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HEDEKER WEALTH, LLC 13F portfolio summary

HEDEKER WEALTH, LLC of HEDEKER WEALTH, LLC has 85 current stock holdings with a reported portfolio value of $473.7M. The portfolio 1 year return is +28.34%. Top holdings include BLV (0.00%), SPY (0.00%), PLTR (7.00%), AVGO (6.59%), MSFT (4.26%).

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HEDEKER WEALTH, LLC

HEDEKER WEALTH, LLC
Latest filing: 2026-03-31

HEDEKER WEALTH, LLC runs HEDEKER WEALTH, LLC and currently holds 85 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $473.73M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HEDEKER WEALTH, LLC ranks #697 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HEDEKER WEALTH, LLC's portfolio at HEDEKER WEALTH, LLC has delivered returns of +28.34%. Their 3-year annualized return is +75.60%. Looking at the 5-year horizon, HEDEKER WEALTH, LLC has achieved +48.23% annualized returns at HEDEKER WEALTH, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+28.34%
#404/1000
3 Year
+75.60%
#408/1000
5 Year
+48.23%
#836/1000

Portfolio Value

$473.73M

Alpha Score

47.2

#697 of 1000

Holdings

85

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change