Bedel Financial Consulting, Inc. Portfolio Holdings

Bedel Financial Consulting, Inc.

  • $737 Million
  • Q2 2025

Bedel Financial Consulting, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $737 Million distributed in 277 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $256M, Dimensional ETF Tr with a value of $48.6M, Vanguard Mun Bd Fds Tax Exempt with a value of $31.7M, Dimensional ETF Tr with a value of $16.9M, and Microsoft Corp with a value of $16.6M.

Examining the 13F form we can see an increase of $16.6M in the current position value, from $720M to 737M.

Below you can find more details about Bedel Financial Consulting, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $737 Million
ETFs: $297 Million
Healthcare: $284 Million
Technology: $51.8 Million
Financial Services: $32.8 Million
Consumer Cyclical: $13.5 Million
Industrials: $13.4 Million
Consumer Defensive: $12.8 Million
Communication Services: $12.5 Million
Other: $12.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$820B
$256 Million 34.79% of portfolio
328,690
Q2 2025 Added 0.01%
$3.86T
$16.6 Million 2.26% of portfolio
33,452
Q2 2025 Added 0.09%
$4.35T
$16.5 Million 2.24% of portfolio
80,249
Q2 2025 Reduced 0.79%
$621B
$8.97 Million 1.22% of portfolio
18,465
Q2 2025 Added 1.32%
$913B
$8.98 Million 1.22% of portfolio
30,980
Q2 2025 Reduced 0.31%
$429B
$5.1 Million 0.69% of portfolio
7
Q4 2024 New
$505B
$3.66 Million 0.5% of portfolio
23,186
Q2 2025 Added 3.56%
$1.68T
$3.72 Million 0.5% of portfolio
21,082
Q2 2025 Added 0.0%
$708B
$3.39 Million 0.46% of portfolio
15,498
Q2 2025 Reduced 0.28%
$2.49T
$3.06 Million 0.42% of portfolio
13,957
Q2 2025 Reduced 0.36%
$1.72T
$2.95 Million 0.4% of portfolio
16,605
Q2 2025 Reduced 0.02%
$275B
$2.53 Million 0.34% of portfolio
25,865
Q2 2025 Reduced 0.19%
$61.7B
$2.34 Million 0.32% of portfolio
7,158
Q2 2025 Added 7.88%
$386B
$2.33 Million 0.32% of portfolio
12,567
Q2 2025 Added 0.18%
$477B
$2.32 Million 0.32% of portfolio
21,554
Q2 2025 Reduced 0.36%
$494B
$2.12 Million 0.29% of portfolio
13,878
Q2 2025 Reduced 5.92%
$300B
$2.08 Million 0.28% of portfolio
29,990
Q2 2025 Reduced 1.93%
$389B
$2.03 Million 0.28% of portfolio
5,537
Q2 2025 Added 0.31%
$220B
$1.95 Million 0.26% of portfolio
6,672
Q2 2025 Reduced 0.43%
$356B
$1.86 Million 0.25% of portfolio
11,692
Q2 2025 Reduced 4.75%
$189B
$1.75 Million 0.24% of portfolio
3,216
Q2 2025 Reduced 1.11%
$205B
$1.75 Million 0.24% of portfolio
14,140
Q1 2025 Reduced 7.22%
$201B
$1.7 Million 0.23% of portfolio
9,276
Q2 2025 Reduced 4.5%
$201B
$1.62 Million 0.22% of portfolio
12,251
Q2 2025 Added 0.02%
$298B
$1.6 Million 0.22% of portfolio
22,672
Q2 2025 Reduced 0.48%
$108B
$1.44 Million 0.2% of portfolio
4,670
Q1 2025 Added 0.43%
$270B
$1.38 Million 0.19% of portfolio
4,340
Q2 2025 Added 0.09%
$135B
$1.42 Million 0.19% of portfolio
6,092
Q4 2024 Reduced 0.05%
$144B
$1.4 Million 0.19% of portfolio
13,053
Q1 2022 Reduced 0.36%
$5.93B
$1.31 Million 0.18% of portfolio
14,550
Q2 2025 Added 1,400.0%
$148B
$1.23 Million 0.17% of portfolio
5,549
Q2 2025 Added 0.05%
$22.3B
$1.28 Million 0.17% of portfolio
76,444
Q1 2025 Added 0.65%
$309B
$1.22 Million 0.17% of portfolio
8,520
Q2 2025 Added 0.05%
$57.5B
$1.22 Million 0.16% of portfolio
7,558
Q1 2025 Reduced 0.79%
$403B
$1.09 Million 0.15% of portfolio
1,100
Q2 2025 Reduced 3.42%
$1.44T
$1.14 Million 0.15% of portfolio
3,593
Q2 2025 Reduced 7.09%
$224B
$1.01 Million 0.14% of portfolio
5,560
Q4 2024 Reduced 2.15%
$557B
$1.03 Million 0.14% of portfolio
2,901
Q2 2025 Added 1.79%
$394B
$1.06 Million 0.14% of portfolio
7,777
Q1 2025 Reduced 0.65%
$1.29B
$961,000 0.13% of portfolio
21,965
Q1 2024 Reduced 3.07%
$138B
$884,000 0.12% of portfolio
36,469
Q2 2025 Reduced 0.83%
$276B
$890,000 0.12% of portfolio
3,021
Q2 2025 Added 0.07%
$150B
$911,000 0.12% of portfolio
3,307
Q2 2025 Reduced 3.81%
$18.6B
$849,000 0.12% of portfolio
3,812
Q3 2024 Added 300.0%
$160B
$810,000 0.11% of portfolio
11,681
Q2 2025 Reduced 0.73%
$262B
$805,000 0.11% of portfolio
5,519
Q4 2024 Added 0.16%
$76.1B
$789,000 0.11% of portfolio
2,031
Q1 2025 Added 27.26%
$305B
$746,000 0.1% of portfolio
1,923
Q2 2025 Reduced 1.28%
$74.9B
$712,000 0.1% of portfolio
2,881
Q2 2025 Reduced 2.7%

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $737 Million
  • Prior Value $720 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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