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
$94.4B
$494,000 0.07% of portfolio
6,956
Q2 2025 Reduced 1.07%
$0
$423,000 0.06% of portfolio
6,296
Q2 2025 Added 0.16%
$250B
$430,000 0.06% of portfolio
3,057
Q1 2025 Added 0.03%
$1.27T
$468,000 0.06% of portfolio
2,068
Q1 2025 Added 2.94%
$52.6B
$465,000 0.06% of portfolio
6,486
Q1 2025 Reduced 0.05%
$152B
$443,000 0.06% of portfolio
1,589
Q1 2025 Added 4.75%
$203B
$475,000 0.06% of portfolio
16,424
Q2 2025 Reduced 1.57%
$102B
$445,000 0.06% of portfolio
2,427
Q1 2025 Added 1.38%
$282B
$419,000 0.06% of portfolio
2,954
Q2 2025 Reduced 1.6%
$95.8B
$474,000 0.06% of portfolio
4,022
Q4 2024 Added 0.7%
$0
$458,000 0.06% of portfolio
3,446
Q4 2020 Added 100.0%
$155B
$438,000 0.06% of portfolio
3,548
Q2 2025 Reduced 1.31%
$150B
$416,000 0.06% of portfolio
2,106
Q2 2025 Reduced 1.22%
$83.2B
$432,000 0.06% of portfolio
2,035
Q2 2025 New
$306B
$410,000 0.06% of portfolio
1,595
Q1 2025 Added 6.76%
$0
$403,000 0.05% of portfolio
10,960
Q4 2024 Reduced 0.52%
$178B
$399,000 0.05% of portfolio
3,463
Q4 2024 Reduced 17.68%
$0
$370,000 0.05% of portfolio
14,626
Q2 2025 Added 0.08%
$48.5B
$344,000 0.05% of portfolio
331
Q3 2024 Added 0.3%
$0
$367,000 0.05% of portfolio
4,435
Q2 2025 Added 0.32%
$78.6B
$342,000 0.05% of portfolio
2,570
Q4 2024 Reduced 14.42%
$24.9B
$338,000 0.05% of portfolio
8,397
Q2 2025 Added 0.11%
$0
$348,000 0.05% of portfolio
4,502
Q2 2025 Added 0.22%
$33.1B
$357,000 0.05% of portfolio
4,378
Q2 2025 Added 0.14%
$245B
$334,000 0.05% of portfolio
1,072
Q2 2025 Reduced 36.61%
$53.7B
$336,000 0.05% of portfolio
18,569
Q2 2025 Added 0.39%
$0
$383,000 0.05% of portfolio
9,074
Q1 2024 Reduced 5.34%
$0
$372,000 0.05% of portfolio
9,221
Q1 2025 Reduced 2.11%
$150B
$355,000 0.05% of portfolio
1,190
Q1 2025 Added 1.02%
$232B
$369,000 0.05% of portfolio
1,354
Q1 2025 Added 14.45%
$0
$357,000 0.05% of portfolio
10,348
Q2 2025 Reduced 16.0%
$4.58B
$398,000 0.05% of portfolio
8,880
Q1 2025 Added 5.06%
$0
$376,000 0.05% of portfolio
3,976
Q4 2024 Reduced 0.53%
$111B
$361,000 0.05% of portfolio
1,120
Q2 2025 Added 0.09%
$0
$389,000 0.05% of portfolio
3,562
Q2 2025 Reduced 2.14%
$1.58B
$356,000 0.05% of portfolio
5,800
Q4 2024 Reduced 10.08%
$0
$389,000 0.05% of portfolio
687
Q1 2025 Added 4.57%
$36B
$393,000 0.05% of portfolio
5,744
Q2 2025 Added 0.49%
$0
$378,000 0.05% of portfolio
687
Q2 2025 Reduced 3.38%
$155B
$396,000 0.05% of portfolio
6,490
Q4 2024 Reduced 0.17%
$0
$401,000 0.05% of portfolio
5,634
Q1 2025 New
$0
$393,000 0.05% of portfolio
8,153
Q2 2024 Reduced 3.62%
$57.5B
$401,000 0.05% of portfolio
3,867
Q4 2024 Reduced 0.1%
$102B
$374,000 0.05% of portfolio
4,080
Q4 2024 Reduced 0.56%
$51B
$284,000 0.04% of portfolio
3,816
Q2 2025 Added 0.69%
$314B
$286,000 0.04% of portfolio
1,203
Q2 2025 Added 0.17%
$0
$270,000 0.04% of portfolio
9,172
Q2 2025 Added 0.22%
$23.7B
$299,000 0.04% of portfolio
4,159
Q1 2025 Added 20.59%
$120B
$317,000 0.04% of portfolio
3,542
Q4 2024 Added 9.86%

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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