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CIK: 0001730511
Total reported value
$1.1B
$1.1B
289 檔
45.8%
In Q4 2025, Bedel Financial Consulting, Inc.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 289 disclosed stock positions.
In Q4 2025, Bedel Financial Consulting, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 289 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 37.94% | +3.21% | -0.13% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 5.98% | -0.57% | +1.37% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.74% | -0.61% | +4.63% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.59% | +0.08% | +16.58% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.27% | +0.09% | -2.07% | |
| 6 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.80% | -0.04% | +628.66% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.22% | -0.89% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.61% | -0.21% | +5.23% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.50% | -0.09% | +0.43% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | -0.13% | -1.73% | |
| 11 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.37% | +0.09% | +2.68% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 1.35% | +0.01% | -1.94% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.07% | +1.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.11% | -1.13% | |
| 15 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.00% | -0.13% | -0.33% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.99% | -0.15% | +9.66% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | -0.12% | -1.40% | |
| 18 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.77% | +0.09% | +1.10% | |
| 19 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.76% | -0.03% | +5.44% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.09% | +0.32% | |
| 21 | FLV | American Century Focused Lar | ETF-Other | 0.67% | -0.03% | +4.17% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.67% | — | +42.68% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | +67.41% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | -0.08% | — | |
| 25 | ISCF | Ishares International Small | ETF-Other | 0.54% | -0.08% | -0.90% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.01% | +0.67% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.50% | -0.10% | -2.35% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.07% | -10.18% | |
| 29 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.48% | +0.02% | +6.82% | |
| 30 | DFIV | Dimensional International Va | ETF-Other | 0.47% | -0.08% | +1.15% | |
| 31 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.45% | -0.06% | -13.31% | |
| 32 | DFAT | Dimensional US Target Value | ETF-Other | 0.43% | +0.07% | +10.14% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.42% | -0.01% | +9.58% | |
| 34 | CMI | Cummins Inc | Stock-Industrials | 0.39% | +0.07% | -0.41% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.38% | -0.02% | -7.44% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.11% | +55.86% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | +23.09% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | — | -2.49% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.04% | -3.79% | |
| 40 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.32% | +0.04% | +16.10% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | — | -0.37% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.16% | +7.33% | |
| 43 | QGRO | American Century US Quality | ETF-Other | 0.30% | -0.02% | +0.62% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.09% | -2.82% | |
| 45 | IJUL | Innovator International Deve | ETF-Other | 0.30% | -0.02% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.05% | -6.43% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | -0.01% | -6.93% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.03% | +0.79% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.26% | +0.24% | -0.91% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | +0.04% | -2.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +5.9% | -0.13% | Trim |
| 2 | VTES | Vanguard Sh Term Tax-ex Bond | +1.5% | +628.66% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +67.41% | Add |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +278.38% | Add |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +42.68% | Add |
| 6 | GLD | Spdr Gold Shares | +0.1% | +55.86% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +141.41% | Add |
| 8 | IBHF | Ishares Ibond 2026 Hy & Inc | +0.1% | +105.53% | Add |
| 9 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +340.81% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.32% | Add |
| 11 | DFAE | Dimensional Emerging Core Eq | 0% | +16.58% | Add |
| 12 | VGT | Vanguard Info Tech ETF | 0% | +48.25% | Add |
| 13 | SCHD | Schwab US Dvd Equity ETF | 0% | +62.72% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | 0% | +23.09% | Add |
| 15 | AMAT | Applied Materials Inc | 0% | -0.91% | Trim |
| 16 | ISRG | Intuitive Surgical Inc | 0% | +0.43% | Add |
| 17 | CMI | Cummins Inc | 0% | -0.41% | Trim |
| 18 | BUFB | Innovator Ladd Allo Buff ETF | 0% | +21.16% | Add |
| 19 | ELV | Elevance Health Inc | 0% | +18.97% | Add |
| 20 | BAC | Bank Of America CORP | 0% | +16.75% | Add |
| 21 | MRK | Merck & Co. Inc. | 0% | +0.06% | Add |
| 22 | CAH | Cardinal Health Inc | 0% | — | Unchanged |
| 23 | BA | Boeing Co/the | 0% | +29.65% | Add |
| 24 | RLMD | Relmada Therapeutics Inc | 0% | — | Unchanged |
| 25 | AXP | American Express Co | — | +2.72% | Add |
| 26 | CAT | Caterpillar Inc | — | +0.46% | Add |
| 27 | VO | Vanguard Mid-cap ETF | — | +25.62% | Add |
| 28 | AMD | Advanced Micro Devices | — | -3.51% | Trim |
| 29 | RTX | Rtx CORP | — | +3.50% | Add |
| 30 | IWD | Ishares Russell 1000 Value E | — | +9.41% | Add |
| 31 | DUK | Duke Energy CORP | — | +32.57% | Add |
| 32 | WFC | Wells Fargo & Co | — | +3.32% | Add |
| 33 | MS | Morgan Stanley | — | +7.31% | Add |
| 34 | RSP | Invesco S&p 500 Equal Weight | — | +14.00% | Add |
| 35 | CEG | Constellation Energy | — | +15.51% | Add |
| 36 | IWN | Ishares Russell 2000 Value E | — | +7.82% | Add |
| 37 | AMGN | Amgen Inc | — | — | Unchanged |
| 38 | C | Citigroup Inc | — | +15.03% | Add |
| 39 | PLD | Prologis Inc | — | +18.72% | Add |
| 40 | USB | US Bancorp | — | — | Unchanged |
| 41 | DHR | Danaher CORP | — | — | Unchanged |
| 42 | ACN | Accenture plc | — | +11.71% | Add |
| 43 | COF | Capital One Financial CORP | — | +0.10% | Add |
| 44 | CB | Chubb Limited | — | +14.88% | Add |
| 45 | STLD | Steel Dynamics Inc | — | -4.21% | Trim |
| 46 | BMY | Bristol-myers Squibb Co | — | -0.89% | Trim |
| 47 | GSK | Gsk Plc-spon Adr | — | — | Unchanged |
| 48 | DISV | Dimensional International Sm | — | +0.15% | Add |
| 49 | TJX | Tjx Companies Inc | — | +1.63% | Add |
| 50 | COP | Conocophillips | — | +12.96% | Add |
According to official SEC Form 13F filings, Bedel Financial Consulting, Inc. reported a total U.S. public equity portfolio value of $1.1B across 289 disclosed positions in Q4 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 45.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
IEI
市值: $1.1M
Top Position Liquidated / Trimmed
IBHE
前期市值: $723.1K
During Q4 2025, Bedel Financial Consulting, Inc.'s top holdings by market value included LLY (37.9%)、DFAI (6.0%)、VTEB (3.7%). The largest single position, LLY, represented 37.9% of total portfolio value.
In Q4 2025, Bedel Financial Consulting, Inc. made 175 total portfolio adjustments, initiating 17 new buys, adding to 94 positions, trimming 51 holdings, and fully liquidating 13 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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