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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$608B
$256 Million 34.79% of portfolio
328,690
Q2 2025 Added 0.01%
$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%
$3.95T
$16.6 Million 2.26% of portfolio
33,452
Q2 2025 Added 0.09%
$3.69T
$16.5 Million 2.24% of portfolio
80,249
Q2 2025 Reduced 0.79%
$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%
$621B
$8.97 Million 1.22% of portfolio
18,465
Q2 2025 Added 1.32%
$859B
$8.98 Million 1.22% of portfolio
30,980
Q2 2025 Reduced 0.31%
$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
$5.15 Million 0.7% of portfolio
226,094
Q2 2025 Reduced 0.25%
$423B
$5.1 Million 0.69% of portfolio
7
Q4 2024 New
$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
$4.43 Million 0.6% of portfolio
80,327
Q2 2025 Reduced 3.45%
$0
$3.78 Million 0.51% of portfolio
47,512
Q2 2025 Added 2.22%
$456B
$3.66 Million 0.5% of portfolio
23,186
Q2 2025 Added 3.56%
$0
$3.66 Million 0.5% of portfolio
85,441
Q2 2025 Added 0.1%
$1.21T
$3.72 Million 0.5% of portfolio
21,082
Q2 2025 Added 0.0%
$0
$3.51 Million 0.48% of portfolio
19,172
Q2 2025 Reduced 1.9%
$684B
$3.39 Million 0.46% of portfolio
15,498
Q2 2025 Reduced 0.28%
$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%
$2.26T
$3.06 Million 0.42% of portfolio
13,957
Q2 2025 Reduced 0.36%
$1.24T
$2.95 Million 0.4% of portfolio
16,605
Q2 2025 Reduced 0.02%
$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%
$281B
$2.53 Million 0.34% of portfolio
25,865
Q2 2025 Reduced 0.19%
$56.3B
$2.34 Million 0.32% of portfolio
7,158
Q2 2025 Added 7.88%
$351B
$2.33 Million 0.32% of portfolio
12,567
Q2 2025 Added 0.18%
$442B
$2.32 Million 0.32% of portfolio
21,554
Q2 2025 Reduced 0.36%
$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%
$452B
$2.12 Million 0.29% of portfolio
13,878
Q2 2025 Reduced 5.92%
$1.78T
$2.16 Million 0.29% of portfolio
2,922
Q2 2025 Reduced 0.48%
$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%
$293B
$2.08 Million 0.28% of portfolio
29,990
Q2 2025 Reduced 1.93%
$405B
$2.03 Million 0.28% of portfolio
5,537
Q2 2025 Added 0.31%

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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