# EDGAR Filing Document

**Accession Number:** 0002039212
**File Stem:** 0002039212-25-000005
**Filing Date:** 2025-8
**Character Count:** 14522
**Document Hash:** 68a74ba8e858fd8c933906dd297dab31
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002039212-25-000005.hdr.sgml**: 20250805

**ACCESSION NUMBER**: 0002039212-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250805

**DATE AS OF CHANGE**: 20250805

**EFFECTIVENESS DATE**: 20250805

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Code Waechter LLC
- **CENTRAL INDEX KEY:** 0002039212

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24383
- **FILM NUMBER:** 251184135

**BUSINESS ADDRESS:**
- **STREET 1:** 4890 W. KENNEDY BLVD.
- **STREET 2:** SUITE 680
- **CITY:** TAMPA
- **STATE:** FL
- **ZIP:** 33609
- **BUSINESS PHONE:** 813-287-8775

**MAIL ADDRESS:**
- **STREET 1:** 4890 W. KENNEDY BLVD.
- **STREET 2:** SUITE 680
- **CITY:** TAMPA
- **STATE:** FL
- **ZIP:** 33609

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Code Waechter LLC<br>**Address:** 4890 W. KENNEDY BLVD.<br>SUITE 680<br>TAMPA, FL 33609

**Form 13F File Number:** 028-24383

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashleigh Swayze<br>**Title:** Counsel<br>**Phone:** 6463953900

**Signature, Place, and Date of Signing:**

Ashleigh Swayze  Princeton, NJ  08-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 111

