Hedeker Wealth, LLC
•CIK: 1633910•Filing: Q4 2025
**Hedeker Wealth, LLC** manages $477M across a diversified portfolio of 87 positions. The fund maintains significant exposure to technology and growth sectors, highlighted by top holdings including PLTR at $37.0M and AVGO at $32.5M. Further concentration is evident in mega-cap tech names such as MSFT ($22.8M), NVDA ($17.1M), and AMZN ($16.4M). This allocation suggests a conviction in high-growth, market-leading technology platforms.
Total AUM
$476.5M
QoQ Performance
-1.0%
Positions
77
Top 10 Concentration
41.6%
Latest Filing
Q4 2025
Top Holdings Allocation
PLTR
AVGO
PLTR7.8%
AVGO6.8%
MSFT4.8%
NVDA3.6%
AMZN3.4%
AAPL3.4%
GOOGL3.2%
GOOG3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.8%
Technology27.4%
Consumer7.2%
Financial4.5%
Healthcare3.7%
ETF2.2%
Materials0.7%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW2 new positions
↑20 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023