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
$0
$2.01 Million 0.27% of portfolio
4,574
Q2 2025 Reduced 0.09%
$223B
$1.95 Million 0.26% of portfolio
6,672
Q2 2025 Reduced 0.43%
$0
$1.94 Million 0.26% of portfolio
16,900
Q4 2022 Reduced 6.33%
$354B
$1.86 Million 0.25% of portfolio
11,692
Q2 2025 Reduced 4.75%
$0
$1.83 Million 0.25% of portfolio
4,305
Q2 2025 Added 2.57%
$187B
$1.75 Million 0.24% of portfolio
3,216
Q2 2025 Reduced 1.11%
$204B
$1.75 Million 0.24% of portfolio
14,140
Q1 2025 Reduced 7.22%
$0
$1.78 Million 0.24% of portfolio
29,203
Q2 2025 Reduced 0.15%
$200B
$1.7 Million 0.23% of portfolio
9,276
Q2 2025 Reduced 4.5%
$203B
$1.62 Million 0.22% of portfolio
12,251
Q2 2025 Added 0.02%
$0
$1.66 Million 0.22% of portfolio
40,086
Q1 2025 Reduced 0.13%
$298B
$1.6 Million 0.22% of portfolio
22,672
Q2 2025 Reduced 0.48%
$0
$1.57 Million 0.21% of portfolio
39,302
Q2 2025 Reduced 10.17%
$109B
$1.44 Million 0.2% of portfolio
4,670
Q1 2025 Added 0.43%
$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%
$128B
$1.48 Million 0.2% of portfolio
4,859
Q4 2024 Added 30.86%
$268B
$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%
$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%
$144B
$1.4 Million 0.19% of portfolio
13,053
Q1 2022 Reduced 0.36%
$5.98B
$1.31 Million 0.18% of portfolio
14,550
Q2 2025 Added 1,400.0%
$0
$1.31 Million 0.18% of portfolio
4,875
Q3 2024 Reduced 0.49%
$149B
$1.23 Million 0.17% of portfolio
5,549
Q2 2025 Added 0.05%
$22.1B
$1.28 Million 0.17% of portfolio
76,444
Q1 2025 Added 0.65%
$301B
$1.22 Million 0.17% of portfolio
8,520
Q2 2025 Added 0.05%
$0
$1.22 Million 0.17% of portfolio
17,668
Q2 2025 Added 2.81%
$56.7B
$1.22 Million 0.16% of portfolio
7,558
Q1 2025 Reduced 0.79%
$0
$1.21 Million 0.16% of portfolio
27,641
Q2 2025 Reduced 8.44%
$407B
$1.09 Million 0.15% of portfolio
1,100
Q2 2025 Reduced 3.42%
$0
$1.11 Million 0.15% of portfolio
17,456
Q2 2025 Added 0.51%
$1.39T
$1.14 Million 0.15% of portfolio
3,593
Q2 2025 Reduced 7.09%
$226B
$1.01 Million 0.14% of portfolio
5,560
Q4 2024 Reduced 2.15%
$0
$997,000 0.14% of portfolio
5,646
Q2 2025 Added 0.2%
$564B
$1.03 Million 0.14% of portfolio
2,901
Q2 2025 Added 1.79%
$382B
$1.06 Million 0.14% of portfolio
7,777
Q1 2025 Reduced 0.65%
$0
$998,000 0.14% of portfolio
7,197
Q2 2025 Reduced 0.99%
$0
$921,000 0.13% of portfolio
20,926
Q2 2025 Reduced 0.32%
$0
$932,000 0.13% of portfolio
3,933
Q2 2025 Reduced 15.96%
$1.33B
$961,000 0.13% of portfolio
21,965
Q1 2024 Reduced 3.07%
$0
$851,000 0.12% of portfolio
35,738
Q2 2025 Added 0.12%
$136B
$884,000 0.12% of portfolio
36,469
Q2 2025 Reduced 0.83%
$278B
$890,000 0.12% of portfolio
3,021
Q2 2025 Added 0.07%
$152B
$911,000 0.12% of portfolio
3,307
Q2 2025 Reduced 3.81%
$0
$874,000 0.12% of portfolio
4,503
Q2 2025 Added 2.25%
$18.7B
$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%

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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