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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.6 Million 6.59% of portfolio
1,404,967
Q2 2025 Added 1.99%
$0
$31.7 Million 4.3% of portfolio
646,226
Q2 2025 Reduced 1.83%
$0
$16.9 Million 2.29% of portfolio
583,847
Q2 2025 Reduced 0.26%
$0
$13.6 Million 1.84% of portfolio
120,993
Q2 2025 Added 0.38%
$0
$12.1 Million 1.65% of portfolio
151,145
Q2 2025 Reduced -0.0%
$0
$12 Million 1.63% of portfolio
19,488
Q2 2025 Reduced 0.13%
$0
$11.3 Million 1.54% of portfolio
278,912
Q2 2025 Reduced 1.17%
$0
$8.86 Million 1.2% of portfolio
237,717
Q2 2025 Reduced 0.17%
$0
$8.64 Million 1.17% of portfolio
215,515
Q2 2025 Added 0.25%
$0
$6.78 Million 0.92% of portfolio
10,915
Q2 2025 Added 0.46%
$0
$5.75 Million 0.78% of portfolio
75,666
Q2 2025 Added 1.15%
$0
$5.66 Million 0.77% of portfolio
71,129
Q2 2025 Added 0.04%
$0
$5.15 Million 0.7% of portfolio
226,094
Q2 2025 Reduced 0.25%
$0
$5.08 Million 0.69% of portfolio
72,790
Q2 2025 Added 4.37%
$0
$4.78 Million 0.65% of portfolio
123,178
Q2 2025 Reduced 0.64%
$0
$4.4 Million 0.6% of portfolio
55,405
Q2 2025 Added 0.6%
$0
$3.78 Million 0.51% of portfolio
47,512
Q2 2025 Added 2.22%
$0
$3.66 Million 0.5% of portfolio
85,441
Q2 2025 Added 0.1%
$0
$3.51 Million 0.48% of portfolio
19,172
Q2 2025 Reduced 1.9%
$0
$3.24 Million 0.44% of portfolio
35,209
Q2 2025 Added 1.66%
$0
$3.23 Million 0.44% of portfolio
10,624
Q2 2025 Added 3.52%
$0
$2.71 Million 0.37% of portfolio
50,235
Q2 2025 Added 7.53%
$0
$2.67 Million 0.36% of portfolio
24,485
Q2 2025 Added 1.48%
$0
$2.57 Million 0.35% of portfolio
52,280
Q2 2025 Reduced 1.8%
$0
$2.6 Million 0.35% of portfolio
12,027
Q2 2025 Reduced 5.02%
$0
$2.61 Million 0.35% of portfolio
81,834
Q4 2024 Reduced 1.73%
$0
$2.2 Million 0.3% of portfolio
3,877
Q2 2025 Added 19.37%
$0
$2.23 Million 0.3% of portfolio
24,936
Q2 2025 Added 0.53%
$0
$2.11 Million 0.29% of portfolio
34,007
Q2 2025 Reduced 1.08%
$0
$2.11 Million 0.29% of portfolio
62,139
Q2 2025 Reduced 0.38%
$0
$2.01 Million 0.27% of portfolio
4,574
Q2 2025 Reduced 0.09%
$0
$1.94 Million 0.26% of portfolio
16,900
Q4 2022 Reduced 6.33%
$0
$1.83 Million 0.25% of portfolio
4,305
Q2 2025 Added 2.57%
$0
$1.78 Million 0.24% of portfolio
29,203
Q2 2025 Reduced 0.15%
$0
$1.66 Million 0.22% of portfolio
40,086
Q1 2025 Reduced 0.13%
$0
$1.57 Million 0.21% of portfolio
39,302
Q2 2025 Reduced 10.17%
$0
$1.45 Million 0.2% of portfolio
42,865
Q2 2025 Reduced 1.98%
$0
$1.45 Million 0.2% of portfolio
11,007
Q2 2025 Added 0.14%
$0
$1.5 Million 0.2% of portfolio
35,152
Q2 2025 Added 4.04%
$116B
$1.48 Million 0.2% of portfolio
4,859
Q4 2024 Added 30.86%
$0
$1.4 Million 0.19% of portfolio
13,887
Q2 2025 Reduced 0.71%
$0
$1.42 Million 0.19% of portfolio
31,295
Q2 2025 Added 3.43%
$0
$1.37 Million 0.19% of portfolio
37,124
Q2 2025 Reduced 1.12%
$0
$1.31 Million 0.18% of portfolio
4,875
Q3 2024 Reduced 0.49%
$0
$1.22 Million 0.17% of portfolio
17,668
Q2 2025 Added 2.81%
$0
$1.21 Million 0.16% of portfolio
27,641
Q2 2025 Reduced 8.44%
$0
$1.11 Million 0.15% of portfolio
17,456
Q2 2025 Added 0.51%
$0
$997,000 0.14% of portfolio
5,646
Q2 2025 Added 0.2%
$0
$998,000 0.14% of portfolio
7,197
Q2 2025 Reduced 0.99%

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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