Dean R. Hedeker
Hedeker Wealth, Llc
Assets Managed
$473.734M
Holdings
87
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-0.58%(2Q avg: -0.77%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Hedeker Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 87 positions.
Assets under management
The assets under management (AUM) of Hedeker Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 473.734M in assets, with a quarterly growth rate of -0.58% and a 2-quarter average growth rate of -0.77%. The portfolio is managed by Dean R. Hedeker, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
PLTR Palantir Technologies Inc-a
| 6.64% | $31.434M 214,888 shares@ $146.29 avg price | Increased 3.34% |
AVGO Broadcom Inc
| 6.26% | $29.618M 95,692 shares@ $309.52 avg price | Increased 1.99% |
MSFT Microsoft Corp
| 4.04% | $19.134M 51,690 shares@ $370.18 avg price | Increased 9.43% |
NVDA Nvidia Corp
| 3.49% | $16.522M 94,736 shares@ $174.4 avg price | Increased 3.38% |
AAPL Apple Inc
| 3.29% | $15.544M 61,248 shares@ $253.8 avg price | Increased 1.58% |
AMZN Amazon.com Inc
| 3.18% | $15.058M 72,298 shares@ $208.28 avg price | Increased 1.61% |
COHR Coherent Corp
| 3.1% | $14.648M 61,493 shares@ $238.22 avg price | Decreased -1.26% |
GOOGL Alphabet Inc-cl A
| 3.02% | $14.302M 49,735 shares@ $287.57 avg price | Increased 1.41% |
DTCR Global X Data Center & Digit
| 3% | $14.167M 591,283 shares@ $23.97 avg price | Increased 4.68% |
GOOG Alphabet Inc-cl C
| 2.94% | $13.894M 48,436 shares@ $286.87 avg price | Increased 1.11% |
1-10 of 87