Institutions / Bedel Financial Consulting, Inc.
Bedel Financial Consulting, Inc.
CIK 1730511 · Institution · as of Dec 31, 2025
Portfolio value
$929.25M
Positions
289
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 289 →
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $352.53M | 37.9% |
| Dimensional ETF Trust | $55.57M | 6.0% |
| Vanguard Mun Bd Fds | $34.80M | 3.7% |
| Dimensional ETF Trust | $24.07M | 2.6% |
| Apple Inc. | $21.14M | 2.3% |
| Vanguard Wellington Fd | $16.74M | 1.8% |
| Microsoft Corp | $16.26M | 1.8% |
| American Centy ETF Tr | $15.00M | 1.6% |
| iShares Tr | $13.92M | 1.5% |
| SPDR S&P 500 ETF Tr | $13.00M | 1.4% |
| iShares Tr | $12.72M | 1.4% |
| Capital Group Growth ETF | $12.53M | 1.3% |
| JPMorgan Chase & Co | $10.22M | 1.1% |
| Warren E. Buffett | $9.38M | 1.0% |
| Innovator Etfs Trust | $9.27M | 1.0% |
| Ssga Active ETF Tr | $9.18M | 1.0% |
| iShares Tr | $7.70M | 0.8% |
| First Tr Exchange-Traded Alp | $7.16M | 0.8% |
| iShares Tr | $7.10M | 0.8% |
| Alphabet Inc. | $6.59M | 0.7% |
| American Centy ETF Tr | $6.27M | 0.7% |
| Vanguard Scottsdale Fds | $6.18M | 0.7% |
| Vanguard Index Fds | $5.80M | 0.6% |
| Berkshire Hathaway Inc Del | $5.28M | 0.6% |
| iShares Tr | $5.02M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.