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
$330B
$675,000 0.09% of portfolio
8,434
Q2 2025 Reduced 6.96%
$2.22B
$665,000 0.09% of portfolio
27,412
Q4 2024 Reduced 0.07%
$94.7B
$640,000 0.09% of portfolio
2,196
Q2 2025 Added 0.05%
$135B
$665,000 0.09% of portfolio
1,683
Q2 2025 Reduced 5.45%
$429B
$643,000 0.09% of portfolio
13,607
Q2 2025 Added 1.24%
$164B
$648,000 0.09% of portfolio
28,964
Q2 2025 Reduced 20.45%
$40.4B
$583,000 0.08% of portfolio
4,529
Q2 2025 Reduced 1.09%
$158B
$567,000 0.08% of portfolio
1,466
Q2 2025 Reduced 1.08%
$101B
$562,000 0.08% of portfolio
9,600
Q2 2025 Reduced 12.51%
$69.4B
$602,000 0.08% of portfolio
13,319
Q2 2025 Reduced 4.82%
$75.7B
$578,000 0.08% of portfolio
17,730
Q2 2021 Added 200.0%
$92.8B
$585,000 0.08% of portfolio
6,390
Q2 2025 Reduced 0.78%
$498B
$610,000 0.08% of portfolio
456
Q1 2025 Reduced 0.22%
$203B
$544,000 0.07% of portfolio
3,420
Q2 2025 Added 0.09%
$152B
$550,000 0.07% of portfolio
1,542
Q2 2025 Reduced 0.32%
$36.2B
$541,000 0.07% of portfolio
2,100
Q4 2021 Reduced 4.55%
$266B
$537,000 0.07% of portfolio
4,445
Q2 2023 Added 3.56%
$14.8B
$538,000 0.07% of portfolio
9,600
Q4 2024 Reduced 0.28%
$92B
$519,000 0.07% of portfolio
3,410
Q2 2025 Reduced 0.61%
$218B
$509,000 0.07% of portfolio
6,442
Q2 2025 Reduced 1.45%
$51.1B
$531,000 0.07% of portfolio
10,319
Q2 2025 Added 0.69%
$81.4B
$494,000 0.07% of portfolio
6,956
Q2 2025 Reduced 1.07%
$278B
$430,000 0.06% of portfolio
3,057
Q1 2025 Added 0.03%
$1.56T
$468,000 0.06% of portfolio
2,068
Q1 2025 Added 2.94%
$45.5B
$465,000 0.06% of portfolio
6,486
Q1 2025 Reduced 0.05%
$160B
$443,000 0.06% of portfolio
1,589
Q1 2025 Added 4.75%
$176B
$475,000 0.06% of portfolio
16,424
Q2 2025 Reduced 1.57%
$81.7B
$445,000 0.06% of portfolio
2,427
Q1 2025 Added 1.38%
$413B
$419,000 0.06% of portfolio
2,954
Q2 2025 Reduced 1.6%
$95.7B
$474,000 0.06% of portfolio
4,022
Q4 2024 Added 0.7%
$163B
$438,000 0.06% of portfolio
3,548
Q2 2025 Reduced 1.31%
$157B
$416,000 0.06% of portfolio
2,106
Q2 2025 Reduced 1.22%
$84.4B
$432,000 0.06% of portfolio
2,035
Q2 2025 New
$338B
$410,000 0.06% of portfolio
1,595
Q1 2025 Added 6.76%
$135B
$394,000 0.05% of portfolio
1,715
Q1 2025 Added 0.88%
$207B
$399,000 0.05% of portfolio
3,463
Q4 2024 Reduced 17.68%
$49.5B
$344,000 0.05% of portfolio
331
Q3 2024 Added 0.3%
$82.5B
$342,000 0.05% of portfolio
2,570
Q4 2024 Reduced 14.42%
$26.2B
$338,000 0.05% of portfolio
8,397
Q2 2025 Added 0.11%
$29.9B
$357,000 0.05% of portfolio
4,378
Q2 2025 Added 0.14%
$319B
$334,000 0.05% of portfolio
1,072
Q2 2025 Reduced 36.61%
$52B
$336,000 0.05% of portfolio
18,569
Q2 2025 Added 0.39%
$158B
$355,000 0.05% of portfolio
1,190
Q1 2025 Added 1.02%
$260B
$369,000 0.05% of portfolio
1,354
Q1 2025 Added 14.45%
$4.26B
$398,000 0.05% of portfolio
8,880
Q1 2025 Added 5.06%
$123B
$361,000 0.05% of portfolio
1,120
Q2 2025 Added 0.09%
$1.45B
$356,000 0.05% of portfolio
5,800
Q4 2024 Reduced 10.08%
$40.9B
$393,000 0.05% of portfolio
5,744
Q2 2025 Added 0.49%
$153B
$396,000 0.05% of portfolio
6,490
Q4 2024 Reduced 0.17%

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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