Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Hedeker Wealth, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Hedeker Wealth, LLC (CIK 1633910) reported $473.7M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PLTR ($31.4M, 6.64%), AVGO ($29.6M, 6.25%), MSFT ($19.1M, 4.04%), NVDA ($16.5M, 3.49%), AAPL ($15.5M, 3.28%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PLTRPALANTIR TECHNOLOGIES INC$31.4M6.64%214,888Added
2AVGOBROADCOM INC$29.6M6.25%95,692Added
3MSFTMICROSOFT CORP$19.1M4.04%51,690Added
4NVDANVIDIA CORPORATION$16.5M3.49%94,736Added
5AAPLAPPLE INC$15.5M3.28%61,248Added
6AMZNAMAZON COM INC$15.1M3.18%72,298Added
7COHRCOHERENT CORP$14.6M3.09%61,493Trimmed
8GOOGLALPHABET INC$14.3M3.02%49,735Added
9VPNGLOBAL X FDS$14.2M2.99%591,283Added
10GOOGALPHABET INC$13.9M2.93%48,436Added
11SPINSSGA ACTIVE TR$13.8M2.91%451,749Added
12PULSPGIM ETF TR$13.8M2.91%278,218Added
13ASMLASML HLDG NV$12.1M2.56%9,170Added
14METAMETA PLATFORMS INC$11.5M2.42%20,051Added
15OBNDSSGA ACTIVE TR$9.9M2.10%387,675Added
16FIXCOMFORT SYS USA INC$9.8M2.08%7,129Trimmed
17SPYSTATE STR SPDR S&P 500 ETF T$9.2M1.93%14,088Trimmed
18CCITIGROUP INC$8.5M1.80%75,355Added
19NRGNRG ENERGY INC$8.4M1.78%57,791Added
20LLYELI LILLY & CO$8.3M1.76%9,052Hold
21PYLDPIMCO ETF TR$8.0M1.70%306,661Added
22SPLBSPDR SERIES TRUST$7.6M1.60%340,155Added
23BXBLACKSTONE INC$7.4M1.57%64,669Added
24MGMTUNIFIED SER TR$7.3M1.55%162,360Added
25URIUNITED RENTALS INC$7.1M1.49%9,717Added

Source: SEC Form 13F filings · as of 2026-03-31