Bedel Financial Consulting, Inc. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$733.2B
Holdings
273
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (273 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LLYELI LILLY & CO | 346,090 | $257.0B | 35.06% | Put |
| 2 | DFAIDIMENSIONAL ETF TRUST | 1,404,967 | $48.6B | 6.62% | |
| 3 | VTEBVANGUARD MUN BD FDS | 646,226 | $31.7B | 4.32% | |
| 4 | DFAEDIMENSIONAL ETF TRUST | 583,847 | $16.9B | 2.31% | |
| 5 | MSFTMICROSOFT CORP | 33,452 | $16.6B | 2.27% | |
| 6 | AAPLAPPLE INC | 80,249 | $16.5B | 2.25% | |
| 7 | EFGISHARES TR | 120,993 | $13.6B | 1.85% | |
| 8 | IMCGISHARES TR | 151,145 | $12.1B | 1.65% | |
| 9 | SPYSPDR S&P 500 ETF TR | 19,488 | $12.0B | 1.64% | |
| 10 | CGGRCAPITAL GROUP GROWTH ETF | 278,912 | $11.3B | 1.55% | |
| 11 | JPMJPMORGAN CHASE & CO. | 30,980 | $9.0B | 1.23% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,465 | $9.0B | 1.22% | |
| 13 | PAPRINNOVATOR ETFS TRUST | 237,717 | $8.9B | 1.21% | |
| 14 | TOTLSSGA ACTIVE ETF TR | 215,515 | $8.6B | 1.18% | |
| 15 | IVVISHARES TR | 10,915 | $6.8B | 0.92% | |
| 16 | IMCVISHARES TR | 75,666 | $5.7B | 0.78% | |
| 17 | FYCFIRST TR EXCHANGE-TRADED ALP | 71,129 | $5.7B | 0.77% | |
| 18 | PFFVGLOBAL X FDS | 226,094 | $5.2B | 0.70% | |
| 19 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $5.1B | 0.70% | |
| 20 | FLVAMERICAN CENTY ETF TR | 72,790 | $5.1B | 0.69% | |
| 21 | ISCFISHARES TR | 123,178 | $4.8B | 0.65% | |
| 22 | COWZPACER FDS TR | 80,327 | $4.4B | 0.60% | |
| 23 | VCSHVANGUARD SCOTTSDALE FDS | 55,405 | $4.4B | 0.60% | |
| 24 | IMCBISHARES TR | 47,512 | $3.8B | 0.52% | |
| 25 | GOOGLALPHABET INC | 21,082 | $3.7B | 0.51% | |
| 26 | NVDANVIDIA CORPORATION | 23,186 | $3.7B | 0.50% | |
| 27 | DFIVDIMENSIONAL ETF TRUST | 85,441 | $3.7B | 0.50% | |
| 28 | QUALISHARES TR | 19,172 | $3.5B | 0.48% | |
| 29 | ORCLORACLE CORP | 15,498 | $3.4B | 0.46% | |
| 30 | IWRISHARES TR | 35,209 | $3.2B | 0.44% | |
| 31 | VTIVANGUARD INDEX FDS | 10,624 | $3.2B | 0.44% | |
| 32 | AMZNAMAZON COM INC | 13,957 | $3.1B | 0.42% | |
| 33 | GOOGALPHABET INC | 16,605 | $2.9B | 0.40% | |
| 34 | DFATDIMENSIONAL ETF TRUST | 50,235 | $2.7B | 0.37% | |
| 35 | QGROAMERICAN CENTY ETF TR | 24,485 | $2.7B | 0.36% | |
| 36 | IJULINNOVATOR ETFS TRUST | 81,834 | $2.6B | 0.36% | |
| 37 | IWMISHARES TR | 12,027 | $2.6B | 0.35% | |
| 38 | VNLAJANUS DETROIT STR TR | 52,280 | $2.6B | 0.35% | |
| 39 | WMTWALMART INC | 25,865 | $2.5B | 0.34% | |
| 40 | CMICUMMINS INC | 7,158 | $2.3B | 0.32% | |
| 41 | ABBVABBVIE INC | 12,567 | $2.3B | 0.32% | |
| 42 | XOMEXXON MOBIL CORP | 21,554 | $2.3B | 0.32% | |
| 43 | EFAISHARES TR | 24,936 | $2.2B | 0.30% | |
| 44 | VOOVANGUARD INDEX FDS | 3,877 | $2.2B | 0.30% | |
| 45 | METAMETA PLATFORMS INC | 2,922 | $2.2B | 0.29% | |
| 46 | JNJJOHNSON & JOHNSON | 13,878 | $2.1B | 0.29% | |
| 47 | IJHISHARES TR | 34,007 | $2.1B | 0.29% | |
| 48 | GSPYTIDAL TRUST I | 62,139 | $2.1B | 0.29% | |
| 49 | CSCOCISCO SYS INC | 29,990 | $2.1B | 0.28% | |
