Hedeker Wealth, LLC
All 13F Filings
- Location
- Lincolnshire, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 473,734
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 87 | 473,734 | 13F-HR | Hedeker Wealth, LLC |
| Q4 2025 | 1/23/2026 | 87 | 476,513 | 13F-HR | Hedeker Wealth, LLC |
| Q3 2025 | 10/21/2025 | 92 | 481,125 | 13F-HR | Hedeker Wealth, LLC |
| Q2 2025 | 8/8/2025 | 89 | 429,040 | 13F-HR | Hedeker Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 404.9 K | 85.5% | 0 | 66.93 K | -66.93 K |
| ETFs | 68.59 K | 14.5% | 64.15 K | 0 | 64.15 K |
| Debt | 221 | 0.0% | 0 | 2 | -2 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
473,734
Holdings
87
QoQ value change ($000)
-2,779
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.