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CIK: 0001730511
Total reported value
$1.1B
$1.1B
285 檔
35.4%
At the close of Q3 2025, Bedel Financial Consulting, Inc. disclosed equity holdings valued at approximately $1.1B, spread across 285 reported holdings.
In Q3 2025, Bedel Financial Consulting, Inc. displayed an active expansion posture, initiating 30 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 32.07% | +3.21% | -0.06% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 6.68% | -0.57% | +2.39% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.23% | -0.61% | +2.33% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.58% | +0.09% | -1.07% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.55% | +0.08% | +8.59% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | -0.22% | +1.43% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.77% | -0.09% | +0.58% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.72% | -0.21% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.65% | -0.13% | -0.48% | |
| 10 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.64% | +0.09% | +2.66% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 1.61% | +0.01% | +3.04% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | -0.07% | +1.29% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.11% | +2.27% | |
| 14 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.16% | -0.13% | — | |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.08% | -0.15% | -3.48% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.12% | +4.43% | |
| 17 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.85% | +0.09% | +3.52% | |
| 18 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.84% | -0.03% | +8.16% | |
| 19 | FLV | American Century Focused Lar | ETF-Other | 0.75% | -0.03% | +9.15% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.67% | -0.08% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.09% | -0.47% | |
| 22 | ISCF | Ishares International Small | ETF-Other | 0.64% | -0.08% | -0.91% | |
| 23 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.64% | -0.06% | -4.05% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | -0.01% | +8.03% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.58% | -0.10% | -0.90% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.04% | +3.06% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.55% | — | -1.90% | |
| 28 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.53% | +0.02% | +5.87% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.07% | -0.63% | |
| 30 | DFIV | Dimensional International Va | ETF-Other | 0.51% | -0.08% | +1.14% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.47% | -0.02% | -0.55% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.45% | -0.01% | +4.21% | |
| 33 | DFAT | Dimensional US Target Value | ETF-Other | 0.45% | +0.07% | +20.26% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | — | -2.77% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | — | +1.98% | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 0.39% | +0.07% | -0.24% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | -0.01% | +0.24% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | — | +0.02% | |
| 39 | QGRO | American Century US Quality | ETF-Other | 0.36% | -0.02% | +0.44% | |
| 40 | IJUL | Innovator International Deve | ETF-Other | 0.34% | -0.02% | +0.58% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.09% | +0.84% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.05% | +2.41% | |
| 43 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.33% | +0.04% | +0.02% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.01% | +7.25% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.16% | +3.71% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.03% | +6.03% | |
| 47 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.29% | -0.04% | +10.10% | |
| 48 | GSPY | Gotham Enhanced 500 ETF | ETF-Other | 0.29% | -0.01% | -0.14% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | -0.02% | +0.61% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.28% | -0.02% | -0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAE | Dimensional Emerging Core Eq | +0.3% | +8.59% | Add |
| 2 | AAPL | Apple Inc | +0.3% | -1.07% | Trim |
| 3 | ORCL | Oracle CORP | +0.2% | +3.06% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | +8.03% | Add |
| 5 | DFAI | Dimensional International Co | +0.2% | +2.39% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | +1.43% | Add |
| 7 | CGGR | Cap Group Growth Equity | +0.2% | +3.04% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.47% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +1.29% | Add |
| 10 | FYC | First Trust Small Cap Growth | +0.1% | +3.52% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -0.63% | Trim |
| 12 | DFAT | Dimensional US Target Value | +0.1% | +20.26% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.43% | Add |
| 14 | CMI | Cummins Inc | +0.1% | -0.24% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.48% | Trim |
| 16 | FLV | American Century Focused Lar | +0.1% | +9.15% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.25% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +14.45% | Add |
| 19 | IMCV | Ishares Morningstar Mid-cap | +0.1% | +8.16% | Add |
| 20 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +2.66% | Add |
| 21 | TSLA | Tesla Inc | +0.1% | +0.11% | Trim |
| 22 | IMCB | Ishares Morningstar Mid-cap | 0% | +5.87% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | 0% | -0.49% | Add |
| 24 | AVGO | Broadcom Inc | 0% | +3.57% | Trim |
| 25 | IWR | Ishares Russell Mid-cap ETF | 0% | +4.21% | Add |
| 26 | ABBV | Abbvie Inc | 0% | +0.24% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.77% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +1.98% | Add |
| 29 | META | Meta Platforms Inc-class A | 0% | +3.05% | Add |
| 30 | VUG | Vanguard Growth ETF | 0% | -0.50% | Trim |
| 31 | AMAT | Applied Materials Inc | 0% | +0.42% | Trim |
| 32 | TCHP | T Rowe Price Blue Chip Growt | 0% | +2.36% | Add |
| 33 | IBHF | Ishares Ibond 2026 Hy & Inc | 0% | +18.64% | Add |
| 34 | RTX | Rtx CORP | 0% | +12.36% | Add |
| 35 | CAT | Caterpillar Inc | 0% | +1.35% | Add |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | +12.14% | Add |
| 37 | AMD | Advanced Micro Devices | 0% | +8.09% | Add |
| 38 | QGRO | American Century US Quality | 0% | +0.44% | Add |
| 39 | GLD | Spdr Gold Shares | 0% | +10.31% | Add |
| 40 | GSPY | Gotham Enhanced 500 ETF | 0% | -0.14% | Trim |
| 41 | DIS | Walt Disney Co/the | 0% | +0.08% | Add |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +1.56% | Add |
| 43 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +0.20% | Add |
| 44 | SPG | Simon Property Group Inc | 0% | +3.64% | Add |
| 45 | INTC | Intel CORP | 0% | -0.40% | Trim |
| 46 | VGT | Vanguard Info Tech ETF | 0% | +8.83% | Add |
| 47 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 48 | DFIV | Dimensional International Va | 0% | +1.14% | Add |
| 49 | IWM | Ishares Russell 2000 ETF | 0% | +0.02% | Trim |
| 50 | JNJ | Johnson & Johnson | 0% | +2.41% | Trim |
According to official SEC Form 13F filings, Bedel Financial Consulting, Inc. reported a total U.S. public equity portfolio value of $1.1B across 285 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, DFAI, VTEB) accounted for 35.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVDV
市值: $13.5M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $335.9K
During Q3 2025, Bedel Financial Consulting, Inc.'s top holdings by market value included LLY (32.1%)、DFAI (6.7%)、VTEB (4.2%). The largest single position, LLY, represented 32.1% of total portfolio value.
In Q3 2025, Bedel Financial Consulting, Inc. made 176 total portfolio adjustments, initiating 30 new buys, adding to 91 positions, trimming 50 holdings, and fully liquidating 5 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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