Dedeker Financial LLC

Wealth advisor Mechanical technology specialist (65%) CIK 2113408
League rank
#1
in Wealth advisor · #78 overall
Long book
$114.7M
Q1 2026
Positions
50
Top-10 weight
59%
concentration
Last quarter
+41.3%
SPY +14.8%
Turnover
33%
of book per quarter

Strategy in plain words

auto-generated from filings

Dedeker Financial LLC is a wealth-management firm allocating client money, specialised in technology (65% of the long book), running a $114.7M US long book across 50 positions.

The portfolio is concentrated: the top 10 names carry 59% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: PROSHARES ULTRA QQQ, PROSHARES ULTRA S&P500, INVESCO QQQ TRUST SERIES 1, FIDELITY FNDMNTL L/C COR ETF, NVIDIA CORP.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-4.3%
Q1 2026
+41.3%

Sector allocation

Technology
58%
Other
19%
Industrials
18%
Services media
2%
Consumer discretionary
2%
Financials
1%
Healthcare
0%

Long book by quarter

$111.7M
Q4 2025
$114.7M
Q1 2026

What does Dedeker Financial own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology27.5K$4.8M4.2%-1.4%
CIEN CIENA CORPTechnology12.3K$4.8M4.2%+1.0%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology31.9K$4.7M4.1%+3.5%
STXN SEAGATE TECHNOLOGY HOLDINGS11.7K$4.6M4.0%+1.4%
FIX COMFORT SYSTEMS USA INCIndustrials2.7K$3.7M3.2%+1.1%
COHR COHERENT CORPOther12.7K$3.0M2.6%New
MU MICRON TECHNOLOGY INCTechnology8.9K$3.0M2.6%+1.2%
STRL STERLING INFRASTRUCTURE INCIndustrials6.7K$2.7M2.4%-0.4%
WDC WESTERN DIGITAL CORPTechnology9.3K$2.5M2.2%+3.0%
AAPL APPLE INCTechnology5.9K$1.5M1.3%Held
GOOG ALPHABET INC-CL CTechnology4.4K$1.3M1.1%-5.5%
MSFT MICROSOFT CORPTechnology2.7K$995K0.9%-12.9%
AMZN AMAZON.COM INCConsumer discretionary4.2K$883K0.8%-6.3%
LRCX LAM RESEARCH CORPIndustrials3.6K$767K0.7%New
FTAI FTAI AVIATION LTDServices media3.1K$758K0.7%New
TSLA TESLA INCIndustrials937$348K0.3%-0.1%
GOOGL ALPHABET INC-CL ATechnology744$214K0.2%+0.1%
AFL AFLAC INCFinancials1.9K$213K0.2%+1.4%
NFLX NETFLIX INCServices media2.1K$202K0.2%New
CYRX CRYOPORT INCHealthcare52.2K$00.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 15, 202650$114.7M canonicalSEC ↗
Q4 202513F-HRMar 31, 202655$111.7M canonicalSEC ↗