**Form 13F Information Table Value Total:** $140564628

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 987912 | 5322 | SH |  | SOLE | 0 | 0 | 0 | 5322 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 253758 | 849 | SH |  | SOLE | 0 | 0 | 0 | 849 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 |  | 336640 | 4635 | SH |  | SOLE | 0 | 0 | 0 | 4635 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 463875 | 2615 | SH |  | SOLE | 0 | 0 | 0 | 2615 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 904943 | 5135 | SH |  | SOLE | 0 | 0 | 0 | 5135 |
| AMAZON COM INC | COM | 023135106 |  | 810865 | 3696 | SH |  | SOLE | 0 | 0 | 0 | 3696 |
| AMCOR PLC | ORD | G0250X107 |  | 242542 | 26392 | SH |  | SOLE | 0 | 0 | 0 | 26392 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 477192 | 4599 | SH |  | SOLE | 0 | 0 | 0 | 4599 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 351518 | 4107 | SH |  | SOLE | 0 | 0 | 0 | 4107 |
| AMGEN INC | COM | 031162100 |  | 627385 | 2247 | SH |  | SOLE | 0 | 0 | 0 | 2247 |
| APPLE INC | COM | 037833100 |  | 2230326 | 10871 | SH |  | SOLE | 0 | 0 | 0 | 10871 |
| ARCHER AVIATION INC | COM CL A | 03945R102 |  | 108500 | 10000 | SH |  | SOLE | 0 | 0 | 0 | 10000 |
| AT INC | COM | 00206R102 |  | 457221 | 15799 | SH |  | SOLE | 0 | 0 | 0 | 15799 |
| ATLASCLEAR HOLDINGS INC | COM SHS | 128745205 |  | 1920 | 10000 | SH |  | SOLE | 0 | 0 | 0 | 10000 |
| AUTOZONE INC | COM | 053332102 |  | 356374 | 96 | SH |  | SOLE | 0 | 0 | 0 | 96 |
| BANK MONTREAL QUE | COM | 063671101 |  | 503588 | 4552 | SH |  | SOLE | 0 | 0 | 0 | 4552 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 303606 | 625 | SH |  | SOLE | 0 | 0 | 0 | 625 |
| BLACKROCK INC | COM | 09290D101 |  | 249722 | 238 | SH |  | SOLE | 0 | 0 | 0 | 238 |
| BLACKSTONE INC | COM | 09260D107 |  | 313221 | 2094 | SH |  | SOLE | 0 | 0 | 0 | 2094 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 595891 | 12873 | SH |  | SOLE | 0 | 0 | 0 | 12873 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 |  | 253641 | 5359 | SH |  | SOLE | 0 | 0 | 0 | 5359 |
| BROADCOM INC | COM | 11135F101 |  | 973380 | 3531 | SH |  | SOLE | 0 | 0 | 0 | 3531 |
| CANADIAN IMPERIAL BK COMM | COM | 136069101 |  | 245780 | 3470 | SH |  | SOLE | 0 | 0 | 0 | 3470 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 12614093 | 319425 | SH |  | SOLE | 0 | 0 | 0 | 319425 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 261435 | 3572 | SH |  | SOLE | 0 | 0 | 0 | 3572 |
| CHEVRON CORP NEW | COM | 166764100 |  | 791196 | 5525 | SH |  | SOLE | 0 | 0 | 0 | 5525 |
| COCA COLA CO | COM | 191216100 |  | 480817 | 6796 | SH |  | SOLE | 0 | 0 | 0 | 6796 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 424684 | 429 | SH |  | SOLE | 0 | 0 | 0 | 429 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 565338 | 4791 | SH |  | SOLE | 0 | 0 | 0 | 4791 |
| ELI LILLY  CO | COM | 532457108 |  | 355466 | 456 | SH |  | SOLE | 0 | 0 | 0 | 456 |
| ENBRIDGE INC | COM | 29250N105 |  | 924845 | 20407 | SH |  | SOLE | 0 | 0 | 0 | 20407 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 345280 | 4154 | SH |  | SOLE | 0 | 0 | 0 | 4154 |
| ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 |  | 3672512 | 127784 | SH |  | SOLE | 0 | 0 | 0 | 127784 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 544713 | 5053 | SH |  | SOLE | 0 | 0 | 0 | 5053 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 1142277 | 21958 | SH |  | SOLE | 0 | 0 | 0 | 21958 |
| FIRSTENERGY CORP | COM | 337932107 |  | 208547 | 5180 | SH |  | SOLE | 0 | 0 | 0 | 5180 |
| FLOWERS FOODS INC | COM | 343498101 |  | 162060 | 10141 | SH |  | SOLE | 0 | 0 | 0 | 10141 |
| GE AEROSPACE | COM NEW | 369604301 |  | 330515 | 1284 | SH |  | SOLE | 0 | 0 | 0 | 1284 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 200508 | 2707 | SH |  | SOLE | 0 | 0 | 0 | 2707 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 757464 | 6832 | SH |  | SOLE | 0 | 0 | 0 | 6832 |
| HOME DEPOT INC | COM | 437076102 |  | 272780 | 744 | SH |  | SOLE | 0 | 0 | 0 | 744 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 531895 | 31736 | SH |  | SOLE | 0 | 0 | 0 | 31736 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 2996785 | 93416 | SH |  | SOLE | 0 | 0 | 0 | 93416 |
| INVESCO EXCH TRADED FD TR II | FNDMNTL HY CRP | 46138E719 |  | 221399 | 11993 | SH |  | SOLE | 0 | 0 | 0 | 11993 |
| INVESCO EXCH TRADED FD TR II | S HDL VOL | 46138E362 |  | 863452 | 18155 | SH |  | SOLE | 0 | 0 | 0 | 18155 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1503411 | 2725 | SH |  | SOLE | 0 | 0 | 0 | 2725 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 265030 | 4250 | SH |  | SOLE | 0 | 0 | 0 | 4250 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 936166 | 7049 | SH |  | SOLE | 0 | 0 | 0 | 7049 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 626691 | 5893 | SH |  | SOLE | 0 | 0 | 0 | 5893 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 974146 | 9324 | SH |  | SOLE | 0 | 0 | 0 | 9324 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 9722526 | 96559 | SH |  | SOLE | 0 | 0 | 0 | 96559 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 516006 | 8320 | SH |  | SOLE | 0 | 0 | 0 | 8320 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1542316 | 2484 | SH |  | SOLE | 0 | 0 | 0 | 2484 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1290723 | 3040 | SH |  | SOLE | 0 | 0 | 0 | 3040 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1259569 | 22156 | SH |  | SOLE | 0 | 0 | 0 | 22156 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 646285 | 4231 | SH |  | SOLE | 0 | 0 | 0 | 4231 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 813381 | 2806 | SH |  | SOLE | 0 | 0 | 0 | 2806 |
