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%
$222B
$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%
$368B
$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%
$169B
$1.75 Million 0.24% of portfolio
3,216
Q2 2025 Reduced 1.11%
$207B
$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%
$162B
$1.7 Million 0.23% of portfolio
9,276
Q2 2025 Reduced 4.5%
$202B
$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%
$306B
$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%
$124B
$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%
$106B
$1.48 Million 0.2% of portfolio
4,859
Q4 2024 Added 30.86%
$227B
$1.38 Million 0.19% of portfolio
4,340
Q2 2025 Added 0.09%
$146B
$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%
$147B
$1.4 Million 0.19% of portfolio
13,053
Q1 2022 Reduced 0.36%
$6.4B
$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%
$152B
$1.23 Million 0.17% of portfolio
5,549
Q2 2025 Added 0.05%
$23.8B
$1.28 Million 0.17% of portfolio
76,444
Q1 2025 Added 0.65%
$302B
$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%
$55.4B
$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%
$439B
$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%
$1.08T
$1.14 Million 0.15% of portfolio
3,593
Q2 2025 Reduced 7.09%
$261B
$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%
$551B
$1.03 Million 0.14% of portfolio
2,901
Q2 2025 Added 1.79%
$367B
$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%
$1.4B
$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%
$138B
$884,000 0.12% of portfolio
36,469
Q2 2025 Reduced 0.83%
$210B
$890,000 0.12% of portfolio
3,021
Q2 2025 Added 0.07%
$127B
$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%
$22.7B
$849,000 0.12% of portfolio
3,812
Q3 2024 Added 300.0%
$141B
$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
Track This Portfolio

Track Bedel Financial Consulting, Inc. Portfolio

Follow Bedel Financial Consulting, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bedel Financial Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bedel Financial Consulting, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email