| 50 | VTESVANGUARD WELLINGTON FD | 20,540 | $2.1B | 0.28% | |
| 51 | HDHOME DEPOT INC | 5,537 | $2.0B | 0.28% | |
| 52 | VUGVANGUARD INDEX FDS | 4,574 | $2.0B | 0.27% | |
| 53 | MCDMCDONALDS CORP | 6,672 | $1.9B | 0.27% | |
| 54 | FNXFIRST TR EXCHANGE-TRADED ALP | 16,900 | $1.9B | 0.26% | |
| 55 | PGPROCTER AND GAMBLE CO | 11,692 | $1.9B | 0.25% | |
| 56 | IWFISHARES TR | 4,305 | $1.8B | 0.25% | |
| 57 | ACWXISHARES TR | 29,203 | $1.8B | 0.24% | |
| 58 | DISDISNEY WALT CO | 14,140 | $1.8B | 0.24% | |
| 59 | ISRGINTUITIVE SURGICAL INC | 3,216 | $1.7B | 0.24% | |
| 60 | AMATAPPLIED MATLS INC | 9,276 | $1.7B | 0.23% | |
| 61 | POCTINNOVATOR ETFS TRUST | 40,086 | $1.7B | 0.23% | |
| 62 | PEPPEPSICO INC | 12,251 | $1.6B | 0.22% | |
| 63 | KOCOCA COLA CO | 22,672 | $1.6B | 0.22% | |
| 64 | CALFPACER FDS TR | 39,302 | $1.6B | 0.21% | |
| 65 | SPSMSPDR SERIES TRUST | 35,152 | $1.5B | 0.20% | |
| 66 | GQ9SPDR GOLD TR | 4,859 | $1.5B | 0.20% | |
| 67 | IWSISHARES TR | 11,007 | $1.5B | 0.20% | |
| 68 | BUFBINNOVATOR ETFS TRUST | 42,865 | $1.5B | 0.20% | |
| 69 | ADPAUTOMATIC DATA PROCESSING IN | 4,670 | $1.4B | 0.20% | |
| 70 | TMEDT ROWE PRICE ETF INC | 31,295 | $1.4B | 0.19% | |
| 71 | HONHONEYWELL INTL INC | 6,092 | $1.4B | 0.19% | |
| 72 | BSXBOSTON SCIENTIFIC CORP | 13,053 | $1.4B | 0.19% | |
| 73 | MINTPIMCO ETF TR | 13,887 | $1.4B | 0.19% | |
| 74 | FBTCFIDELITY WISE ORIGIN BITCOIN | 14,736 | $1.4B | 0.19% | |
| 75 | AXPAMERICAN EXPRESS CO | 4,340 | $1.4B | 0.19% | |
| 76 | UOCTINNOVATOR ETFS TRUST | 37,124 | $1.4B | 0.19% | |
| 77 | FDNFIRST TR EXCHANGE-TRADED FD | 4,875 | $1.3B | 0.18% | |
| 78 | ORLYOREILLY AUTOMOTIVE INC | 14,550 | $1.3B | 0.18% | |
| 79 | HBANHUNTINGTON BANCSHARES INC | 76,444 | $1.3B | 0.17% | |
| 80 | LOWLOWES COS INC | 5,549 | $1.2B | 0.17% | |
| 81 | VXUSVANGUARD STAR FDS | 17,668 | $1.2B | 0.17% | |
| 82 | CVXCHEVRON CORP NEW | 8,520 | $1.2B | 0.17% | |
| 83 | SPGSIMON PPTY GROUP INC NEW | 7,558 | $1.2B | 0.17% | |
| 84 | PJULINNOVATOR ETFS TRUST | 27,641 | $1.2B | 0.17% | |
| 85 | HELOJ P MORGAN EXCHANGE TRADED F | 19,063 | $1.2B | 0.16% | |
| 86 | TSLATESLA INC | 3,593 | $1.1B | 0.16% | |
| 87 | DFASDIMENSIONAL ETF TRUST | 17,456 | $1.1B | 0.15% | |
| 88 | COSTCOSTCO WHSL CORP NEW | 1,100 | $1.1B | 0.15% | |
| 89 | PLTRPALANTIR TECHNOLOGIES INC | 7,777 | $1.1B | 0.14% | |
| 90 | VVISA INC | 2,901 | $1.0B | 0.14% | |
| 91 | 4I1PHILIP MORRIS INTL INC | 5,560 | $1.0B | 0.14% | |
| 92 | IWPISHARES TR | 7,197 | $998.1M | 0.14% | |
| 93 | VTVVANGUARD INDEX FDS | 5,646 | $997.9M | 0.14% | |
| 94 | PSEPINNOVATOR ETFS TRUST | 24,067 | $984.1M | 0.13% | |
| 95 | EXLSEXLSERVICE HOLDINGS INC | 21,965 | $961.8M | 0.13% | |
| 96 | VBVANGUARD INDEX FDS | 3,933 | $932.2M | 0.13% | |
| 97 | PJANINNOVATOR ETFS TRUST | 20,926 | $921.8M | 0.13% | |
| 98 | PNOVINNOVATOR ETFS TRUST | 23,250 | $918.8M | 0.13% | |
| 99 | AVGOBROADCOM INC | 3,307 | $911.7M | 0.12% | |
| 100 | IBMINTERNATIONAL BUSINESS MACHS | 3,021 | $890.4M | 0.12% |
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