| KENVUE INC | COM | 49177J102 |  | 371842 | 17766 | SH |  | SOLE | 0 | 0 | 0 | 17766 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 439331 | 7593 | SH |  | SOLE | 0 | 0 | 0 | 7593 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 431008 | 767 | SH |  | SOLE | 0 | 0 | 0 | 767 |
| MCDONALDS CORP | COM | 580135101 |  | 287203 | 983 | SH |  | SOLE | 0 | 0 | 0 | 983 |
| META PLATFORMS INC | CL A | 30303M102 |  | 973543 | 1319 | SH |  | SOLE | 0 | 0 | 0 | 1319 |
| MICROSOFT CORP | COM | 594918104 |  | 2294530 | 4613 | SH |  | SOLE | 0 | 0 | 0 | 4613 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 624292 | 4432 | SH |  | SOLE | 0 | 0 | 0 | 4432 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 636274409 |  | 858691 | 11540 | SH |  | SOLE | 0 | 0 | 0 | 11540 |
| NETFLIX INC | COM | 64110L106 |  | 261130 | 195 | SH |  | SOLE | 0 | 0 | 0 | 195 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 780479 | 4940 | SH |  | SOLE | 0 | 0 | 0 | 4940 |
| PACER FDS TR | METAURUS CAP 400 | 69374H436 |  | 2752572 | 69756 | SH |  | SOLE | 0 | 0 | 0 | 69756 |
| PACER FDS TR | AMERCN ENRGY IND | 69374H634 |  | 2176967 | 53470 | SH |  | SOLE | 0 | 0 | 0 | 53470 |
| PAYCHEX INC | COM | 704326107 |  | 235500 | 1619 | SH |  | SOLE | 0 | 0 | 0 | 1619 |
| PEPSICO INC | COM | 713448108 |  | 366543 | 2776 | SH |  | SOLE | 0 | 0 | 0 | 2776 |
| PFIZER INC | COM | 717081103 |  | 499344 | 20600 | SH |  | SOLE | 0 | 0 | 0 | 20600 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 345060 | 1895 | SH |  | SOLE | 0 | 0 | 0 | 1895 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 598035 | 3208 | SH |  | SOLE | 0 | 0 | 0 | 3208 |
| PPL CORP | COM | 69351T106 |  | 334799 | 9879 | SH |  | SOLE | 0 | 0 | 0 | 9879 |
| PROLOGIS INC. | COM | 74340W103 |  | 514352 | 4893 | SH |  | SOLE | 0 | 0 | 0 | 4893 |
| REALTY INCOME CORP | COM | 756109104 |  | 508098 | 8820 | SH |  | SOLE | 0 | 0 | 0 | 8820 |
| RTX CORPORATION | COM | 75513E101 |  | 465074 | 3185 | SH |  | SOLE | 0 | 0 | 0 | 3185 |
| SALESFORCE INC | COM | 79466L302 |  | 225515 | 827 | SH |  | SOLE | 0 | 0 | 0 | 827 |
| SANOFI | SPONSORED ADR | 80105N105 |  | 733442 | 15182 | SH |  | SOLE | 0 | 0 | 0 | 15182 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 13939725 | 477224 | SH |  | SOLE | 0 | 0 | 0 | 477224 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1293518 | 58530 | SH |  | SOLE | 0 | 0 | 0 | 58530 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 932139 | 35175 | SH |  | SOLE | 0 | 0 | 0 | 35175 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 5320891 | 212581 | SH |  | SOLE | 0 | 0 | 0 | 212581 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 2278999 | 90079 | SH |  | SOLE | 0 | 0 | 0 | 90079 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 4574105 | 187157 | SH |  | SOLE | 0 | 0 | 0 | 187157 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 4171130 | 148703 | SH |  | SOLE | 0 | 0 | 0 | 148703 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 281283 | 10166 | SH |  | SOLE | 0 | 0 | 0 | 10166 |
| SOUTHERN CO | COM | 842587107 |  | 428387 | 4665 | SH |  | SOLE | 0 | 0 | 0 | 4665 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 874258 | 1415 | SH |  | SOLE | 0 | 0 | 0 | 1415 |
| SPDR SERIES TRUST | PRTFLO S HI | 78468R788 |  | 860805 | 20283 | SH |  | SOLE | 0 | 0 | 0 | 20283 |
| TC ENERGY CORP | COM | 87807B107 |  | 657592 | 13478 | SH |  | SOLE | 0 | 0 | 0 | 13478 |
| TESLA INC | COM | 88160R101 |  | 263975 | 831 | SH |  | SOLE | 0 | 0 | 0 | 831 |
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 |  | 902924 | 14708 | SH |  | SOLE | 0 | 0 | 0 | 14708 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 535956 | 12467 | SH |  | SOLE | 0 | 0 | 0 | 12467 |
| UNION PAC CORP | COM | 907818108 |  | 223408 | 971 | SH |  | SOLE | 0 | 0 | 0 | 971 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 243467 | 2412 | SH |  | SOLE | 0 | 0 | 0 | 2412 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 522602 | 1675 | SH |  | SOLE | 0 | 0 | 0 | 1675 |
| US BANCORP DEL | COM NEW | 902973304 |  | 710018 | 15691 | SH |  | SOLE | 0 | 0 | 0 | 15691 |
| VANECK ETF TRUST | LONG MUNI ETF | 92189F536 |  | 412505 | 24423 | SH |  | SOLE | 0 | 0 | 0 | 24423 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 |  | 5918877 | 69170 | SH |  | SOLE | 0 | 0 | 0 | 69170 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 921932794 |  | 5305776 | 46367 | SH |  | SOLE | 0 | 0 | 0 | 46367 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 267003 | 879 | SH |  | SOLE | 0 | 0 | 0 | 879 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 8186237 | 34544 | SH |  | SOLE | 0 | 0 | 0 | 34544 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 706960 | 4000 | SH |  | SOLE | 0 | 0 | 0 | 4000 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 804348 | 18589 | SH |  | SOLE | 0 | 0 | 0 | 18589 |
| VISA INC | COM CL A | 92826C839 |  | 222261 | 626 | SH |  | SOLE | 0 | 0 | 0 | 626 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 254873 | 2446 | SH |  | SOLE | 0 | 0 | 0 | 2446 |
| WILLIAMS COS INC | COM | 969457100 |  | 616983 | 9823 | SH |  | SOLE | 0 | 0 | 0 | 9823 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 |  | 328560 | 4000 | SH |  | SOLE | 0 | 0 | 0 | 4000 |
| XCEL ENERGY INC | COM | 98389B100 |  | 633602 | 9304 | SH |  | SOLE | 0 | 0 | 0 | 9304 |

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