold | — 460.9K shares | |
ETF ETF | $12.1M | 7.90% | +$2.4M Bought | — 120.4K shares | |
ETF ETF | $12.0M | 7.85% | -$1.3M Sold | — 287.9K shares | |
ETF ETF | $10.8M | 7.05% | +$2.0M Bought | — 42.2K shares | |
ETF ETF | $6.9M | 4.49% | +$330.4K Bought | — 72.7K shares | |
ETF ETF | $5.8M | 3.81% | +$219.9K Bought | — 48.2K shares | |
ETF ETF | $5.2M | 3.41% | -$139.2K Sold | — 207.1K shares | |
ETF ETF | $4.7M | 3.10% | -$163.4K Sold | — 180.9K shares | |
ETF ETF | $4.3M | 2.82% | -$98.8K Sold | — 145.4K shares | |
Unknown Unknown | $4.3M | 2.81% | +$1.2M Bought | — 131.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Code Waechter LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Code Waechter LLC
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