Hedeker Wealth, LLC

Comprehensive Analysis of SEC 13F Filing: Hedeker Wealth, LLC

1. Portfolio Overview

Hedeker Wealth, LLC manages a growth-oriented portfolio totaling approximately $476.51 million across 87 holdings. The firm executed a significant strategic pivot during the quarter ending December 31, 2025, growing the portfolio's total value by 40.0% (an increase of $136.14 million from the prior quarter's $340.37 million).

The portfolio exhibits a high turnover rate, with substantial activity in...