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
| Rank | Stock | Shares | Value | % 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
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
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 152 | $404.3M | 43.5% |
| Healthcare | 23 | $368.0M | 39.6% |
| Technology | 23 | $59.5M | 6.4% |
| Unknown | 19 | $29.0M | 3.1% |
| Communication Services | 7 | $16.0M | 1.7% |
| Industrials | 18 | $14.4M | 1.6% |
| Consumer Cyclical | 12 | $13.3M | 1.4% |
| Consumer Defensive | 11 | $11.3M | 1.2% |
| Energy | 7 | $6.0M | 0.6% |
| Utilities | 11 | $4.5M | 0.5% |
| Real Estate | 3 | $1.9M | 0.2% |
| Basic Materials | 3 | $854K | 0.1% |