Hedeker Wealth, LLC
All 13F Filings
- Location
- Lincolnshire, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 524,121
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 92 | 524,121 | 13F-HR | Hedeker Wealth, LLC |
| 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 | 435.8 K | 83.1% | 30.85 K | 0 | 30.85 K |
| ETFs | 88.12 K | 16.8% | 19.53 K | 0 | 19.53 K |
| Debt | 221 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
524,121
Holdings
92
QoQ value change ($000)
50,387
(10.6%)
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.