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Hedeker Wealth, LLC
Hedeker Wealth, LLC is an independent, SEC-registered investment advisory firm based in Lincolnshire, Illinois, United States. The firm serves primarily high net worth individuals alongside other retail clients and select pooled investment vehicles. As of June 2025, the firm manages approximately $470.1 million in assets and employs 8 staff members. Hedeker Wealth focuses on providing customized wealth management solutions and financial advice for affluent families and individuals, and has been operating at least since 2011 based on SEC filings.
Investment Strategy
Hedeker Wealth, LLC provides discretionary investment management services, primarily for high net worth individuals and their families. The firm constructs diversified portfolios using allocations to individual equities, fixed income securities, and select pooled investment vehicles. Their strategy leverages research-driven security selection, focusing on long-term capital appreciation and risk management tailored to each client's needs. Holdings commonly include leading U.S. technology and financial sector equities such as Palantir Technologies, Broadcom, Microsoft, Amazon, Nvidia, Apple, and others, reflecting a growth-oriented approach with strong emphasis on blue-chip assets.
Latest 13F Filing Activity
Hedeker Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 90 equity positions with a total 13F market value of $481M. The fund increased holdings in Asml Holding N V, Broadcom Inc., Microsoft Corp. among other positions. Hedeker Wealth, LLC reduced exposure to J P Morgan Exchange Traded F, Accenture PLC Ireland, Godaddy Inc. among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES INC | 8.84% | $42.5M | 233,159 | $20.78 | $182.42 | +$3.6M |
A AVGO | BROADCOM INC | 6.75% | $32.5M | 98,482 | $53.26 | $329.91 | +$5.3M |
M MSFT | MICROSOFT CORP | 5.50% | $26.5M | 51,071 | $163.28 | $517.95 | +$3.9M |
N NVDA | NVIDIA CORPORATION | 3.80% | $18.3M | 97,881 | $123.09 | $186.58 | +$3.1M |
A AMZN | AMAZON COM INC | 3.32% | $16.0M | 72,675 | $108.09 | $219.57 | +$273.1K |
Industry Allocation
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