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
$5.42B
$271,000 0.04% of portfolio
3,062
Q4 2023 Added 9.75%
$60B
$266,000 0.04% of portfolio
1,174
Q1 2025 Added 2.18%
$10.5B
$330,000 0.04% of portfolio
3,690
Q2 2023 Added 5.43%
$254B
$280,000 0.04% of portfolio
397
Q1 2025 Added 6.43%
$15.2B
$284,000 0.04% of portfolio
2,366
Q2 2025 Added 0.04%
$17.2B
$328,000 0.04% of portfolio
8,151
Q4 2022 New
$84.1B
$303,000 0.04% of portfolio
4,505
Q1 2025 Added 0.02%
$55.9B
$301,000 0.04% of portfolio
1,498
Q1 2025 Added 9.99%
$0
$321,000 0.04% of portfolio
3,195
Q2 2025 New
$182B
$302,000 0.04% of portfolio
6,994
Q1 2025 Added 1.19%
$153B
$316,000 0.04% of portfolio
623
Q1 2025 Added 1.63%
$16.4B
$287,000 0.04% of portfolio
4,977
Q2 2025 Added 0.57%
$0
$311,000 0.04% of portfolio
917
Q4 2024 Reduced 24.77%
$229B
$285,000 0.04% of portfolio
2,098
Q2 2025 Reduced 1.73%
$0
$310,000 0.04% of portfolio
4,862
Q2 2025 Reduced 1.52%
$0
$262,000 0.04% of portfolio
1,952
Q2 2025 Added 0.46%
$38.3B
$282,000 0.04% of portfolio
1,683
Q4 2024 New
$0
$272,000 0.04% of portfolio
2,841
Q2 2024 Reduced 6.58%
$0
$322,000 0.04% of portfolio
6,420
Q2 2025 Reduced 3.23%
$99B
$269,000 0.04% of portfolio
5,830
Q2 2025 Reduced 0.53%
$0
$302,000 0.04% of portfolio
7,466
Q1 2025 Reduced 4.48%
$17.1B
$209,000 0.03% of portfolio
600
Q3 2024 New
$14B
$220,000 0.03% of portfolio
500
Q4 2023 New
$54.9B
$249,000 0.03% of portfolio
301
Q2 2025 Reduced 14.0%
$112B
$223,000 0.03% of portfolio
773
Q2 2025 Reduced 3.13%
$0
$243,000 0.03% of portfolio
7,528
Q2 2025 Reduced 5.88%
$0
$210,000 0.03% of portfolio
8,368
Q2 2025 New
$6.58B
$228,000 0.03% of portfolio
4,335
Q2 2025 Added 0.32%
$141B
$213,000 0.03% of portfolio
5,978
Q2 2025 Reduced 4.75%
$9.35B
$242,000 0.03% of portfolio
11,866
Q1 2025 Added 18.86%
$51.4B
$215,000 0.03% of portfolio
1,601
Q2 2025 New
$139B
$214,000 0.03% of portfolio
1,022
Q2 2025 New
$0
$222,000 0.03% of portfolio
2,877
Q2 2025 New
$96.8B
$201,000 0.03% of portfolio
1,915
Q2 2025 Added 0.05%
$0
$213,000 0.03% of portfolio
2,767
Q2 2025 New
$0
$244,000 0.03% of portfolio
2,225
Q2 2025 Added 0.23%
$39.1B
$211,000 0.03% of portfolio
1,968
Q2 2025 New
$697M
$198,000 0.03% of portfolio
12,937
Q2 2018 Added 49.99%
$53.5B
$236,000 0.03% of portfolio
3,786
Q2 2025 Added 10.19%
$26.8B
$241,000 0.03% of portfolio
2,352
Q1 2025 Added 0.64%
$0
$249,000 0.03% of portfolio
2,535
Q1 2025 New
$0
$210,000 0.03% of portfolio
5,102
Q2 2025 New
$0
$214,000 0.03% of portfolio
4,568
Q2 2025 Reduced 20.03%
$0
$239,000 0.03% of portfolio
6,985
Q2 2025 Reduced 2.47%
$0
$224,000 0.03% of portfolio
3,575
Q1 2025 New
$0
$221,000 0.03% of portfolio
3,534
Q3 2024 New
$0
$216,000 0.03% of portfolio
3,026
Q1 2025 New
$17.2B
$209,000 0.03% of portfolio
2,139
Q3 2024 Added 4.9%
$0
$201,000 0.03% of portfolio
5,663
Q2 2025 New

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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