Bedel Financial Consulting, Inc.

CIK: 0001730511SEC EDGAR →

Portfolio Value

$929.3M

Holdings

289

As of

Q4 2025

New Positions

16

Closed Positions

12

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
LLYPut

ELI LILLY & CO

345,437$352.6M
37.94%
2

DIMENSIONAL ETF TRUST

1,458,188$55.6M
5.98%
3

VANGUARD MUN BD FDS

691,896$34.8M
3.74%
4

DIMENSIONAL ETF TRUST

739,164$24.1M
2.59%
5

APPLE INC

77,747$21.1M
2.27%
6

VANGUARD WELLINGTON FD

164,779$16.7M
1.80%
7

MICROSOFT CORP

33,631$16.3M
1.75%
8

AMERICAN CENTY ETF TR

159,661$15.0M
1.61%
9

ISHARES TR

122,227$13.9M
1.50%
10

SPDR S&P 500 ETF TR

19,060$13.0M
1.40%

Quarterly Changes

Top Buys

VTES↑ Increased
$14.4M
DFAE↑ Increased
$4.1M
DFAI↑ Increased
$3.3M
VTI↑ Increased
$2.4M
VCSH↑ Increased
$1.8M

Top Sells

LLY↓ Decreased
$101.4M
ORCL↓ Decreased
$1.5M
MSFT↓ Decreased
$1.3M
AAPL↓ Decreased
$921K
PFFV↓ Decreased
$837K

New Positions (17)

$1.1M · 9K shares
$829K · 11K shares
$403K · 8K shares
$377K · 6K shares
$371K · 17K shares
$346K · 13K shares
$321K · 3K shares
$284K · 4K shares
$227K · 600 shares
$227K · 277 shares
$220K · 2K shares
$217K · 779 shares
$216K · 3K shares
$214K · 2K shares
$213K · 5K shares
$204K · 5K shares
$201K · 547 shares

Closed Positions (13)

$723K · 31K shares
$427K · 1K shares
$385K · 6K shares
$372K · 6K shares
$365K · 5K shares
$292K · 2K shares
$274K · 4K shares
$246K · 5K shares
$241K · 2K shares
$216K · 301 shares
$204K · 4K shares
$202K · 7K shares
$202K · 500 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services152$404.3M43.5%
Healthcare23$368.0M39.6%
Technology23$59.5M6.4%
Unknown19$29.0M3.1%
Communication Services7$16.0M1.7%
Industrials18$14.4M1.6%
Consumer Cyclical12$13.3M1.4%
Consumer Defensive11$11.3M1.2%
Energy7$6.0M0.6%
Utilities11$4.5M0.5%
Real Estate3$1.9M0.2%
Basic Materials3$854K0.1%