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
$777,000 0.11% of portfolio
10,681
Q2 2025 Added 0.02%
$261B
$805,000 0.11% of portfolio
5,519
Q4 2024 Added 0.16%
$0
$809,000 0.11% of portfolio
5,379
Q4 2024 Reduced 0.33%
$83.9B
$789,000 0.11% of portfolio
2,031
Q1 2025 Added 27.26%
$0
$824,000 0.11% of portfolio
9,262
Q2 2025 Added 0.31%
$0
$743,000 0.1% of portfolio
2,602
Q1 2025 Added 0.27%
$308B
$746,000 0.1% of portfolio
1,923
Q2 2025 Reduced 1.28%
$0
$718,000 0.1% of portfolio
30,886
Q2 2025 Added 32.01%
$0
$727,000 0.1% of portfolio
29,770
Q1 2025 Reduced 1.5%
$0
$733,000 0.1% of portfolio
31,575
Q2 2025 Added 37.55%
$74.8B
$712,000 0.1% of portfolio
2,881
Q2 2025 Reduced 2.7%
$0
$715,000 0.1% of portfolio
4,534
Q2 2025 Added 3.97%
$0
$719,000 0.1% of portfolio
12,628
Q2 2025 Added 0.25%
$326B
$675,000 0.09% of portfolio
8,434
Q2 2025 Reduced 6.96%
$2.23B
$665,000 0.09% of portfolio
27,412
Q4 2024 Reduced 0.07%
$0
$642,000 0.09% of portfolio
3,293
Q2 2025 Added 0.03%
$0
$644,000 0.09% of portfolio
4,851
Q3 2024 Added 14.03%
$140B
$665,000 0.09% of portfolio
1,683
Q2 2025 Reduced 5.45%
$426B
$643,000 0.09% of portfolio
13,607
Q2 2025 Added 1.24%
$0
$674,000 0.09% of portfolio
17,736
Q1 2025 Reduced 1.03%
$0
$661,000 0.09% of portfolio
13,184
Q4 2022 New
$165B
$648,000 0.09% of portfolio
28,964
Q2 2025 Reduced 20.45%
$0
$664,000 0.09% of portfolio
12,943
Q2 2025 Added 1.53%
$0
$593,000 0.08% of portfolio
895
Q1 2025 Added 8.09%
$40.6B
$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%
$0
$558,000 0.08% of portfolio
3,068
Q1 2025 Added 13.59%
$102B
$562,000 0.08% of portfolio
9,600
Q2 2025 Reduced 12.51%
$0
$590,000 0.08% of portfolio
11,946
Q2 2025 Added 0.11%
$69.6B
$602,000 0.08% of portfolio
13,319
Q2 2025 Reduced 4.82%
$74.9B
$578,000 0.08% of portfolio
17,730
Q2 2021 Added 200.0%
$98.6B
$585,000 0.08% of portfolio
6,390
Q2 2025 Reduced 0.78%
$485B
$610,000 0.08% of portfolio
456
Q1 2025 Reduced 0.22%
$0
$607,000 0.08% of portfolio
18,446
Q2 2025 Added 3.65%
$0
$593,000 0.08% of portfolio
3,268
Q2 2025 Added 1.24%
$199B
$544,000 0.07% of portfolio
3,420
Q2 2025 Added 0.09%
$153B
$550,000 0.07% of portfolio
1,542
Q2 2025 Reduced 0.32%
$0
$548,000 0.07% of portfolio
14,508
Q2 2022 Added 0.48%
$39.3B
$541,000 0.07% of portfolio
2,100
Q4 2021 Reduced 4.55%
$0
$543,000 0.07% of portfolio
20,510
Q2 2025 Reduced 1.79%
$0
$522,000 0.07% of portfolio
9,974
Q4 2024 Added 0.66%
$528B
$502,000 0.07% of portfolio
895
Q2 2025 Reduced 1.65%
$264B
$537,000 0.07% of portfolio
4,445
Q2 2023 Added 3.56%
$15.5B
$538,000 0.07% of portfolio
9,600
Q4 2024 Reduced 0.28%
$0
$543,000 0.07% of portfolio
1,944
Q2 2025 Added 10.39%
$92B
$519,000 0.07% of portfolio
3,410
Q2 2025 Reduced 0.61%
$219B
$509,000 0.07% of portfolio
6,442
Q2 2025 Reduced 1.45%
$50.9B
$531,000 0.07% of portfolio
10,319
Q2 2025 Added 0.69%
$0
$548,000 0.07% of portfolio
8,832
Q1 2023 Reduced 17.77%

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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