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CIK: 0001730511
Total reported value
$1.1B
$1.1B
293 檔
43.1%
The Q1 2026 SEC filing reveals that Bedel Financial Consulting, Inc. held a total portfolio value of $1.1B, covering 293 public equity positions.
In Q1 2026, Bedel Financial Consulting, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 84 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 35.83% | +3.21% | +0.16% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 6.70% | -0.57% | +4.79% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.95% | -0.61% | +1.72% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.95% | +0.08% | +4.71% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.20% | +0.09% | -1.10% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.94% | -0.21% | +7.80% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.55% | -0.09% | +0.96% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | -0.13% | +8.77% | |
| 9 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.46% | +0.09% | +3.65% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.22% | +0.22% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 1.31% | +0.01% | +2.75% | |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.13% | -0.15% | +11.13% | |
| 13 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.06% | -0.13% | -0.42% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.07% | -0.68% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.11% | -0.99% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.12% | +5.78% | |
| 17 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.87% | -0.03% | +5.84% | |
| 18 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.84% | +0.09% | +3.67% | |
| 19 | FLV | American Century Focused Lar | ETF-Other | 0.76% | -0.03% | +6.44% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.09% | +0.32% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.67% | — | -2.70% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | — | +0.16% | |
| 23 | ISCF | Ishares International Small | ETF-Other | 0.57% | -0.08% | +0.08% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | -0.08% | — | |
| 25 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.56% | +0.02% | +11.00% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.55% | -0.10% | +0.12% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.53% | +0.07% | +12.96% | |
| 28 | DFIV | Dimensional International Va | ETF-Other | 0.52% | -0.08% | +0.00% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | -0.01% | +0.17% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.07% | -0.20% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.47% | -0.01% | +6.68% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.16% | -0.32% | |
| 33 | CMI | Cummins Inc | Stock-Industrials | 0.41% | +0.07% | -4.91% | |
| 34 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.41% | -0.06% | -11.45% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.11% | -0.42% | |
| 36 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.40% | -0.04% | -78.88% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.39% | -0.02% | +1.45% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.01% | +6.72% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.05% | -0.74% | |
| 40 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.36% | +0.04% | +6.70% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.09% | -0.26% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.35% | +0.24% | -0.76% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | — | -0.50% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | — | +1.52% | |
| 45 | IJUL | Innovator International Deve | ETF-Other | 0.31% | -0.02% | -0.83% | |
| 46 | QGRO | American Century US Quality | ETF-Other | 0.30% | -0.02% | +1.77% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | -0.03% | +0.78% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | -0.01% | +0.20% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.04% | -0.16% | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.25% | +0.03% | +19.46% |
According to official SEC Form 13F filings, Bedel Financial Consulting, Inc. reported a total U.S. public equity portfolio value of $1.1B across 293 disclosed positions in Q1 2026.
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 43.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVLV
市值: $1.1M
Top Position Liquidated / Trimmed
CTAS
前期市值: $716.9K
During Q1 2026, Bedel Financial Consulting, Inc.'s top holdings by market value included LLY (35.8%)、DFAI (6.7%)、VTEB (4.0%). The largest single position, LLY, represented 35.8% of total portfolio value.
In Q1 2026, Bedel Financial Consulting, Inc. made 172 total portfolio adjustments, initiating 17 new buys, adding to 84 positions, trimming 58 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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