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CIK: 0001730511
Total reported value
$1.1B
$1.1B
273 檔
34.8%
During the Q2 2025 filing period, Bedel Financial Consulting, Inc. (CIK: 0001730511) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 273 reported positions.
During Q2 2025, Bedel Financial Consulting, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 35.06% | +3.21% | +0.01% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 6.62% | -0.57% | +1.99% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.32% | -0.61% | -1.83% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.31% | +0.08% | -0.26% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.22% | +0.09% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.25% | +0.09% | -0.79% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.85% | -0.09% | +0.38% | |
| 8 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.65% | +0.09% | -0.00% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | -0.13% | -0.13% | |
| 10 | CGGR | Cap Group Growth Equity | ETF-Other | 1.55% | +0.01% | -1.17% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.07% | -0.31% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.11% | +1.32% | |
| 13 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.21% | -0.13% | -0.17% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.18% | -0.15% | +0.25% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.12% | +0.46% | |
| 16 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.78% | -0.03% | +1.15% | |
| 17 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.77% | +0.09% | +0.04% | |
| 18 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.70% | -0.06% | -0.25% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.70% | -0.08% | — | |
| 20 | FLV | American Century Focused Lar | ETF-Other | 0.69% | -0.03% | +4.37% | |
| 21 | ISCF | Ishares International Small | ETF-Other | 0.65% | -0.08% | -0.64% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.60% | -0.10% | -3.44% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.60% | — | +0.60% | |
| 24 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.52% | +0.02% | +2.22% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.09% | +0.00% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | -0.01% | +3.56% | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 0.50% | -0.08% | +0.10% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.48% | -0.02% | -1.90% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.04% | -0.28% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.44% | -0.01% | +1.66% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | — | +3.52% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | — | -0.36% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.07% | -0.02% | |
| 34 | DFAT | Dimensional US Target Value | ETF-Other | 0.37% | +0.07% | +7.53% | |
| 35 | QGRO | American Century US Quality | ETF-Other | 0.36% | -0.02% | +1.48% | |
| 36 | IJUL | Innovator International Deve | ETF-Other | 0.36% | -0.02% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | — | -5.01% | |
| 38 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.35% | +0.04% | -1.80% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.09% | -0.19% | |
| 40 | CMI | Cummins Inc | Stock-Industrials | 0.32% | +0.07% | +7.88% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | -0.01% | +0.18% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.16% | -0.36% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.03% | +0.53% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | +19.37% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.03% | -0.48% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.05% | -5.92% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | -0.02% | -1.08% | |
| 48 | GSPY | Gotham Enhanced 500 ETF | ETF-Other | 0.29% | -0.01% | -0.38% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.28% | +0.04% | -1.93% | |
| 50 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.28% | -0.04% | — |
According to official SEC Form 13F filings, Bedel Financial Consulting, Inc. reported a total U.S. public equity portfolio value of $1.1B across 273 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including LLY, DFAI, VTEB) accounted for 34.8% of total reported equity market value during Q2 2025.
During Q2 2025, Bedel Financial Consulting, Inc.'s top holdings by market value included LLY (35.1%)、DFAI (6.6%)、VTEB (4.3%). The largest single position, LLY, represented 35.1% of total portfolio value.
In Q2 2025, Bedel Financial Consulting, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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